Practice Admin

Feature Request for ability to delete multiple blocks/ breaks in the diary.We have moved to Dentally from Exact. Ideally, diaries should be set up directly within Dentally. However, our diary information was imported. We had many blocks/ breaks where clinicians were working and then changed their specific days, maternity/paternity leave etc.We have over 20 clinicians and manually managing and configuring entries is extremely time-consuming and impractical.Current restrictions (Level 4) on administrative permissions add further complexity. Introducing a bulk block management option would significantly improve efficiency, reduce administrative workload and make diary management more practical.

FDS referrals are deleted after the minium 11 years, but indefinite retention of records is desirable for patients with ongoing care ...it would be useful to automatically import them into Dentally as correspondence so we can control storage of our own records.

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)

I’d really like Dentally to review the functionality of the Short Notice List, particularly for practices that use zoning within their diaries.We zone our books to protect capacity for different types of patients and treatments. For example, we may have a private zone reserved in the diary, but if that zone has not been filled five days in advance, we would normally open that time up so it can be filled from the Short Notice List.This worked extremely well for us when we used SOE/Exact.With Dentally, however, this does not appear to be possible. My understanding from the conversations we have had with various trainers and members of the Dentally team is that the zones effectively sit within the underlying diary set-up. Therefore, even if we remove or delete the zone from the visible diary, Dentally still recognises that time as having an active zone attached to it and the Short Notice List will not send patients into those appointments.For us, this is not a minor inconvenience. It dire

HiAs I’m sure many practices do we have different clinicians working on different days. Is there a way of only displaying the diary/ies for whoever is working that day, rather than having all 4 displayed but only having 2 working? The columns get very narrow and hard to read with 4 books open at once, but it’s a faff viewing and hiding individual books all the time. Thanks

Hi,A request I would like to make,An easier way to change staff profile images, I am aware these are currently auto generated by dentally with a geometric pattern. However as you’ll see from the image attached I have 4 clinicians out of 5 with fairly similar colours. 2 almost identical.I know it seems like such a minor point, but I feel like this would be a simple fix?I am aware the team can change this via a gravatar log in, however this has failed to work for any of us.We are able to change this image for a patient within their record. could it be made that we can do the same for Dentally Users?

On EXACT, if you blocked out a clinician (eg annual leave), any appointments in their diary automatically turned red. This would also happen if you accidently booked a patient in, in the wrong place (eg where there was a block in place for lunch / training etc). This was SO clear and easy to see - and you knew exactly who you needed to call to change / ammend / cancel appointments. We would then take them out the dairy once we were confident that they had been spoken to (not just emailed and hoped for the best). Now - when you add a block - appointments do NOT change colour, so this is really challenging to visually see who needs to be contacted - which patients need to be cancelled. A universal colour would be so helpful - appointments change to a certain colour if they are double booked with a block. 

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 

It would be really helpful if Dentally could automatically exclude, or give us the option to exclude, treatment that has already been completed and charged/paid for when a treatment plan is amended.For example, a patient may accept a treatment plan and attend their first appointment, where some of the treatment is completed and paid for. At their second appointment, the clinician may need to change or add to the remaining treatment plan.When the updated plan is then presented to the patient, previously completed and paid-for treatment can still appear within the plan. This can be confusing for patients, as it may look as though they are being quoted or charged again for treatment they have already had and paid for.Ideally, when creating or presenting an updated treatment plan, Dentally could offer an option such as “Exclude completed/charged treatment”, so the patient-facing plan clearly shows only the treatment that is still outstanding or newly added.This would make revised treatment

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. 

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 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 

Dear Dentally Team,We had this feature on Exact where we could see top patients by receipts in a time period regardless of partially paid or fully paid. At the moment the income report is not giving us this information as it only enlists fully paid invoice data.  could you please build a feature to see this data for all patients who paid irrespective of partially or fully paid invoices. Thank you.

would love if we could have a feature to be able to use templates on the pop up notes. There was an option on exact to do so, we would use the feature for every single patient. It would save reception alot of time. 

When checking a patient in, it would be nice for the system to pop up and say ‘Do you want to check this patient in for their following appts today’ and say yes so a patient can be selected as ‘arrived’ for all their appts on the dayThis would save the hassle of trying to find all of a patients appts i.e. with dentist then hygienist and stops clinicians from missing their patients if they were only checked in for one appt and not the other

When we print out a day list for a particular practitioner all the spaces are equal. it would be really useful to have them match the amount of time in the appointment book - especially any gaps for emergencies -  the nurses like to write on the sheets - equipment needed, extra patients added after list printed etc. It also makes it easier to visualise how the day is going to go. 

Some people do not have the ability to complete/update the medical form on their own devices at the time of their appointment. it would be really useful if there could be a system similar to when we used Exact, where we could click to send to clinipad and they could fill it in on our device and sign it as well. 

in the images tab, it would be nice to select images and download the selected ones all at once, it is clunky doing it one by one

As above - want to force staff to record source of patient

This would be really helpful, especially as with our NHS patients there is a cut off after so many years.

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! 

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 ????

Not sure if I missed it but is there an ability to send an online booking link directly from a patient’s treatment plan. For instance they want to book in appointment 1 which is 30 mins and it costs £250 and they can book it and pay for it via the link. I just think it would help make things smoother and I want to make sure we are using the dentally to its full capability.

Request for an alert to trigger when a patient is running more than 3-5minutes late for appointment. Purpose is to prompt reception staff to contact them or confirm presence in the waiting room for patients that have not checked in properly. D4W has this as a standard feature and you can change the amount of time the patient is late by before it prompts you. 

Looking for a feature that would allow us to put little notes off the side of an invoice where we could write why we gave a patient an adjustment, etc. It wouldn’t need to appear on the invoice it would be more so for the team to see and reference if we are wondering something specific about a bill/claim.