Practice Admin

Hi all, is there anyway to monitor past occupancy of separate clinicians. I know there is a future occupancy report. I have looked into the practitioner report but I don’t find accurate enough as it is only for patients/appointments who have completed treatment on that day. It also doesn't record the hours if our treatment plan doesn't contain the number on minutes.Thank you 

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.

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)

Hello, How do I change the default time for appointment reason? I can set them up and change the order however I am unable to find an option to change the default times, they are all set as 5 minutes which means we have to modify the time manually Thank you in advance

My team have been testing the short-notice list by adding themselves, accepting a short-notice appointment, and then removing it. Even though the slot appears free in the diary whitespace, it no longer shows as available for short-notice booking. Has anyone experienced this before or know how to resolve it?ThanksLesley

Is anyone else having troubles with the deposits system? we’re finding any funds taken that are allocated as a deposit don’t get allocated to any invoices generated without being manually released. Even if the invoice generated matches the clinician on the deposit.

If one right clicks on a zone in the diary there is only the option to delete.Can we have the option to edit the time of the zone from here as well please (like in Exact).Also, the ability to create a zone directly in the diary (like in Exact).

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!

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen

Hi, More data tags would be very useful for templates, such as one for the person being referred to. ie “Specialist name”. Also it would be great if when creating new correspondence, the data tag for “Dentist” relates to the clinician logged in, not always the clinician to whom the patient is assigned to on the details page. Thanks!

Sometimes when we do recare calls, we want to send a manual email from the correspondence to be more personable and add upcoming appt times. However, it doesn’t link to the recall report contact count. If you have any questions about what I mean, please ask. 

It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.You’d also need to be prompted to select a tag when adding correspondence.Example use cases might be:ConsentAutomated (e.g. recalls)FinanceGDPRDiagnosticLaboratoryOtherThis is a fairly simple, 101 type tool in most SaaS file management systems. 

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

It would be a great time-saving feature if there was an option to do a mass export in the correspondence section, just like we can export the clinical notes history at the click of a button.The reason I am requesting this is that I am in the middle of copying & pasting every SMS sent, every email sent and every call log for a solicitor acting on behalf of a patient who has requested their entire data file from us. I think this feature should only be available through Administrator access level. 

HiI’d like to make a feature request please. We have no use for the ‘Ready to book’ toggle on the appointments- would it be possible to add the ability to switch this feature off in the settings or at least set the switch to ‘on’ as default? If someone forgets to tick the box it causes delays at reception Many thanks!

Can the “appointment status” be moved next to the “when” column. Also from this screen, if you pick an appointment to send an SMS reminder, go to edit, if they have an earlier appointment than the one you are sending the SMS for, it comes up with that earlier date, can this be rectified please? 

Please can the clinics function be worked on, it takes forever to add a clinic, having to refresh the page a billion times before it works. Also not being able to adjust the clinic, from the diary page, it should be much more simpler than the way it is set up. Please can this be worked on?

Hi All We are using the chat feature on dentlally and it is great, especially when chatting between clinics. Wondering if anyone knows if the below is possoible, or if support have it in pipeline for rollout.  Group chat. We have 8 reception staff, and if I need to bubble them for anything, I have to copy and paste it into each seperate chat. Would be great if able to create groups  (REC) (supervisors) etc..   so that group chats would be possible.  Delete chat. I have in error once / twice send a chat to the wrong person  (dentist  and admin with same first name) and jsut select wrong name. Is it posisble to delete a chat (even if only by manager?) RegardsEamonn

HI Allwant to see if any other clinics are having the issue we are having of late. on the dentally invoices,   under the invoice date, it says DUE by and another date +7 days in future  We been having patients of late, stating when we go to collect payment, that the balance is not due for 7 days as per invoice. (esp on large treatments).  Unless pre-approved or on payment plan, all invoices are due on day of treatment. This text on top of invoice, is now causing some issues, esp with patients being able to get invoice on dentally portal, and it clearly saying a DUE date that is not the date of invoice. Eager to see if any other clinics have noticed same?RegardsEamonn

If a patient has multiple appts in one day, when you click on one of them on the scheduler, there should be some indication the patient has multiple appts Same if a family is coming in. Easily see on one patient (i.e. the mom) if there’s any other family members due for recare/treatment/hygiene On the appt tab, see other family members appts at once (especially children)

I wanted to be able to filter by last contact method. I.E. If I’ve done all manual calls, I don’t want to see patient’s who’ve had a manual call. I want to filter to see who was contacted by the auto email/sms so I can call them manually. 

It would be great to be able to easily view the history of a cancelled appt that isn’t on the scheduler. At the moment, you can only see the history of an appt from the scheduler section. 

Can we please have medical alert icons appear in the calendar view of appointment bookings?We have had an instance of a patient who came in for his appointment but had to be turned away and rescheduled due his needing antibiotic prophylaxis which had not been administered. His medical needs are noted when you open his profile, but because no one opened his profile in advance of his appointment the doctor had not been alerted to prepare an antibiotic script in advance. If it was obvious from the calendar view, I believe the issue would have been avoided.This is useful for individuals requiring ABs, anxious patients, and those with latex or chlorhexidine allergies. 

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 m

Hi,I regularly run reports in Dentally but have noticed that, even when I believe I’m applying the same filters, the results can vary. I was wondering if a feature could be added—similar to the ‘Patients’ report—that allows filters to be saved. This would save a lot of time and ensure consistency, helping us generate the most accurate data possible.For example, it would be useful to have saved reports per clinician for outstanding treatment plans, or a saved report for unallocated invoices.Kind regards,Bonnie