The patient should leave understanding what happens next.
Finished example
Branded patient take-home
Ready after review
A patient-ready visit summary with practice branding and de-identified sample data, prepared for print, PDF, or email after review.
Give each patient a take-home with their name, what you found, the plan you discussed, and the next step. ToothNote.ai drafts it from the reviewed exam in plain language, on your practice's branded page, for approval before print, PDF, or email.
Patient-specific findingsPlain-language planReviewed before delivery
A patient-ready visit summary with practice branding and de-identified sample data, prepared for print, PDF, or email after review.
From clinical explanation to patient follow-through
Give the patient a useful summary without rewriting the exam.
The clinical note and patient take-home serve different readers, but they should not contradict each other. ToothNote.ai builds both from the clinician-reviewed encounter so the practice can explain the findings, the plan, and the next step in language the patient can use.
Start with approved facts
The patient-facing recap is generated only after the clinician has reviewed the source exam and plan.
Translate, do not redictate
Turn the reviewed clinical explanation into clear patient language without asking the team to write a second document.
Make it personal
Keep the patient's name, findings from this visit, documented plan, and next step together on your practice's branded page.
Deliver it the way the office works
Use the approved take-home as a printable page, PDF, or patient email attachment.
One connected workflow
One reviewed exam. Two patient-ready outputs.
ToothNote.ai keeps the patient recap and branded take-home connected to the same approved clinical source, then lets the practice choose how to deliver it.
01
Review the clinical exam
The doctor confirms the findings, treatment discussion, and next step before patient-facing content is created.
02
Generate the patient recap
ToothNote.ai converts the approved clinical content into a clear, patient-facing explanation.
03
Prepare the branded take-home
The same reviewed content is composed into a concise one-page practice-branded artifact.
04
Approve and deliver
The practice checks the final output, then prints, downloads, or emails it to the patient.
Clear boundaries
The take-home supports the conversation. It does not replace it.
The treating clinician remains responsible for the diagnosis, treatment recommendation, and final patient communication. ToothNote.ai organizes clinician-reviewed content into a patient-facing recap for approval before delivery.
Plan availability
Start with the work you need.
The patient recap and branded take-home are included in Pro and Practice.
Patient recap and branded take-home questions specialists ask.
Is the take-home personalized to this patient?+
Yes. It includes the patient's name and explains the findings, documented plan, and next step from their reviewed visit. Your practice checks the finished take-home before sharing it.
What is the patient take-home?+
A practice-branded one-page summary the patient leaves with, written in plain language from the findings and plan the clinician already approved. It can be printed, saved as a PDF, or emailed.
Is the take-home the same document as the clinical note?+
No. The clinical note and the patient take-home serve different readers. ToothNote.ai builds both from the same clinician-reviewed encounter so they explain the same findings without contradicting each other.
Can we put our own practice branding on it?+
Yes. The take-home carries your practice identity on a one-page document for print, PDF, or email.
Who approves the patient recap before the patient gets it?+
The treating clinician. The clinician remains responsible for the diagnosis, treatment recommendation, and final patient communication. ToothNote.ai organizes reviewed content into a patient-facing recap for approval before delivery.
Which plan includes the patient recap?+
The patient recap and branded take-home are included in Pro and Practice.
