What is appointment recording?
Appointment recording and AI summaries are two separate tools. They work well together, but you can use either one on its own. You can also type and complete notes without using either tool.
📝 Please note - Only Level 2 practitioners and above can create clinical notes.
Appointment recording captures the conversation between you and your patient during the appointment. It produces a written transcript, which is saved against the clinical note. Dentally doesn't save the audio. Appointment recording doesn't write your clinical note for you.
What are AI generated summaries?
AI summaries take your input and turn it into a structured clinical note. Your input can be typed notes, dictation, an appointment recording transcript, or a mix of these.
The summary produces the written clinical record. You're still responsible for reviewing, editing and approving it before you complete the note.
How do they work together?
Appointment recording captures and transcribes the conversation during the appointment.
When you click 'Generate', the AI uses that transcript, plus anything in the note editor, to write a structured clinical note.
You review and edit the note, then click 'Complete' and 'Mark as reviewed'.
How do I use them separately?
You don't have to use both tools together. You can:
Record an appointment to keep a transcript without generating an AI summary.
Dictate your notes after an appointment, then generate an AI summary.
Type your notes and generate an AI summary from your typed notes alone.
Type your notes without using either tool.
Important: Always review the generated summary before you complete the note. You are responsible for the accuracy of the final clinical record.