The following is a list of all the default clinical note templates that are included with Dentrix and the note text that is inserted by the template. Unless you have customized your clinical note templates, your database should include these default templates. In each category below, the template name and default note text is shown for each default template. Some templates include note prompts that prompt you to answer a question or provide information. The blue italics text below shows the first text option you can choose when prompted by the note template.
Tip: Click the blue text below to display other default text options available for that prompt. Click the blue text again to hide the expanded text.
Template Name |
Note Text |
Cancelled Appt <24-Hr Notice |
The patient cancelled their appointment with less than 24-hour notice. |
Patient Dismissed |
The patient was dismissed from the practice because of non-payment of debt. The patient was given 30-days notice prior to dismissal from the practice, and told that the practice is still available for emergency treatment for the next 30 days while the patient is seeking another dentist. |
Patient Failed Confirmed Appt |
The patient's appointment was previously confirmed, and the patient did not arrive at the office for their scheduled appointment. |
Return Appointment |
The patient scheduled a return appointment to finish treatment. |
Template Name |
Note Text |
Anesthetic, Specific Tooth |
Benzocaine was placed on the palate, adjacent to tooth 1. A total of 0 carpules of Articaine, 4% with Epinephrine 1:100,000 was injected into the palate using a long, 25-gauge needle. A suck-back safety syringe was used to avoid inter-vesicular injection. The patient tolerated the injection and had no adverse reactions to the anesthetic. |
Local Anesthetic, Brief |
The patient was given 0 total carpules of Articaine, 4% with Epinephrine 1:100,000 to achieve satisfactory local anesthesia results. |
No Injection Given to Patient |
No injection was given to the patient. The procedure was minimally invasive for the dental treatment. |
Template Name |
Note Text |
Cosmetic Aberration |
The patient has skeletal aberration, treatable by Dentist. (Cosmetic Aberration Notes) |
Cosmetic Issue |
The patient has abnormal tooth morphology in the maxillary, anterior area. |
Exam Type |
Exam Type: Initial |
Functional Evaluation, TMJ |
A Functional Evaluation of the patient's TMJ shows the following: Motion/Deviation: None Subluxation/Crepitus: None Symptoms Reported: None Diagnosis: TMJ Issues Not Present |
Myofunctional Analysis |
A Functional Evaluation, Myofunctional Analysis shows the following: Tongue Habits: Normal Lip Habits: Normal Speech: Normal |
Occlusion |
A Functional Evaluation of the patient's Occlusion shows the following. Occlusion Classification: Class I Left Lateral: Normal Right Lateral: Normal Space for Appliances: Normal Overall Spacing: No issues Crowding: None Crossbite: None Arch Length: No issues Overbite (mm): 2 Overjet (mm): 2 Patient's perceived level of function: None Dentist's perceived level of function: None Patient's perceived level of aesthetics: None Dentist's perceived level of aesthetics: None |
Oral Hygiene |
The patient's overall Oral Hygiene is Normal. Today's exam shows the following. Plaque: Normal Calculus: Normal Stain: Normal Food Impaction Areas: Normal |
Oral Pathology |
The patient has no evident oral pathology. No treatment is recommended. The prognosis is good. There is no evident tooth-related oral pathology. |
Patient Habits |
An evaluation of the patient's habits pertaining to their oral health shows the following. Cigar/Cigarette Smoking: None Pipe Smoking: None Nail Biting: None Smokeless Tobacco Use: None Thumb/Finger Sucking: None Toothpick/Stimulator Use: None Gum Chewing: None Teeth Grinding/Clenching: None Cheek Biting: None Tongue Thrusting: None Mouth Breathing: None Bulemia/Anorexia: None Substance Abuse: None Other Habits: None |
Patient Health |
Patient health conditions: (select all that apply) |
Restorative Issues |
The patient exhibits no existing decay. The patient is missing the following teeth: 1 The patient has the following additional restorative issues: None |
Soft Tissue Exam |
A Soft Tissue Exam shows the following: Extraoral Head/Neck: Normal Lymph Chain: Normal Lips: Normal Labial/Buccal Mucosa: Normal Tongue: Normal Floor of Mouth: Normal Palate, Hard/Soft: Normal Pharynx: Normal |
Template Name |
Note Text |
Attempted Root Canal, Closed |
Attempted root canal treatment on tooth 1. Examination of the X-ray revealed that the canal has closed off. The patient has been informed that the tooth can either be extracted and crowned or have a post and core and be crowned. A treatment plan is being determined. |
High Pulp Test Reading |
A pulp test was administered on tooth 1. The pulpal reading was 0.0. The high test result indicates that the nerve is dead and the tooth is abscessed. The patient has agreed to an amalgam surface restoration. |
Low Pulp Test Reading |
