We introduced ‘Personal’ treatment plan templates alongside ‘Shared’ ones, to help you streamline your own individual charting process and they just got even better!

When creating and using treatment plan templates, ‘Personal’ templates will now retain additional details such as clinical notes and any custom price and duration settings. This update is all about giving you more customisation when creating templates for a smoother surgery experience.

What is the difference between ‘Shared’ and ‘Personal’ templates

Shared templates

When saving a treatment plan template as ‘Shared’, it will behave as templates always have – visible to all users and applying the default treatment settings like pricing, duration, and notes.

When you use a shared treatment plan template, the items are arranged according to their original setup, perfect for standardised procedures across multiple users and locations.

Personal templates

Here’s where it gets interesting! ‘Personal’ templates are individual to each user, and they now allow you to save your customised tweaks! 🎉

When saving a ‘Personal’ template, Dentally will now retain:

• Custom pricing & duration: If you charge different rates or need more time for specific treatments, these are now saved.

• Clinical notes: Any treatment-specific notes can be saved directly to the treatment template.

• Appointment details: Whether it’s scheduling details or specific booking requirements, those are saved too!

Now, every time you apply your ‘Personal’ template, it will be tailored to your exact needs — no more need for manual adjustments!

Remember, you can even apply multiple templates to a single treatment plan. Start with one template, and if the plan evolves, just layer on another! This makes it even easier for you to create comprehensive, efficient treatment plans.

Read more about treatment plan templates over on the Help Centre.