Practice Admin

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

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. 

It would be very helpful if you could edit the title of documents when you save them to customize them for each patient rather than the document being saved as the letter template title- for example- if writing a endo referral for a UR6 it would be helpful to be be able to save it with that title rather than just referral (the template title) so the admin and clinicians can get a better idea of what correspondence has been sent and received without having to open the documents up each time. Thanks 

Hi it would be really useful if a refund button could be created for refunds rather than creating negative invoices and then negative payments.  Also a do not recall button for those patients that do not want to be recalled rather than having to clear recalls on the patient details page as well as the recalls page.  

Hi,At the moment it appears that we can only exclude zone groups in the short notice cancellation feature. the issue i face is my diary is zoned by ‘Yellow’ - exams and ‘Green’- Treatment. When a gap appears in these zones currently the feature shows all possible appointment types ie exams, treatment rather than say i can see its a ‘yellow zone’ here are your exams you could bring forward, or same for treatment.  Isit possible to assign certain zones to certain appointments - to provide a better filtered view and actionable list rather than FOH team looking at and selecting possible candidates, we want to get to a position where any manual effort to ‘pick’ the right patient is reduced as much as possible!

Our invoice has a series of pre set aspects such as Logo, Practice Address, invoice details and invoice table etc etc.Some are pre fixed and some like Patient name and address, email etc are drawn from current patient details.Is there a way to subdivide something like the invoice table so that certain parts can be omitted with ( display none) CSS lines.This would be useful BECAUSE our invoice states….”invoice…… for treatment completed on …..2026” which is usually a very recent date…..this though is useless if we are billing for something a few weeks ago or even an ancient error omitted account.Solutions….. have 2 invoices in which one doesn’t preset the treatment completed date and leaves it amendableORSubdivide the “invoice table” into its current bank details section and a treatment complete section….. then on the rare occasions that the date just causes confusion….. we could use the CSS (display none) to omit it 

HI. I am familiar with the FP17forms that the patients sign through dentally. We also need to sign FP17DC. Can these also be done through dentally? I am referring to the form https://www.nhsbsa.nhs.uk/sites/default/files/2025-04/FP17DC%20form%20England%20-%20April%202025.pdf I could not find any reference to it here or in the support portal.  Thank you

Currently, we cannot select our Email templates when right clicking from the appointment diary and clicking “Send Email”This means that i am limited to having an email template to “Cancel Next Appointment” but what if the appointment i am cancelling is not their next appointment?It would be useful to have a dropdown to choose from our Email Templates just like we can do when we send an SMS when right clicking an appointment in the diary.This would allow us to create a template which we can use the data tags to pull info from that specific appointment.This would be efficient because we do not pay for sending Emails but we do for sending SMS’s

We are having issues when patients are completing their FP17 at home on the portal, and either not marking an exemption or wrong exemption.  If it is under 25 over 60 as this does not come up on list of exemptions as it is not a permanent exemption so there is no way at all to solve this, if you invalidate the FP17 it is not reissuing the form to the portal, and then the patient automatically comes up with a charge.If the exemption is wrong and we invalidate it it still does not send to the portal even in if a COT has not been planned.I do feel practices need to be able to invalidate and reissue when the patient attends its causing a lot of time to be spent trying to figure out as admin how to rectify  it and then for clinicians in practice who presume the patient form is correct.If we could simply send a new form to the clinipad on arrival it would solve all the issues.If we get a paper FP17 signed this will not serve any purpose as it will not change the charges on the record for the

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