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Hi,I can see from the historic forum posts that some people experienced this update some months ago, but several practices I work at seem to have updated without any notice this evening to the new clinical notes update. I really can't believe how bad it is, if I'm honest, and was wondering if anyone else had experienced this? I cannot understand why a product that was simple, effective, and, broadly speaking, was widely considered to have one of the best UXs (particularly in notes compared to all other dental software) would take this step of self sabotage? Specifically, Now far harder to view notes quickly Variance across systems, some on the old treatment style, others on a new style with a side tab for the appointments.  When copying in text loss of all formatting making it harder to read  Much less responsive 5x longer to form plans and navigate  Out of interest, have any users had anything positive to say about the new notes system? Similarly, was there any feature lacking in the

Hi everyone! 👋We’re improving treatment planning and charting in Dentally to make everyday clinical work faster and less click-heavy, starting with a redesigned treatment planning experience and more charting improvements to follow over the next few weeks and months.If you’d like early access, we’re looking for beta testers to try the new workflows and share feedback.Drop a comment below if you’d like to join, and we’ll get in touch with next steps!

 I'm doing the audits now and I have to click every patient to see their ID, would it be possible when you do the next update to add it on the patient's preview that pops up on the right hand corner of the screen ? Thank you

Hi Dentally Team,It’s been almost two months since we submitted our integration partnership application, and we haven’t received any further updates yet.Could you please advise on the usual review timeframe or whether there is an estimated timeline for a response? It would be really helpful to have some clarity so we can plan our next steps accordingly.Many thanks!Fabeha 

Hi everyone,I'm one of the two founders of Limeline. We've built an AI receptionist that answers the phone for UK dental practices when the front desk is busy or closed, and we'd love it to book straight into Dentally instead of leaving a message for the team.We've applied through the partner form. Could someone from the partnerships team let us know if there's anything else that would help with the review? We're keen to build on the NexGen API from day one.If it's useful, you can call the receptionist yourself at limeline.ai.Thanks very much,Zuma

It would be very helpful if you could add a feature to dentally that prevents clinicians seeing another clinicians diary/takings. I don’t understand why a clinician can view all other diary’s when it doesn’t concern them. I know you can hide and show calendars but this should be a settling in admin not up to each individual. Can this be added ? 

​@Hebe Lowen Am I right in thinking that Dentally used to record the last 4 digits of a debit/credit card number when a payment was made on a patient’s account? We use Dojo and the last 4 digits are stored in the payment history on the terminal but it is impossible for us to identify which patient that is for.If we have to refund a patient who is not on the phone, or even if they are on the phone but have several cards and they cannot remember which card they used to pay a deposit or for a treatment that was done 1 year ago and has now failed, we need to ensure we are refunding back to the same credit card.Whilst I understand why Dentally and many merchants do not want to store full credit card details for security, I think we should have the ability to record the last 4 digits of the card used to make a payment, in the accounts screen / payments. Could you please propose this as a feature request if its not already there?​​​ 

Some suggestions for better PR forms:Populate a list of family member’s names for the “If you are signing for the patient give details below: Name (in CAPITALS)” field using registered family members Have a better list of common relationships for the “Relationship to patient” field eg mother, father, step mother, grandma, Sister, foster carer, carer etc Allow patients to select their exemption themselves directly on the PR form Drop the first screen confirming patient details ...just make the PR form interactive Require baby due date for baby in last 12 months exemption Force selection of  under 18 years of age for children (and prevent selection of any other exemption all of which are invalid for children) Require HC3 “amount” for HC3 certificate exemptions Allow choosing the date of acceptance for backdating FR forms (to allow correcting exemptions in the past)

I’d really like Dentally to review the functionality of the Short Notice List, particularly for practices that use zoning within their diaries.We zone our books to protect capacity for different types of patients and treatments. For example, we may have a private zone reserved in the diary, but if that zone has not been filled five days in advance, we would normally open that time up so it can be filled from the Short Notice List.This worked extremely well for us when we used SOE/Exact.With Dentally, however, this does not appear to be possible. My understanding from the conversations we have had with various trainers and members of the Dentally team is that the zones effectively sit within the underlying diary set-up. Therefore, even if we remove or delete the zone from the visible diary, Dentally still recognises that time as having an active zone attached to it and the Short Notice List will not send patients into those appointments.For us, this is not a minor inconvenience. It dire

Is there a way to keep the old information on medical history when updating? When a patient has completed it online within a year you can add to it and adjust where needed. When it’s over a year you have to write the whole medical history out again starting from scratch as if they were a new patient. This is very time consuming. 

Currently, NHS Scotland claims in Dentally are sent almost immediately and become locked once submitted. If a mistake is made (for example a missing code), there is no option to edit, cancel, or resubmit the claim while it is in the Submitted status.This means the only option is to contact Practitioner Services to request the claim be withdrawn, then correct the treatment plan and submit a new claim. This process can be time‑consuming and may lead to lost income when a small error is discovered after submission.It would be very helpful if Dentally could allow a resubmit option after submission for Scotland claims, similar to workflows previously available in other systems. This would allow users to quickly correct missing codes or other claim details without needing to withdraw and recreate the claim.

