Скачать или смотреть How to Create Clinical Note Templates in Dentrix (2026 Update)

Clinical notes don’t have to be slow or repetitive. In this updated tutorial, I walk step-by-step through how to create and customize clinical note templates in Dentrix so your team can document care faster while keeping notes thorough and consistent.

If you’ve seen my older video on this topic, this version includes updated workflow tips and a clearer walkthrough to help hygienists, assistants, and doctors streamline their clinical documentation.

In this video, you’ll learn:
• How to create new clinical note templates
• How to customize templates for different procedures
• Tips for faster, consistent chart notes
• How templates improve workflow and reduce missed documentation

If you work in a dental office and want Dentrix to work for you instead of slowing you down, this video will help.

👉 More Dentrix tutorials & resources:
www.linktr.ee/dentaltechwithjaime

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CHAPTERS
0:00 Introduction: Clinical Note Templates in Dentrix Overview
0:35 Navigating to Clinical Notes & Template Setup in Dentrix
1:09 Creating a New Clinical Note Template
1:32 Building Templates Using Clinical Note Prompts
2:42 Creating Custom Prompts (Blood Pressure Example)
3:36 Using Prompt-Based Clinical Note Templates
4:10 Alternative Method: Prefilled Clinical Note Templates
5:16 Editing Prefilled Templates During Patient Appointments
5:51 Creating Templates for All Dental Procedures
6:19 Final Tips: Save Time with Clinical Note Templates in Dentrix