I don’t know about everyone else, but our patients really struggle using the portal, as a patient I experienced this myself when trying to book my appointment. So I gave up and just logged in and popped myself into the diary.

Is it just us?

Hey @Lesley Morgan-Barlow, something we have thought about is creating patient facing education video which can be sent to patients so they understand how the Portal works and what it’s there for to help with upselling additional treatments and other services sites may offer. This idea has never got off the drawing board (yet) but do you think this would help with patient education or would it be better if it was branded by the site and from you guys directly? 

The new Medical History and recall appointment specific links are reducing friction and easing the bottle necks but we’re always keen to keen improve the patient journey. 

I’m interested to see what other people think as well. 

with the portal- there is no option to allow digital consent forms for treatments to be signed??? only estimates- is this something that is being updated?

We’ve created consent templates in the same area of Dentally as estimates eg Crown Consent, it can then be sent to the portal in the same way as an estimate. If you are unsure about how to do this I am sure the support desk can help. 
im happy to help if you are struggling 

Hi @David Rutherford 

video would be a great tool to help with the portal!

Further customisation of the consent form is critical for us.  We have some bespoke requirements due to the nature of our NHS contract for mandatory referral and we need both the surgeon and the patient to sign.  The current consent form only allows for one (patient) signature.  

Further customisation would be ideal.

It’d be great to be able to add custom policies for patients to read and sign on the portal alongside their medical histories without having to manually add ‘estimates’ to every patient.

We have a Practice Terms and Conditions policy we’d like everyone to sign ideally before being seen.

We use the Dentally App (pre-portal) on an iPad in the surgery. This enables the nurse to talk through the estimate and pt to ask questions and sign (while this is happening, the clinician tweaks appointments and adds to notes), the patient is then automatically emailed a copy of the estimate and can also access the signed estimate via the portal. 

I’d be interested to know how others use consent forms, is it done via estimate templates or word docs?