🚨 Important - The clinical AI notes feature is currently in closed beta in the UK and will be available in open beta for AU & NZ practices from September 17th 2025.
Using practice templates helps standardise note-taking across your team — making documentation faster, clearer, and more consistent for everyone.
To make a template available to all users in the clinical AI notes screen, a Level 4 user must enable it from your Template settings:
Go to 'Settings' -> 'Templates' -> 'Notes'
Find the relevant template(s)
Tick the 'Show on AI notes' box
📝 Please Note: There are two different types of clinical note templates in Dentally and both appear slightly differently when using AI notes:
✅ Personal templates always appear for the user who created them.
✅ Practice templates appear for all users once enabled.