Unanswered questions

Hey!Is there anyway to turn off the DOB and First initial of surname to log onto Dentally Portal?It is very time consuming especially when reception is busy.  Patients shouldn’t have to log back in to sign part 2 of their NHS form / estimates etc.I understand having to initially do it on arrival but it is excessive and time consuming having to log them in again just for a quick signature.

When patients have 2 consecutive appointments in one day, they are receiving 2 txt messages. The second text has on the later apt time and numerous patients see that and ignore the first one. There needs to be an automation to ensure that patients with consecutive apts only recieve one sms. It is costing us more in txts and in missed chair time. Does anyone have a solution for this?

I find it so hard to process refunds and clear off bad debt. I follow the support instructions but sometimes it works and sometimes it doesn't! there needs to be a much easier way to do it. Instead of having to put invoices on and take payments and add notes maybe just a ‘Refund’ button which automatically takes the money off the account. Same for correcting patient debt, it feels like its such a long process just to do a simple task :(

 Hi Dentally Team,We are working on DentPulse, and we're currently integrating with the Dentally API.We're using the Treatment Plan Item API to retrieve treatment data for reporting purposes.Our goal is to calculate the Total Amount exactly as it appears in the Practitioner Activity Report within Dentally. However, we're unable to determine how this value is derived from the API response.Could you please clarify the following?Is there a field in the Treatment Plan Item API (or its metadata) that represents the same Total Amount displayed in the Practitioner Activity Report? If not, what is the recommended approach to calculate this value so that it matches the report exactly? Are there any additional endpoints or related resources that should be used alongside the Treatment Plan Item API to reproduce the Practitioner Activity Report totals?Our objective is to ensure that the values displayed in our application match the Practitioner Activity Report in Dentally.Any guidance or best prac

Hi everyone! We’re developing the ability to send SMS and emails when an appointment is booked in the calendar, so you no longer need to send confirmations manually after booking an appointment. If you’d like early access we’re looking for beta testers to try the feature and provide feedback. Drop a comment below if you’d like to join, and we’ll get in touch with next steps!

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.

Hi!At the moment, Dentally is only allowing to capture one email address per patient record. Is there a way that it can capture more than one per patient. so that it will work in automation notifications?Thank you.

In “Create Referral” workflow on the patient chart page, I cannot access all my saved external referral specialists from the external referral specialist drop down menu. It only shows the first 24 in alphabetical order. It won’t populate from partial typing of the name or form the full name, and says “not found”  when the search name/part name is entered, beyong the first 24 stored on my list. Is this a general fault? Ellie has made me try various different troubleshooting solutions, but none solve the problem.Thank you for any feedback.Niamh

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   Has anybody been able to report on items in custom fields on the radiograph treatment item? We are looking to report on how many small radiographs had “acceptable” in the evaluation box etc.Our x-ray images are stored on a separate system to Dentally so Ellie bot’s suggestion of using the radiograph audit report would not work.Thank you

Hi  Are there any sedation checklist custom screens available on Dentally, or have any other services had one created?We currently use a paper form (see attached) and want to use a digital version. Thank you.    

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?

When corresponding with patient’s, it would be nice to be able to refer to them not just by name but with (he or she). The option of which pronoun they prefer could be included within the medical history or elsewhere within the program.Kindly let us know if this has or will be addressed.

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

Hi Dentally Team, I hope you’re well I’m Ahmad co-founder of Clero, an AI Receptionist for dental practices. We have requested access through this form a few months ago https://www.dentally.com/en-gb/integrations/become-a-partner, and I’ve resubmitted again today since we didn’t hear back the first time.Do you know when we can hear back to become official partners? Many thanks,Ahmad Abdelaal

I’m trying to create a separate waiting list in Dentally for patients who have failed to attend, as I do not want them mixed in with our regular short-notice list.The aim is to keep these patients on a separate list so they can only be offered appointments that become available at short notice, while keeping our main short-notice list for patients with a good attendance record.Is there a way to create a custom waiting list for this purpose in Dentally? If so, could someone point me towards the correct setup or permissions required?

