Clinical

I commonly restore central buccal cavities which are charted poorly because you either have to choose mesial or distal. Is it possible to split each section into three on the chart rather than two?

Would it be possible at some point to have a setting for default treatment times for individual practitioners? It would be useful to do this as different dentists require different durations for treatments.  I know this can be done manually but it would save time if it could be set up under the individual practitioner. Thanks in advance

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

Hi Dentally Team,I would like to suggest an enhancement to the medical history notification at patient check-in.Would it be possible for a prominent pop-up to appear in the centre of the screen when a patient's appointment status is changed to "Arrived" and their medical history is due, for example:⚠️ PATIENT MEDICAL HISTORY DUE ⚠️The user would then need to physically acknowledge the notification before continuing. I feel this would make the existing alert much more visible, particularly in a busy practice environment, and provide an additional safeguard to support teams in keeping patient medical histories up to date. If possible, it would also be helpful for the pop-up to include an option to go directly to the patient's medical history.I think this would be a really useful patient-safety and workflow enhancement for practices using Dentally.Many thanks,Emily 

I’d like to suggest a tab next to the courses of treatment (COT) on the patient’s chart for miscellaneous codes, where incomplete or proposed treatment codes can be copied into without opening a new course of treatment.  It would be helpful so that when we submit  COT where the patient failed to return, uncharged codes would be copied over when a cot is submitted. It would allow us to keep track of which treatment was still to be completed, or was discussed at a previous appt. If the codes aren’t on a COT, It would also keep the ‘Unfinished treatments’ and ‘unbooked treatments’ tabs in the reports clear of work that isn’t being pursed for the moment. Kind RegardsJC97

We’ve noticed that some tooth descriptions on children’s treatment estimates appear to be incorrect. For example, a deciduous C tooth is described as an incisor rather than a canine, while D and E teeth are described as premolars instead of molars. We spotted this when preparing an estimate for a child patient.We prefer estimates to use patient-friendly tooth names rather than charting codes such as ULE, but the descriptions need to be accurate. Could you please investigate whether the names used for primary teeth can be corrected?We’ve also noticed that estimates describe the UL6, UL7 and UL8 as “upper left molar” without distinguishing between them. If a patient needs treatment on all three teeth, this can make the estimate look as though we’ve listed treatment for the same tooth three times. Is it possible to show “first molar”, “second molar” and “third molar” for example on estimates?Thank you

There has been an ‘update’ wherein any custom pricing schedules saved in treatment plan templates now reverts to base pricing for a given item number. The result of this is that if you’re applying a treatment plan template with specific pricing you have to go through every single appointment and individually alter the price to match what that treatment plan was designed to represent. Which kind of renders the treatment plan template feature pointless, or at the very least needlessly time consuming. My understanding is that users were apparently forgetting that they’d set custom pricing in particular treatment plan templates and mis-quoted/-charged patients as a result or something. Which seems like a user error rather than a reason to essentially eviscerate the usability of an otherwise excellent feature.Is there a way that we can reintroduce the ability for treatment plan templates to remember custom pricing please? Surely we can’t be the only ones who have a problem with this change.

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.

I would like to be able to “click and drag” treatments between different appointments, rather than having to click into the “reordering/rearranging” button on the bottom. This makes it slower and I find it redundant. I would also like to be able to select multiple treatments and drag them to another appointment. This would make organizing much easier.

I find that there are too many questions for the medical history.I really like how on EXACT they categorized them into different column, this make updating medicals much easier and also easy to read. I would also like the allergies to be made more noticeable on the patient portal, rather than having just a heart icon. (I was told this was due to private and confidential, however most patients would appreciate that we are aware of the allergies that they have, would be good for us to have the option to switch on and off the allergy notification on the patient file) 

I would like to request for the ability to click into the tooth charted to change the treatment needed.Example: 46MO, to be able to click into this and change either the tooth number or the surface of restoration, rather than having to delete and rechart it. I would also like the to have the width or columns showed on each treatments to be smaller(or to have the freedom to customize how big it is), this would allow us to view more of the entire treatment plan as a whole during treatment planning. 

I have just started at a new practice and don’t want to use the practice custom field templates for example for an exam. These are auto filled as are notes for treatments when added with the practice owner’s notes. It is very time consuming to delete these notes to write mine every time. Please can you make it so each dentist can decide in their settingsif they have custom fields on their notes rather than enforcing them on everyone. It is also easy to forgot  to delete all the custom field tabs could lead to confusion in the future and legal issues in the event of a complaint. Thank you.

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!

So we have taken a step back when moving to per appointment notes.Before I could have loaded notes on my treatment line item, and save it as a plan template. That way, next time I load up the plan template, my custom notes for that treatment line item would appear automatically. With the per appointment notes update, the treatment line items can be customised, but the notes for that item do not appear. We now have to click on create note, then load up an existing template. They have made the process longer for no reason.It has been two months and I still cannot get used to the per appointment notes format. Leaving prescriptions for hygienists is a nightmare, the hygienists are wasting valuable clinical time searching for the up to date prescriptions. On top of that the plan template notes cannot be customised. Something needs to change.

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.

It would be useful if Dentally could automatically email a clinician or their PA when an appointment is booked in the diary, so visiting clinicians don’t need to constantly check the calendar.

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 am a new user to Dentally and love the pocket chart but I am surprised there is no streamlined way to do a full periodontal diagnosis with the BPE.  This was a feature on SOE and allowed for easy comparison over the years.

hello, since last week you have changed the font so now when looking at cloud gallery the date is not compleltly visible anymore - why for this change? and can you change back it is so inconveniant 

Is there a version of the AI clinical notes system that uses ambient listening to automatically capture and document the consultation?  Thanks!!

When a patient fails to come back, in SOE treatment went into a miscellaneous tab and when you opened patient record it was still charted on the base chart so you could see what was still outstanding when a patient comes back again. Is there something similar or can be done?

We’re really not a fan of the new clinical notes update. It is not user friendly, it’s overly clunky and added additional steps which where not needed. I think it should revert back to the original note taking, as it was much more user friendly. 

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.