Practice Admin

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

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?

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. 

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

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)

Hi Dentally Support Team,I would like to request an improvement to the patient alert pop-up system.Currently, when opening a patient file with multiple alerts, it is difficult to quickly see the most relevant updates. It would be incredibly helpful if you could add a feature or setting that automatically sorts these pop-ups in chronological order, showing the newest alerts first.This change would allow our team to see the most recent and critical information immediately upon opening a patient record, improving both clinic efficiency and patient care.Thank you for considering this update.Best regards,Rohin Patel 

Hi can we create a hide all button or close all for the pop ups? similar to what Exact had as close all - thanks Ro

We had a pt today who arrived at the wrong time for his appt...12pm arrival for a 3.30 booked appt. Pt just took a seat.As its self check in, the system simply checked him in. Is there anything can be done so if the pt arrives early or late...its flags up to see reception ????

It would be amazing if somehow, instead of listing the connected scanners with their long serial numbers, because we use 3 printers/scanners at reception alone, we have renamed these locally on each of our PC’s.I’m wondering if a similar feature would be possible so that we could rename each scanning device in the list so we can differentiate between “Reception 1” “Reception 2” printers/scanners etc instead of clicking the correct serial number each time.

It would be ideal if we could scan documents within the software so documents can be scanned on patient file and immediately uploaded. Like on SOE. 

As a Level 4 user, I would like the ability to change the date of an existing payment without having to delete and recreate it.At present, if a payment is entered with the wrong date, the only option is to:Unallocate the payment. Delete the payment. Enter the payment again with the correct date. Reallocate it to the relevant treatment or invoices.This is a time-consuming process for what is often a simple data entry correction. It also increases the risk of mistakes when reallocating payments.Allowing Level 4 users to edit the payment date while keeping all allocations intact would:Save time for practice staff. Reduce unnecessary administrative work. Minimise the risk of allocation errors. Improve efficiency without compromising security, as the permission would be restricted to high-level users.

Hi guys,When we have an email sent to us and it is not through Dentally, we have to obviously log it in a patient’s notes, correspondence etc. It would be good if a ‘log and email’ toggle could be selected as well as ‘log a call’ in correspondence 

We regularly have an issue with receptionists deleting appointments instead of cancelling them. When an appointment is deleted, we lose the record of why it was removed, whether it was cancelled by the patient or by the practice, and any associated notes.Would it be possible to add a permission setting that allows administrators to prevent users from deleting appointments, while still allowing them to cancel appointments? This would help maintain a clear audit trail and improve record keeping.

Adding a Duration filter to Appointment reports would make it easier to identify appointments above a specified length.This would be particularly useful for Dental Therapists who perform both Exams and Hygiene appointments.If a Hygiene appointment is mistakenly booked as an Exam, it could trigger incorrect recall automation. By filtering for appointments in the report with a minimum duration (e.g. a typical Hygiene appointment duration), users could quickly identify and correct these booking errors before they affect patient recalls.

Please add a 'Fit Day to Screen' or 'Compressed Timeline' diary view. Reception staff need to see the entire working day for multiple practitioners at a glance to identify availability without scrolling. This functionality existed in systems like SOE and greatly improves diary management.

Hi,When an NHS patient is exempt because they claim Pension Credit / Universal Credit etc - the GP17 form asks if this is the patient or someone else who qualifies for the benefit.  When it is the patient there should be a box to tick to state it is the patient.Instead it then asks to type the patient name and DOB or National Insurance number.  If this is the patient then this is so time consuming and very annoying.  If the patient is the one who claims the benefit we should be able to just tick the box and not have to type out all their information again.

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

What seems to be a new update, putting the dentally support in a bubble on the bottom right of the page.Please can we get an option to remove this and keep the support where it was.

We are wanting to add a QR code that links back to a feedback questionnaire to some of our letter templates but Dentally does not support this.  Dentally support has suggested adding the QR code to already created letters in Word but this is not really an effective solution for us.  Could this be added as a development feature please?

Hi! I have noticed there was an update with the way dentally displays images that are attached to emails. While it is nice having a thumbnail of the image displayed, it is now more tedious/difficult to download these images. Previously, you could click on the image name and it would automatically download from dentally. Now, you have to click on a teeny tiny little arrow on the bottom right hand side of the image thumbnail, select “download” or “preview” (since these options do the same thing), the image will then open in a new browser tab, and from there you will need to right click the image and save as. Is there any way this can be circumvented or rectified? Even if the “download” option actually downloaded the image properly, the options are very small and it is easy to accidentally select the wrong thing from the drop down!