Right now, the diary interval setting is practice‑wide, so it can’t be changed for just one user- please can this be possible 

Hi everyone,With the Scottish NHS prior approval changes coming into effect on 1 November 2026, I'm wondering if anyone has heard how these will be managed within Dentally?As I understand it, prior approval will move away from the current £660 financial threshold for general dental treatment and instead be based on treatment codes, quantities and the dentist's assigned tier.What we would like to know: Will Dentally automatically recognise when a treatment plan requires prior approval? Will the system identify whether a clinician is Tier 1 or Tier 2? Will it flag when combinations of treatments reach the approval threshold? How will amendments to previously approved treatment plans and continuation cases be handled? Will there be any training or guidance available before the changes go live? Has anyone had any communication from Dentally about this yet, or know when we can expect an update?It would be useful to understand what will happen automatically and what our clinicians an

HiIt’s frustrating that Dentally phone support does not offer extended opening hours for the convenience of dentists or practice staff that work outside of 9-5pm hours or especially at weekends (note: Carestream R4 still have Saturday support staff working until 2pm).  The situation is now made worse by the fact that Dentally now appear to have switched off the ability for clients to be able to send offline support requests via Ellie / chat bot outside of regular hours (when the question is more technical and cannot be answered by Ellie ai).   This is really a step backwards and a total disregard for clients - why would Dentally do that?  Aside from increasing the monthly fees from this month, how is this in any way client centric, is Dentally tryin to avoid a pile of new support requests from appearing at 9am on Monday morning from the weekend?Sorry for the rant but if I am correct in stating that chats requests (as per the below image) cannot now entail we send a support request outs

Just like we are not able to pay off all family invoices by selecting the family members in the accounts tab, could we please introduce a feature so that we can see all the family and children appointments in one of the family member’s tab please.  It makes it so much easier to have one screen to see all family appointments. Thanks.

 ​@Hebe Lowen HiCan I pls make some suggestions for improvement to the Dentally email screen - is it best listed here or on a fresh thread? Can we have the ability to pin emails please which are important and need to be worked on otherwise they fall down the list as new emails come in and get forgotten  Can we have the ability to assign emails as tasks to team members to action? Please introduce spell check and grammar check options into emails before we send them Let’s have the ability to have a list of emails without showing the one line content on the screen, and have a view like Gmail or Outlook where you can preview the message in the lower pane of the screen and toggle on the upper part of the screen with the keyboard up and down arrow to reach emails. Can we have the ability to view or filter messages which were manually sent by a staff member to a patient for important matters compared with hundreds of automatic emails sent out.  It makes it extremely difficult if not impossibl

The font size on the appointment printouts on both A5 and A4 is tiny. We have to re write it.Can I request that the font size be changed. I have been told that it cannot be altered at the moment.

Improving the estimate page in Dentally would greatly help clinicians provide clear, detailed treatment plans to patients.1. Add Item-Specific Notes/Considerations to Treatment Estimates It would be very beneficial to have an option to add a note to individual items in a treatment plan (e.g., for a specific tooth). This would allow us to inform patients about specific risks, side effects, or clinical considerations for that exact tooth.Context: A similar feature exists in SOE (Exact) as "invoice notes." Having used this since 2020, I found it significantly improved patient comprehension of their proposed treatment and potential complications before signing or receiving their estimate.2. Resizable Dental Chart View It would also be helpful to have the ability to resize or collapse the dental chart figure. Currently, it occupies about half the screen, which limits the visible space when writing patient clinical notes.

When we used exact we have access to a library of images/slideshows that we could use to explain procedures to patients. They could be added to estimates and emails as an extra explanation of treatment. Is there anythingh like this hidden in Dentally? If not, it would make a great addition.

New Dentally user here. A simple but very helpful request if I may.On the Details tab where pt information is, on the top left you have the patient unique I.D. number and a ‘copy’ button next to it. It would be much slicker if patients name, DOB, Address, email and phone number also had the same ‘Copy’ button next to it as when making manual referrals, it would be a heck of a lot better if you could simply click copy and then drop/paste it into the relevant fields on the referral practice websites. A minor gripe I know as it’s easy enough to use the mouse to click and drag to copy and paste but a simple one-click to copy would just make it easier!

We would like to be able to offer online booking to our hygiene patients. However we don’t want them switching between hygienists. It’s important to us that they get continuity of care. Please could you add a toggle allowing practices to choose whether to lock hygienist appointments to the clinician they have in the details tab in the same way as we can for dentist. Otherwise we will be unable to use online booking for these appointments which is a real shame. Thanks 

Hi Dentally Community,I’m the founder of DentalConnect, a platform designed to help dental practices fill last-minute appointment gaps.We submitted our Dentally integration partnership application almost two weeks ago and are currently awaiting review. In the meantime, I’d really appreciate any guidance on the API/sandbox access and integration process.Thank you!FabehaFounder, DentalConnect

On EXACT, if you blocked out a clinician (eg annual leave), any appointments in their diary automatically turned red. This would also happen if you accidently booked a patient in, in the wrong place (eg where there was a block in place for lunch / training etc). This was SO clear and easy to see - and you knew exactly who you needed to call to change / ammend / cancel appointments. We would then take them out the dairy once we were confident that they had been spoken to (not just emailed and hoped for the best). Now - when you add a block - appointments do NOT change colour, so this is really challenging to visually see who needs to be contacted - which patients need to be cancelled. A universal colour would be so helpful - appointments change to a certain colour if they are double booked with a block. 

On printed medical histories, when the answer is Yes to a question their answer is elaborated below the question which is great, however please can the line space above their answer be deleted as so many just don’t visually get that this is what they’ve answered to the question at their last visit. No need for the space, just have the answer print on the line directly below the question.