How to Add the Nurse’s Name or Dentist’s Name to Notes

If you want the nurse’s name, dentist’s name, or any other specific detail to appear in your notes, the key is to include it in your template. DigitalTCO updates notes based on the structure of your templates, so having the right headings in place ensures the information is added consistently and correctly.

Steps to Add the Nurse’s or Dentist’s Name

1. Edit Your Template
   • Go to the relevant template (e.g., treatment template or examination template).
   • Add a heading, such as Nurse’s Name or Dentist’s Name, into the template where you want this information to appear.
   • For example:

Nurse’s Name: Claire  
Dentist’s Name: Dr. Smith
 

1. Set a Default Value (Optional)
   • If you regularly work with a specific nurse or dentist, you can set their name as the default value in the template (e.g., "Nurse’s Name: Claire").
2. Update as Needed During Note Creation
   • If the nurse or dentist changes for a specific appointment, simply dictate the update:
     • Example: "The nurse today is Julie."
   • DigitalTCO will automatically replace the default name (e.g., Claire) with the updated name (e.g., Julie) in the note.

Why Adding It to the Template Is Important

• Consistency: Having a predefined heading ensures the AI knows where to insert the information.
• Flexibility: Even if the default value changes, it’s easy to update it with new details during the note-taking process.
• Efficiency: Saves time by reducing manual adjustments and edits to your notes.

Example Template

Here’s an example of how your template might look:

Dentist’s Name: Dr. Smith  
Nurse’s Name: Claire  
Notes: (Your patient or treatment notes go here)
 

Key Takeaways

• To include names in the notes, add headings in the template for these fields.
• Set default values for regular team members and update them as needed during note creation.
• Templates are the foundation of DigitalTCO’s functionality, so customizing them ensures smoother, more accurate outputs.

If you need help editing templates or setting up headings, feel free to contact our support team at help@digitaltco.co.uk or via the support chat.