Recently active topics

As above - want to force staff to record source of patient

Is there any way of finding out which member of staff cancelled an appointment. I thought it used to tell you when you exported out of the appointment report but it does not show now.Any ideas?

Hi,A request I would like to make,An easier way to change staff profile images, I am aware these are currently auto generated by dentally with a geometric pattern. However as you’ll see from the image attached I have 4 clinicians out of 5 with fairly similar colours. 2 almost identical.I know it seems like such a minor point, but I feel like this would be a simple fix?I am aware the team can change this via a gravatar log in, however this has failed to work for any of us.We are able to change this image for a patient within their record. could it be made that we can do the same for Dentally Users?

They’ve added more steps onto what was an otherwise fairly optimised system.So to add sterilisation batch numbers, you had to click on the barcode icon and scan. Now, it’s the three button to the right, then add batch numbers, then scan.Notes require you to click EXACTLY where the ‘/’ icon is rather than anywhere in the notes box.The updates have also changed the paragraph/layout of previous templates so that will need to be fixed and I believe the previous shortcut keys no longer work.What was so wrong with the previous UI that this change was rolled out?

HiAs I’m sure many practices do we have different clinicians working on different days. Is there a way of only displaying the diary/ies for whoever is working that day, rather than having all 4 displayed but only having 2 working? The columns get very narrow and hard to read with 4 books open at once, but it’s a faff viewing and hiding individual books all the time. Thanks

We regularly have an issue with receptionists deleting appointments instead of cancelling them. When an appointment is deleted, we lose the record of why it was removed, whether it was cancelled by the patient or by the practice, and any associated notes.Would it be possible to add a permission setting that allows administrators to prevent users from deleting appointments, while still allowing them to cancel appointments? This would help maintain a clear audit trail and improve record keeping.

I do not like the recent change to the chart/treatment planning page on dentally.Previously when linking appointments, it was fast and easy, done from a drop down menu. but now when linking it is slowed down by a pop up window. The window also blurs the background page and it is painful for my eyes.Also, when an appointment is linked, it displays the old chain link icon. But when an appointment is not linked, that icon is changed to a calendar. Having the icon change is very confusing… Particularly because the position of the icon also changes. I do not feel like this was a necessary change and implementing cosmetic changes like this negatively impacts useability.

I used to open the clinical sidebar in a new tab, and show patients radiographs on a separate screen.I could use the compare feature to show multiple rads like I can on the cloud gallery tabA recent update has removed this feature.Can the compare rads feature be adding back to the clinical sidebar feature?

Hi since the new update to the clinically notes the shortcut feature seems to have changed.I have to type ‘/’ first then the shortcut then enter. Is this a bug or can it be changed back to just typing in the shortcut and then hitting space.The old shortcut way was one of the things I loved about dentally it made it so quick and easy to put the commonly used templates in. I do like the ‘/’ as a way to quickly search my templates but having both methods would be great

Hi everyone,We are exploring a new way to discover apps and integrations that work with Dentally, and we would value your feedback.We have created a short online activity where you explore an early design and complete a few simple tasks. Your feedback will help us understand:How easily you can find relevant apps Whether the information provided supports your decisions How clear the process for requesting an app feelsThe activity takes around 10-15 minutes and works best on a desktop. You will be testing the design, not your own ability, and there are no right or wrong answers.If you would like to take part, please leave a comment below and I will follow up with the activity link.Thank you for helping us shape what comes next.

We are wanting to add a QR code that links back to a feedback questionnaire to some of our letter templates but Dentally does not support this.  Dentally support has suggested adding the QR code to already created letters in Word but this is not really an effective solution for us.  Could this be added as a development feature please?

Hi, Two questions as not sure if I’m missing something,Is it possible to be able to export a patients appointment history?Also is it possible to export a patients clinical notes that includes the chart itself? Many Thanks

there is no option to print a patient appointment history to show all appts made and cancelled.The treatment history only shows visits where they attanded.I am being asked for this for gdpr request and i am having to create this manually. the print option within the appointment tab is visually difficult to understand. I then tried to run all appointments in the patients time period so i could filter on excel for the patient but I couldnt do that because it only can be run for 31 days at a time.Feels ridiculous that this cant be easily generated.