Hi! I have noticed there was an update with the way dentally displays images that are attached to emails. While it is nice having a thumbnail of the image displayed, it is now more tedious/difficult to download these images. Previously, you could click on the image name and it would automatically download from dentally. Now, you have to click on a teeny tiny little arrow on the bottom right hand side of the image thumbnail, select “download” or “preview” (since these options do the same thing), the image will then open in a new browser tab, and from there you will need to right click the image and save as. Is there any way this can be circumvented or rectified? Even if the “download” option actually downloaded the image properly, the options are very small and it is easy to accidentally select the wrong thing from the drop down!  

We have moved from exact to dentally and we are finding it quite clunky. I wondered if anyone had found an easier way to view the appointment book, In exact you could open it and see gaps no problem. In dentally we are having to scroll through the days or use the search which isn't exactly ideal and its just all quite a faff.  Or an easier way to process refunds - Having to release deposits and put it on as a negative payment or invoice. It just very long winded. Thanks

Hi Dentally team,I submitted a partner / marketplace request for Aimee LLC on 2 July, but I haven’t received a confirmation or response yet.We’re building Aimee, an AI phone receptionist for dental practices. Aimee helps front-desk teams handle missed and after-hours calls, answer basic patient questions, and book or reschedule appointments directly in the practice management system.We would like to build the Dentally integration correctly and safely from day one, so I wanted to check:1. Has our partner request been received?2. Is there a way to get access to a Dentally sandbox practice for API testing?3. What is the correct process for API credentials and partner approval?For the first stage, read-only access to patients, appointments, practitioners, locations, and appointment types would be enough. Later, we would like to test appointment create/update/cancel in sandbox only.Company: Aimee LLCWebsite: [REDACTED]Contact: [REDACTED] / [REDACTED]Thanks,Aleksandr

Am i missing a trick with zoning? for example our hygiene clinics are every 30 mins, is there an easier way of zoning this than having to create separate 30 mins zones? is there an option to set up a zone and make the slots occur every 30 mins between a set of times easily?

Hi all - I'm Luke, a product designer working with the Dentally team. We're building something we know a lot of NHS practices have been after: clear reporting on how you're tracking against your NHS contract. Where you are against your ACV/UDA target, how individual clinicians are performing, and where the gaps are - without having to piece it together yourself.We’re focused on Wales at the moment, but keen to hear from NHS practices from any region.Who I'm looking forPractice managers and clinicians/associates who deal with NHS contract performance day to day. You don't need to be a Dentally expert or have any technical knowledge - if you've ever had to work out whether the practice is on track, or had that conversation about an associate's numbers, you're exactly who I want to hear from.I'm keen to hear from both sides, because what a practice manager needs to see and what an associate needs to see aren't always the same thing.What's involvedA short, informal video call - 30 to 45 mi

Hi, Is there a way on the appointment card pop up when creating a new appointment for the duration to match what we have set, eg an exam is 20 mins but the card defaults to 5 mins. This is causing a lot of booking errors when team members forget to extend it to the correct time.Thank you Amy 

HiDo Dentaly have any plans to improve the Xero integration?If a site is a single practice it works really well but multi sites who have seperate bank accounts for each practice, it doesnt work for as Dentally sends one massive invoice for the whole business to Xero. Would be nice to have better integration including xero’s invoicing system Tom 

HI Team,We are VoiceFleet an AI voice receptionist. We have requested a partnership request via this form  https://www.dentally.com/en-gb/integrations/become-a-partner to gain access to the Dentally API a couple of weeks ago and haven’t received a confirmation or response. Is there a way I can confirm the request has been received? Many thanksMariano

Is there a way to turn off the ‘continuing treatment’ prefix when booking follow up appointments. At the moment if the patients name is too long or the appointment is too short I can’t see at a glance what they’re in for if I’m looking at the calendar.