Integrations/API

Hi everyone,We are exploring a new way to discover apps and integrations that work with Dentally, and we would value your feedback.We have created a short online activity where you explore an early design and complete a few simple tasks. Your feedback will help us understand:How easily you can find relevant apps Whether the information provided supports your decisions How clear the process for requesting an app feelsThe activity takes around 10-15 minutes and works best on a desktop. You will be testing the design, not your own ability, and there are no right or wrong answers.If you would like to take part, please leave a comment below and I will follow up with the activity link.Thank you for helping us shape what comes next.

I did email  dentallypartnerships@henryscheinone.com a month a go but I haven’t had any reply, so I thought I would ask here:We are looking at creating a small internal monthly report to help us understand treatment plan activity.We would like to report, by dentist:• the number and value of treatment plans created each month;• how many subsequently result in treatment being booked or started;• how much of the proposed treatment is eventually completed; and• the time between creating a plan and treatment beginning.I can see that the v1 API documentation includes treatment_plans, treatment_plan_items and treatment_appointments, which appear to contain the information we need. The current NexGen documentation does not seem to include equivalent treatment-plan endpoints.Could you please confirm:1. Whether we can obtain practice-owned, read-only v1 API access for this purpose.2. Whether the required treatment and practitioner/user read permissions can be provided.3. Whether v1 will continue

I wanted to raise this as a feature request because the lack of meaningful tracking within Dentally Portal has become a major issue and restriction for practices using digital advertising.When patients move from our website into the hosted Portal, we lose visibility of what happens next. We cannot reliably track whether someone starts the booking process, selects an appointment, completes payment or confirms their booking.There is no practical way to add or meaningfully integrate GA4, Google Ads tracking, Google Tag Manager or Meta Pixel. The Portal also does not retain and pass through identifiers such as GCLID, GBRAID or WBRAID, which makes accurate attribution extremely difficult (and expensive)We have explored webhooks, Zapier and offline conversions, but there does not appear to be a reliable workaround. Without the original advertising identifier, bookings cannot be confidently connected to the advert or campaign that generated them. Matching using email addresses or telephone nu

Hi Dentally Team,It’s been almost two months since we submitted our integration partnership application, and we haven’t received any further updates yet.Could you please advise on the usual review timeframe or whether there is an estimated timeline for a response? It would be really helpful to have some clarity so we can plan our next steps accordingly.Many thanks!Fabeha 

Hi everyone,I'm one of the two founders of Limeline. We've built an AI receptionist that answers the phone for UK dental practices when the front desk is busy or closed, and we'd love it to book straight into Dentally instead of leaving a message for the team.We've applied through the partner form. Could someone from the partnerships team let us know if there's anything else that would help with the review? We're keen to build on the NexGen API from day one.If it's useful, you can call the receptionist yourself at limeline.ai.Thanks very much,Zuma

Hi Dentally Community,I’m the founder of DentalConnect, a platform designed to help dental practices fill last-minute appointment gaps.We submitted our Dentally integration partnership application almost two weeks ago and are currently awaiting review. In the meantime, I’d really appreciate any guidance on the API/sandbox access and integration process.Thank you!FabehaFounder, DentalConnect

HI Team,We are VoiceFleet an AI voice receptionist. We have requested a partnership request via this form  https://www.dentally.com/en-gb/integrations/become-a-partner to gain access to the Dentally API a couple of weeks ago and haven’t received a confirmation or response. Is there a way I can confirm the request has been received? Many thanksMariano

Hi, While probing the sandbox we found that GET /v1/deleted_items responds 200 and returns a paginated "deleted_items" collection — but it isn't in the public API reference. Could you clarify:- Is it officially supported, and safe to build on?- Which resource types can appear in it?- Is there a date filter (for example updated_after) so it can be polled incrementally?- Does an API key need a specific permission to read it? Thanks

Hi,We're running a sync against the Dentally API and hit a problem we'd like your advice on.We were authenticating with a personal access token. The user that token belonged to was deleted, and our sync stopped working.We looked at using application tokens instead, but /oauth/token/info shows a user_id, so those appear to be tied to a specific user as well.Two questions:If the user who authorised an application is deleted, is that application token also invalidated? Is there a way to authenticate that isn't tied to an individual user, so the sync doesn't break when someone leaves the practice?Thanks

Our practice is in a town on the border of Milton Keynes (CMS) and Buckinghamshire, and as a result, we have patients who need to be referred with either FDS or Rego. We are unable to add more than one system into Dentally as the system seems to only accept one referral provider.

Hi Dentally Team, I hope you’re well I’m Ahmad co-founder of Clero, an AI Receptionist for dental practices. We have requested access through this form a few months ago https://www.dentally.com/en-gb/integrations/become-a-partner, and I’ve resubmitted again today since we didn’t hear back the first time.Do you know when we can hear back to become official partners? Many thanks,Ahmad Abdelaal

I use Dentally API access to create custom reports, but have found v1 lacking in areas. I understand the “NexGen API” that has been promised for sometime has been released (congrats). When and how can we practice principals begin to use it? I can’t find the NexGen API documentation, and the v1 API documentation makes no mention of it as far as I can tell.

