A template saves you a lot of time and effort.

A template is a file that serves as a starting point for a new clinical note. When you open a Notes template, it is pre-formatted or partly completed in some way.

If you find yourself creating similar notes over and over again, it might be a good idea to save one of them as a template, and then you won't have to format your notes each time you want to make a new one. Just open the template and start from there. It is a quick way of making sure you have the right information, every time.

Use a Notes template to:

  • ensure that all similar treatments have consistent information recorded,

  • quickly complete a series of fields

  • ensure that all patients receive the correct information.

Why have your personal Clinical Notes Templates?

Create your own clinical notes templates so that you:

  • Have access to your personal notes templates wherever you are working

  • Have notes that match your personal preferences for the treatment

Your personal clinical notes templates are linked to your Dentally login and therefore travel with you wherever you are working.

Permission levels

If you have permission levels 1, 2 or 3, you can create your own personal clinical notes templates from My Account.

Dentally My Account

To create, edit, or delete clinical notes templates for the site, you must have Level 4 (Administrator) permissions or you need to have "Can manage Templates?" set as an opt-in permission in Settings > Users > Edit > Security. You can access the Notes from Settings > Templates > Notes.

Clinical Notes Templates Name Restrictions

When creating your clinical notes templates please be aware that your shortcut MUST BE unique across your site. For example, if you already have a hygienist template called Hygiene1 you CANNOT call your personal notes template Hygiene1.

How to set up your personal Clinical Notes Templates

  • From My Account, select Template Notes from the left hand menu

Dentally - My Account - Template Notes

  • Either select a template from your list or create a new template for your personal use

Create a new Clinical Note Template

To create a new personal Clinical Note template

  • Select New Note

Dentally Add new personal clinical note template
  • Type in the name and shortcut for your new note template

  • Complete all the fields in the new note

  • Click on Save when you are finished.

Dentally Create New Clinical Note Template

Use a Clinical Note Template Shortcut

  • A shortcut automatically inserts the text into the clinical notes

  • Each shortcut MUST be unique to your Practice

  • If you try to use a shortcut that is already in use, in the list of templates, you will be notified as you try to save the note.

Dentally Clinical Notes Template Shortcut error
  • Change the shortcut to something unique and save

To use a personal Clinical Note Template

  • To use a personal clinical note template, use the template picker from the notes section of the treatment

  • or

  • type in the shortcut followed by a space.

To use the Clinical Notes Template Picker

Dentally Clinical Notes Template Picker
  • Select from the Mine tab to see your personal templates.

Dentally Use Clinical Notes templates from list
  • To see all the notes templates for the practice, select the Practice Tab

  • To use the template from the list, simply click on the template once.

  • Close the window and the template notes have been added to the treatment.

  • Save as normal.

To edit or Delete a Personal Clinical Notes Template

Dentally Edit personal clinical note template
  • To edit or delete a personal clinical notes template, go to My Account

  • Select Template Notes

  • Select the template from the list

  • Edit the note and save


  • Delete the note

Practice Clinical Notes Templates

For details on how to create and use practice clinical notes take a look at our Practice Clinical Notes Templates web page.

Patient Notes

If you want to make a quick note, to keep on the patient's record which alerts staff each time the patient's record is opened, use Patient Notes. We have a helpful web page about this - Patient Notes

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

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