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Practice Admin

Keep your appointment book busy & share your best practices on charting, recalls, patient communication & more

  • 4 Conversations
  • 15 Replies
4 Conversations
Saymon
SaymonCommunity Manager
asked in Practice Admin
How do you ensure your practice is mastering consent forms and estimates? 🤔

Hey everyone! We know managing consent forms and estimates can sometimes feel like a bit of a chore, but we all know how important it is to get right. It’s not just about ticking boxes—it’s about making sure your patients feel informed, understood, and confident in their treatment. 💬 Here are a few helpful things you can try: • Go Digital: Are you using digital consent forms and estimates? They’re super efficient, reduce errors, and make it easier to track everything in one place.• Save Time with Cloud Storage: Digital forms are saved directly to the cloud, meaning they’re always accessible from the patient’s record. No more spending hours scanning and filing paperwork!• Make It Convenient for Patients: With digital forms, patients can sign electronically via the Portal or the Concierge app, making the process smoother for everyone. What’s been working for you when it comes to consent forms and estimates? Any challenges with Dentally or tips you want to share? We’d love to hear your t

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Annabel
Dentally Product Panel Member
1 month ago
Annabel
Dentally Product Panel Member
AnnabelDentally Product Panel Member
posted in Practice Admin
Filter in Appointments tab and Accounts tab

Hello! We have been using dentally for 10 years and consequently patients have many appointments and payments/ invoices. It would be really helpful if there was a way of filtering e.g.In appointments tab being able to filter on WHO, WHAT & STATUS to enable a quick view of how many times a pt has DNA’d or Cancelled at the last minute; quickly view when pt’s last exam was. In accounts tab Invoices being able to filter on INVOICE, DATE, SUMMARY and Payments filters DATE, METHOD, PRACTITIONER. Also to have a date range shown option for both Payments and Invoices: last 3years; last 12months, last 6 months etc.Anyone else think that this would be useful?😊

671
Saymon
1 month ago
Matt Collins
Enthusiast
Matt CollinsEnthusiast
asked in Practice Admin
Dentally chat and automation

I am trying to encourage the dentists to be up to date with clearing out reports. I would like to create a task that pops up each week to remind them. I would envisage that once ticked as completed it disapears until the next week when pops up again…….I am struggling to set this up as when I complete it immediately pops up as a new task. Which is not as I intended. Any help appreciated. 

2275
Emily Bendelow
Enthusiast
1 month ago
Saymon
SaymonCommunity Manager
posted in Practice Admin
Streamlining practitioner pay calculations with Dentally

Practice managers, owners, and financial admins, we’d love to hear your thoughts!How do you currently calculate practitioner pay in your practice, and what challenges do you face in this process?Share your insights on how Dentally could help make this task more efficient and hassle-free 💡

661
A
Newcomer
1 month ago
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