🗒️Clinical Notes

Clinical notes are recorded during the patient appointment and related to the patient treatment process.

Dentaltap - Clinical Notes

1. Open the Patient Profile and switch from Dental Chart to the Clinical Notes tab.

2. You can use filters by the note type or view All Notes.

3. Enter the note text and click on the Create Note button, or use predefined templates. Open the following link to configure Clinical Notes Templates.

4. A list of your created patient notes.

Create Simple Note

Enter the note text, and click on the Create Note button to confirm (3).

Create Template Note

Click on the Use Templates button. In the opened window choose the template, and replace placeholders (marked in blue color Select..., if any). Optionally, you can select teeth numbers, if that note is applied only for specific teeth. Click on the Create Template button to confirm.

Dentaltap - Create Note from Tempalte

Now you can see your template, with applied placeholders. The content of the note can be edited before you submit it. Click on the Create Note button to confirm.

Dentaltap - Create Note Form

Important Notes

Any note can be marked as important. Important notes are visible in the calendar and highlighted at the top when you open a patient profile.

Add to important

To mark a note as important, click on the Start icon (see the screen below).

Dentaltap - Important Notes Focus

Remove from important

To remove a note from important notes, click on the Star icon once again, from the notes list, or from the important notes list

Dentaltap - Important Notes List

Edit Note

To edit a note, click on it to open the details. Click on the Save Changes button to save edited version, or Cancel button to return to the latest version.

Dentaltap - Edit Note

Delete Note

To Delete a note, click on the icon and confirm the action.