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How to add new clinical note templates
How to add new clinical note templates

Let's take a look at how you can add your own clinical notes templates for use in your treatment planning.

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

Why should I use clinical note templates?

Make your charting quicker and easier with your own personal or practice-level clinical note templates.

Clinical note templates are an easy way to save yourself time and effort as well as speed up the amount of time your patients spend in surgery.


How to add my own clinical note templates?

There are two ways to add clinical note templates, choose your preferred method below to get started...

Personal clinical notes

Adding clinical notes through your own personal account settings will mean that only you can see and use these templates ⬇️

Practice clinical notes

Adding notes through the practice settings will enable all users to see and use these templates when adding clinical notes ⬇️

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