We’re really not a fan of the new clinical notes update. It is not user friendly, it’s overly clunky and added additional steps which where not needed. I think it should revert back to the original note taking, as it was much more user friendly. 

We have had a significant amount of patients and health funds contacting us to ask for more information on an invoice, particularly the provider number. It would be amazing if there was a heading in bold stating “Practitioner” and “Provider Number”. This would save both our patients and staff time and confusion. Thank you.

Good morning, When we signed up to Dentally Vision a while back now we were told that it was being worked on to import all of our older X-Rays from DBS Win software into Dentally Vision - We haven’t heard anything for a while but were told that it was actively being worked on at the time of signing up. Is there any news regarding this? Many thanks,Fran

Could there be a way of modifying the flexibility on the number of x-rays taken- so often you may have to takeanother x-ray and having import the x-rays selected and then having to open everything up again and request another x-ray is so laborious, slow and frustrating

Could the lab work waiting list be modified or a lab work list be created that allows you to log when the lab work was sent, what it is, the lab it was sent to, what was sent- scan/impressions/models, and when it is due back please.

Hi Dentally, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you let me know how that’s possible, given that Tag Manager is not currently available as an integration? Thank you,TwentyOneD

Feature Request for ability to delete multiple blocks/ breaks in the diary.We have moved to Dentally from Exact. Ideally, diaries should be set up directly within Dentally. However, our diary information was imported. We had many blocks/ breaks where clinicians were working and then changed their specific days, maternity/paternity leave etc.We have over 20 clinicians and manually managing and configuring entries is extremely time-consuming and impractical.Current restrictions (Level 4) on administrative permissions add further complexity. Introducing a bulk block management option would significantly improve efficiency, reduce administrative workload and make diary management more practical.

FDS referrals are deleted after the minium 11 years, but indefinite retention of records is desirable for patients with ongoing care ...it would be useful to automatically import them into Dentally as correspondence so we can control storage of our own records.

I did email  dentallypartnerships@henryscheinone.com a month a go but I haven’t had any reply, so I thought I would ask here:We are looking at creating a small internal monthly report to help us understand treatment plan activity.We would like to report, by dentist:• the number and value of treatment plans created each month;• how many subsequently result in treatment being booked or started;• how much of the proposed treatment is eventually completed; and• the time between creating a plan and treatment beginning.I can see that the v1 API documentation includes treatment_plans, treatment_plan_items and treatment_appointments, which appear to contain the information we need. The current NexGen documentation does not seem to include equivalent treatment-plan endpoints.Could you please confirm:1. Whether we can obtain practice-owned, read-only v1 API access for this purpose.2. Whether the required treatment and practitioner/user read permissions can be provided.3. Whether v1 will continue

Hi Can I request that the clinical chart (odontogram) is included in any export pdf when the clinical records are exported. The lack of the ability to easily export the dental chart, which after all is the heart of clinical records, is a major failing. Thx

Just had the update today. I can no longer cut and paste into the notes from my Opendentist AI

I wanted to raise this as a feature request because the lack of meaningful tracking within Dentally Portal has become a major issue and restriction for practices using digital advertising.When patients move from our website into the hosted Portal, we lose visibility of what happens next. We cannot reliably track whether someone starts the booking process, selects an appointment, completes payment or confirms their booking.There is no practical way to add or meaningfully integrate GA4, Google Ads tracking, Google Tag Manager or Meta Pixel. The Portal also does not retain and pass through identifiers such as GCLID, GBRAID or WBRAID, which makes accurate attribution extremely difficult (and expensive)We have explored webhooks, Zapier and offline conversions, but there does not appear to be a reliable workaround. Without the original advertising identifier, bookings cannot be confidently connected to the advert or campaign that generated them. Matching using email addresses or telephone nu