Why have we introduced a new clinical notes template selection screen?
By simplifying the process of selecting and applying templates to your clinical notes, we hope to give you time back to spend where it matters most, with your patients.
Why can't I see the new clinical notes templates screen?
This will be a gradual rollout across all Dentally practices from Friday 2nd June, if you can’t see this yet do not worry it will be with you soon!
What to expect from the new changes?
User-Friendly Interface: The available templates are displayed in alphabetical order, making it easier for you to find the specific template you need.
Shortcut Settings: Each template title is accompanied by an icon displaying the shortcut setting text, allowing you to become familiar with the shortcuts for quicker and easier use of the note in the future.
Template Categories: You can use the new filters to easily switch between All, My templates and Practice templates. This navigation will help streamline your clinical note taking process.
Preview: Templates can be previewed with a single click in the selection list. This preview area displays the content of the selected template, giving you a glimpse of what to expect.
Easy Removal: If you change your mind or select the wrong template, worry not! Each applied template in the preview area features an X icon, enabling you to remove it effortlessly.
Insert or Cancel: Once you've made your selection, you have the option to apply the chosen templates to the selected item notes area by choosing Insert. Alternatively, you can discard any selection and close the screen by choosing Cancel.
Additional support
For further guidance on adding and editing new clinical notes templates to your list take a look at the following articles:
Alternatively, you can reach out to Ellie and our team via support chat in Dentally.