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How to turn on a practice template for clinical AI notes

πŸ‡¬πŸ‡§ UK - Enable shared note templates so all users in your practice can access the same templates consistent clinical ai notes.

Amber Morris avatar
Written by Amber Morris
Updated this week

Using practice templates helps standardise note-taking across your team β€” 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:

  1. Go to 'Settings' -> 'Templates' -> 'Notes'

  2. Find the relevant template(s)

  3. Tick the 'Show on AI notes' box

πŸ“ Please Note: There are two different types of clinical note templates in Dentally and both appear slightly differently when using AI notes:
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βœ… Personal templates always appear for the user who created them.
βœ… Practice templates appear for all users once enabled.

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