Important - This article is only relevant to sites using the new notes experience currently rolling out across sites.
How do I view unreviewed clinical notes in the task list?
Select 'Task list' from the left-hand sidebar.
Set the 'Task type' filter (top right) to 'Unreviewed notes'.
You can update the 'Assigned to' dropdown as well if needed.
The task is assigned to the person who started the note if they're a practitioner. If not, it goes to the practitioner booked for the appointment, then to the patient's dentist.
Please note: Draft notes can still be edited and may not reflect the final treatment. Completing notes promptly keeps your records accurate and compliant.
How do I review a note from the task list?
Click the patient name against the relevant task entry.
Dentally will open the clinical note directly in the patients chart.
Review the note, select 'Completed', then select 'Mark as reviewed'.
Once you complete the note, Dentally marks the task as completed automatically.
If you delete all the content from a draft note, Dentally removes its task.
For more about completing notes, see How to complete clinical notes .
Top tip: Check your unlocked notes at least once a day to avoid a backlog building up.