Auto Notes

Auto Notes are templates used to insert frequently-used large notes (e.g., for hygiene, root canals, materials, anesthetic, post-op instructions, etc.).

Place cursor in a Procedure Note box. Above the box, click Auto Note.


In addition to static text, prompts can offer a selection of responses or the ability to enter text. To create or edit auto note templates, see Auto Note Setup.

Note: Auto notes can be easier if a provider prefers to use one note for an entire visit rather than a separate procedure note for each procedure. In addition to the normal procedures for the day, there will be a clinical note, which is just a procedure with a code that is not an ADA code. For example, Zclin. Leave the default notes blank, and use auto notes to compose a single clinical note.

When auto notes are supported in a text box, an Auto Note button will appear above or below the text box.

Auto notes can be grouped by category (folder). Click + to expand a folder tree. Auto notes have a paper icon.

Double-click the auto note to insert. The text of the note will show on the right. Any prompts in the auto note will display in sequence.

For each prompt, select the response or enter text.

Once all prompts have a response, the Compose Auto Note window will remain open with the full text of the note on the right.

Editing Auto Note in Progress

Prompts left unanswered can be answered later on. Simply return to the note and select the Edit Auto Note button. The auto note will resume at the prompt where it was initially skipped. Button will appear on Procedure Notes, Commlogs and Tasks when available.