Clinical Workflows
One screen for the appointment
The chart, the note, the plan, the consent and the visit, on the surface the clinician already has in front of them. Chartside and NoteWell operate it while the exam happens.
Chartingthe odontogram fills as you speak
Clinical note · drafting
- SSubjectiveSensitivity upper right, cold, 3 weeks
- OObjective46 MOD caries, vital, no percussion pain
- AAssessmentIrreversible pulpitis · K04.0
- PPlanComposite restoration 46, review 6/12
Listening…
Today · 2 chairs
- 09:00Scale and polishZeshanC1
- 10:30Composite · 46S. Al-OtaibiC2
- 12:00Open slot—C1
- 14:00Six-point perioBaby Al-GhamdiC2
- 16:00Recall · 6 monthM. RaufC1
Five capability areas
The record, and everything on it.
Charting, documentation, treatment planning, consent and the visit record, on one patient timeline.
Charted tooth by tooth, as you work
- Live odontogramWith per-tooth states and crown metadata.
- A locked snapshot per appointment for comparing visitsEach visit is preserved as it was charted, so change over time is visible.
- Six-point periodontal chartingWith probing depth.
- Endodontic testingCold, percussion and palpation recorded against the tooth being tested.
- Restorative and pathology chartingExisting restorations, caries and lesions charted in the same pass.
- FDI numberingSeverity and lifecycle on every record.
The note, written as you work
- SOAP notes filteredBy appointment, doctor, template or date.
- Over 100 note templatesTemplates for the procedures the practice actually performs, editable per clinic.
- An approval step from draft to approved recordA note is not part of the record until a clinician approves it.
- Clinical normalisation into structured dataFree text becomes structured, coded data the rest of the platform can use.
- Procedure codingAgainst the oral health code system.
- ICD-10-AM diagnosis codingWith a validation pass.
Plans built from the chart
- Plan items built directly from charted findingsFindings charted in the mouth become the line items on the plan.
- Phases with a schedule viewLong courses of treatment are sequenced and scheduled, not listed.
- A practice-wide view of phases dueThe practice sees every phase due across every patient in one view.
- Option groups recording the patient's choiceWhere options exist, the record shows which one the patient chose.
- Versions fork rather than overwriteAn alternative plan is a new version, never an overwrite of the original.
- Presentation and acceptance as distinct stepsWhat was presented and what was accepted are separate, dated events.
Signed beside the chair
- Chairside consent capturedAgainst the treatment plan.
- Signed consent PDF retrievable from the recordThe signed document is stored on the record and retrievable years later.
The agents on this module
Charted and written while you work.
Two agents run inside the workstation: one updates the chart as you speak, the other drafts the note from the same conversation.
Chartside
Live voice charting
- Updates the odontogram as the clinician speaks
- Overview mode separate from tooth-by-tooth work
- A text command path into the same charting engine
NoteWell
The note from the consultation
- Structured SOAP: subjective, objective, assessment, plan
- Extracts procedures, diagnosis codes and chart data
- Voice editing before sign-off
- An explicit approval step, per clinician
See what an AI-operated practice looks like
The full workflow from the first call to the closing entry.
Book a demo→
