Unanswered questions

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

Good morning everyone I’ve noticed Dentally runs quite slow these days- the animated Dentally logo is present for quite a while when opening patients. I’ve tried all of the troubleshooting tips- caches cleared, everything updated etc. but to no avail- we’ve tried it on a range of PCs older and newer.  Are other practices having the same problem and does anyone know of a fix?

Hoping someone can help or at least commiserate! We've been experiencing ongoing issues with our Dürr VistaScan Mini disconnecting from Dentally Vision seemingly at random - and more frustratingly, images disappearing mid-processing. When this happens we have to go and retrieve them directly from the Dürr file directory, which as you can imagine is disruptive mid-appointment.To rule out the obvious - our network connection is solid, and the scanner has recently been serviced and tested, so it doesn't appear to be a hardware or connectivity issue on our end.An added headache is that retrieving the lost images from the Dürr directory is not straightforward - currently I seem to be the only person in the practice who knows how to do it. So if I'm not available when it happens, it becomes a significant operational problem with no easy resolution on the ground.I've seen a few comments from other practices flagging the same problem, and one suggestion that's come up is that Carestream scanne

Hi there, Hopefully in this platform we will be more lucky.For over two years now we have requested to your support team via chat if there is anyway to develop a feature able to run a report that identifies missing dental notes after a visit has been charted and the patient attended, but no notes have been recorded.This is a common feature in other dental softwares but not in Dentally. Sadly today we learned that none of that feedback and requests was passed to your your product team. All fingers crossed throughout this channel to be listen at! 

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, 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?

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.

Could I please ask why this change to notes was pushed?  The old system of writing and reading notes was exceptional - everything in one place, visible, easy to view whilst also multi-tasking on other things (writing letters to patients, nurse checking notes for me whilst I am doing other clinical work). Now it feels like we’re using the extremely outdated and unfriendly R4 with the clunky notes bar on the right. I’m not sure what the reason was for the change, but personally would be grateful if we could have a choice to revert back to the previous system. Thanks.  

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen or any of the “kind of correspondance” s

cannot delete clinical notes now since  last Thursday changes. Is any one else having this error even with level 4 permissions

Hi everyone 👋 Im Anke,  a Product Manager for Dentally.  I’m currently doing some research into how practices would like to handle prescriptions, and I’d really value your input.We know every practice works differently, so I’m keen to understand:How you currently create and manage prescriptions What works well for you today Where things are painful, manual, or time‑consuming What an ideal prescription workflow would look like for your practiceThis isn’t about promoting a new feature yet — it’s about listening and understanding your real‑world needs so we can make better decisions moving forward.If you’re happy to share your experience (even briefly), please comment below. Specific examples are especially helpful.Thanks so much for helping us shape what comes next

Is there a way to group message in the practice like SOE yet

please, how do i create an autonote as an additional documentation just like in EXACT?

The xero integration is great and we were so relieved that this was a feature on Dentally, however since turning the xero integration on, we have since learnt it has some flaws.Payments can’t be amended - This is not realistic & as much as we’d like to ensure payments are added onto the patient’s account correctly, this is not always possible. Not being able to amend payments once they’ve been entered creates a huge issue.Daily automation - my suggestion is for there to be a delay with the uploading of the data from Dentally to Xero (even 48 hours). This will allow enough time for any amendments to be made & in order to ensure the accounts are correct.

please someone tell me that this is possible to doi want a report of debtors by clinician that raised the invoice and therefore has outstanding monieswe share quite a few patient treatments eg general with a dentist, ortho with another, implants with another.please tell me this is possible as i want to hand a list to each clinician and i have tried multiple reports and the help option and cant find a way 

We’ve historically used Open Treatment Plans very effectively for diary utilisation and identifying outstanding treatment opportunities. However, one key limitation we’ve encountered in Dentally is the inability to efficiently filter and identify specific unbooked treatment items within open treatment plans.At present, if we try to search or filter by treatment type, the system also returns closed, completed, and historical treatment records. This makes it extremely difficult to isolate treatment that is still outstanding and genuinely unbooked.Having the ability to filter specifically for:Open and incomplete treatment only By treatment type/procedure With no future appointment bookedwould significantly improve diary management and operational efficiency.This would be particularly valuable for:Filling last-minute diary gaps with appropriate treatment Managing clinician-specific availability Supporting visiting clinicians who only attend for certain procedures Improving utilisation of o

Welcome to the Dentally community! 🎉 You’re now part of a group of professionals dedicated to advancing dental care with the help of innovative technology. Take a moment to introduce yourself, tell us a bit about your role or your practice, what brings you here, and maybe something fun about yourself (like your go-to way to unwind after a busy day at the practice!). It’s a great way to connect with fellow members and start building relationships within our community. Don’t be shy! Jump in and say hello! 👋

Hello, Is there a way to synchronize patients that are on the Short Notice List? I have checked the API documentation but could not find anything about it. Kind regards,Saimen

​@Saymon ​@Hebe Lowen  Hello, As stated on the dentally help pages https://help.dentally.com/en/articles/3563775-dentally-ipad Dentally are looking at reiring the ipad app. Does Dentally have any plans to mirror the appt book listing for each day within the concierge app. Can be a bit cumbersome having to get pts to confirm its them when doing their forms. We tend to initiate for them and pass it over to fill in.  Also, is there a way of stopping concierge from checking pts in. We do that on our kiosk or manually once forms complete.  

Description: We’d like the calendar to automatically show only practitioners scheduled to work on the selected day.Currently, this requires manual selection via the eye icon, which must be updated daily as clinician availability changes.This feature would:Save time for reception teams Reduce manual errors Provide a clearer daily viewEspecially useful for practices with frequently changing clinician schedules.

Hi All,Using dentally since July 2025. In previous PMS we were able to do financial reports for a whole year that gave month by month totals for each practitioner and do on spreadsheet. I realise that one can print a month report for production etc in dentally but is there anyway to do a financial year by month? If there is not this is yet another issue with dentally financial reporting...no decent GST reporting either.

Please can all Dentist have total no of UDAs submitted on the dashboard … it will make things easy 

Would love some guidance on how to edit a previously charted filling when during treatment the surfaces involved change, eg; an occlusal cavity planned for an occlusal restoration  extends to become a DO. Currently we find we have to delete  the initial item and re-chart. This is a faff but also not medico legally prudent as it changes the point of diagnoses. 

Hi Dentally Team,  I recently attended your stand at the Dentistry show. A team member named Blair actually rang me and told me to speak to rick gay in which I did.  My details were taken down and whilst I understand you’re very busy with a lot of requests, I’d really like this request to get seen to. Please let me know, Danny CEO 

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