A pulp test was administered on tooth 1. The pulpal reading was 0.0. The low result represents a normal reading for the tooth. |
Template Name |
Note Text |
Crown Replaced Large Amalagam |
The amalgam restoration covering the1surface(s) of tooth 1 has been replaced with a crown. |
Crown to be Replaced |
The resin-based composite crown on tooth 1 needs to be replaced due to decay. |
Pre-Op Impression |
An impression has been taken using alginate hydrocolloid in order to fabricate a temporary bridge. |
Ready for Crown |
Tooth1 is in need of a crown. The tooth has already had a root canal. |
Shade Guide Selected |
Patient has selected Bioblend A 1 as the Shade Guide for use on the bridge for tooth 1. |
Stumpshade Selected |
A stumpshade was selected to be used in conjunction with the Shade Guide for the (Tx Plan, Bridge/Crown) on tooth 1. Bioblend A 1 will be used as the shade on the mesial surface of the bridge. |
Template Name |
Note Text |
Oral Hygiene Instructions |
Proper technique of brushing demonstrated. Flossing with fingers and a floss holder demonstrated. Patient given a soft toothbrush and floss. |
Oral Rinse |
Patient rinsed with ACCLEAN after treatment. |
Prophylaxis |
Performed general scaling with hand instruments. Flossed all contacts. |
Template Name |
Note Text |
Antibiotic Pre-Med Confirmed |
The patient confirmed that they pre-medicated with Amoxicillin 500 mg one hour prior to today's appointment, as instructed. The patient's dental chart indicates that they must be pre-medicated prior to any dental treatment. The patient was instructed to pre-medicate with two grams of the antibiotic (4 pills) one hour prior to today's appointment. |
Antibiotic Pre-Med Negative |
The patient was asked if they pre-medicated with antibiotics one hour prior to today's appointment. The patient's dental chart indicates that they must be pre-medicated prior to any dental treatment. The patient stated that they DID NOT pre-medicate prior to today's appointment. The patient was re-appointed. |
Health History Updated |
Before dental treatment, the patient was asked about changes to their medical history such as a recent surgery or changes in medication. Patient confirmed verbally that there have been changes in their medical history. These changes have been recorded and updated in the patient's chart. |
Health History, No Change |
Before dental treatment, the patient was asked about changes to their medical history such as a recent surgery or changes in medication. Patient confirmed verbally that there have been NO changes in their medical history. |
Health History, None |
The patient has stated that they are not currently taking any medications, do not have any health issues, and have no need to be under a doctor's care at this time. |
Template Name |
Note Text |
Orthodontic Extraction |
The following teeth were extracted for orthodontic purposes:1. A letter from the orthodontist instructed that the teeth be extracted. |
Orthodontic Referral |
Patient has been given an orthodontic referral to discuss options with, and seek treatment from an orthodontist for correction of a crossbite. |
Template Name |
Note Text |
Pain, Hard Tissue |
The patient has pain in the following teeth:1 |
Pain, No Swelling |
Patient experiences pain but has no swelling in the Upper Right quadrant. The pain seems to be associated with tooth 1. |
Pain, Swelling |
Patient complains of pain and swelling in the Upper Right quadrant. The swelling is located near the mesial surface of tooth1. |
Pain, Soft Tissue |
There is evidence of bleeding on the facial adjacent to tooth 1 . From the patient's description it is determined that the pain level is low acute. |
TMJ Joint Problem |
Patient complained of pain in the following joint(s): Right TMJ. |
Ulcers in Mouth |
The patient complained of pain in the oral cavity. An examination revealed the presence of an ulcerated, white, circular lesion of less than 5 mm in diameter, on the mucosa in the (Quadrant-With Pain) quadrant, on the mesial surface adjacent to tooth 1. |
Template Name |
Note Text |
Topical Anesthesia, Extraction |
Topical anesthetic was used to numb the gum tissue surrounding tooth 1 prior to the extraction of the tooth. |
Severe Pulpal Exposure |
Examination revealed that tooth 1 had a severe pulpal exposure. Options were discussed, and the patient's family chose to have the tooth extracted. |
Template Name |
Note Text |
Deep Root Scaling, Quadrant(s) |
Deep root scaling was used to remove deep calculus from the teeth in the Upper Right quadrant(s) of the mouth. Patient rinsed with ACCLEAN after treatment. |
Deep Root Scaling, Teeth |
Deep root scaling was used to remove deep calculus from the following teeth: 1. Patient rinsed with ACCLEAN after treatment. |
Periodontal Exam Notes |
A periodontal exam indicates the following for quadrant(s):Upper Right . Classification: Skipped Gingiva Color: Skipped Gingival Inflammation: Skipped Free Gingival Margins: Skipped Interdental Papillae: Skipped Gingiva Consistency: Skipped Gingiva Surface Texture: Skipped Attached Gingiva: Skipped Gingival Sulcus: Skipped Gingival Bleeding: Skipped Suppuration: Skipped Pattern of Bone Loss: Skipped Severity of Bone Loss: Skipped Plaque: Skipped Calculus: Skipped Dentinal Hypersensitivity: Skipped Tooth Stain: Skipped Tooth Stain Pigment: Skipped Other: (Notes) |
