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Clinical note-taking is about to become a whole lot easier

Amy avatar
Shared by Amy • May 12, 2026

When you’re documenting an appointment, you want to capture everything clearly without relying on memory or finishing notes later.

The new notes experience moves documentation from individual treatment items to the appointment level, giving you a clearer, more complete record of each visit.

With built-in appointment recording, dictation and AI-powered summaries, you can capture everything in one seamless flow without switching tools or reworking notes.

You’ll also benefit from:

  • A more flexible signing and locking process
  • Easier amendments with full audit history
  • Task reminders to keep notes complete

We understand that this is a big change in your clinical workflow, but it has been designed in collaboration with dentists to better reflect how appointments actually happen. While it may feel different at first, it simplifies documentation over time by removing the need to memorise, copy and paste, and piece notes together throughout the day.

The new clinical notes experience is currently in beta with selected sites, with early access beginning soon ahead of a full rollout.

Once turned on for your site, this will be the standard way of capturing clinical notes in Dentally, moving notes to the appointment level and into the clinical sidebar.

Join our webinar to learn more about the 'why' behind this change and to get a jump start on how you can get the most out of the new clinical note sidebar.

Interested in getting early access? Register here and we will be in touch if a spot opens, don't worry if you're not selected as it will be available for all practices soon!