Practice Admin

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.

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)

We use diary zoning a lot and sometimes when there are gaps in the diary and we want to create a specific zone for that time and date, it is a bit messy to have to do it the current way and have a huge list of zones. We think it would be a good idea if there was a way that you can directly click on the diary (like you do to create an appointment) but to create a zone instead. 

Is there a way to group message in the practice like SOE yet

At the moment, Dentally won’t let you use Charge when the appointment total is €0, so it won’t generate an invoice from the treatment plan for PRSI exams (because PRSI Exam has no patient fee) I would like to Allow Charge to create a €0 invoice when appointment total is €0. It is difficult for reception to know when a PRSI exam has been done as no invoice is automatically created then

It would be very useful to be able to message in bulk as we used to in Exact. Same with the task feature. It’s annoying having to copy and paste for every member of the team.Thanks.

We have raised before the issue of emergency contact information at every training session Dentally did with our practices.The portal always asks the patients to update their emergency contact information.This information doesn't appear to show anywhere on dentally for the practice to see. Meaning the patient believes we have their emergency contact when in fact we have no way to see it.We were always told to just add this information into a custom field, not ideal but apparently Dentallys solution. You have now moved that custom field into its on box that you have to click into to see it, it doesn't appear on the patient screen now.This box also does have a UDC yes/no box which would actually be helpful as we have run these schemes for a couple of years now. but again pointless to select as it doesn’t show anywhere useful. But I believe the emergency contact info should be a priority for dentally to look into.Our current solution is hoping the patient has a previous form filled in fro

Hi, The new feature to “Block Contact” has been added. I would just like to see if we can request that the button for this in the inbox be moved from being directly next to the archive button?Reception desks have already raised it this morning that its asking for trouble being so close. Many Thanks

We are liking to new task screen layout. Would this be something that could be used on the Appointment tab e.g Today, Upcoming, Completed and Cancelled.It would make looking at patients appointment easier.  

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. 

Hi I have mentioned this to support before but nothing has come of it.  When setting up an automation rule,  espcially for emails or sms, the trigger event seems to be based solely on the start or finish time of an appointment time.Whilst this might be useful to some, it fails in some areas.  What would be more logical and extremely helpful to practices is if an email an automation rule can be setup to send an email or sms a certain number of minutes or hours AFTER an appointment has been BOOKED.The rationale behind this is quite simple.  We might book an emergency appointment in 30 minutes time where we have a gap.  At present the automation rule will send an email a certain amount of time before the actual appointment but there is no consistency in when it will be sent because the time is soon approaching for the appointment OR it could be in 1 month time.  The downside of this is that the patient wont receive e.g. the confirmation of appointment email until several weeks later (if t

Is there a way to forward all NHS 111 referrals to dentally mail? So, we can pick up 111 referrals straight away rather than toggling between windows.

Just as deposit , Dentaly should have a refund button instead of creating negative payments. It will keep trail cleaner and also stripe payments should be able to refund via click

is there an action that lets pop up notes to be seen on the day calender, before clicking on a patient profile. Just a hover

Hi, Anyone with NHS Sedation contract using dentally to transmit claims? How to make sure correct number of episode are sent on to compass? Our number of episodes never matched with compass..Thanks    

At the moment, appointment reasons don’t have a default duration, so H30 always needs the duration selecting at the time you book. This is inefficient when H30 should always be 30 minutes for all practitioners. Please add a setting so an appointment reason can be configured to default to a specific duration (e.g. 30 minutes), rather than having to pick it each time.

I believe address look up is active in England. When can it be available in Australia please?

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!

We do not have an integrated referral system in our area at the moment (we have been told there is one in the pipeline but that has been mentioned for the last 10 year) We still have to use Exact to email off all our referrals to our local NHS hospital trusts because there are also issues about sending patient sensitive data from any other email other than an NHS one and they will NOT accept patient referrals from anything other than NHS email address. Has anyone managed to get some integration into Dentally to be able to receive or send emails from an NHS email address in Dentally.I spoke to support and was told that the NHS mail may need to configure the MX records but I have spoken to IT guys and they don’t know anything about being able to do that or I have the email just bounced back saying its not something they can help with. It is a real problem for us and means we have to run Exact concurrently with dentally at pretty much all times and of course if we now get a new patient th

I would love to see headings and subheadings implemented into Dentally. Where we could file correspondence under Insurance, Referrals, Financial, Ortho, etc to make it a little more easier to navigate. Right now everything is messy and hard to find things. It would also be nice once the feature becomes available if we could add our own headings in settings, bc every office will have different things to file under. Thanks! 

Currently if we forget to set a room when booking an appointment, the appointment won’t show anywhere in the room diary view.It would be good if we could set a default room per practitioner, and/or via a schedule ...and when editing the availability per day in the diary. This would preselect the room for all appointments being booked for the practitioner that day.Another (easier but less useful) option/addition would be to make room a required field when booking appointments.

Dentally update idea - make Email the default option for recalls rather than Letter.Are any other practices finding this to be time consuming? Having to manually change each patients recall option to email (or SMS should you choose) rather than letter is rather tedious.Are many practices still opting to send letters given the cost and inconvenience? Email is surely the preferred option!My idea is for the default selection to be updated to email so any new patients moving forward would automatically have email selected for recalls and further selections can be manually made from there. 

I would like to know if we can print multiple Provider Invoices on ‘1’ page?It is a waste of paper when patients want a printed receipt, especially when the Statements print out all previous Invoice dates.Also is it possible in the future to add the patient next appointment to their Invoice?

My colleagues have found that when making an appointment using the calendar, when we enter a patient with an Open Course Of Treatment, and when we click under new appointment where we select the unbooked appointment for example 20 mins - Glass Ionomer (UR7), it selects that fine but under duration it stays at 5mins.I believe normal behaviour should be that when we select the treatment it should also update the duration so we don’t have to manually match it each time.I hope this is the correct place to report minor bugs like this whenever we find them, if someone could let me know and if not then where is best to i would also appreciate it!

*typo in title - should read “how do others cancel whole day list of patients”I’m interested to know how other practices get around the problem of having to reschedule or cancel a clinician’s whole day list due to illness or last min holiday. I think there is feature in Dentally which allows you to send a bulk email or text message for all the patients in one clinician’s diary (someone please remind me how) but that worries as we might lose the details of who those patients were in the system and get complaints later. I prefer to ensure we call them and cancel / reschedule each, one by one so it’s 100% confirmed that the patient is aware in case they didnt see the sms or email and come to the practice and start ranting about the cancelled appointment.  Where we cant get in touch with them, we leave them a voicemail message and send an email / text but still wont remove them.  We cycle through the checkin, in surgery and checkout (tick box) to prevent any further reminder emails going t