Each template has a type that defines how notes are generated. Some types are system, non‑editable, while others can be adjusted to meet your specific needs. You'll see the template type when creating a template and in the template drop‑down when selecting a note template.
Clinical Summary Types
These are day‑to‑day clinical note templates. Pick one based on how much control and consistency you need in the generated note.
Type | How it works | When to use | Editable |
Simple Note | Copy‑paste your template from PMS or create one from scratch and let AI summarize the conversation following your structure. Fast to start, but generated content and static phrasing may slightly vary note to note. | Spin up quickly and keep flexibility over strict consistency. | Editable |
Structured Note | Mark exact places for AI to insert data, keeping remaining text untouched. Use option lists for precise outputs and micro‑hints to guide tone and detail. Requires more setup, but provides more consistent and controlled results. | Standardize across providers and specialties with consistent sections, phrasing, and controlled vocabularies. | Editable |
Dictation | Transforms the transcript into a word‑by‑word note with light cleanup and grammar. | When you want to dictate the note rather than summarize the full conversation | System |
Advanced Workflow Types
These templates support adjacent workflows beyond main clinical notes, like referrals, charting, and coaching. Choose one when you need a purpose‑built format for the task.
Type | How it works | When to use | Editable |
Referral Letter | A structured template that guides what to include in a referral letter, ensuring key clinical details are captured consistently. It can be set up in a narrative style and enhanced with AI‑generated data for recipient and patient information, clinical observations, and other relevant details. | Standardize inter‑office communication and ensure completeness before sending. | Editable |
Auto‑Chart | Captures pre‑existing conditions, teeth, surfaces, and treatment plan discussed. Automatically transforms the treatment plan to treatment codes. Supports manual entry and adjustment, and pushes resulting chart to PMS. | Move confirmed conditions and codes into the PMS with minimal clicks; add items manually when needed. | System |
Coaching | Rubric‑based checklist across the visit journey. Assesses the conversation and provides insights on what can be improved. | Use for self‑assessment or manager coaching after a visit, onboarding, or periodic QA reviews. | System |
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