Kubo · Templates
Document
your way.
Import the template once. Kubo drafts every consult into your headings, your phrasing, and your order.
Patient presents for evaluation of a painful lower right wisdom tooth.
Reports a week of aching that has started to spread toward the ear, worse when chewing. No fever or trouble opening.
Recommended removal, discussed the risks together, and reviewed sedation options.
Every note reads
like you wrote it.
Set your note up the way you think through a case — your headings, your phrases, your tone. Kubo keeps the wording you want and writes everything else from the visit.
- Keep the words you always use
Your headings, your standard phrases, your tone — they stay exactly the way you like them.
- Kubo writes the rest
It listens to the visit and fills in each section in your voice, not a generic one.
- Set it up once
Build the note the way you think through a case, and every consult comes out that way.
Dear Dr. Alvarez,
Thank you for referring Ms. Chen for assessment of her impacted lower right third molar. She was seen today for surgical consultation.
Kind regards,
Morgan Lee, DMD
Custom letter templates
Every letter,
in your words.
The consult note already holds the detail a letter needs. Build letter templates in your practice’s tone and letterhead, and Kubo drafts them straight from the approved note — nothing retyped, nothing left to write after hours.
- Referral replies
Thank the referrer and summarize findings, plan, and next steps in your practice’s format.
- Treatment plan letters
Lay out the recommended procedure, sequencing, and costs for the patient to take home.
- Ready to restore letters
Confirm the implant has healed, share the surgeon’s clearance, and invite the general dentist to proceed with the final restoration.
- Post-op & recall
Standard follow-up and recall letters, drafted the moment the note is approved.
Approved notes and letters file back to WinOMS, OMSVision, Open Dental, and more.
See how PMS Sync works- WinOMS
- OMSVision
- Open Dental
- + more
Questions & answers
The questions we hear most, answered plainly.
What is the difference between a verbatim and an instruction-based section?
A verbatim section drops in fixed wording exactly as you wrote it — ideal for standard post-op language or disclaimers. An instruction-based section is a plain-language prompt; Kubo reads the consult and drafts the content in your voice. You can mix both within a single template.
Can each surgeon have their own templates?
Yes. Templates can be personal or shared across the practice. Individual surgeons keep the headings and phrasing they prefer, while your practice can also publish shared templates so notes stay consistent across the team.
How do custom forms connect to the note?
Build the intake or pre-op form your practice uses and send it before the visit. What patients and referrers enter flows into the consult as context, so the note starts already knowing the case — no retyping the same details into every chart.
Where does a letter get its content from?
Letter templates draft from the approved consult note. Kubo pulls the findings, plan, and next steps into your practice’s tone and letterhead, so referral replies and treatment plan letters are ready to review the moment the note is signed.
Can we keep using our OMSNIC consent forms?
Yes. Your OMSNIC forms come in as they are, and so do AAOMS forms, your state association’s, or the ones your own attorney drafted. Kubo does not rewrite a clause — it completes the blanks above the wording from the treatment plan, and keeps the version each patient signed.
Do templates change what a clinician has to review?
No. Templates shape how a draft is structured; they do not make it final. A clinician still reviews, edits, and approves every note and letter before it becomes part of the chart or is sent.
Your template.
Your note, drafted.
See Kubo draft a surgical consult into your own headings, forms, and letters — ready for review before the next patient.