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Discuss patient history, dental charting, clinical notes, and treatment planning—all in one place

  • 33 Conversations
  • 59 Replies
33 Conversations
Stuart R
Enthusiast
Stuart REnthusiast
asked in Clinical
How to chart IFAL

How are others charting IFAL cases? We still have patients visiting for hygiene and maintenance appointments, I’m curious how others use dentally for this.

753
K
Newcomer
Hebe Lowen
Dentally Team
Hebe LowenDentally Team
posted in Clinical
🦷 Week One of Dentally Summer School/Winter Workshop 2025!

Over the next six weeks, we’ll help you get the most out of Dentally – with practical tips and quick wins, as well as new features you might have missed. We're kicking off Week One with Charting & Mixed Dentition – just in time for the school holiday rush. With more kids in the chair, it’s the perfect moment to brush up on tools like condensed mixed dentition, enhanced socket selection and predictive dentition suggestions to make charting faster and clearer. Read the full blog here 👉Make sure you share this post with your new colleagues so they can get a jump-start when joining your team 🎉 Have you tried these handy charting tools yet? Drop your thoughts below! And check back here next Tuesday for your second instalment of Summer School/Winter Workshop 2025! 

890
Hebe Lowen
Dentally Team
F
Enthusiast
FozzyEnthusiast
asked in Clinical
Payment Plan

Could you add a feature that turned the banner at the top of the page to the same colour as they’re payment plan? Would make it much clearer if the patient was NHS, Pvt or Denplan at a glance. 

273
Saymon
Community Manager
L
Enthusiast
Laura BurtonEnthusiast
asked in Clinical
Denplan oral health scores

 We have moved from Exact to Dentally recently, we were not told, and didn’t think to ask that there is no Denplan tab on Dentally. We used this on exact for scoring and banding patients and for oral health scores. For our Denplan excel assessments this all needs to be recorded, how do other practices do this after moving to Dentally? Well need to go back to paper forms for scoring and banding, but how can we complete oral health scores?

564
Saymon
Community Manager
F
Enthusiast
FozzyEnthusiast
asked in Clinical
Continuing treatment

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.

283
Saymon
Community Manager
F
Enthusiast
FozzyEnthusiast
asked in Clinical
Treatment and base chart menu

The treatment and base chart menu make putting thing on the chart a lot quicker but is there a reason why they are oriented the way they are?When hovering over the upper teeth the chart is projected downwards covering the lower teeth and vice versa. This makes it annoying to swap between the upper and lower arch quickly.

192
F
Enthusiast
A
Enthusiast
arieyuffaEnthusiast
asked in Clinical
Feedback: Direct Messages feature requires a total rework

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.

826
RegentStreet85
Dentally Product Panel Member
S
Enthusiast
Sarah SalisburyEnthusiast
posted in Clinical
concierge & MH

On the concierge app it will only show the MH if it is due to be completed (older than 6 months)- sometime we get patients that have had medical changes and need to complete the MH again before the 6 month mark. It is fine doing it in surgery verbally but when there has been big changes we really need to be able to give them the iPad and get them to do it themselves. I understand that we can email the patient a link etc but when they are elderly or don't have their phone on them extra it is much easier doing on the tablet.  Please can you look into if there is a way of the pt updating their MH even if it is less than 6 months.

202
S
Enthusiast
L
Enthusiast
LauraEnthusiast
asked in Clinical
option for anxiety and depression on med history form

Could the medical history be updated with options for anxiety and depression on med history form please

111
Saymon
Community Manager
Stuart R
Enthusiast
Stuart REnthusiast
asked in Clinical
Dropdown fields in Notes

Will it be possible to add a dropdown field in the patients notes? For example, we want to include the reason code when a patient has a scan taken and want to make this simple to do (and difficult to omit). There is a list of standard responses we want the clinicians to use rather than free text/personal choice. In other forms packages you can set these up as a dropdown selection, I wonder if Dentally will go this way. 

543
David Rutherford
Dentally Team
L
Enthusiast
LauraEnthusiast
asked in Clinical
Are there any plans to add notes and bleeding to BPE 

Are there any plans to add notes and bleeding to BPE 

161
Saymon
Community Manager
F
Enthusiast
FozzyEnthusiast
posted in Clinical
Treatement plans insert with the associated template notes

Would it be possible to have an individual login set up so when that individual puts treatment on the plan it auto populate with their associated template notes?

161
Saymon
Community Manager
F
Enthusiast
FozzyEnthusiast
posted in Clinical
Template note insertions

Small feature that could use a very easy update. I have a large volume of template notes to slot into the discussion portion of my exam notes for different situations but every time I insert a new template note it automatically gets placed at the top of the exam note rather than where my cursor is (ie where I want it inserted). Barring making shortcuts for all of my template notes this means a lot of copying and pasting to get the inserted note where I want it on the page. 

