Practice Admin

A Feature the teams have been mentioning would be the ability to show the exemption information within the patient info box shown when you hover their name in the diary. for example the image shown below if it could show just like this would be ideal, at the minute it will say NHS but doesn't show any exemption  

Hi Would we be able to have an option for previous surname which is searchable? We have a lot of difficulty when people have changed their names after getting married or by deed poll and they are no longer searchable by their previous name. Thanks Mandy

Introduce a function that allows patients to specify clinicians they prefer not to see. If a patient is moved into an appointment slot with a clinician they’ve flagged, the system should display a warning:“This patient has requested not to see this clinician. Do you wish to proceed with this appointment?” This feature would streamline diary management by reducing the need for staff to manually check patient notes when reassigning appointments. It functions similarly to a “clinician exclusion list” or a reverse whitelist, ensuring patient preferences are respected while improving operational efficiency.

Tell me this is happening sometime soon!White space everywhere and where to start!If anything why can we add to the waiting list while booking that individual appointment, rather than having to open patient record, appointments and the adding, so time consuming!

We would like the ability to see a prompt when a patient has used their hygiene allocation per year , per band on dentally. We have 2 plans of which each plan has 5 categories of treatment and hygiene entitlement. In addition this would help us to identify via a report, how many patients have taken the allocation per their plan payment 

We’d like to send an automated email reminder to patients to check if they’d like to book in for their recommended treatment. I appreciate that there is the ‘Unbooked Treatment’ report, but if we could minimise our admin team having to call even just a few patients, that would really help.Has anyone managed to configure a way to do this? 

Our Dentally Emails seem to show as “read”  before anyone has opened or actioned them,  with  no audit trail.This means that they are often missed by staff who believe they have already been actioned.Anyone else having this issue?  

Would it be possible to make a suggestion?When taking patient payments, it would be handy to have a "write notes section" which would appear alongside the account.For example, if a deposit of £50 was taken for treatment - a note could be added "£50 taken towards RCT2" , which would appear in any account reports pulled.Or if a patient has called into surgery without an appointment, but wants to pay some balance off their account, the information can be logged in note section next to payment, “pt called into practice to make a payment”,

not able to re-process or edit who is taking payments such that when banking is done edits can be done  

Hi everyone, I'm looking for some advice or shared experiences regarding Mental Capacity Assessments within Dentally.Has anyone found an effective way to record when a Mental Capacity Assessment has been carried out on a patient, and more importantly, how to flag when a patient requires assistance in order to provide valid consent?Ideally, we’d like a clear, visible prompt or indicator in the patient record to ensure all team members are aware of any capacity or consent considerations during treatment planning or care delivery.Would love to hear how others are handling this,  whether it's through custom medical alerts (and ​@Simon Guiver is this even possible?), notes, tags, or any clever workflows you've set up!Thanks in advance!

Reporting is very poor A way to bring up unbooked treatment where a future appointment is unbooked and the appointment is not marked as “do not book” is simply not available Can this be fixed. It seems to be a fairly straightforward fix that is simple on all other PMSs but not on Debntally

Some suggestions for better PR forms:Populate a list of family member’s names for the “If you are signing for the patient give details below: Name (in CAPITALS)” field using registered family members Have a better list of common relationships for the “Relationship to patient” field eg mother, father, step mother, grandma, Sister, foster carer, carer etc Allow patients to select their exemption themselves directly on the PR form Drop the first screen confirming patient details ...just make the PR form interactive Require baby due date for baby in last 12 months exemption Force selection of  under 18 years of age for children (and prevent selection of any other exemption all of which are invalid for children) Require HC3 “amount” for HC3 certificate exemptions Allow choosing the date of acceptance for backdating FR forms (to allow correcting exemptions in the past)

It would be helpful to allow when saving/printing previous day lists that the list shows the patients who are in the diary but have failed to attend the appointment.

