July 2025 Changelog Highlights 🌟
Ask questions, get answers and engage with your peers
At the moment if an NHS patient books a Private appointment via the portal e.g for Private Emergency then the portal forces the patient to fill in an NHS PR form even though the appointment is a private appointment. NHS PR forms are ONLY for an NHS Course of Treatment. This is wrong functinality.
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.
Hi All Our dentists have come looking to see if its possible to have 2PA option on dentally vision, and wondering if any other clinics know of workaround, of it is something that perhaps Dentally can roll out. We have an option for 1pa and 3pa, but no 2pa.
Hi, We are trying to figure out the most streamline way of patients signing consent forms digitally on our iPads. It would be great if there was a ‘consent tab’ available on the dentally templates, so they can sign consent just like they would sign an estimate. Can anyone shed some light on what you currently do with this. Thanking you in advance :-)
Hello Community! Our new Changelog is live 🚀 It's been a bumper month this June, with some big updates across recalls, accounts and more! Check out the highlights below, and read the full Changelog 👉 here ⭐ Improved deposits and account management 💵 Take and manage deposits with ease, as well as taking family payments and other exciting features, with our improved account screen! Read more ⭐ Understand your recall effectiveness 📅 Our new recall effectiveness dashboard helps you to see how well your recall strategy is performing, and identify actions to improve it. Read more ⭐ A new home for Dentally AU users! 🇦🇺 Australian users are moving to a new infrastructure on 21st July 2025, which will enable the same reliable, secure platform with faster speeds and increased security features. You'll need to complete some key steps ahead of this date 👉 Read more Remember you can read the full Changelog here, and you can always reach out to Ellie (our AI support agent) and the Su
Would it be possible to update the new search bar…If you input all the information required such as 45mins for a new patient examination with dentist X. if you go to the diary and the patient then can’t do that time etc. If you go to search again you need to re-input all the information. It would be really helpful if it could save your last search.
Is there a way to change the payment allocation settings? At present they seem to allocate once the treatment is completed, but I was hoping there could be a way to allocate payments to specific dentists at the time of payment as we have a lot of treatments, Invisalign for example, that can take up to 6+ months and the dentist isn’t getting paid for the treatment until the whole course is complete. It would be nice to be able to filter it monthly.
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.
Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!
Tell me this is happening sometime soon!White space everywhere and where to start!If anything why can we add to the waiting list while booking that individual appointment, rather than having to open patient record, appointments and the adding, so time consuming!
Hi Dentally team,We’re currently working with a number of practices who use Dentally and are exploring ways to streamline appointment workflows through external automation tools.I understand that partnerships are currently on hold, but I wanted to ask whether it’s possible to gain access to a Dentally sandbox environment for testing purposes, ideally with read-only API access to appointment and patient data.We’re not looking to make any changes within Dentally itself, just to better understand how data flows and how we might support mutual clients in the future.Any guidance or direction on how to proceed with sandbox access would be greatly appreciated.Thanks in advance!WesleyCo-founder, Setterlysetterly.co
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.
Are there any plans to add notes and bleeding to BPE
Is there a way to change the setting so a press of the ‘enter’ key inserts a <br> (single line) rather than a <p> (double line)?
Is there a way to be able to view all created consent forms for a family from a single log in of the dentally app. when we’ve got large families in and 3-4 kids in for short appointments entering each child’s DoB to retrieve the relevant forms they need to sign is slowing us down as a practice. Given that the adult accompanying them will need to sign all the forms anyway it would speed us up so much if they could see all the forms they need to sign for their family together rather than one at a time.
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.
How are people please tracking their revenue/the practice position?As far as I am aware there are at least 3 different reports which all give slightly different amounts:Takings Allocated payments InvoicesAs many do, we work to a target each month so it would be really useful to know what other practices do which gives the best overview of practice performance on a monthly basis. Many thanks.
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