132
Saymon
Community Manager
A
Enthusiast
aferguson024Enthusiast
asked in Clinical
Prevent price change - override

If ‘Prevent Price Change’ is set for a treatment item, is there any level of user that can override it in the chart? For example, can a Level 4 user override it?We’d like to prevent clinicians from changing the prices in general, but allow administrators to override them in the chart.

111
Saymon
Community Manager
K
Enthusiast
kelwills1Enthusiast
asked in Clinical
Lab work

Hi is it possible to do a lab work tab within dentally (maybe next to chart) . The little feature you have is ok but a tab would be great. somewhere you could document:tooth/prosthesis - lab sent to - date sent/received/ completed with an area to upload the lab docket: Would be great if all this information was stored together so that if there was a future issue we could find the information instantly.  If this linked to reports, even better.  Thanks 

312
K
Enthusiast
K
Enthusiast
kelwills1Enthusiast
asked in Clinical
hygiene prescriptions

Is there a tab within dentally where you can document the hygiene prescription from a dentist that enables you at a glance to see when the prescription expires? 

272
K
Enthusiast
Louis Dunne
Enthusiast
Louis DunneEnthusiast
asked in Clinical
Lab Work Log features

Hi all,I wondered what everyone's process for recording Lab Work is and if anyone has a good way of using the new Lab Work Log. I don’t see it being very helpful with just the “Sent, Received, Overdue” feature as it doesn’t give any details.Ideally we would have things like which Lab was used, date due back and description of the lab work. We currently use a custom waiting list for this but want it all in one place.Any suggestions from users or updates from Dentally regarding improvements on this feature would be great.Thanks!

764
Saymon
Community Manager
G
Enthusiast
GGKTHNXEnthusiast
asked in Clinical
More additions root portion of root charting

Addition of other items for the root status should be added, such as Apical abscess/infection (PA lesion), and root fracture (VRF). Variations on location of cracks that are more distinct and unique, including options for location i.e. buccal crack lingual crack mesial or distal. Following that thought process having UI that indicates fractures of restorations or parts of teeth. A specific icon/UI change for unsatisfactory restorations or restorations with secondary caries. Even variations to RCT such as overfill or underfill or unsatisfactory. Preferably all three.  I believe these items will help ensure a comprehensive picture of a patients current dental status. 

311
Saymon
Community Manager
C
Enthusiast
CHLOEPEnthusiast
asked in Clinical
Consent Tab

Hi is there a plan to have a consent tab at all? To make it easier for patients to sign 

331
Saymon
Community Manager
A
Enthusiast
ay52Enthusiast
posted in Clinical
Feature Suggestion: Floating Image Viewer for Simultaneous Note-Taking

HelloJust wondering if is there currently a way to view patient images (e.g. XRays on dentally) and type clinical notes at the same time in Dentally?At the moment, I find myself switching back and forth between the notes section and the image viewer on dentally to cross-reference findings and confirm what I’m writing. It is a bit cumbersome, especially during XRay/OPT interpretation or when reviewing multiple images.Would it be possible to introduce a floating or resizable image window that stays visible while typing notes? I think this would be a really helpful feature for many of us in practice. Keen to hear if others have found a workaround or if this is something already on the roadmap.Thanks.

271
Saymon
Community Manager
J
Enthusiast
JKBEnthusiast
asked in Clinical
UDA tracker as in EXACT

Are there any plans to add the UDA tracker as is in EXACT to dentally ?- much needed 

271
Saymon
Community Manager
B
Enthusiast
B S HEnthusiast
asked in Clinical
How to remove a 'watch' on a tooth that has been charted as a completed treatment

Hi, Is it possible to remove a watch from charting if it was put on as a treatment and completed rather than put on as a base chart item. I’ve just tried to remove a watch by clicking on TP in the history search, but the item is locked. 

361
Saymon
Community Manager
M
Enthusiast
MarianEnthusiast
asked in Clinical
Appointment Log

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

991
Saymon
Community Manager
S
Enthusiast
SRobEnthusiast
asked in Clinical
Retained root restorations in chart

Hi The charting function has changed recently for retained roots. Restorations previously charted have disappeared from the chart and it is not possible to chart a new filling.The only way I have found to chart a restoration is to remove the retained root status.Can this be fixed, please?

1023
Saymon
Community Manager
B
Enthusiast
B S HEnthusiast
asked in Clinical
Template notes for estimates?

Would it be possible to have the “template notes” button in the text boxes when creating an estimate?  (body, footer, payment terms) this would allow addition of treatment specific consent information text to be added to estimates with a few shortcut keystrokes.  Would massively streamline getting relevant consent from a signed estimate.

391
Saymon
Community Manager
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