Hey ​@Kirstie T! Welcome to the Community  

I just wanted to share that you can try to create a consent‐only form (no treatment plan) by stripping out the default Estimate design and pasting in a custom stylesheet. See if this works for you:

1. Edit or create your consent template

   • Go to Settings > Templates > Estimates and either click New Template or select an existing consent/estimate to edit  .

   • Give it a clear name (e.g. “Consent Only – Extraction”) and fill in your body text, terms, footer, etc.

2. Open the Styling section

   • Scroll to the bottom and expand Template styling. 

3. Replace the CSS

   • Delete whatever’s there, and paste in this entire block:

.logo{width:200px}
html{font-family:Helvetica, Arial, Verdana, sans-serif}
h2{display:none;font-size:14pt;margin:10px 0}
h3{font-size:12pt;margin:5px 0}
header{border-bottom:2px solid #000;margin-top:0.3cm;overflow:hidden;padding-bottom:10px}
p,div,span,td,th{font-size:9pt;line-height:12pt}
.practice-address{float:right;font-size:11pt;line-height:14pt;min-height:115px;margin:0;padding:0;text-align:right;width:300px}
.practice-address .practitioner{display:none}
.company{font-weight:bold}
.patient-address{float:left;margin:0.7cm 0 20px 0cm;min-height:115px;width:250px}
.patient-address .date{display:none}
#estimate-details{float:right;margin:0.7cm 0 20px 0;text-align:right;width:200px}
#estimate-details h3{font-size:12pt}
#estimate-details h2{text-transform:uppercase}
#estimate-details h2,#estimate-details h3{font-weight:normal;margin:10px 0}
#estimate-body{clear:both}
#estimate-body>.salutation,#estimate-body>.text{padding-bottom:0.3cm}
#estimate-table{clear:both;margin:1em 0}
#estimate-table tbody tr:nth-child(even) td,#estimate-table tbody tr:nth-child(even) th{display:none;background-color:#f5f5f5}
#estimate-table tbody tr.appointment-title td{display:none;background-color:transparent}
#estimate-table td.item-r,#estimate-table th.item-r{display:none;text-align:right}
#estimate-table td.item-l,#estimate-table th.item-l{text-align:left;white-space:normal;display:none}
#estimate-table td.total{display:none;font-weight:bold;text-align:right;font-size:0pt}
#estimate-table tr.odd{display:none;background:#EEE}
#estimate-table tfoot{display:none;border-top:solid 1px #444}
#estimate-table tfoot td{display:none;padding-top:0.3cm}
#estimate-table td{margin:0;padding:2px 5px 2px 5px;vertical-align:top;display:none}
#estimate-table th{display:none;background:#FFF;border-bottom:solid 1px #444;font-weight:bold;padding:1px 2px 0 5px;text-align:left;white-space:nowrap}
table#estimate-table{border-collapse:collapse;clear:both;width:100%;display:none}
.nhs-total,.private-total{font-size:0;display:none}
#footnote,#terms{margin:5px 0;font-weight:bold}
#signature,#date-signed{margin:10px 0;width:50%}
#signature{float:left}
#date-signed{float:right}
.nhs-terms{display:none}
.totals{display:none}

3. Save and activate

   • Click Save. Your template will now only render your header, body text, terms and the signature/date fields. Everything else (including the treatment plan section) is hidden.

4. Use & sign on iPad

   • Back in the patient’s Chart, click Create Estimate, choose your new “Consent Only” template, then open the PDF on your iPad via the Portal or Concierge app for digital signing.

You should be able to get a clean consent form with no attached treatment plan, ready for your iPad signing workflow! Let me know if it works! 

You can use the exact same “Estimate → sign on iPad” workflow whether you want a pure consent form, a treatment-plan acceptance, or a combined consent + plan document. The key is that Dentally only signs “Estimates,” so:

• For a plain consent form (no plan): you strip out the table via the CSS trick I shared.

• For a consent + treatment-plan form: just leave the table in place.

• For a treatment-plan acceptance only: use your standard estimate template with the items and fees.

So there isn’t a separate “Consent” document type at the moment. I’ll share this with our Product team so they’re aware! Anything you build as an Estimate can be signed, whether it contains treatment-plan details or not. Does that clear things up?

Hi Saymon 

That is brilliant. We were almost there but didnt know about the CSS.

Thank you so much for your help I shall go ahead and try that straight away 

Hi Saymon,

Me again, just wanted to let you know that I have followed your instructions and it worked a treat!! Many thanks for your help. Hope you have a lovely afternoon 

Thanks ​@Saymon, I have done this and works brillantly. How does it knowwhich logo to pick up. I am a multisite. When i change to myother practice is doesnt change on preview. 

Hi ​@RegentStreet85,

That’s great! So, when you’re in Settings → Templates → Estimates (or Letters) in the core Dentally app, the Preview you see in that editor is a global mock-up that always uses your primary site’s logo, it won’t switch dynamically when you change the “Location” filter in Settings . That filter simply controls which templates you’re viewing or editing per site, not the logo shown in the in-editor preview.

In reality, when you Generate an Estimate from a patient’s chart, Dentally pulls the logo from the Brand you’ve configured for that site in the Portal Admin (Portal dashboard → Customise → Brands → Sites tab) . So:

• Editor Preview (Settings → Templates) always shows your default logo.

• Actual PDF (Chart → Create Estimate) uses the logo from the Brand assigned to that practice site.

To see the other site’s logo in action, make sure you’ve:

1. Added or overridden the logo under Portal Admin → Customise → Brands for that site.

2. Generated the Estimate from a patient record in that site.

Let me know if it’s clear! 

Yer this doesnt alter on our system. I have logged with support as no matter which practice i create an estimate on it just uses the default all the time