Description
This quick guide provides an overview of system and custom note tags.
Contents
The following topics are covered in this quick guide:
- Section 1 - System Note Tag Overview
- Section 2 - Viewing System Note Tags in the Note Editor
- Section 3 - Custom Note Tag Overview
- Section 4 - Viewing Custom Note Tags in the Note Editor
- Section 5 - Viewing Notes with System and Custom Note Tags in the Sidekick
- Section 6 - Adding a Note That Includes System and Custom Note Tags When a Sidekick Module Is Open
Section 1 - System Note Tag Overview
System note tags are automatically generated by Curve Hero. When a note contains a tag associated with a Sidekick module, it will automatically display when that specific module is open.
| System Note Tag Name | Associated Sidekick Module(s) |
|---|---|
| Appointments | • Appointments |
| Billing | • Billing |
| Chart Label | • Charting - Imaging |
| Clinical History | • Charting - History |
| Correspondence | • Correspondence |
| Critical | • All Modules |
| Education | • Education |
| Files / Letters | • Files and Letters |
| Insurance | • Insurance |
| Profile | • Profile |
| Recare | • Recare |
| Treatment Planning | • Charting - Treatment Planning |
Section 2 - Viewing System Note Tags in the Note Editor
-
System note tags are added to a note via the Tags include drop-down list.
-
After saving, the note row in the Notes dialog will display the selected tags.
Note: If note details are not visible, click the note row to expand it.
Section 3 - Custom Note Tag Overview
Custom note tags allow you to create your own categories for notes. These can also be associated with Sidekick modules via Administration settings.
Note: Manage these via the Administration Note Tag Guide.
Section 4 - Viewing Custom Note Tags in the Note Editor
-
Custom tags are added just like system tags using the Tags include drop-down.
-
The note row will display custom tags alongside any system tags selected.
Section 5 - Viewing Notes in the Sidekick
-
To view notes associated with a module (e.g., Profile), click that module in the Sidekick.
-
If the Notes section is collapsed, click the Notes summary arrow to expand it.
-
The expanded view will show all notes associated with that specific module via tags.
Section 6 - Adding Notes with Active Modules
-
If you click Add Note while a module is open, the note will automatically inherit the tags for that module.
-
The Note editor will open with the tags pre-selected.
Note: All associated tags are included automatically except for the Critical tag.
Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.
Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.
Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.
Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.
Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.