Unanswered questions

I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.

Hello allIs it possible to link directly to a specific appointment type in the online booking.For example, let’s say I have setup a New Patient Exam. Is it possible to have an online booking link that only enables that appointment specifically.The use case would be:To include the New Patient Exam link in marketing correspondence (rather than a generic online booking link which requires choices by the patient).   To create numerous New Patient Exams for specific practitioners and zones. We can then do the logic check ourselves (e.g. is the patient a young patient, old patient, interested in implants etc) and direct them to the correct booking link.It is important the link would be isolated - its only possible to book the specified appointment type with that link, the patient cannot override the flow.Thoughts?

I was looking at the Dentally NHS report and I was wondering why does the Dentally UDA report differ from the compass year end report in regards to UDA and UOA count. Would there be any reason for a discrepancy there?

Is there a feature were appointment confirmation can be automatically  sent once booked in diary

is there a toggle/ message/ pre made message we could send automatically for patients to leave us a review after their appointment? 

Hi everyone,Does anyone know of a way of adding the pts dental chart with treatment plan to the top of the estimate as part of the template?  This has always been a great visual aid for patients and its a shame I cant seem to get it on the estimates since joining Dentally. Many thanksSimon

We’d like to send an automated email reminder to patients to check if they’d like to book in for their recommended treatment. I appreciate that there is the ‘Unbooked Treatment’ report, but if we could minimise our admin team having to call even just a few patients, that would really help.Has anyone managed to configure a way to do this? 

Our Dentally Emails seem to show as “read”  before anyone has opened or actioned them,  with  no audit trail.This means that they are often missed by staff who believe they have already been actioned.Anyone else having this issue?  

I have seen that it is possible for treatment plan items and treatment plan appointments to be deleted. There is no webhook for this right or is there anyway to be informed that these are deleted via integration? Is it possible to request a webhook for this?

Would it be possible to make a suggestion?When taking patient payments, it would be handy to have a "write notes section" which would appear alongside the account.For example, if a deposit of £50 was taken for treatment - a note could be added "£50 taken towards RCT2" , which would appear in any account reports pulled.Or if a patient has called into surgery without an appointment, but wants to pay some balance off their account, the information can be logged in note section next to payment, “pt called into practice to make a payment”,

Hi, i am looking for advice on zoning the practice Diary, we are mixed practice and feel the practice is extremely busy , the team seem burnt out. I am looking for ideas to help the practice feel more smoother . 

Is anyone using AI voice? Is this the same as Chairsyde?Any good?Does it work with noise/music/ other people talking in the background? 

Hi, I have charted watch on a tooth, it comes up on the chart, then when I do treatment over the area the watch was charted why is the watch still there over the treatment? Treatment should overlay the watch to show i am not watching this anymore. Why is this not the case? How can i change this?

not able to re-process or edit who is taking payments such that when banking is done edits can be done  

Hi guys, We have prev used Exact and were able to do Denplan assessments through it (had a Denplan tab) in patients details etc. How do we now do that in Dentally?

Hi everyone, I'm looking for some advice or shared experiences regarding Mental Capacity Assessments within Dentally.Has anyone found an effective way to record when a Mental Capacity Assessment has been carried out on a patient, and more importantly, how to flag when a patient requires assistance in order to provide valid consent?Ideally, we’d like a clear, visible prompt or indicator in the patient record to ensure all team members are aware of any capacity or consent considerations during treatment planning or care delivery.Would love to hear how others are handling this,  whether it's through custom medical alerts (and ​@Simon Guiver is this even possible?), notes, tags, or any clever workflows you've set up!Thanks in advance!

Reporting is very poor A way to bring up unbooked treatment where a future appointment is unbooked and the appointment is not marked as “do not book” is simply not available Can this be fixed. It seems to be a fairly straightforward fix that is simple on all other PMSs but not on Debntally

Hi all, just wondering if you have a practice plan and how you pay your associates in regard to this? We are having to create a penny payment and then charge an invoice through as a penny - very confusing. Thank you :)

HI We have been using dentally since January, and having difficulty integrating the NHS referrals onto Dentally, we are having to flit in-between SOE and dentally . Is anyone else having issues or can advice us on how to refer through dentally?

I’ve noticed that it is possible to delete paid invoices from Dentally. On the API there is no webhook for invoices so I wanted to ask if there are any plans for an invoices webhook so I can be notified if an invoice is deleted or any other sort of workaround to handle this case?

We have moved over from Pearl to Dentally and have noticed that patients who have previously opted out of marketing aren’t getting recalls? As recalls aren’t marketing I’m wondering how we rectify this? 

Good afternoon, On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private? Currently we are +payment and then allocating to add deposit which is long winded.  Many thanks

  We’ve reached the final week of our six-part series - and we’re closing with something powerful: Dentally Vision AI!Designed to enhance clinical confidence and clarity, Dentally Vision AI uses intelligent overlays on your clinical images to help identify patterns and highlight areas of interest - like caries and bone loss - before you’ve begun your review. 👉 Read the full blog here  📚 Missed a week? Start back at Week One and catch up on the full series in your own time. That’s a wrap on Summer School/Winter Workshop 2025! Which tool/area have you found most useful in your work? Vote in the poll below 👇

We take deposits for various treatments to occur in the future.  The payment will go as unallocated or unexplained.   How can we prevent a £100 deposit for e.g. EMS Airflow hygiene being deducted because an associate has charged something else e.g. Band 1 NHS £26.50 to the account thereby reducing the deposit to £73.20 and reception staff being none the wiser because they let the patient go as there is no longer a negative £-26.50 balance showing.We have had many many instances where we cannot “reserve” and lock a deposit on the account for the actual treatment it was meant for, rather than it being deducted against something else the patient has done.  Patient then complains in future saying “I already paid £150 for my airflow hygiene” when they know full well that we didn’t charge them for their other treatments e.g. Band 1 NHS because it has netted off.

HiCould I please request improvements to the following: Lab related featursLab work received - nice feature but the green lab bottle does not appear on the calendar in some circumstances.  I’ve played around with it and whilst it appears for patients who are booked in and have no long preferred name, I’m finding that where the name is long or we have additional comments in the preferred name and we want to set a short appointment time of 5-10 min, the green bottle will not display.  The only way I can make it display is by increasing the appointment duration to 20 min which we dont need that long.  I am able to book some 15 min appointments but only where the patient name is short.  Perhaps text wrapping or something is preventing the lab icon from appearing A logical extension to the lab work received is to have the ability to write somewhere which lab we have sent the work to (if we use and have several different labs).  Yes I know we can write it in the yellow sticky or in the chart