Clinical

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?

Hi since the new update to the clinically notes the shortcut feature seems to have changed.I have to type ‘/’ first then the shortcut then enter. Is this a bug or can it be changed back to just typing in the shortcut and then hitting space.The old shortcut way was one of the things I loved about dentally it made it so quick and easy to put the commonly used templates in. I do like the ‘/’ as a way to quickly search my templates but having both methods would be great

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. 

Could the lab work waiting list be modified or a lab work list be created that allows you to log when the lab work was sent, what it is, the lab it was sent to, what was sent- scan/impressions/models, and when it is due back please.

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 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!

Is there a way to keep the old information on medical history when updating? When a patient has completed it online within a year you can add to it and adjust where needed. When it’s over a year you have to write the whole medical history out again starting from scratch as if they were a new patient. This is very time consuming. 

Currently, NHS Scotland claims in Dentally are sent almost immediately and become locked once submitted. If a mistake is made (for example a missing code), there is no option to edit, cancel, or resubmit the claim while it is in the Submitted status.This means the only option is to contact Practitioner Services to request the claim be withdrawn, then correct the treatment plan and submit a new claim. This process can be time‑consuming and may lead to lost income when a small error is discovered after submission.It would be very helpful if Dentally could allow a resubmit option after submission for Scotland claims, similar to workflows previously available in other systems. This would allow users to quickly correct missing codes or other claim details without needing to withdraw and recreate the claim.

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

New Dentally user here. A simple but very helpful request if I may.On the Details tab where pt information is, on the top left you have the patient unique I.D. number and a ‘copy’ button next to it. It would be much slicker if patients name, DOB, Address, email and phone number also had the same ‘Copy’ button next to it as when making manual referrals, it would be a heck of a lot better if you could simply click copy and then drop/paste it into the relevant fields on the referral practice websites. A minor gripe I know as it’s easy enough to use the mouse to click and drag to copy and paste but a simple one-click to copy would just make it easier!

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.

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.