Templates – Denti.AI

Templates in Denti.AI Scribe provide the structure for your generated notes. They define which sections will appear in your clinical documentation and how information will be organized.

The system has several pre-built templates for common visit types. Still, the real power lies in your ability to create custom templates that perfectly match your workflow and documentation style.

Why customizing templates matters: Every dental practice has unique documentation needs based on specialty, workflow preferences, regulatory requirements, and individual practitioner styles. Custom templates ensure your AI-generated notes meet these specific needs consistently.

Clinical Note Types

Denti.AI Scribe supports two types of note templates, Simple Notes, and Structured Notes, designed to fit different workflows and levels of control. Depending on how much guidance you want to give the AI and how specific your formatting needs are, you can choose the template type that best suits your clinical documentation style.

Simple Note

Simple Notes offers a straightforward approach, allowing you to guide the overall note format without designating explicit AI Fields.

Structured Note BETA

Structured Notes provide more control over how the AI generates content by explicitly defining AI Fields - designated areas where the AI will place specific types of information.

These are ideal when:

You want to quickly migrate existing templates from your PMS
Your template structure is relatively straightforward
You want the AI to have more flexibility in generating content

These are ideal when:

You need precise control over the format and content of notes
You want to guide AI on specific fields
You need to ensure specific static information is always included

How to create: Simply copy-paste your existing template text into the template editor. The AI will use this structure to organize the information it extracts from conversations.

How to create: Use the template editor to create the basic structure, then add AI Fields where you want the system to insert specific types of information.

Default Denti.AI Templates

Denti.AI Scribe comes with several pre-built templates designed to cover common dental visit types and documentation needs. These templates are ready to use out of the box but can also be customized to suit your practice's specific requirements better.

Comprehensive Examination	Full dental examination with complete history, all oral exams, and findings
Hygienist Examination	Focused on cleaning, periodontal assessment, and preventive care
SOAP	Traditional Subjective, Objective, Assessment, Plan format
Specific/Emergency Examination	Focused examination for specific complaints or emergency situations

Note: Feel free to adjust the predefined templates to suit your needs

Create a Template

Step 1: Access Template Creation

Click "New template" to open Template Creation form.

Step 2: Input Template Settings

Configure the basic settings for your new template:

Input the name of the template
Input or choose the category of the template
Set "Display on every visit" if you want the template to be used for every visit
Choose a template type: Simple Note or Structured Note

Step 3: Create Template Content

Simple Note

For Simple Notes, add the structure for your template including section headers in the text editor. For example:

You can organize these sections in any order that makes sense for your workflow.

Structured Note

For Structured Notes, you'll need to:

Create your basic template structure with section headers
Click the "Add AI Field" button to insert fields where the AI should generate content for specific sections
(Optional) For each AI Field, you can provide a default value and add a description to additionally guide the AI

Step 4: Save Your Template

When you're satisfied with your template:

Review all settings and content for accuracy
Click the "Save" button to make your template available for use
Your new template will now appear in the template selection menu

Structured Note - Advanced Settings

Advanced Template Features

Denti.AI Scribe includes a range of advanced features to enhance template management:

Description: Use micro-prompts to guide AI in filling specific template fields
Default value: Define default values for template fields
Single choice options: Provide a list of exclusive options for the AI to select from
Multiple choice options: Provide a list of multiple choice options for the AI to choose select from

Descriptions (Micro-Prompts)

Descriptions work as micro-prompts to guide the AI in how to format or what content to include in specific fields. These instructions help ensure the AI provides the exact type of information you need.

Example:
For a field titled "Periodontal depths", add a description like "Average measurements" to instruct the AI to provide the average pocket depths rather than listing individual measurements for each tooth.

Best practice: Keep descriptions concise but specific. They should provide clear guidance on the format, level of detail, or specific aspects you want the AI to focus on.

Default Values

Default values provide a starting point for the AI and can be particularly useful for fields where normal findings are common. The AI will use these values when no specific abnormalities are mentioned in the conversation.

Example:
For a field titled "TMJ", set a default value of "within normal ranges" to streamline documentation when findings are normal, while still allowing the AI to override this with specific abnormal findings when detected in the conversation.

Best practice: Use default values for fields where normal findings are common, but make sure they represent the most typical situation to minimize the need for changes.

Single Choice Options

Single choice options allow you to define a set of exclusive options that the AI must choose from, ensuring consistency in terminology and documentation. This is particularly useful for standardized assessments or classifications.

Example:
For a field titled "Overall prognosis", provide single choice options of "good/fair/poor" to ensure the AI selects one standardized term rather than using various synonyms or different phrasing.

Best practice: Use single choice options when you need consistent terminology or when specific terms have regulatory or billing implications in your documentation.

Multiple Choice Options

Multiple choice options allow the AI to select one or more items from a predefined list, which is ideal for documenting procedures or findings where multiple selections may apply. This ensures all relevant options are considered.

Example:
For a field titled "X-Ray taken", provide multiple choice options like "bitewing, pa, panoramic, CBCT" so the AI can select all applicable imaging techniques mentioned during the conversation.

Best practice: Use multiple choice options for categories where several options might apply simultaneously, such as diagnostic procedures, symptoms, or treatment modalities.

Best Practices for Template Design

Start Simple

Start simple and iterate based on your experience. You can copy and paste your existing template from the PMS, create a simple note from scratch, or use one of the preset templates.

Test Your Templates

Test new templates with a variety of conversations to ensure they generate appropriate content in different scenarios.

Guide AI with Defaults & Descriptions

Use default values and descriptions for AI Fields to ensure notes captures the right content.

Use Categories for Easier Navigation

Organize your templates into logical categories that make them easy to find when needed, especially as your template library grows.

Use General and Specialized Templates

Use general templates to harness the power of conversation (e.g., for social history, medical history, consultation details) and specialized templates for more procedure-specific data capture.

Mix and Combine Templates

For complex visits, consider using multiple templates to document different aspects of the appointment, creating a comprehensive record. You can always start with a general template, and add more specialized notes if needed.