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Question

doing Denplan assessments via Dentally

  • September 11, 2025
  • 3 replies
  • 62 views

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Hi guys, 

We have prev used Exact and were able to do Denplan assessments through it (had a Denplan tab) in patients details etc. How do we now do that in Dentally?

3 replies

Saymon
Community Manager
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  • Community Manager
  • September 11, 2025

Hi ​@Frazzled PM!

Dentally doesn’t currently have a native Denplan tab like EXACT. You can still record Denplan OHS/banding assessments in Dentally using a quick template-based workflow. We also have a similar feature request regarding Denplan, feel free to add your thoughts here:

If you’re in NHS Wales, Dentally supports ACORN via a custom-fields template attached to a treatment item. It’s helpful, but ACORN ≠ Denplan, different framework and outputs, so it won’t replace a Denplan OHS form one-for-one.

 

There’s two options to do Denplan assessments today:

A) Fastest - clinical note template

Create a reusable note template (SettingsTemplatesNotes) called “Denplan Assessment (OHS/Banding)” with fields such as:

• Exam date / Assessor

• OHS components (Restorations / Periodontal / Gingival)

• Total OHS & Band (A–E)

• Risk factors / Preventive advice

• Next review due

 

Clinician inserts the template during the exam; it’s saved in ChartHistory and easy to find later.

 

B) More structured - treatment item + custom fields

Create a treatment item “Denplan Assessment (OHS)” (SettingsTreatments & Plans → +Treatment), then add custom fields for the same OHS data. Add this item to the treatment plan and complete the fields; the completed assessment is saved in the patient record (and can be exported/printed if you need a copy for patients).

 

Optional extras:

• Upload your DEPPA/Denplan PDF to PatientDocuments.

• Add a discreet admin tag (e.g., Denplan patient) for quick reporting/lists.

 

Let me know if this helps ☺️


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Pretty weak work around. 

Standard in SFD.


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On this note as I can see that dentally doesn't have a denplan calculator like exact/ sfd - this is a large drawback and means our clinicians need to revert to pen and paper, does anyone have a treatment settings with field that clinicians can fill in on dentally to help calculate the denplan category? No point in me reinventing the wheel if someone has this already . Thanks :)