Practice Admin

When a day has been cancelled (short notice or otherwise) by a clinician, the appointments that need rearranging are really difficult to spot. On SOE, a cancelled day would turn all appointments red on the appointment diary. This was a really valuable feature for reception staff to identify which appointments still need cancelling. Without it, a busy reception team can easily overlook cancelling a day as there is no visual cue. This will lead to annoyed patients who either don’t get enough notice to rearrange appointments, or don’t get called at all and show up anyway! It doesn’t help the management team either as at a glance it looks like the diary has been badly managed and not booked efficiently. You can’t see why without searching. Please bring in this simple feature. It will really help the workflow for the team.

It would be really helpful to be able to add multiple people on the same task and get reminder notifications 

I would like to see a way, when we are creating an estimate, we can choose whether we want already completed tx included or not. Sometimes it can be a bit much when the private estimate includes tx that has already been included - bc the patient has obviously already paid for that tx. We can click on/off when generating a pre-d, so it would be nice to see the same feature in creating estimates 

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. 

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

hi - dont know if im maybe doing it wrong but i did speak to Ellie on the dentally support and she said it cant be done so im gonna throw it out to the community. does anyone know or can anyone possibly set up - when a dentist has created an appointment to be booked with set time and date if when trying to book said appointment it can take me to the day that he/she has decided to select? instead of me manually having to find said date. 

Please can we add a feature to be able to scan directly into the correspondence tab. It is very time consuming to have to scan to the computer drive first and then upload. Also it would beneficial to be able to attach documents and xrays directly from dentally rather than having to download them then open and email and attach them from the drive.thanks

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 :-)

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

Having trouble as my account wont let me task any dentists who work across two of our locations as my setting only give me access to one location. Dentist see patients across both sites But I only work in one so am not allowed access to the other location.  Any suggestions ? 

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 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?

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 😊 

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

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.

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.