Quick Guide

It is strongly recommended that you set up a personal list of note types related to your department that you use on a regular basis.
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
  3. Select the Note Type(s) you want from the left pane and move them to the right pane using the blue arrow
  4. Select the following Note Types:
    Dental Student Assessment
    Dental Student Note
    Dental Restorative OHA
    Dental Student Review
    Dental Student Treatment
  5. Click OK when finished
  6. Ensure that the Note Type List Filter drop down is set to Personal


    Updated: 12 March 2026