Practice Admin

HI. I am familiar with the FP17forms that the patients sign through dentally. We also need to sign FP17DC. Can these also be done through dentally? I am referring to the form https://www.nhsbsa.nhs.uk/sites/default/files/2025-04/FP17DC%20form%20England%20-%20April%202025.pdf I could not find any reference to it here or in the support portal.  Thank you

Currently, we cannot select our Email templates when right clicking from the appointment diary and clicking “Send Email”This means that i am limited to having an email template to “Cancel Next Appointment” but what if the appointment i am cancelling is not their next appointment?It would be useful to have a dropdown to choose from our Email Templates just like we can do when we send an SMS when right clicking an appointment in the diary.This would allow us to create a template which we can use the data tags to pull info from that specific appointment.This would be efficient because we do not pay for sending Emails but we do for sending SMS’s

We are having issues when patients are completing their FP17 at home on the portal, and either not marking an exemption or wrong exemption.  If it is under 25 over 60 as this does not come up on list of exemptions as it is not a permanent exemption so there is no way at all to solve this, if you invalidate the FP17 it is not reissuing the form to the portal, and then the patient automatically comes up with a charge.If the exemption is wrong and we invalidate it it still does not send to the portal even in if a COT has not been planned.I do feel practices need to be able to invalidate and reissue when the patient attends its causing a lot of time to be spent trying to figure out as admin how to rectify  it and then for clinicians in practice who presume the patient form is correct.If we could simply send a new form to the clinipad on arrival it would solve all the issues.If we get a paper FP17 signed this will not serve any purpose as it will not change the charges on the record for the

Hi it would be really useful if a refund button could be created for refunds rather than creating negative invoices and then negative payments.  Also a do not recall button for those patients that do not want to be recalled rather than having to clear recalls on the patient details page as well as the recalls page.  

It would be very helpful if you could edit the title of documents when you save them to customize them for each patient rather than the document being saved as the letter template title- for example- if writing a endo referral for a UR6 it would be helpful to be be able to save it with that title rather than just referral (the template title) so the admin and clinicians can get a better idea of what correspondence has been sent and received without having to open the documents up each time. Thanks 

When a day has been cancelled (short notice or otherwise) by a clinician, the appointments that need rearranging are really difficult to spot. On SOE, a cancelled day would turn all appointments red on the appointment diary. This was a really valuable feature for reception staff to identify which appointments still need cancelling. Without it, a busy reception team can easily overlook cancelling a day as there is no visual cue. This will lead to annoyed patients who either don’t get enough notice to rearrange appointments, or don’t get called at all and show up anyway! It doesn’t help the management team either as at a glance it looks like the diary has been badly managed and not booked efficiently. You can’t see why without searching. Please bring in this simple feature. It will really help the workflow for the team.

Hey,Is there anyway that when you send a patient appointment confirmations or reminders, if it can remind them of all their appointments not just one if they have multiple booked?Sometimes patients will call up asking to book another appointment in later down the line while already having one booked in and when I go to send them the confirmation email or reminder it will only send one appointment (which is not the new appointment booked) and not both. Is there anyway this can be amended as it would be a great help especially if you have just booked in imps bite try and fit appointments? Thanks! 

It would be really helpful to be able to add multiple people on the same task and get reminder notifications 

Hi,At the moment it appears that we can only exclude zone groups in the short notice cancellation feature. the issue i face is my diary is zoned by ‘Yellow’ - exams and ‘Green’- Treatment. When a gap appears in these zones currently the feature shows all possible appointment types ie exams, treatment rather than say i can see its a ‘yellow zone’ here are your exams you could bring forward, or same for treatment.  Isit possible to assign certain zones to certain appointments - to provide a better filtered view and actionable list rather than FOH team looking at and selecting possible candidates, we want to get to a position where any manual effort to ‘pick’ the right patient is reduced as much as possible!

I would like to see a way, when we are creating an estimate, we can choose whether we want already completed tx included or not. Sometimes it can be a bit much when the private estimate includes tx that has already been included - bc the patient has obviously already paid for that tx. We can click on/off when generating a pre-d, so it would be nice to see the same feature in creating estimates 

A depart bar with patients next appt and balance on the calenda would be amazing. it is super frustrating having to leave the calendar everytime to put a payment on or even just see if one is due/ next apt is charted. 

