How to Create Clinical Note Templates in Dentrix (2026 Update)

🦷 Are you a Hygienist new to Dentrix? I created a Dentrix Starter Guide: Hygienist Edition to give you one place to find the Dentrix tasks you actually use during your hygiene day. It includes a skill checklist, daily hygiene workflow and 50+ step by step instructions you can quickly search when you need help. 👉 Get the guide here: https://dentaltechwithjaime.gumroad.c... Clinical notes don’t have to be slow or repetitive. In this updated tutorial, I walk step-by-step through how to create and customize clinical note templates in Dentrix so your team can document care faster while keeping notes thorough and consistent. If you’ve seen my older video on this topic, this version includes updated workflow tips and a clearer walkthrough to help hygienists, assistants, and doctors streamline their clinical documentation. In this video, you’ll learn: • How to create new clinical note templates • How to customize templates for different procedures • Tips for faster, consistent chart notes • How templates improve workflow and reduce missed documentation If you work in a dental office and want Dentrix to work for you instead of slowing you down, this video will help. 👉 More Dentrix tutorials & resources: www.linktr.ee/dentaltechwithjaime Subscribe for weekly dental tech and workflow tutorials that make dental software easier to use. ______________________________________________________________________________ CHAPTERS 0:00 Introduction: Clinical Note Templates in Dentrix Overview 0:35 Navigating to Clinical Notes & Template Setup in Dentrix 1:09 Creating a New Clinical Note Template 1:32 Building Templates Using Clinical Note Prompts 2:42 Creating Custom Prompts (Blood Pressure Example) 3:36 Using Prompt-Based Clinical Note Templates 4:10 Alternative Method: Prefilled Clinical Note Templates 5:16 Editing Prefilled Templates During Patient Appointments 5:51 Creating Templates for All Dental Procedures 6:19 Final Tips: Save Time with Clinical Note Templates in Dentrix