Clinical Notes / Exams

Open Settings → Documents → Clinical Exams.

The production URL is Clinical Exams.

Clinical Exams are templates for structured clinical notes. They help doctors record consistent information during treatment, examination, or review.

What Clinical Exams control

A clinical exam template can include different field types, such as:

• text fields;
• single-choice fields;
• multiple-choice fields;
• grouped sections;
• headers;
• tooth-related selections when the template is used for dental documentation.

Use templates when the clinic wants doctors to follow the same structure instead of writing every note from scratch.

Create Clinical Exam

1. Open Settings → Clinical Exams.
2. Click Create Exam.
3. Enter the exam name.
4. Choose the exam type if available.
5. Add the fields, groups, choices, or headers needed by the clinic.
6. Mark the exam as Default when it should be the usual template.
7. Click Create Exam.

After saving, the template can be used in the patient clinical note workflow.

Clone a template

Use Clone when a new exam is similar to an existing one. This is often safer than editing a template heavily, especially if the old structure is still useful for another workflow.

Update Clinical Exam

Open the exam, update the name, default setting, fields, sections, or choices, then click Save Changes.

Changing a template affects future note entry. Review important clinical templates with doctors before changing field names or removing options.

Delete Clinical Exam

Use the row action menu or open the exam and click Delete.

Delete only templates that are no longer used. If the clinic may need the structure again, consider cloning or updating a replacement first.