Unanswered questions

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!

be able to run a report of all invoices made by a dentist and see if they are paid or unpaid for inputting onto private fees 

The option to open the notes and delete the entire appointment is now next to each other in the new charting update…. one slight slip and your entire appointment notes have disappeared with no way to recover them! 

Hi everyone,We are exploring a new way to discover apps and integrations that work with Dentally, and we would value your feedback.We have created a short online activity where you explore an early design and complete a few simple tasks. Your feedback will help us understand:How easily you can find relevant apps Whether the information provided supports your decisions How clear the process for requesting an app feelsThe activity takes around 10-15 minutes and works best on a desktop. You will be testing the design, not your own ability, and there are no right or wrong answers.If you would like to take part, please leave a comment below and I will follow up with the activity link.Thank you for helping us shape what comes next.

Is there any way of finding out which member of staff cancelled an appointment. I thought it used to tell you when you exported out of the appointment report but it does not show now.Any ideas?

They’ve added more steps onto what was an otherwise fairly optimised system.So to add sterilisation batch numbers, you had to click on the barcode icon and scan. Now, it’s the three button to the right, then add batch numbers, then scan.Notes require you to click EXACTLY where the ‘/’ icon is rather than anywhere in the notes box.The updates have also changed the paragraph/layout of previous templates so that will need to be fixed and I believe the previous shortcut keys no longer work.What was so wrong with the previous UI that this change was rolled out?

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?

Hi, Two questions as not sure if I’m missing something,Is it possible to be able to export a patients appointment history?Also is it possible to export a patients clinical notes that includes the chart itself? Many Thanks

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, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you let me know how that’s possible, given that Tag Manager is not currently available as an integration? Thank you,TwentyOneD

I did email  dentallypartnerships@henryscheinone.com a month a go but I haven’t had any reply, so I thought I would ask here:We are looking at creating a small internal monthly report to help us understand treatment plan activity.We would like to report, by dentist:• the number and value of treatment plans created each month;• how many subsequently result in treatment being booked or started;• how much of the proposed treatment is eventually completed; and• the time between creating a plan and treatment beginning.I can see that the v1 API documentation includes treatment_plans, treatment_plan_items and treatment_appointments, which appear to contain the information we need. The current NexGen documentation does not seem to include equivalent treatment-plan endpoints.Could you please confirm:1. Whether we can obtain practice-owned, read-only v1 API access for this purpose.2. Whether the required treatment and practitioner/user read permissions can be provided.3. Whether v1 will continue

Hi Can I request that the clinical chart (odontogram) is included in any export pdf when the clinical records are exported. The lack of the ability to easily export the dental chart, which after all is the heart of clinical records, is a major failing. Thx

Just had the update today. I can no longer cut and paste into the notes from my Opendentist AI

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 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

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

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

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

We tend not to delete the unbooked appointments and just leave them in the diary.  Is this a bad move?When your staff try to use MPC or dentally reports to find all those unbooked treatments to then try and book them in and patients say they’re not interested or not ready, at what point in the client workflow / sales cycle do you delete those unbooked appointments to stop them reappearing later?  I sometime wonder if its best to leave it so it acts as a kind of visible repository of information that at some point a patient was e.g. interested in an implant consultation or high value treatment.  Once you delete it you lose all that context.On the opposite note, if you dont delete them, those same patients keep reappearing and you are at risk of recalling the same patients again and again much to their frustration or your staff. So what is best practice here and what tips do you all suggest?

The image system highlight upper + lower 456 for bitewing radiographs. A bitewing image would normally include upper + lower 7s, so can this be changed to highlight 7s as well?

Does anyone know how if there is a way that a deposit that has been paid via stripe can automatically be used to pay an invoice when the treatment is completed? At the moment, the balance payment that is added is automatically allocated to the invoice created following the treatment but the deposit still sits there as unallocated so the invoice is show as ‘unpaid’. The patients balance is correct but the invoice is shown as unpaid and on the ‘Invoice Timeline’ report it shows as unpaid. Thanks

Hi guys,When we have an email sent to us and it is not through Dentally, we have to obviously log it in a patient’s notes, correspondence etc. It would be good if a ‘log and email’ toggle could be selected as well as ‘log a call’ in correspondence