Clinical Notes
Online Dental Clinical Notes Software
With CareStack, completing clinical notes is a breeze! Choose to have notes triggered automatically upon proposed or completed treatment, and then create your desired workflow to complete them, before, during, or after treatment. Every note is captured in real time inside the PMS workflow, eliminating the post-appointment backlog that comes with documenting hours after the fact.
Use templated notes for increased productivity, and add and merge notes to combine treatments. Launch the notes on specific codes or find them directly in your library. You can also assign notes to a specific clinician and save them as a draft for later. Every note stays linked to the relevant procedure codes, treatments, and conditions, keeping documentation connected to clinical activity rather than floating as standalone records.
Then, choose who can finalise notes and decide if permissions are needed. Select finalise when ready to check it off your task list, but retain the ability to open an addendum at any time! A full record history is maintained behind every note, with draft, in-progress, and completed lifecycle states tracked across the practice, giving you the visibility and audit trail needed for clinical governance.
For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large multi-site practices and still affordable for single-location dental practices. Choose CareStack!
Key Benefits
Why Practices Love CareStack’s Clinical Notes
Can be customised to a clinician or specific code.
Merge multiple notes together.
Start a note at any time before, during, or after the procedure.
Auto launch and mandatory completion feature.
Finalise with a click.
Standardise documentation across every clinician and location, reducing variation in clinical records.
Track every note's status in real time, from draft through to finalised, with full audit trail support.
Main Highlights
Clinical Notes for Modern Dental Practice Networks
Auto Launch
- Easy to Use
Automatically launch notes based on procedure, type, or status.
- Save Progress
Finalise later for convenience.
- Convenient Reminders
Never forget a note.
- Real-Time Capture
Notes are captured the moment treatment happens, eliminating end-of-day documentation catch-ups.
Templated Notes
- Create Templates
Build your notes based on the criteria you deem important.
- Sort/Choose Templates
Pick a templated note based on the provider or procedure.
- Combine Templates
Merge multiple notes together.
- Practice-Wide Standardisation
Apply reusable templates across every clinician and location, ensuring consistent clinical documentation throughout your group.
Smart Logic
- Easy Start
Use CareStack Smart Logic to launch a note.
- Improve Efficiency
Smart Logic will help you build your notes based on the answers you provide in your notes.
- Avoid Redundancy
Skip questions for your notes, based on your past responses.
- Structured Completion
Guided completion based on structured rules, with pre-configured workflows per treatment type to speed up documentation without losing depth.
Linked Notes
- Immediate Notification
Have your notes populate when a specific code is proposed or completed.
- Share Info
Link a note to a clinician, a treatment code, or a condition.
- Set Custom Rules
Create fields and form rules to make your clinical note process run more efficiently.
- Procedure-Linked Documentation
Every note stays connected to the procedures, treatments, and conditions it relates to, removing the risk of disconnected, standalone documentation.
Controlled Finalisation & Audit Trail
- Lifecycle Tracking
Notes move through draft, in-progress, and completed states, giving full visibility of where every note sits.
- Clinician-Controlled Finalisation
Only authorised clinicians can finalise notes, with password protection available for additional governance.
- Addendums and Record History
Add addendums after completion when needed, with a full record history of every change maintained for audit purposes.
Easy Notes Monitoring
- Note Tab
Find completed, in progress, or to-be-started notes, ready when you are.
- Pending Notes List
Easily find a list of notes for the clinician to complete.
- Sign Your Notes
Sign off on your notes with a password based on the clinician.
- Live Note Tracking
View notes by status across the practice, identify missing or incomplete documentation instantly, and access notes directly from patient records.
FAQ
Why CareStack Is the Best Dental Practice Management Software
Absolutely! CareStack Clinical Notes can be blast notes, templates with clickable buttons, or fill-in.
Notes can be written by the clinician at any time. Some clinicians choose to write notes before, during, or after a procedure.
Yes! Each clinician can have notes built to their liking. Clinicians can specify what they would like to see in their notes for each procedure.
Notes can be finalised from the main note screen or the Incomplete Notes List on the main dashboard at any time. Click on the note, then finalise with a password (if you wish). Log in from home for convenience!
Yes. Every note is captured with a full lifecycle history (draft, in-progress, completed) and any addendums added after finalisation are tracked in the record history, supporting clinical governance, audit readiness, and medico-legal documentation requirements.
Yes. CareStack Clinical Notes supports reusable templates that can be applied across every clinician and location, ensuring consistent, structured documentation throughout your group with no variation between sites.
Yes. Live note tracking shows every note's status in real time, helping you identify missing or incomplete documentation across clinicians and locations at a glance.
support@carestack.com
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