How to set up dental charting

Dental charting works straight away with the Canine dental chart template. It’s just like any other VetNotes template: you can clone it, edit it and share it with your clinic. To change what VetNotes writes, like the text at the top of the chart, clone it and edit your copy.

Where to change it

In VetNotes, go to Templates.

What you can change

Setting	What it does	Who can change it	Applies to
What to write above the chart	The text at the top of the chart. For example, the patient’s details or a one-line anaesthetic summary.	The template owner	Everyone in the clinics it’s shared with
What to write below the chart	The comments under the chart. For example, findings, procedures, medications and plan.	The template owner	Everyone in the clinics it’s shared with
General instructions	How VetNotes fills in the chart from your dictation.	The template owner	Everyone in the clinics it’s shared with
Template name	The name you choose when you record.	The template owner	Everyone in the clinics it’s shared with

Clone and edit the dental template

1. Go to Templates.
2. Click Canine dental chart to preview it, then click Clone.
3. In your copy, change What to write above the chart. For example: “The patient’s name, age, breed and the procedure, on one line.”
4. Change anything else you want, then click Save.
5. Next time you record a dental, choose your copy. It’s called Canine dental chart (Copy) unless you rename it.

Tip

To go back to the original wording, click Restore VetNotes wording.

Share it with your clinic

1. Open your dental template in Templates.
2. Under Share with clinics, tick the clinics to share it with.
3. Click Save.

Everyone in those clinics can then choose it when they record. You can share with any clinic where you’re a clinic admin, and it stays shared while you’re an admin there.