Improving the estimate page in Dentally would greatly help clinicians provide clear, detailed treatment plans to patients.
1. Add Item-Specific Notes/Considerations to Treatment Estimates It would be very beneficial to have an option to add a note to individual items in a treatment plan (e.g., for a specific tooth). This would allow us to inform patients about specific risks, side effects, or clinical considerations for that exact tooth.
Context: A similar feature exists in SOE (Exact) as "invoice notes." Having used this since 2020, I found it significantly improved patient comprehension of their proposed treatment and potential complications before signing or receiving their estimate.
2. Resizable Dental Chart View It would also be helpful to have the ability to resize or collapse the dental chart figure. Currently, it occupies about half the screen, which limits the visible space when writing patient clinical notes.