Workflows

SOAP and clinical notes

Finish the note while the visit is still fresh.

Finished example

Specialist exam · SOAP note

Ready after review
Finished ToothNote.ai SOAP note on practice letterhead with patient history and tooth-level findings
A complete, practice-formatted note shown with de-identified sample data, ready for clinician review and PMS handoff.

Record the encounter once. ToothNote.ai brings the conversation and reviewed specialty findings into a structured clinical note that is ready for doctor review instead of end-of-day reconstruction.

Recorded specialist encounterSOAP-Compact, Narrative, or APSOReady for PMS handoff
Andrew C. Dreyer
“There’s nothing like walking out the door at 5 PM with all my chart notes and referral communications complete for the day.”
Andrew C. Dreyer, DDS, MS · Bakersfield PeriodonticsClinical Advisor and Design Partner

What happens next

  1. 1Send a short request
  2. 2Review your workflow with our team
  3. 3Start guided setup together

More than transcript cleanup

A specialist note needs the exam and the findings around it.

The conversation matters, but it is not the whole clinical record. ToothNote.ai keeps supported charting, measurements, imaging context, and the patient history available to the same reviewed documentation workflow.

Capture the actual encounter

Record the chairside conversation so the note starts from what happened, not from a memory exercise hours later.

Use the practice's house format

Choose SOAP-Compact, Narrative, or APSO and keep the clinician's established writing style in the draft.

Bring reviewed findings with it

Supported perio, endodontic, OMFS, and imaging context can remain attached to the case and available during review.

Keep the doctor in control

The note remains a draft until the clinician reviews, edits, and approves it.

One connected workflow

Capture the visit. Review the draft. Put it to work.

ToothNote.ai handles the specialist documentation work around the official record. The practice keeps its PMS for scheduling, billing, and chart-of-record responsibilities.

  1. 01

    Record the encounter

    Capture the exam or procedure in the room while the clinical work is happening.

  2. 02

    Assemble the case context

    Use the conversation plus the patient-bound findings and evidence available to the workflow.

  3. 03

    Review the structured note

    The clinician confirms the history, findings, assessment, plan, tooth numbers, and specialty details.

  4. 04

    Move the approved work forward

    Copy or download the approved note into nearly any PMS, then build supported downstream documents from the same case.

Clear boundaries

Keep your PMS as the official system of record.

Today, approved clinical notes can be copied or downloaded into nearly any PMS. Open Dental integration is available today for supported workflows. Bring patient and referring-doctor context into ToothNote.ai, and return reviewed documents through an enabled connection. We confirm the workflows available to your practice during setup.

Plan availability

Start with the work you need.

SOAP, exam, procedure, and treatment-note workflows begin with Pro. Practice adds structured measurements, imaging context, appeals, and comprehensive analytics.

Compare plans

Common questions

SOAP and clinical notes questions specialists ask.

Is ToothNote.ai an AI scribe for dentists?

Yes. ToothNote.ai drafts clinical notes from the exam conversation and can include supported specialty findings such as perio charting, measurements, and imaging context. The same case can support a referral letter and a patient take-home, with clinician review before use or delivery.

What if my PMS already writes clinical notes?

Start with the work your team still has to finish: a letter to the referring dentist, a personalized patient explanation, or other case documents. In guided setup, compare the finished outputs and the steps needed to put them into your existing workflow.

Can I correct the draft before it is used?

Yes. Review and edit the clinical details, tooth numbers, assessment, and plan before approving the note. Review each letter or patient-facing document before delivery as well.

Does it write SOAP notes for periodontics, oral surgery, and endodontics?

Yes. ToothNote.ai is built for specialist practices and supports SOAP, exam, procedure, and treatment notes across periodontics, oral and maxillofacial surgery, and endodontics.

Does it integrate with my practice management system?

Approved clinical notes can be copied or downloaded into nearly any practice management system today. Open Dental integration is available today for supported workflows. Bring patient and referring-doctor context into ToothNote.ai, and return reviewed documents through an enabled connection. We confirm the workflows available to your practice during setup. Your practice management system remains the official chart of record.

Do I have to record the entire visit?

No. A short dictated memo is enough to produce documentation. Recording the encounter adds the SOAP note, chart context, and patient take-home from the same capture.

Who is responsible for the final clinical note?

The treating clinician. ToothNote.ai drafts documentation for doctor review. It does not replace clinician judgment and it does not autonomously diagnose. Every document is reviewed and approved before it is used or delivered.