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Practice Admin

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

  • 38 Conversations
  • 123 Replies
38 Conversations
R
Enthusiast
Rothwell_DentalEnthusiast
asked in Practice Admin
Practitioners report

Hi would anyone know how to help me with a query?So we had a patient who was treated and paid in full, assigned to correct practitioner and site, the payment is showing up in the takings report but not in the practitioner’s report. I have used all filters correctly to no avail. I would appreciate anyone’s help with this!

151
Saymon
D
Enthusiast
DJmumEnthusiast
asked in Practice Admin
Design suggestion - Take payment button

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.

452
Saymon
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Practice Admin
Failed to Attend Charges

Hello, I have just been in a meeting regarding FTA Fees and deposits. We are in 2 minds what to do….Charge a deposit to pts who pay for treatment - the only downside to this, if the pt has an outstaanding amount from a previous course of treatment, Dentally automatically allocates the payment to that treatment, which will cause problems further down the line.  Start taking a charge for missed appointments through charitng a “Missed Appt Fee” which will show on pt notes. The only slight drawback to that is that if a pt doesnt ever come back we wont get the money. Is there a way to automatically take a payment through something like GoCardless. Obvisouly none of the above can be used on Denplan Care pts as they pay monthly but for Essentials pt and PFPI then it will work. I just wondered what other practices do to reduce FTA’s Tom 

100
RegentStreet85
Dentally Product Panel Member
K
Enthusiast
Kirstie TEnthusiast
asked in Practice Admin
Consent Forms

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 :-)

766
RegentStreet85
Dentally Product Panel Member
M
Enthusiast
MC MaryanneEnthusiast
asked in Practice Admin
Is there a work-around for Chinese character support in Letters and Estimates

I’m advised that Dentally does not currently support Chinese characters in Letters and Estimates.I can paste in my Chinese characters. I can hit save. But if I press Preview, it becomes a mess.Has anybody found a work-around for this? I’d love to have our Chinese templates loaded and able to be used :)  

711
Saymon
Saymon
SaymonCommunity Manager
posted in Practice Admin
Poll: Let’s chat about your recall challenges! 📝

Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!

18810
P
Enthusiast
K
Enthusiast
Kirsty_the_receptionistEnthusiast
posted in Practice Admin
Development suggestion - Create templates for log a call in correspondence tab

We use the log a call drop down in the correspondence tab for about half of phone conversations that we have with patients. For example if a patient is phoning up because they are in pain or have lost a filling we have a list of questions that we ask to be able to triage them. It would be really useful to be able to pull across a template for this type of conversation to save us typing it up every time.

271
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
posted in Practice Admin
Dentally Bot

Has anyone else had an issue with the Bot closing a conversation with one of the help desk team without the person actually answering the question or is it just me?

191
Daniel Kirby
Dentally Staff
A
Dentally Ambassador Gold
Anne-Maree SideridesDentally Ambassador Gold
asked in Practice Admin
Updating the Lab work icons

Hi team,I was really glad to see the Lab work icons introduced - it really helps our team track at a glance where our jobs are at, and be on the front foot to manage this in advance of clients coming in.However, we offer Invisalign and many patients have short 15minute appointments booked in to change over their aligners.The problem here is, Lab work icons only show on appointments say 30min long - the icon is showing underneath the pending/confirmed/seated/complete icon.So therefore, we cannot glance at our diary and check lab jobs ie Invisalign retainers for many of our patients with shorter appointments.Can we have a fix for this?

623
K
Enthusiast
K
Enthusiast
Kirsty_the_receptionistEnthusiast
posted in Practice Admin
Development Suggestion - Data tag for all future appointments

We often have patients booking in for a series of appointments such a dentures which are 5-6 appointments in our diary and they ask for a list of appointments. We then have to type them all separately. A data tag for all future appointments would save so much time. 

251
Hansa Rastogi
Dentally Staff
R
Enthusiast
Rothwell_DentalEnthusiast
posted in Practice Admin
Practioners reports

A patients invoice is showing up on takings report but not under the individual practitioners report. Any ideas on how to rectify this? 

