Templates & image library
Shape the clinical note, the letter back and the patient take-home around the way you work. Bring your own document or begin with a specialist starter, then choose how it fits the visit.
Early access with guided setup for your practice.
Jane Smith · Fictional implant consultation
A take-home explanation built around the reviewed visit.
The options and questions reviewed during the consultation.
The next step agreed with the doctor and the practice.
Illustrative layout · Not a generated patient record
The same visit has different readers. Give each one a document with the right language, evidence and next step.
Choose a specialist starter, upload an existing Word or PDF document, start blank or copy a template. Keep the headings and explanations your team already relies on, then adapt the parts that change from visit to visit.
Combine fixed practice wording, sections drafted from the visit, relevant clinical evidence and reusable images. An educational illustration explains anatomy or a procedure; the patient's chart and imaging remain the evidence for that patient's case.
Set the intended reader and when a template is used, including exams, dictation, procedures and hygiene visits. Practice and clinician selections let the team choose the appropriate document without rebuilding its structure each time.
Review the document, edit the wording and publish the version you want available for visits. Published templates and work in progress have different roles. Existing notes retain their version when a template changes.
From layout to practice use
Arrange the document around its reader, inspect the preview and select its place in the workflow.
Jane Smith · Fictional implant consultation
A take-home explanation built around the reviewed visit.
The options and questions reviewed during the consultation.
The next step agreed with the doctor and the practice.
Illustrative layout · Not a generated patient record
Existing notes keep their version.
The educational image library
22 illustrations across implants, wisdom teeth and extractions, gum and bone care, and root canal treatment. Add your practice's reusable images alongside the shared library.
Explain the parts of an implant restoration.
Give a visual starting point for the periodontal discussion.
Introduce the anatomy involved in an extraction-site conversation.
Selected shared-library artwork. Educational material has a different role from patient-specific clinical evidence.
How it fits the day
Pick a starter or bring a document your practice already uses.
Arrange the sections, practice wording, visit information and images.
Inspect the result and select the published template for the relevant workflow and clinician.
Confirm the facts, recipient and next steps before sharing or filing.
Templates shape the communication. Your team still reviews the result and chooses the supported delivery or filing route. Confirm the output formats and PMS connection you need during setup.
Explore supported connections →Yes. Start from an uploaded Word or PDF document, a specialist starter, a blank template or a copy of an existing template. Preview the result before selecting it for practice use.
The shared library contains 22 educational illustrations: eight for implants, four for wisdom teeth and extractions, six for gum and bone care, and four for root canal treatment. Practices can also add reusable images of their own.
Existing notes keep their version. Select a published template for future matching work and review each new patient document before sharing it.
No. Educational artwork helps explain a topic. It is distinct from the patient's clinical images, findings and record, which the doctor reviews for the specific case.
Keep exploring
Walk through the workflow, the connection to your PMS and the setup your team needs.