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Set your note defaults

Who can do this: Anyone who can write clinical notes: Doctors, Hygienists, Back Office, Office Managers and Owners.

Available if your plan includes NixDent Notes.

Go to Notes → Settings. The page is called Notes Settings. These settings are your own: each person sets theirs.

Notes Settings on the Provider Details tab, with test names for the doctor, hygienist and assistant

On the Provider Details tab, fill in Doctor / Dentist, Hygienist and Assistant, then click Save Provider Details.

These names go into every new note NixDent drafts, for example “Doctor: Dr. Sarah Patel”.

On the Dentist Preferences tab, list the materials and protocols you use, grouped by procedure. The page shows a Format example to follow, like this:

COMPOSITE:
Bonding: (your bonding agent), 2 coats
ANESTHETIC (all procedures):
Primary: (your usual anesthetic)

Click Save Preferences. NixDent uses the matching section when it drafts a note, even if the product isn’t mentioned out loud. As always, check the drafted note before you finalize it.