More than a library of templates. ChartPilot is a documentation platform built around improving patient communication and supporting a more complete informed consent process.
ChartPilot gives dentists professionally designed templates for the conversations that happen every day: explaining treatment, reviewing risks and alternatives, documenting decisions, and supporting informed consent.
Structured notes for exams, restorations, crown preparations, and more.
Treatment-specific forms that help document risks, alternatives, and acknowledgement.
Plain-language guides that help patients understand procedures before they arrive.
Clear take-home instructions that help patients know what to expect after treatment.
The patient kit workflow is a unique ChartPilot feature. It lets dentists send treatment-related materials directly to patients before appointments, helping patients arrive informed and making the documentation around consent more complete.
ChartPilot provides professionally designed templates for clinical notes, consent forms, patient education guides, and post-operative instructions.
For many procedures, ChartPilot lets you send a complete patient treatment kit directly to your patient before their appointment, without adding work for the front desk.
Patients review the educational information before arriving for treatment. They have time to understand the procedure, review risks and alternatives, prepare questions, and know what to expect afterward.
A signed consent form alone does not demonstrate the entire informed consent process. ChartPilot helps document that educational materials and consent documents were shared before treatment discussions took place.
See the quality of ChartPilot before you subscribe. Explore one complete patient treatment kit and one comprehensive clinical note at no cost.
Experience the complete patient email workflow. Send yourself the demo kit and see exactly what your patients receive ahead of their appointment.
Download a comprehensive examination note designed to help dentists document medical history, clinical findings, radiographic findings, diagnosis, treatment discussions, informed consent, and future treatment recommendations.
No login. No subscription. All other kits and clinical notes remain available with a Premium plan.
ChartPilot consent forms are educational tools that help patients understand the upcoming discussion before arriving at the office. They are not intended to be completed or signed online. The informed consent conversation and signatures continue to take place in person with the treating clinician.
Explore the templates, try the free patient kit demo, and see how ChartPilot supports the conversations you already have every day.