515
Saymon
R
Enthusiast
Rothwell_DentalEnthusiast
asked in Practice Admin
PRSI report for practioner

Good Afternoon, Would anyone know how to get the PRSI report for practioners. I have gone into reports and used all filters but the report keeps coming up blank. I need it to cross reference list of patients who were charged PRSI. Thanks 

211
Saymon
C
Enthusiast
clairemEnthusiast
asked in Practice Admin
Children linked to their parents account

I’ve recently come across a couple of children who’s accounts are “linked” to the account of a parent, but I can’t find a way to “unlink” them. I’ve tried changing the name on the patient screen but when I try to save the chnage it reverts back to the parent.I can see why some practices might like this feature, but I don’t. It’s too confusing for an inexperienced Receptionist as it shows both patients’ charges and payments on both accounts.Can anyone explain how to “unlink” these please?

633
Saymon
BCDC2023
Enthusiast
BCDC2023Enthusiast
asked in Practice Admin
Is it possible to reserve a deposit payment for a particular future treatment plan?

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.

604
BCDC2023
Enthusiast
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Training

Where does everyon source Dentally training for New Team Members? Does the Academy still exist?

33914
Robin Kelly
Dentally Staff
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Unallocated Payments

Does anyone know if there is an unallocated payments report?

1275
A
Dentally Ambassador Gold
3
Enthusiast
360 Dental CareEnthusiast
asked in Practice Admin
Change colour of Status within Booked appointments

Can the development team look at changing the colour of the Completed and Confirmed drop downs in the Appointments Tab under Status. As both of these drop downs are slightly different shades of green, it's hard to differentiate when glancing at the appointments tab. Thank you 

261
Saymon
S
Newcomer
SleapyNewcomer
asked in Practice Admin
Appointment Reminders

Hi Is there a way that our patients with only a home telephone number can receive a text reminder for their appointment(s). Kind regardsSarah SleapChalkwell Dental Practice

601
Saymon
S
Enthusiast
Small but knowing ClownEnthusiast
asked in Practice Admin
Editing Day Lists

I was wondering if there was an option to show the treating dentist when printing a daylist? Our hygienists charge the dentist a fee for seeing their Denplan patients and it would just be quicker if this was written on the daylist instead of checking each patient individually as they keep forgetting and then come pay day, it is my job to go through the entire month and check for them 🙃

612
David Rutherford
Dentally Staff
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Adding a family member

Are the team @Dentally aware that when you add a family member from the patients record, it automatically pulls through information from the family record to the new member, this includes: Payment Plan Dentist Hygienist  Recall Dates Email addressThis is far from  ideal :-(

657
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
posted in Practice Admin
Patient Record - New Form

Is anyone else having issues with error messages popping up for missing essential information? This appears to be because the Mobile Tel is an essential field but surprisingly not all patients have mobile numbers. One of my team has also reported the same issue when entering Emergency Contacts via the portal, it doesn’t like landline numbers? 

291
RegentStreet85
Dentally Product Panel Member
T
Newcomer
The Nutritional DentistNewcomer
posted in Practice Admin
Can't access diary

Hi!My diary is not showing.Can you help please?THanks.Ana

371
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
posted in Practice Admin
Lab Work Feature in The Diary - Who's Using it?

Hi everyone,Is anyone else using the new Lab Work feature in the diary? I believe it’s still in beta testing, but I introduced it to my team today, and they absolutely love it! It’s such a handy addition to streamline lab case tracking and ensure nothing slips through the cracks.As an aside, @Saymon, can I put in a request for a similar prompt for Consent Forms that may still need signing? It would be incredibly helpful to have this feature available on the Visits screen too!Looking forward to hearing how others are finding the Lab Work feature!

1998
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Tasks

Is it possible to assign tasks to multiple people rather than setting sub tasks?

552
Lesley Morgan-Barlow
Dentally Product Panel Member
A
Enthusiast
AbhishekEnthusiast
asked in Practice Admin
Email scheduling

We often send  feedback requests/ aftercare instructions/ tx plas to patients post appointment but prefer to not bombard them with estimates/invoices emails all at the once. Is there an option to schedule emails so they can be sent at more strategic times of the day when patients are likely to respond ? Bit like the gmail boomergang?  

321
Saymon
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