Why Are Exam or Treatment Notes Adding Information That Didn’t Occur in the Appointment?

If your final notes include information that doesn’t accurately reflect what happened during the appointment, this is likely because you’re still using the pre-formed templates provided by DigitalTCO. These templates are generic starting points and may not align perfectly with your specific workflow or practice.

To ensure that your notes are accurate and tailored to your appointments, it’s essential to customise the templates to match your workflow.

How to Customise Your Templates

1. Access Template Customisation:

   • On the left-hand side menu, select Customise > Your Templates.

     Edit Your Template:

   • Choose the template you wish to edit (e.g., exam notes, treatment notes).

   • Make the necessary edits so that the template reflects your workflow and the specifics of how you conduct your appointments.

     Save Your Changes:

   • Once you’ve made your edits, press Save to ensure the template is updated.

Using the Template Fixer for Assistance

If you’re unsure about the format or structure of your customized template, DigitalTCO offers a Template Fixer tool:

1. Copy Your Edited Template:

   • Once you’ve made changes to your template, copy the entire content.

     Use the Template Fixer:

   • Paste your edited template into the Template Fixer found on the left-hand side menu.

   • The Template Fixer will review and correct any formatting issues.

     Replace the Original Template:

   • After the template has been fixed, copy the corrected version and paste it back into the template editor for the appropriate category (e.g., exams or treatments).

Key Takeaway

Customising your templates ensures that your notes are a true reflection of what happens in your appointments, improving accuracy and aligning with your practice’s workflow. If you have any questions or need further assistance, our support team is here to help!