Good afternoon, On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private? Currently we are +payment and then allocating to add deposit which is long winded.  Many thanks

Hello. As the years are going by, the list of paid invoices on patients notes is getting longer and longer, meaning the location of the “Take Payment” button is moving further and further down the page.My suggestion would be to move it to the top, near/next to the “New Invoice/Statement of Account/Bad Debtor” area.I have mentioned this to my superiors in the past who have told me they have submitted it to Dentally but no changes as yet.

We take deposits for various treatments to occur in the future.  The payment will go as unallocated or unexplained.   How can we prevent a £100 deposit for e.g. EMS Airflow hygiene being deducted because an associate has charged something else e.g. Band 1 NHS £26.50 to the account thereby reducing the deposit to £73.20 and reception staff being none the wiser because they let the patient go as there is no longer a negative £-26.50 balance showing.We have had many many instances where we cannot “reserve” and lock a deposit on the account for the actual treatment it was meant for, rather than it being deducted against something else the patient has done.  Patient then complains in future saying “I already paid £150 for my airflow hygiene” when they know full well that we didn’t charge them for their other treatments e.g. Band 1 NHS because it has netted off.

Why cant we run taking report for full month now, why dentally is taking usefull working features away!!  

Good afternoon, Have any other practices came across the issue of signing treatment plans when there have been multiple treatment “plans” given?EXAMPLE - The top of the “treatments to sign” will say 1 / 2 but will not allow us to move to treatment 2 / 2 without first signing the 1 / 2 treatment plan. This becomes problematic when we have given a patient treatment options. We like to keep them on separate treatment plans for ease of clinical use and information on each treatment plan.

Hi guys,we have a patient who recently (a few weeks ago during our move over to Dentally) came in for their routine check up. We had them down as private and as such created a fee. They are in fact a Denplan patient. How do we now take off the £? Does it need to be done by a higher level user and if so, how do they go about it?

Hi, When we used to remove a clinician, we used to have the option on our previous system to allocate all registered patients under that clinician to another clinician.This doesn't appear the case in Dentally.We are told to go to the patients tab and change the allocated dentist, this for clinicians who have a lot of patients would be ridiculous to expect admin staff to do. That or you create a report of that clinicians patients and inform Dentally so they can move the patients in batch.A really poor process. Dentally needs to add the ability to allocate patients when archiving a clinician to a current clinician

It’s Week Two of Dentally’s Summer School/Winter Workshop!  This week we’re showing you how to get the most out of recalls, with top tips and best practice - to ensure your patients keep coming back and your diary stays full.Read the full blog here 👉Start sending recalls that have a real impact on your patient retention, maximise your chair-time and reduce the need for new patient acquisition! What are your top tips for using recalls in Dentally? What would you like to see more of? Drop a comment below! 👇

Hi all, One thing (and most likely the only thing) we miss from SOE Exact is the automated short notice list. We get so much whitespace over weekends and Bank Holidays as pts cancel their appts via sms or the portal. Before Dentally our system automatically filled the gap with someone on the list, now we have to keep a huge list using Microsoft Lists of all the pts wanting a short notice appt and manually call them. For a 10 surgery practice this takes up so much time for my reception teams to be checking the list if they see a gap, it would be so much easier if Dentally did it for us. I spoke to someone at a Elevate a while ago who “assured” me and my colleague that it was in the pipeline but that was nearly 2 years ago. I wondered what other people are doing and if Dentally have any plans to prioritise this over other smaller “non essential” updates they are applying. 😁Dont get me wrong, Dentally is the best investment we made as I can work from anywhere, as Operations Manager, that

Good morning, Please can you advise/ work on a possible edit where you can create Zones from the Diary/Calendar. This was a very useful function in SOE for quick changes in the diary.   

Hi, Two questions as not sure if I’m missing something,Is it possible to be able to export a patients appointment history?Also is it possible to export a patients clinical notes that includes the chart itself? Many Thanks

I noticed there was this problem 4 months ago in regards to the appointments not going back into unbooked from the clipboard. I have been on to support but they are telling me that once deleted from clipboard they are gone, which is untrue because we have been using this function for a number of weeks. I am at a loss as of what to do because I fear I have now lost some appointments which need to be booked in the future. Would any body have any knowledge of how to rectify this ?