Clinical note templates
Quick-fill snippets for clinical notes, filtered by specialty and visit subtype.
Save the phrases your doctors use every day as templates scoped to a specialty and an appointment subtype: routine adjustment, Class II elastics, MOD composite, scaling and polishing, RCT obturation, and so on. They appear as chips above the clinical-notes block, filtered to the current visit, ready to fill in one tap. Crownly ships starter packs for ortho, restorative, hygiene, endo, and perio that seed in a click.
The problem this removes
Doctors retype the same clinical phrases every visit, or skip the notes altogether because typing them slows the chair.
How Note templates works in Crownly
- •Templates scoped by specialty and subtype, so the chips you see at the chair are always relevant
- •Chip row above the clinical-notes block, filtered to the current appointment's category and subtype
- •One-tap apply that only fills empty fields - manual edits never get clobbered
- •Starter packs per specialty: ortho (12), restorative (4), hygiene (3), endo (2), perio (2) - seed the ones your clinic delivers
- •Edit, add, or remove templates from Settings → Clinical templates
- •Each template stores any clinical field its specialty cares about (wires and elastics for ortho, instructions and notes for any specialty)
Questions about Note templates
What are clinical note templates?
Reusable snippets that fill the clinical-notes block in an appointment with one tap. Each template can pre-populate any field its specialty cares about (wires, elastics, IPR for ortho; instructions and notes for any specialty). Templates are scoped to a specialty and an appointment subtype so the chips you see at the chair are always relevant.
Can different doctors have different templates?
Templates live at the clinic level today, so all doctors share the same library. Each clinic in a multi-location group has its own set.
Do templates overwrite the notes I have already typed?
No. Applying a template only fills fields that are currently empty. If you have already typed an upper wire size, tapping a template will not change it - only blank fields are populated.
Does Crownly come with ready-made templates?
Yes. Starter packs are provided for ortho (12 templates), restorative (4), hygiene (3), endo (2), and perio (2). One click from Settings → Clinical templates seeds the packs that match your clinic's enabled specialties. Owners can edit or delete any of them.
Related features
Appointment scheduling
Book, reschedule, and track every appointment with status at a glance.
Clinical note addenda and finalization
Lock the original visit note, then amend with timestamped, author-stamped addenda.
Orthodontic assessment
Structured ortho data capture for crowding, bite, overjet, and more.
Interactive dental chart
Tooth-by-tooth charting with FDI notation and visual condition tracking.
Patient records
A complete digital chart for every patient, accessible from anywhere.
Ready to run note templates on Crownly?
Start a free 30 day trial. No credit card required.