Hi has there been any updates on being able to group message yet? thanks 

Does anyone know how if there is a way that a deposit that has been paid via stripe can automatically be used to pay an invoice when the treatment is completed? At the moment, the balance payment that is added is automatically allocated to the invoice created following the treatment but the deposit still sits there as unallocated so the invoice is show as ‘unpaid’. The patients balance is correct but the invoice is shown as unpaid and on the ‘Invoice Timeline’ report it shows as unpaid. Thanks

hi - dont know if im maybe doing it wrong but i did speak to Ellie on the dentally support and she said it cant be done so im gonna throw it out to the community. does anyone know or can anyone possibly set up - when a dentist has created an appointment to be booked with set time and date if when trying to book said appointment it can take me to the day that he/she has decided to select? instead of me manually having to find said date. 

Please can we add a feature to be able to scan directly into the correspondence tab. It is very time consuming to have to scan to the computer drive first and then upload. Also it would beneficial to be able to attach documents and xrays directly from dentally rather than having to download them then open and email and attach them from the drive.thanks

Hi, We are trying to figure out the most streamline way of patients signing consent forms digitally on our iPads. It would be great if there was a ‘consent tab’ available on the dentally templates, so they can sign consent just like they would sign an estimate. Can anyone shed some light on what you currently do with this. Thanking you in advance :-)

I am finding that when ready to book appts are being booked they are not being linked automatically with the date and therefore dissapearing from the ready to book. This results in the wrong next appts being booked or same appt being booked twice

Having trouble as my account wont let me task any dentists who work across two of our locations as my setting only give me access to one location. Dentist see patients across both sites But I only work in one so am not allowed access to the other location.  Any suggestions ? 

I find it so hard to process refunds and clear off bad debt. I follow the support instructions but sometimes it works and sometimes it doesn't! there needs to be a much easier way to do it. Instead of having to put invoices on and take payments and add notes maybe just a ‘Refund’ button which automatically takes the money off the account. Same for correcting patient debt, it feels like its such a long process just to do a simple task :(

Hi team,This is a simple request which I’ve spoken about with the Dentally Support team before, hopefully it will be easy to implement as it will create some small but important productivity savings.We print off our daily takings report to check and sign off as there is a “Print” button for Dentally.However, there are also 2 other reports we are using on a daily basis to check and sign off to improve financial control:1. Invoices (To check all invoices are cleared or otherwise sign off why they are unpaid)Payment allocations - Practitioners to sign off on their allocations to ensure there are no errors at end of month.Currently our team are either taking multiple screenshots to capture all the data, and pasting in Word to print.This is not the most efficient, especially for Payment Allocations for practitioners as there are multiple pages each day in the report. It would be so much more efficient to have a ‘print’ button as we do for Takings - is it possible to add this in please?

Hi!At the moment, Dentally is only allowing to capture one email address per patient record. Is there a way that it can capture more than one per patient. so that it will work in automation notifications?Thank you.

Hi there,Can Dentally please consider installing a ‘Panic Button’ feature?Other PMS systems including SOE have this and is great if you need to alert all members of staff quickly and without delay.It is useful for any security incidents at reception / clinical areas and also for medical emergencies.  It will alert the entire team immediately.Please consider this as it would benefit most, if not all practices.Thanks

What is the best way to manage cashing up in Dentally?We are struggling to find the most efficient way to cash up in Dentally. In SOE, we could create a cash bundle that automatically grouped all payments received since the previous cash bundle, making reconciliation straightforward.In Dentally, however, reports can only be printed by day. This means that if payments are taken after we have completed the cash-up, we have to manually record the patient names and account for them in the next cash-up period. This can result in payments being split across reports and makes reconciliation more difficult.

We recently Migrated and with that our plan types migrated. During this though some additional plan types were created where dentally had picked up plan and payor types from our old system or old inactive plan types were bought over. We are now multisite with 3/5 sites live so far. We now have over 30 Inactive plan types, which will likely end up being 40-50 with our next two sites going live and no option to delete them entirely. So now when i’m using reporting filter funtions I now have a huge list of inactive plans on there. If this could be added as a function or at least for Dentally support to be able to delete payment plan types 😊 

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)