Clinical notes
Discover clinical note taking in Dentally from templates, creating, dictating and more
By Amber and 1 other2 authors35 articles
Getting started
Initial set up and get started guides on how to write clinical notes
- How to write clinical notes - full comprehensive guide๐จ Rolling out to all regions - This guide is for use by practices already using the new clinical notes sidebar and appointment level notes in Dentally.
- What microphone should I use for clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Microphones marked with tried and tested have been tested by our team and work well when using clinical AI notes.
- Why have my clinical notes changed?๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Navigating the new clinical note experience in dentally
How to write a clinical note
How to write, dictate or record a clinical note
- How to write a clinical note without AI or dictation๐ฌ๐ง ๐ฎ๐ช ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ UK, ROI, AU, NZ, CA - Documenting clinical notes in the clinical sidebar for each appointment without using dictation of AI summaries
- How to write a clinical note using dictation๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise your speech straight into your own templates with ease.
- How to record an appointment๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Record your appointment and summarise your notes in one seamless workflow
- Tips for speaking your notes when using clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to talk to AI when using clinical AI notes
- How to create and manage note templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ UK, ROI, AU, NZ, CA - Create, edit, favourite, insert and delete note templates from inside a clinical note.
- How to format clinical notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Using the '/' slash menu and highlight to edit when formatting your clinical notes in clinical sidebarโฆ
- How to write a clinical note on a treatment item๐ฌ๐ง ๐ฎ๐ช ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ UK, ROI, AU, NZ, CA - Documenting treatment item clinical notes
How to complete a clinical note
Review, complete and add amendments to a clinical notes
- How to complete clinical notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How the saving system works for your appointment level clinical notes
- How to make amendments to completed clinical notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to edit completed notes using the amendement button in the clinical note sidebar
- How to track unreviewed clinical notes using the task list๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to find clinical notes that need to be reviewed at the end of the day in the task list
- How to find your clinical note transcripts, recordings, and history๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - locating and viewing your clinical note audit history and transcripts
- How to move a clinical note to a different appointment๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - If a not is incorrectly saved it should be moved to the correct appointment as soon as possible.
- How to delete a clinical note?๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to delete a clinical note - this should only be used in emergencies and is onlyโฆ
- How to edit and complete treatment item clinical notes๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to edit, complete and lock clinical notes against a completed treatment item.
Compliance & FAQs
Regulatory information and FAQs
- Clinical AI notes and Ambient Listening regulatory and compliance information๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Clinical AI Notes and Ambient Listening are part of our registered class 1 medical device for clinicalโฆ
- Why use AI to summarise your clinical notes?๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Want to utilise AI summaries but unsure on the benefits? This guide touches on why AI summariesโฆ
- Recommended microphone setup when dictating clinical notes across multiple clinics๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - The ideal solution for multiple treatment rooms when using dictation and appointment recording
- How to set your accent settings for better voice recognition with AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Set your dialect in 'My Account' to improve AI accuracy when dictating clinical notes.
- What is the difference between ai note summaries and appointment recording?๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐ฆ๐บ ๐ณ๐ฟ ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Clinical notes in dentally can be used in various ways to suit your own needs.
- Appointment level clinical note FAQs๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Answers to the most common questions surrounding the new clinical note experience
- Clinical AI notes FAQs๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - This guide help answer the most common questions surrounding clinical ai notes in Dentally
Legacy clinical note help guides
Help articles dedicated to treatment item specific clinical notes
- How to use clinical AI notes in Dentally- legacy note editor๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise these against your own templates in the old treatment item note editot.
- Clinical AI note generation is stuck in 'Pending' status๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - What to do if my note generation gets stuck as pending
- How to turn on/off Clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Turning on/off clinical AI notes for the entire practice
- How to restore your clinical notes๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What to do if you see a message about saving/restoring clinical notes
- How to add new clinical note templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How you can add your own clinical notes templates for use in your treatment planning
- How to set up templates for clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - How to structure and optimise your note templates to get the best results when using clinical AI notes and best practice guidanceโฆ
- Practice Clinical Notes Templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to create, edit & use clinical note templates across your practice
- How to turn on a practice template for clinical AI notes๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ EN, WA, SC, AU, NZ, CA - Enable shared note templates so all users in your practice can access the same templates consistent clinical ai notes.
- How to copy and customise a note template๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง AU, CA, UK - This guide walks you through duplicating an existing note template and editing it.
- Personal Clinical Notes Templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to set up clinical notes templates for personal use by practitioners?
- How to use clinical note templates๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to use clinical notes templates instead of writing your notes from scratch after every appointment