We’ve historically used Open Treatment Plans very effectively for diary utilisation and identifying outstanding treatment opportunities. However, one key limitation we’ve encountered in Dentally is the inability to efficiently filter and identify specific unbooked treatment items within open treatment plans.
At present, if we try to search or filter by treatment type, the system also returns closed, completed, and historical treatment records. This makes it extremely difficult to isolate treatment that is still outstanding and genuinely unbooked.
Having the ability to filter specifically for:
- Open and incomplete treatment only
- By treatment type/procedure
- With no future appointment booked
would significantly improve diary management and operational efficiency.
This would be particularly valuable for:
- Filling last-minute diary gaps with appropriate treatment
- Managing clinician-specific availability
- Supporting visiting clinicians who only attend for certain procedures
- Improving utilisation of outstanding treatment opportunities
Currently, there doesn’t appear to be a practical way to quickly identify patients who require a specific outstanding treatment without manually reviewing records, which can be very time-consuming for larger practices.
We feel this functionality would add substantial value to Dentally’s reporting and diary workflow tools and would be interested to hear whether other practices have experienced the same challenge or found any effective workarounds.