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Hi guys! We are looking to host our first implant open day on Monday 24th November and were wondering if there are any tips and tricks people can offer us who have hosted them before.Do you do goodie bags, do you involve every member of the team in the day and what logistical issues have you encountered on the day that we can hope to avoid?Thanks in advance! :)
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Ask a questionHello,I have to agree with the comments of Kate T and RegentStreet85 about whether Dentally Portal is fit for purpose in servicing the needs of Plan Practices. Kate T wrote the following to the Community.“Hi Simon, the problem is with booking dental checks from our point of view. It would be ideal if a private patient only had the option to book a private dental check, a Denplan Care patient only had the option to book a Denplan Care dental check etc. Many thanksKate”From RegentStreet85“Hi,Yes i agree with this request. It would be a lot easier, we have 8000 pts to deal with and can be a pain when needing to book relevant appts to a plan.Unfortunately the portal doesnt seem very Denplan friendly.” It would appear that Dentally has designed a patient portal without finding out what Plan Practices need from online booking. Frustratingly the portal does not seem to be very Plan friendly.Regards,Tim
Hello, How do I change the default time for appointment reason? I can set them up and change the order however I am unable to find an option to change the default times, they are all set as 5 minutes which means we have to modify the time manually Thank you in advance
It would be a great time-saving feature if there was an option to do a mass export in the correspondence section, just like we can export the clinical notes history at the click of a button.The reason I am requesting this is that I am in the middle of copying & pasting every SMS sent, every email sent and every call log for a solicitor acting on behalf of a patient who has requested their entire data file from us. I think this feature should only be available through Administrator access level.
Hi team,I’m excited to see the now “Short notice” function on the diary. However, I’d like to see one additional function/filter added to the waitlist/short notice function.Many, if not all patients, have days/times they are available - eg Tuesday afternoon (PM), Friday morning (AM).Could we have this added to the waitlist/short notice function, ie a patient can tell us what days they are normally available. This could be for example, tick boxes eg ticking the boxes for the days of the week a patient is normally available.If this data is captured, it makes it a LOT easier for the reception to know who they can call to fill a slot, rather than calling a whole list of patients. the “AM/PM “ would be a further enhancement, but at a minimum we really do need an idea of what days of the week patients are available. Currently, we would have to open each and every ‘wait list’ item to see the notes in it, and see which days patients have said they are available.The ability to filter the waitlist by days of the week availability, would save a lot of time and be more effective!!
Hi there, I’m trying to create a patient in Dentally from a Zap. The zap will pull patient data from a form on our website and then create that patient in Dentally. The first part is working correctly pulling the form data via a webhook, however the patient creation step isn’t working. I’m using the Dentally 1.3.0 version in Zapier.I’ve tried multiple variants for submitting patient data, including copying data straight out of Dentally (so that the target field matches), but whenever I test it, it returns:“Failed to create a patient in Dentally (1.3.0)The app returned "The patient could not be processed".”I wanted to check:is the Dentally Zapier app still supported? Any ideas on general issues with creating patients? Am I better using the API?Thanks for any thoughts,Tom
Hello, when it comes to any change to the API, can there be communcation on either the community site or the developer site of any change to API? as a recent example, there was some underlying changes made to the Appointments API on Monday (3rd November), which caused our ETL to timeout repeatedly.
Very appreciative to have Dentally integrating voice-to-text AI notetaking. I believe this is in Beta testing mode - my apologies if it has not been rolled out to everybody yet. However, it was noted during the training session that Dentally’s AI note-taking abilities do NOT include ambient listening during the appointment.This means that the clinician is still required to dedicate time to both creating templates for Dentally AI to work with, and also to input content for each appointment albeit using dictation. Overall, this saves minimal time for the clinician. Does Dentally intend to provide an ambient listening capability? Or do you have suggestions of how to incorporate software such as Heidi into the Dentally interface?
Can we please have medical alert icons appear in the calendar view of appointment bookings?We have had an instance of a patient who came in for his appointment but had to be turned away and rescheduled due his needing antibiotic prophylaxis which had not been administered. His medical needs are noted when you open his profile, but because no one opened his profile in advance of his appointment the doctor had not been alerted to prepare an antibiotic script in advance. If it was obvious from the calendar view, I believe the issue would have been avoided.This is useful for individuals requiring ABs, anxious patients, and those with latex or chlorhexidine allergies.
Today we had a medical emergency at the practice. On Exact we had a button we could press which would alert all clinicians logged in of an emergency situation on their computers.There is no feature on dentally yet, therefore my suggestion would be if we could one day have a feature where we can alert all clinicians of such a situation, as there were multiple clinicians unaware of this today whilst they were in their rooms. Vas - Receptionist Smile Dental Care Gosport
Hi there, We would like an option as part of the medical history flow, where we could duplicate and update a previous medical history. Patients will frequently have a minor update needed to their medical history. It would save time if we could duplicate the last medical history and then edit, with any recent updates. Rather than having to complete the entire history each time. Thanks,Tom
Hi there, We’re looking to retrieve custom field data through reports. As far as I can see this, isn’t currently possible. We would ideally effectively use the custom fields as tags for marketing purposes and patient management. Two use-case examples would be:(Marketing) We add a custom field (checkbox) for any patients that are interested in Invisalign. From this we can then generate a report for marketing/re-targeting. (Workflow) We add a status field for referral tracking. We can then generate a report that tracks any outstanding referrals to follow-up on.If this is already achievable, apologies and could you please advise. If not, it would be great to see this functionality in the future. Thanks,Tom
Hi, I am getting used to Dentally but struggling to find a report that works for collecting debt. I am able to get all historical and current debt that is owing but only want to see last months.I have clicked next appointment and selected unknown, I have also edited the days on account debt.I want to see completed treatment where they owe for last month, what is the best way?
We should be able to direct share patient photos with the patient by the portal and email without having to export them to the desktop.
Dear Dentally Team, I would like to suggest the creation of a new report (or an adjustment to the existing one) that separates service credits from sundries.Currently, both are coming together in the same category, which makes it difficult to obtain an accurate monthly report for sundries.Having these two items reported separately would make the monthly reports much clearer and improve the accuracy of our financial tracking.Please let me know if this is something that could be implemented, or if there’s already a way to generate such a report that I might have missed.Thank you very much for your attention and support.
When sending an API request for practitioner appointment availability, I get the error below.{"error": {"type": "invalid_request_error","message": "The appointment could not be processed","params": {"practitioner_ids": ["seem to be missing"]}}} HTTP request:GET https://api.dentally.co/v1/appointments/availability?practitioner_ids%5B%5D=43372&duration=5&start_time=2025-11-07T12:00:11+00:00&finish_time=2025-12-06T12:00:11+00:00 All parameters as per API docs, Authorisation, Application type and user-agent valid. I have used the cURL from the API docs and changed the ID and dates for sanity checks but still get the same error.Practitioner ID valid and active. Please refer screenshot and advise.
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