Dental Student Personal Note Set up

Scenario

This guide showthe user how to change the note types for Dental Students.  There are different notes for Dental Students to select.  It is your responsibility to select the right note type when saving your notes.

Information

This will save time when selecting a note type when the note is generated from the Select Other Note option on the workflow or by using the Note Viewing +Add button 

  1. Click on ‘Add‘ next to ‘Note Viewing‘ or Select Other Note at the bottom of the light grey menu in the workflow 
  2. From the menu at the top of the screen click View then Customise (see below)  
  3. Select the Note Type(s) you want from the left pane and move them to the right pane using the blue arrow 
  4. Optional – select a default note type from the drop down menu above the right pane
  5. Click OK when finished
  6. Ensure that the Note Type List Filter drop down is set to Personal

Select the following Note Types: 

Dental Student Assessment  

Dental Student Note 

Dental Restorative OHA 

Dental Student Review 

Dental Student Treatment

 



Updated: 12 March 2026