Hey Dentally Community! From finding patients to setting up new users, when it comes to getting started with Dentally, there’s a lot to consider. So we’ve pulled together these hot topics into a single handy article!  

Here are our tips and tricks for using Dentally. 

I need to find a patient’s record, how do I search for them in Dentally? 

Looking to find a patient's record quickly? Remember these pointers! 

• Use the toolbar at the top of the page – it's visible no matter what part of Dentally you’re in! 

• As you start typing, suggestions will appear in a dropdown below the toolbar. 

• You can use a lot of different info to find a patient, not just their name – try their mobile number, email address or date of birth. 

Top tip: You can also quickly navigate to a patient you viewed recently - click the ‘Recently Viewed Patients’ icon (the two heads ) in the left-hand toolbar. 

If you need to create a new patient, it’s easy! From anywhere in Dentally, click the ‘+ ’ icon in the left-hand toolbar and add the patient’s details. 

We have a new team member, how do I set them up on Dentally? 

Need to bring a new colleague on board? You’ll need to create a user. Go to your settings, find the ‘Users’ tab and click ‘+ New user’. Add their personal and role details, and set up security and permissions. 

Top tip: Don’t forget, you need to have Permission Level 4 to add other users to Dentally. 

From the ‘Users’ tab, you can also click the edit button next to any existing user to make changes, such as personal details or permission levels, or to remove a user. 

My new team member is a practitioner, how do I give them clinical access and make them available for appointments? 

For new practitioners, in addition to creating a user you’ll need to create a practitioner profile and assign it to their user. Without a practitioner profile, they won’t be able to complete clinical work or be booked for appointments. 

Once you have a user set up, go to ‘Settings’ > ‘Users’ and click the ‘Practitioners’ tab. From here, click ‘+ New’, and complete the fields in the window that appears.  

Top tip: This is created automatically for you if you listed a user’s role as a clinician. 

Where can I go if I need support? 

Feeling stuck, or got a question for us? Explore our detailed Help Centre for step-by-step guides, ask a question in the Dentally Community, or start a chat in Dentally to speak to our team!  

Got any Dentally wisdom you would like to share with the Community? Drop your top tips in the comments below! Or if you’re new to Dentally and you have questions about getting to grips with our software, fire away