Using Clinical Templates

What Are Clinical Templates?

Templates are reusable starting points for treatment plans. Each template prefills common information — document name, patient age group, treatment approach, and clinical notes — so you can focus on what makes each case unique.

Opening the Template Picker

Start creating a new plan and look for the ✨ Templates button in the header of the Diagnose flow. Clicking it opens a dialog with two tabs:

• Curated — Built-in templates maintained by the Dental Reviewed team (for example "Single-tooth implant", "Endo + crown molar", "Full-arch clear aligners").
• My templates — Templates you've saved from your own plans.

Applying a Template

Click any template card to apply it. A success toast confirms the choice and the dialog closes. The template fills in fields on Step 2 (Plan) — treatment approach, patient age, and notes — while leaving you on Step 1 (Diagnose) so you can still select the specific teeth and conditions for this case.

This means a template is a head start, not a finished plan: you decide which teeth are involved and what's wrong with each one, and the template handles the boilerplate around it.

Saving Your Own Template

Once you have a plan configured the way you want, open the template picker and click + Save current as template. Give it a name and it will appear under the My templates tab the next time you create a plan.

Saved templates capture the current document name, patient age, treatment approach, and overall notes — anything that's commonly reusable.

Deleting a Template

Hover over any template you created on the My templates tab and click the trash icon. Curated templates cannot be deleted.