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Template tips for cleaner, faster AI notes

Related products:Dentally
  • November 19, 2025
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Amy
Dentally Team
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  • Dentally Team

Are you using AI notes in your clinical workflow? To get the best results when using AI notes, it all starts with an optimised template. A well-structured template can increase your chances of reliable outcomes every time!

The way your template is structured has a big impact on how consistently the AI formats its output. A few quick tweaks can make a huge difference. 

Here are 4 quick tips to optimise your templates: 
✅ Use clear sections (like Chief Complaint and Treatment Plan) 
✅ Add square brackets for options (e.g. Smoking: [Never / Daily / Occasional]) 
✅ Include bullet points or numbered lists for clarity 
✅ Write fixed phrases exactly as you want them to appear 

🛠 Not sure where to start? Try copying one of your existing note templates (system templates recommended) and customising it to suit your workflow. 

👉 Read the full guide on note template best practices here 

💬 Already using templates? 

We’d love to hear what’s working for you! Drop your best-performing formatting tips or template examples below, sharing is caring👇 

🙋‍♀️ Not using Clinical AI Notes yet? 

Try it now straight from your chart screen! Not sure how to? Check out our useful tips in our latest blog: https://shorturl.at/dCLDE