Note: A location's clinical note templates are available when entering clinical notes only from that location. However, if a user makes a clinical note template a favorite, it will be available for that user from any location.
To customize a clinical note template
How to get there
If you are not already viewing the correct location, select it on the Location menu.
Tip: Even though a clinical note template is associated with a location, if someone makes that template a favorite, that person will have access to it from all locations because favorites are associated with user accounts.
From the Settings menu, under Patient Care, clicktap Clinical Note Templates.
The Clinical Note Template Setup page opens.
On a location's Clinical Note Template Setup page, select a clinical note template.
The options for editing the clinical note template appear.
Change the name and/or category of the template, and then change the note text and quick-picks (prompts) as needed.
Set up the following options:
Template name - Type a name for the template.
Category - Select one of the pre-defined categories for this template.
Clinical note text - Type the text of the note, and insert quick-picks as needed.
Quick-picks: A quick-pick allows you to create a clinical note from a template dynamically. When you use a template that has quick-picks to add a clinical note, Dentrix Ascend will show messages that prompt you to enter responses to the specified questions.
Inserting - To insert a quick-pick where the text cursor is positioned, do any of the following:
In the Insert Quick-Pick search field, begin typing to search for one of the pre-defined quick-pick, continue typing as needed to narrow results list, and then select the desired quick-pick.
Use the Ctrl + , (comma) key combination to make a search field appear, begin typing to search for one of the pre-defined quick-picks, continue typing as needed to narrow results list, and then either clicktap the desired quick-pick or use the down arrow key to select the desired quick-pick and then press Enter.
To browse for a quick-pick and then insert it, clicktap Manage Quick-Picks, select one of the Quick-Picks, and then clicktap Insert & Close.
To create a new quick-pick and then insert it, clicktap Manage Quick-Picks, clicktap Create New, complete the steps to create the quick-pick, and then, with that newly created quick-pick selected, clicktap Insert & Close.
Removing - To remove a quick-pick from the note text, clicktap that quick-pick's Remove button.