Clinical

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.

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 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.

In admin settings > treatments It would be great if we could automatically link codes. So when dentists are charting treatments that require multiple appointments all of those are automatically added to the treatment plan. For Example if a dentist selects Chrome/Acrylic denture it would also add, denture impressions, denture bite, denture try in to the treatment plan. (If a practice chooses to set this us). Same for Crowns automatically adding in preparation stage. This would save time and also mistakes of these not being added manually by the clincian,which if like our site has a cost attached can cause issues if its not present on estimates. 

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  Are there any sedation checklist custom screens available on Dentally, or have any other services had one created?We currently use a paper form (see attached) and want to use a digital version. Thank you.    

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. 

It would be hugely useful to keep things charted when a tx plan is closed (often because a patient doesn’t return). It saves a lot of time re-charting things if the patient later returns. A tab of miscellaneous similar to EXACT would be really useful. 

Is there a way to turn off the ‘continuing treatment’ prefix when booking follow up appointments. At the moment if the patients name is too long or the appointment is too short I can’t see at a glance what they’re in for if I’m looking at the calendar.

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.

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! 

I’ve forgotten to select unscheduled care and accidentally submitted a course of treatment as band 2. What’s the best way to resubmit as unscheduled care?Thanks in advance

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?

With the new notes feature, there is nowhere to leave myself notes/reminders for appointments where I can see my reminder next to the appointment when the patient comes in for the appointment (Eg use kalzinol liner deep cavity/remind patient to bring updated medications).Adding a line under appointment where I can leave little reminders like this would be very helpful. 

Our portal just updated to the new clinical notes today. Old clinical notes have disappeared from history tab. Some are there and some are not. I have narrowed it down and it seems the clinical notes that were typed on line items loaded from “Plan templates” have disappeared. I have checked all my exam notes over the last month, and all gone!! I load my consultations, exams, bitewings, OHI etc from plan templates and they are all gone! The random line items such as Periapicals that were loaded from “treatment list” are all there. I mostly do orthodontics and with the clinical notes gone for these consultations, I am left in a position where I cannot send patients treatment plans and consent forms as I have no notes to refer to.I am hoping this is a temporary glitch and the notes are backed up somewhere and can be loaded back on?

Does anyone know how you can move incomplete treatment items from history in to a new plan, as far as i can see you can only re-open that course old course of treatment? of treatment? It’s a bit of a faff having to write them down and re-input in to a new plan if there are multiple items outstanding. it would be great if you could ‘add to new treatment plan’ option on incomplete treatment items. 

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.  

I am writing to share feedback from our team regarding the recent update to the clinical notes section within Dentally.Unfortunately, the response from both our clinicians and nurses along with our admin team has been overwhelmingly negative. Since the update was introduced, we have received numerous complaints from users across the practice who feel that the new workflow is significantly more complicated, less intuitive, and more time-consuming than the previous version.One of Dentally's greatest strengths has always been its simplicity, ease of use, and ability to allow teams to quickly access and record information. The new clinical notes interface appears to move away from these principles. Information that was previously visible at a glance is now hidden behind additional clicks and menus, making it more difficult to navigate patient records efficiently during busy clinical sessions.A particular concern for our administrative team is that they can no longer easily leave notes or c

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

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

Would love a feature to highlight or ‘pop-up’ an individual tooth history with notes . In my mind a simple ‘click and hold ‘h’ on the keyboard would bring up all the relevant notes for base charting and history of an individual tooth rather than having to search through the notes. I realise if you hover over it you see some of the previous treatments, but would love a shortcut to actually access the previous notes.