A template saves you a lot of time and effort. 

A template is a file that serves as a starting point for a new document. When you open a template, it is pre-formatted in some way.  

if you find yourself creating similar documents over and over again, use a template so that you won't have to format your documents each time you want to make a new one.  Simply select the template and start from there.

Use an estimate template to:

  • ensure that all written communication with patients is consistent,

  • add your branding and contact details,

  • ensure that all patients receive the correct information for them.

Creating an estimate template

To add or edit  any template, you need to have Level 4 (Administrator) permissions or you need to have "Can edit Templates" set as an opt-in permission in Settings > Users > Security.

  • To locate your Templates go to Settings > Templates.

We STRONGLY recommend that you start by duplicating one of the existing templates and making changes as required.

Dentally Templates Estimates tab
  • To create a new estimate Template, select New Template.

We STRONGLY recommend that you start by duplicating one of the existing templates and making changes as required.  

  • Select Copy existing Template and select from the list.  This will add all the formatting without you having to edit the Styles.

Dentally New Template Fields
  • Add the Template name.

  • Add the Greeting into the Salutation field.

  • Create your message, using the available data tags.

We STRONGLY recommend that you do NOT Edit the Template Style unless you are familiar with CSS. If you need help with the Template, please contact Dentally Support.

  • If you want details in the Footer, add them into the Footer field.

  • If you want to add Terms and Conditions, add them into the Terms field.

  • When you are happy with your Template, remember to Save it.

Using an Estimate Template

Once created, you can choose from different templates when you produce the estimate. For help with creating an Estimate go to the Creating an estimate webpage.

Dentally Estimate Template Selector

Remove a Consent Template

  • You cannot delete a template;

  • You set a template to inactive

  • When a template is inactive it no longer appears in the list of available templates

    Dentally Set Template to inactive
  • If you do not wish to use a particular template any more, you can remove it from the list of available template options by going to the Settings > Templates menu, editing the Consent Template and setting its 'Active' status to 'No'.

Additional Support Documents to help with Templates

Correspondence Templates

Correspondence Templates

Creating Treatment Plan Templates

Estimate Templates

Create a Consent Form Template

Use Word document templates in Dentally

Clinical Notes Templates

Practice Clinical Notes Templates

Personal Clinical Notes Templates

Clinical Templates

ACORN Templates - NHS Wales

COVID-19 Templates

COVID-19 Assessment Treatment Template

COVID-19 - SMS Templates

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