Referral to Periodontist |
Patient has been referred to a periodontist for further treatment. |
Template Name |
Note Text |
No Medication or Antibiotic |
Neither pain medication nor antibiotics were given to the patient. The patient understood that their procedure was minor and did not require the use of either pain medication or antibiotics. |
Prescription |
The patient has been given the following prescription: Amoxicillin 500 mg, 8 tabs; Take 2 now, 1 Q 6 H until gone. There are 1 refills on the prescription. Prescription instructions have been given to the patient and the patient has confirmed that they understand the instructions. |
Prescription to Pharmacy |
The patient's prescription was phoned in to a pharmacy technician. |
Template Name |
Note Text |
Patient Referred |
The patient has been referred to an endodontist for a second opinion. |
Patient, Consider Tx Options |
The patient has been presented with several treatment options and understands that they need to schedule an appointment and return to the office for treatment when they have decided upon a treatment plan. |
Treatment Importance |
The importance of making and keeping treatment appointments has been discussed. A printout of costs associated with treatment has been given to the patient. The patient understands that if they do not seek immediate dental treatment the costs of restoring their dentition could increase significantly and may or may not include additional procedures such as root canals and crowns. |
Template Name |
Note Text |
Add Multiple Teeth, Removable |
Additional teeth have been added to the patient’s removable appliance: 1 . |
Occlusal Bite Guard Delivered |
An Occlusal Bite Guard was delivered to the patient. The patient has been instructed to wear the bite guard at night. The patient has also been encouraged to wear the guard any time they are biting or grinding their teeth. |
Patient Instructions |
The patient has been given their removable appliance and has been instructed to return to the office if they experience any discomfort related to the appliance or if the appliance requires any adjustments. |
Template Name |
Note Text |
Chip in Tooth, Large |
The mesial surface of tooth 1 has been chipped. The patient has been advised that since the chip is large the tooth will need an amalgam surface restoration. Patient will make an appointment for treatment. |
Chip in Tooth, Small |
The mesial surface of tooth 1 has been chipped. The patient has been advised that since the chip is relatively small the best treatment option is sanding, smoothing and polishing. |
Crown Cemented |
The resin-based
composite
crown on tooth 1
was cemented using
Durelon,
phosphoric acid etchant 10%,
and |
Crown Off, Structure Sound |
The crown came off tooth 1. Examination revealed both the tooth and the crown to be in good structural condition. Crown cleaned and re-cemented to tooth using Durelon. Patient advised that should this happen again the crown will need to be replaced. |
Crown Off, Structure Unsound |
The crown came off tooth 1. Examination revealed part of the tooth structure to have broken off with the crown. Patient has been advised that re-cementing the crown is not an option because of the broken tooth. Several treatment options were presented, including a root canal with a post and core and a new crown. Patient has agreed to an amalgam surface restoration to repair the tooth. |
Fractured Crown |
The mesial surface of the crown on tooth1 is fractured. Patient has agreed to an amalgam surface restoration to repair the tooth. |
Template Name |
Note Text |
Crown Restoration Post-Op |
Patient has been given all instructions and information concerning the resin-based composite crown placed today. They have been advised regarding the duration of numbness, expected sensitivity, and amount of time until they can chew. The patient has also been advised to contact the office if they experience swelling of the jaw or severe pain related to temperature changes in the mouth. |
Post-Op Instructions |
For today's treatment, computer generated post-op instructions were given to the patient. |
Template Name |
Note Text |
Pat. Confirms Pregnancy, X-ray |
The patient responded affirmatively when asked whether she was pregnant. X-rays will not be taken because of her condition. |
Used FMX Instead of X-ray |
No X-ray was taken of the patient. The most recent FMX was used instead. |
X-ray, Patient NO Permission |
A thorough explanation of the benefits and risks associated with the taking of digital x-rays was verbally discussed with the patient, including the necessity of taking an x-ray on tooth1. Despite my recommendations to have x-rays taken, the patient refused to give permission to take x-rays and the patient understands the possible consequences of this action. |