Frequently Asked Questions
Answers about patient kits, Just Send, templates, and how ChartPilot supports your informed consent workflow.
ChartPilot is a dental clinical documentation platform that gives dentists and dental teams professionally written clinical note templates, consent forms, patient education guides, and post-operative instruction sheets in one place, ready to customize and send.
It is designed to improve patient understanding while supporting a more consistent and organized informed consent workflow.
A dental consent form generally documents:
- The patient name and the date of the discussion.
- Who led the discussion and who else was present.
- Capacity to consent, or the substitute decision-maker where applicable.
- The diagnosis and the nature and purpose of the proposed treatment.
- Expected benefits, described as treatment goals rather than guarantees.
- Material risks and side effects.
- Reasonable alternatives, including no treatment, and the consequences of declining.
- Anticipated costs, and the patient's questions.
- The patient or substitute decision-maker signature and date.
Requirements vary by jurisdiction, so confirm what applies where you practice. See the full checklist.
A dental clinical note generally records:
- Date, provider, and reason for the visit or chief complaint.
- Relevant medical history, medications, and any changes since the last visit.
- Clinical and radiographic findings, and the diagnosis.
- The consent discussion, including risks and alternatives reviewed.
- Anesthetic used, and the procedure performed with materials and technique.
- The patient's response, complications if any, and post-operative instructions given.
- The plan for the next visit.
ChartPilot clinical note templates are structured around these elements. Browse the note templates.
ChartPilot is designed for dentists and dental teams looking for a more efficient way to educate patients and communicate treatment information before appointments.
Each treatment kit may include:
- Patient Education Guide
- Consent Form
- Post-Operative Instructions
The documents included vary depending on the treatment.
Yes. All templates are fully editable so you can customize them to match your practice, treatment philosophy, and clinical preferences.
No. ChartPilot provides professionally designed educational and communication templates. Dental regulations vary by province, state, and country. It is the responsibility of the clinician to ensure the documents meet the requirements of their local regulatory authority before using them.
No. ChartPilot is designed to work alongside your existing practice management software and clinical workflow.
ChartPilot is designed to minimize patient information. It is intended as a communication workflow rather than a patient record system.
No.
ChartPilot is designed to support the informed consent process, not replace it.
The patient kits are intended to educate patients before their appointment so they have time to review the information, understand their treatment options, and prepare any questions they may have.
The informed consent discussion and the patient's signature should still take place in your office as part of your normal clinical workflow.
Yes.
The Just Send feature allows you to email complete patient education kits directly from ChartPilot.
Every new account includes a 1-month free trial of Just Send.
After your free trial ends, you can continue using Just Send for $9/month.
If you choose not to subscribe, your document library and templates remain available. You simply won't be able to send patient kits directly through ChartPilot.
Yes.
You can cancel your subscription at any time.
Canceling Just Send only removes the direct sending feature. Your templates and document library remain available.
No.
Your templates remain available. The Just Send subscription only covers the ability to email patient kits directly through ChartPilot.
Yes.
The PDF documents are compatible with most dental practice management systems that support PDF uploads or attachments.
No.
Patients simply receive a secure email containing their patient education kit. They do not need to create a ChartPilot account.
One of the key principles of informed consent is giving patients enough information and adequate time to consider their treatment options.
By sending educational materials before the appointment, ChartPilot creates a timestamped record that educational resources were delivered in advance of the consent discussion.
This helps support a more thorough informed consent process by:
- Giving patients time to review information before treatment.
- Encouraging more meaningful conversations during the appointment.
- Demonstrating that educational materials were provided before treatment discussions took place.
- Creating documentation that patient education was sent before the appointment.
ChartPilot is designed to support, not replace, the clinical judgment and informed consent process required by your local regulatory authority.
Yes.
Every new account receives a 1-month free trial of the Just Send feature.
If you need assistance, visit the Contact page or email care@chartpilotapp.com. We're happy to help.
Still have questions?
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