Prepare the day at the desk.
Review appointments that need attention, open blocks and treatment that needs follow-through. A schedule is useful when the team can connect an opening to a specific next step, not just see an empty space.
Scheduling
Make the schedule a starting point for the visit.
Prepare tomorrow at the desk. Open the case at chairside. Bring the day's appointments, clinical work and follow-through into the same conversation, alongside your practice management system.
- Desk preparation
- Chairside context
- Open-block follow-through
Early access with guided setup for your practice.
Cascade PeriodonticsIllustrative practice day
Chairside context
The next visit starts here.
Jane Smith
Consultation · Room 1
Patient case → Exam → NoteOpen block · 60 minutes
Review the opening and the next staff-led action.
Explore Slot Filler →Prepare tomorrow
Review confirmations, open blocks and treatment follow-through.
Source and freshness belong alongside the schedule.
One practice day. Different jobs to get done.
The front desk and the clinical team need different views of the same day. Give each the context for its next action.
Start from the appointment at chairside.
Use the room and doctor context to find the visit and open the patient case. Keep the exam, note and relevant clinical evidence close to the appointment your team is working on.
Give openings a workflow.
Move from an open block to Slot Filler to review potential candidates, the reasons they may fit and the next call. Your staff decides how to follow up and completes the booking in Open Dental.
Keep the connection understandable.
The source and freshness of schedule information matter. Supported views and actions depend on your PMS connection and configuration; establish the handoffs your team will use during guided setup.
How it fits the day
Prepare. Open the case. Follow through.
- 01
Review tomorrow
Start with the connected schedule and the appointments that need attention.
- 02
Find the visit
Move into chairside context for the room, doctor and patient.
- 03
Do the clinical work
Open the case and the relevant exam or documentation workflow.
- 04
Review an opening
Use Slot Filler to prepare the next staff-led conversation.
Keep your PMS at the center of booking.
ToothNote.ai connects the practice day to clinical work and follow-through. It does not replace your PMS scheduling authority. Confirm supported schedule data, connection freshness and booking steps for your practice in the demo.
Explore supported connections →A few practical questions.
Does this replace our practice management system?
No. Scheduling in ToothNote.ai connects the practice day to patient work and follow-through. Your PMS remains the source for appointment booking and the official practice record.
What is the difference between Desk and Chairside?
Desk supports preparation and attention across the day. Chairside brings appointment, room, doctor and patient context closer to the clinical work for a visit.
Does every PMS connection support the same actions?
No. Supported data and actions depend on the connection and configuration. Guided setup should establish the source, freshness and handoffs your practice needs.
Keep exploring
See it with your practice in mind.
Walk through the workflow, the connection to your PMS and the setup your team needs.