Practice Admin

We have moved from exact to dentally and we are finding it quite clunky. I wondered if anyone had found an easier way to view the appointment book, In exact you could open it and see gaps no problem. In dentally we are having to scroll through the days or use the search which isn't exactly ideal and its just all quite a faff.  Or an easier way to process refunds - Having to release deposits and put it on as a negative payment or invoice. It just very long winded. Thanks

The system does not allow for GP17 part 2 to be signed when a treatment plan is finished on the tablets. It makes users in Scotland a high risk for having claims rejected which could massively impact on earnings. This should be addressed as an immediate issue please. Other systems flag when a plan is finishing and prompts for a second signature. 

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, Is there a way on the appointment card pop up when creating a new appointment for the duration to match what we have set, eg an exam is 20 mins but the card defaults to 5 mins. This is causing a lot of booking errors when team members forget to extend it to the correct time.Thank you Amy 

It would be really useful on for example notes to have the date it was last editied/posted be an actual date rather than ‘yesterday’ or ‘21 days ago’ or '4 months ago’ Or for example when looking at appointment history you know when you click on the little clock to see when and how appointments have been edited a date and time would be really helpful again rather than the vague ‘edited a month ago’

Hello, How do I change the default time for appointment reason? I can set them up and change the order however I am unable to find an option to change the default times, they are all set as 5 minutes which means we have to modify the time manually Thank you in advance

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

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen or any of the “kind of correspondance” s

Is there any possibility of adding the Dental Activity codes to the NHS Treatment categories listed in the Treatments & Plans Settings page?It would greatly help practices to see what codes are actually attached to each treatment item - rather than us guessing and just having to identify and fix each invalid NHS submission.For example: Antibiotic items prescribed (9358)My conversations with support are long, and then takes extra time to submit claims that we now need done promptly for all our performers to get paid for care packages in a timely manner.It seems such a simple fix would take minutes to implement - and help all practices (certainly in Wales with the changes post-April)

Hi ​@Hebe Lowen ​@Saymon Do you know if Dentally has anything on their roadmap for the Denplan Data Exchange link that we had in in Exact. We have been told that we have the most amount of Denplan patients in the area so managing our Dentally database with any changes on the Denplan Dashbaord can be quite a cumbersome task. I know it means each company talking to each other but I wondered if any progress had been made to streamline our admin?Tom

It would be very helpful if there was a easier way to export patient correspondence having to print screen and copy and paste everything individually is so time consuming ,  Please create a export call log feature / export sms feature / export email feature same as you can export clinical history 

Trying to calculate patient chair time for an ongoing course of treatment it would be really useful to be able to generate a longer time period than having to do 12 monthly reports for one years length. Totally impractical 

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.

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