Unanswered questions

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 :(

Feedback from the dentist is that they do not like the format of everything being lumped together and not split into individual treatment codes. When trying to look back in history will make it harder to search for specific treatments and end up having to read unrelated notes.

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!

I am finding that when ready to book appts are being booked they are not being linked automatically with the date and therefore dissapearing from the ready to book. This results in the wrong next appts being booked or same appt being booked twice

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

Since the last update these is a problem with how any of the base charting and treatment that was imported into dentally from other systems (ours was SOE) is layered. Its making the base charting appear over the treatment which makes it look like the patients have mouths full of untreated cavities.The only way we have found to resolve the issue is to manually go though and delete the previously charted cavities which takes a while as we have to do it for every patient.Can this go back to how is was before? before the most recent update this wasn’t a problem.

my feedback is that the new clinical notes interface is clumsy and makes it very difficult to follow what has been happening within the treatment course. The template interface is also very clunky and it makes the system and the update being rolled out appear like it is downgrading the software and the dentist and nurse experience is more awkward. The old way of recording notes and the template interface was WAY BETTER as it was clear and concise, it was easy for any person on the dental team to follow the notes trailwhy was this rolled out without a consultation period? I may have looked at another cloud software provider if I knew this was going to be a new way of note taking which could not be changed. providers should be able to choose between the systems, this would allow for a more immersive and enjoyable experience for your users

I use Dentally API access to create custom reports, but have found v1 lacking in areas. I understand the “NexGen API” that has been promised for sometime has been released (congrats). When and how can we practice principals begin to use it? I can’t find the NexGen API documentation, and the v1 API documentation makes no mention of it as far as I can tell.

Has anyone experienced a low recall sending rate? We are set up for automated recalls, as we were with Exact, but have been told our recalls are not sending unless our patients have checked the marketing consent box!Recalls are not marketing!!!!! They are reminders agreed with the patients. They wish to have recalls but may opt out of other non- appointment related contacts.Seriously considering opting out of Dentally after one month in,  if this not resolved. Serious risk of loss of income due to increase in white spaces we never had before!!Any solutions out there? 

What is the best way to manage cashing up in Dentally?We are struggling to find the most efficient way to cash up in Dentally. In SOE, we could create a cash bundle that automatically grouped all payments received since the previous cash bundle, making reconciliation straightforward.In Dentally, however, reports can only be printed by day. This means that if payments are taken after we have completed the cash-up, we have to manually record the patient names and account for them in the next cash-up period. This can result in payments being split across reports and makes reconciliation more difficult.

Does anyone know if theres an option for no email address. It keeps asking on the tablet but some pts simply don’t have an email for correspondance cheers

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 im having issues with my patients completing their MH via the link, however it only collects half the information which means when they arrive we still have to give them one to complete to have their details such as address, acquisition source, all of that, it just doubles up. Is there a way we can just use our own medical history and send to patients?

We had a pt today who arrived at the wrong time for his appt...12pm arrival for a 3.30 booked appt. Pt just took a seat.As its self check in, the system simply checked him in. Is there anything can be done so if the pt arrives early or late...its flags up to see reception ????

We are finding that sometimes whilst patients are actively using the concierge app to complete forms, a message comes up asking if they are still there, even though they are actively typing? Can the timing of the message be extended to only come up if the form is left idol for a long period?

 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

we had a problem today where we lost/ deleted some images. Is there a way to retrieve them?

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.

Hi guys,  I’ve been told theres a feature to add the reason why a patient has refused their treatment plan, e.g cost, finance failed etc.  Does anyone know how I go about setting this up? If not is it a feature that could be added it would help with KPI  Thanks

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.

Hi, Is there any way to see a log of changes that have been made to a specific appointment, eg if the appointment has been moved last minute (but not cancelled) or if the time of the appointment has been lengthened. On SOE there was a function where all the changes to a specific appointment were logged. It is very helpful when there is a patient who is a constantly cancelling or changing appointments last minute as it provides evidence.Many thanksMarian, Bupa Windsor

Hi all, I'm Luke, a product designer working with the Dentally team. We're reworking one of the parts of Dentally you spend the most time in: writing up your clinical notes, and we'd love your input to help shape it.We're keen to hear from NHS and private practices from any region.Who I'm looking forDentally users who write up (or help write up) clinical notes day to day: dentists, associates and nurses. You don't need to be a power user or have any technical knowledge. If you've ever rushed to finish notes between patients, hunted back through a patient's history to find an old note, or had a view on templates and custom fields, you're exactly who I want to hear from.I'm keen to hear from a mix, dentists and nurses, people who type everything out and people who live in custom fields, because how each of you works isn't always the same, and the notes need to work for all of it.What's involvedA short, informal video call, 30 to 45 minutes, where I show you some early designs and you tel

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