 Hi Dentally Team,We are working on DentPulse, and we're currently integrating with the Dentally API.We're using the Treatment Plan Item API to retrieve treatment data for reporting purposes.Our goal is to calculate the Total Amount exactly as it appears in the Practitioner Activity Report within Dentally. However, we're unable to determine how this value is derived from the API response.Could you please clarify the following?Is there a field in the Treatment Plan Item API (or its metadata) that represents the same Total Amount displayed in the Practitioner Activity Report? If not, what is the recommended approach to calculate this value so that it matches the report exactly? Are there any additional endpoints or related resources that should be used alongside the Treatment Plan Item API to reproduce the Practitioner Activity Report totals?Our objective is to ensure that the values displayed in our application match the Practitioner Activity Report in Dentally.Any guidance or best prac

Hi Dentally team,I submitted a partner / marketplace request for Aimee LLC on 2 July, but I haven’t received a confirmation or response yet.We’re building Aimee, an AI phone receptionist for dental practices. Aimee helps front-desk teams handle missed and after-hours calls, answer basic patient questions, and book or reschedule appointments directly in the practice management system.We would like to build the Dentally integration correctly and safely from day one, so I wanted to check:1. Has our partner request been received?2. Is there a way to get access to a Dentally sandbox practice for API testing?3. What is the correct process for API credentials and partner approval?For the first stage, read-only access to patients, appointments, practitioners, locations, and appointment types would be enough. Later, we would like to test appointment create/update/cancel in sandbox only.Company: Aimee LLCWebsite: [REDACTED]Contact: [REDACTED] / [REDACTED]Thanks,Aleksandr

The xero integration is great and we were so relieved that this was a feature on Dentally, however since turning the xero integration on, we have since learnt it has some flaws.Payments can’t be amended - This is not realistic & as much as we’d like to ensure payments are added onto the patient’s account correctly, this is not always possible. Not being able to amend payments once they’ve been entered creates a huge issue.Daily automation - my suggestion is for there to be a delay with the uploading of the data from Dentally to Xero (even 48 hours). This will allow enough time for any amendments to be made & in order to ensure the accounts are correct.

Hello, when it comes to any change to the API, can there be communcation on either the community site or  the developer site of any change to API? as a recent example, there was some underlying changes made to the Appointments API on Monday (3rd November), which caused our ETL to timeout repeatedly.

Hi Dentally,When will we will be able to intergrate with Hot Doc? Thanks.

Hello, Is there a way to synchronize patients that are on the Short Notice List? I have checked the API documentation but could not find anything about it. Kind regards,Saimen

Hi Dentally Team,  I recently attended your stand at the Dentistry show. A team member named Blair actually rang me and told me to speak to rick gay in which I did.  My details were taken down and whilst I understand you’re very busy with a lot of requests, I’d really like this request to get seen to. Please let me know, Danny CEO 

The api docs have NHS and PPS number field for UK and Ireland but not one for Medicare (Australia) that i can see of. Coming from a legacy system which did not record medicare expiry date, the migration to Dentally meant the medicare number was inserted into notes, while the IRN (individual ref number) inserted into Health Fund Patient ID field. We are updating the Medicare number of patients and could not easily update it into the Medicare number field because of the lack of API endpoints. I hope this is in the works soon.

We have just started with Dentally and chose is specifically for the Xero integration.As a dental prosthetic clinic we have only a few items that include GST. When going over to Xero it seems to default as GST Exclusive, even for a day where no items with GST were charged. I can manually alter this in Xero but that seems clunky and not a true “integration”.A bigger problem I am having is a day where we did three transactions, two which were GST free and one that included GST but in Xero GST has been charged on the total which is not correct, and the only way I can see to fix it is to redo the invoice with the days transactions individually, but again this seems like a lot of manual work when it should just do it correctly in the first place. Has anyone had similar issues with the Xero integration?  How did you fix it or manage this?Thanks

HI Team,I have requested a partnership request via this form  https://www.dentally.com/en-gb/integrations/become-a-partner to gain access to the Dentally API a couple of weeks ago and haven’t received a confirmation or response. Is there a way I can confirm the request has been received? Many thanksTegan 

Dear Dentally team,I'm building a CRM and marketing tool on behalf of a client. Initially the client wants a simple feature that links a CRM contact record to a Dentally patient record (search by name/email/phone, store the patient ID, deep-link back into Dentally).The CRM is multi-tenant — the client is the first user, but other practices will sign up over time and connect their own Dentally accounts via OAuth. We'd like to design the integration correctly from day one.Could you advise on the following:Access & onboardingHow do we get access to the Dentally sandbox environment for development and automated testing? Is there a self-serve sign-up, or does someone on your side need to provision a sandbox practice for us? Do we (the CRM vendor) and/or our client need to be registered as a Dentally Partner? If so, what's the process, eligibility criteria, and rough timeline for approval?Many thanksPaul

Hi ThereI have built a voice AI receptionist designed for businesses including dental practices. It handles inbound calls, captures patient details, and manages appointment booking.We're exploring the integration with Dentally's API to support live appointment booking and availability checks for practices using Dentally. We'd love to discuss becoming an approved integration partner and understand the process for gaining access to a sandbox environment to begin development.We are also currently working with practices that serve NHS patients and would be keen to understand how Dentally supports NHS practices, particularly where it could be a stronger fit for their workflows alongside our AI receptionist.Would someone be able to point us in the right direction? Thanks!

We had been using Vantage Rego to send across NW London referrals for our NHS patients, this was integrated into dentally We have been told by the ICB that we need to use eRS now, they have requested details on a form to ask for the APIM id, what should we be adding here? If not how do we send referrals now?