Practice Admin

Is there any way a time-specific filter could be added to the appointment finder.A lot of our patients want appointments before or after certain times, so it would be helpful to be able to filter out any appointments that aren’t suitable.Could this be added or does anyone else have a workaround that could help?

Is it possible to display dentally id number when doing patient search as he have a large cohort of patients who share same name as another patient registered with us.  We correspond with laboratories via dentally id number but finding right patient when we receive correspondence from them can take time especially when there are several patients with same name

We find with some regularity that a treatment has been charged in the wrong practitioners name. We’ve tried to eliminate this through training, but it still occurs from time to time. Does anyone know of a way for the manager / admin to change this? If not, could the developers provide one?We currently have to re-open treatment plan > unallocate payment > delete invoice > untick treatment > change practitioner > charge using the same date of the original invoice > complete treatment plan > re-allocate payment.Suffice to say, this is inconvenient and prone to creating new errors. Worse, it means existing invoices (invoice numbers) are erased / replaced.Without doing this, Dentally’s reports become useless, and we’re back to calculating schedules manually.

Practice managers, owners, and financial admins, we’d love to hear your thoughts!How do you currently calculate practitioner pay in your practice, and what challenges do you face in this process?Share your insights on how Dentally could help make this task more efficient and hassle-free 💡

Confirmation of all of the patient  appointmentS instead of only the upcoming one 

Hi there.  I am finding dentally really difficult to use in terms of paying my associates at the end of the month. I simply cannot find a way/report option to be able to see where payments are placed when a patient pays a deposit towards large treatments and where finance payments can be seen. The way I want to pay my associates is as follows: We calculate from the 1st of the month to the last day of the month (and then we pay a month behind which is standard for a dental practice). We do a lot of cosmetic dentistry which has high ticket value. A lot of our patients put large deposits down/take out finance/patients pay off their balance as and when they want via stripe on the dentally portal to reduce their balance for treatments such as ongoing clear aligner treatment. This money i’m assuming on dentally is ‘unallocated’ as it doesn’t know where to go/the treatment has not been completed yet/ticked through on the system so it doesnt have a specific invoice to place it against.  What I

There should be a way to autopopulate at least the signor when not the patient as its often the parent living at the same address but we have to type it in for every child 

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 have an issue with short notice cancellations being offered to patients after the appointment has been booked and unavailable.

How do you search for de-reg or archived patients?

There is no prompt support. Any issue with Dentally will take more then 1hr to get someone to help you. This is delaying the workflow in the practice. There is no agent that can call you, they always send you the the chat where the AI gives the instructions on how to fix something but no really answering to the questions and helping with what you need. The support after the onboarding is only once a week. Really disappointed with the experience we have so far with Dentally. 

Please consider creating a % discount option all our old softwares has this feature. We do 20% off the gap for kids under 18  and 10% for pensioners. We have a number of young staff who struggle to work out percentages on a calculator and this is causing errors with accounts.

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

How do I add my practice bank account details to the 'STATEMENT OF ACCOUNT' ?

Hi Would we be able to have an option for previous surname which is searchable? We have a lot of difficulty when people have changed their names after getting married or by deed poll and they are no longer searchable by their previous name. Thanks Mandy

Can we add a feature to be able to edit the chat once sent? 

So, our reception team have started using the Short Notice filler feature and are loving it! - their only feedback is to include some additional information and specifically time slot and day preferences. Would it be possible to add some some tick boxes for a patients preferred day or time? I wouldn’t expect this to firstly work in conjunction with the suitability part, but if it could be displayed in the already existing ‘notes’ column for reception quickly glance at before selecting who to send a short notice SMS, it could potentially save a few pence here and there and improve the uptake. For example: Many thanks for your consideration,Fran

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?

Where does everyon source Dentally training for New Team Members? Does the Academy still exist?

I can see there is no option to assign tasks to more than one person but if you have 2 receptionists it is twice the time to assign the task to both separately so I would hope to see this become a feature in future upgradesThe same with being able to send an instant message to multiple recipients. If you need to send a panic message for instanceAlso is there any way to increase the size of the message box

I wanted to share an issue I recently ran into when rebuilding Word document templates in Dentally, in case it helps others and saves some time.We’ve very recently migrated from EXACT to Dentally, and as part of that process we’re trying to re-establish our trusted systems and templates (including referral templates) that are essential for day-to-day clinical and administrative workflows.The problemDentally data tags will not work in Word documents that are protected (for example, restricted editing or form protection).This is particularly relevant for documents such as referral templates, as hospital referral templates are often protected by default.This limitation isn’t currently called out in the Dentally help guide on Word templates. I also contacted Dentally support, but unfortunately they were not able to identify the cause or provide a practical solution, which meant the issue remained unresolved.The solutionOnce the document protection is removed, data tags work as expected.If

We often get patients who turn up to the practice for an appointment without having completed the NHS forms or medical history forms online and we’re stuck becuase they are not confident with using an ipad (or too lazy to type an entire list of medicines).As a work around we scanned the prescription list to PDF and then attach it to the patient’s correspondance.  Does anyone have a better suggestion of how this information can be recorded, ideally in the patient’s medical  history?  Is there a way we can manually edit on the desktop computer the list after they have done the medical history (but not at the same time as their appointment as they will run late).  

Most support tickets with any web site provider / SAAS (software as a service), automatically close tickets if they are not responded to, after about 10 days or so with automated emails to back it up.  There always seems to be a rush at Dentally to close a ticket if its not responded to within a day.  I get that you probably have lots of open tickets where practices are either not engaged with the support staff or replying but probably because they are running a practice or dealing with patients but its very frustrating when tickets are closed far too quickly. The matter is made worse by the fact that when a ticket is closed, there is no way to reopen the existing ticket and continuing the conversation by adding more updates or attaching screenshots which we might not have been able to do before. Surely it would be better for everyone if an existing ticket could be reopened on the chat rather than starting a new one and all the hassle associated with cross referencing different tickets

You may still be working on this. When trying to send text reminders from the patients appointment list, if they have say 3 appointments, it comes up with the 1st date, for the 2nd and 3rd appointment.  I did raise this a few weeks ago.Best regards Fiona

please can we have a feature so that when checking in a pt that has multiple appointment on the same day it will notify the user that checks them in.For example if a pt has an exam and hygienist appt one after another, if the system could then prompt the user notifying them of a double-booking. This would really help in making sure appointments aren’t missed and reduces the chances of practitioners running behind because of catching up.