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How to Generate Clinical Notes

Learn how to efficiently record patient visit notes and generate necessary clinical documentation.

Overview​

Coral turns a visit recording into documentation on the Notes tab. There are two pieces:

  • Transcript Summary — a structured summary Coral generates automatically from the recording.
  • Clinical Notes — formatted notes you generate by applying a template (for example, Hygiene & Periodic Exam or Crown Prep) to that summary.

Before you begin​

Record or import the visit first, so a transcript exists — see How to Start a Visit Recording. Then open the visit and select the Notes tab.

The Transcript Summary​

Under Visit Artifacts, Coral shows the Transcript Summary once the recording finishes processing (it displays a Completed badge). From here you can:

  • Copy note — copy the summary to paste elsewhere
  • Generate PDF — save it as a PDF
  • Regenerate — regenerate the summary, optionally with a different model
  • Delete — remove it

The Transcript Summary under Visit Artifacts

Generate a clinical note from a template​

Step 1 — Choose a template​

Scroll to Clinical Notes and, under Generate Note from Template, open the Template dropdown and pick the one that matches the visit — for example Limited / Emergency Exam, Hygiene & Periodic Exam, Crown Prep, Endodontic Therapy, or Botox.

The Template dropdown with the list of note templates

Step 2 — Generate the note​

Click Generate Note. Coral applies the template to the transcript summary and produces a formatted clinical note.

The Generate Note button

Step 3 — Review and use the note​

The finished note appears under Generated Notes with a Completed badge. Review it, then:

  • Copy note to paste into your chart, or Generate PDF to save it
  • Regenerate if you want another pass, or Delete to remove it

A generated clinical note with the Copy note and PDF options

tip

Your practice's templates are managed under Practice Settings → Note Templates. Add or adjust templates there to change what's available in this dropdown.

Next steps​