Practice Admin

Tell me this is happening sometime soon!White space everywhere and where to start!If anything why can we add to the waiting list while booking that individual appointment, rather than having to open patient record, appointments and the adding, so time consuming!

Hi, More data tags would be very useful for templates, such as one for the person being referred to. ie “Specialist name”. Also it would be great if when creating new correspondence, the data tag for “Dentist” relates to the clinician logged in, not always the clinician to whom the patient is assigned to on the details page. Thanks!

Sometimes when we do recare calls, we want to send a manual email from the correspondence to be more personable and add upcoming appt times. However, it doesn’t link to the recall report contact count. If you have any questions about what I mean, please ask. 

It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.You’d also need to be prompted to select a tag when adding correspondence.Example use cases might be:ConsentAutomated (e.g. recalls)FinanceGDPRDiagnosticLaboratoryOtherThis is a fairly simple, 101 type tool in most SaaS file management systems. 

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

Can the “appointment status” be moved next to the “when” column. Also from this screen, if you pick an appointment to send an SMS reminder, go to edit, if they have an earlier appointment than the one you are sending the SMS for, it comes up with that earlier date, can this be rectified please? 

Please can the clinics function be worked on, it takes forever to add a clinic, having to refresh the page a billion times before it works. Also not being able to adjust the clinic, from the diary page, it should be much more simpler than the way it is set up. Please can this be worked on?

Hi All We are using the chat feature on dentlally and it is great, especially when chatting between clinics. Wondering if anyone knows if the below is possoible, or if support have it in pipeline for rollout.  Group chat. We have 8 reception staff, and if I need to bubble them for anything, I have to copy and paste it into each seperate chat. Would be great if able to create groups  (REC) (supervisors) etc..   so that group chats would be possible.  Delete chat. I have in error once / twice send a chat to the wrong person  (dentist  and admin with same first name) and jsut select wrong name. Is it posisble to delete a chat (even if only by manager?) RegardsEamonn

HI Allwant to see if any other clinics are having the issue we are having of late. on the dentally invoices,   under the invoice date, it says DUE by and another date +7 days in future  We been having patients of late, stating when we go to collect payment, that the balance is not due for 7 days as per invoice. (esp on large treatments).  Unless pre-approved or on payment plan, all invoices are due on day of treatment. This text on top of invoice, is now causing some issues, esp with patients being able to get invoice on dentally portal, and it clearly saying a DUE date that is not the date of invoice. Eager to see if any other clinics have noticed same?RegardsEamonn

If a patient has multiple appts in one day, when you click on one of them on the scheduler, there should be some indication the patient has multiple appts Same if a family is coming in. Easily see on one patient (i.e. the mom) if there’s any other family members due for recare/treatment/hygiene On the appt tab, see other family members appts at once (especially children)

I wanted to be able to filter by last contact method. I.E. If I’ve done all manual calls, I don’t want to see patient’s who’ve had a manual call. I want to filter to see who was contacted by the auto email/sms so I can call them manually. 

Can we please have medical alert icons appear in the calendar view of appointment bookings?We have had an instance of a patient who came in for his appointment but had to be turned away and rescheduled due his needing antibiotic prophylaxis which had not been administered. His medical needs are noted when you open his profile, but because no one opened his profile in advance of his appointment the doctor had not been alerted to prepare an antibiotic script in advance. If it was obvious from the calendar view, I believe the issue would have been avoided.This is useful for individuals requiring ABs, anxious patients, and those with latex or chlorhexidine allergies. 

Hi all, One thing (and most likely the only thing) we miss from SOE Exact is the automated short notice list. We get so much whitespace over weekends and Bank Holidays as pts cancel their appts via sms or the portal. Before Dentally our system automatically filled the gap with someone on the list, now we have to keep a huge list using Microsoft Lists of all the pts wanting a short notice appt and manually call them. For a 10 surgery practice this takes up so much time for my reception teams to be checking the list if they see a gap, it would be so much easier if Dentally did it for us. I spoke to someone at a Elevate a while ago who “assured” me and my colleague that it was in the pipeline but that was nearly 2 years ago. I wondered what other people are doing and if Dentally have any plans to prioritise this over other smaller “non essential” updates they are applying. 😁Dont get me wrong, Dentally is the best investment we made as I can work from anywhere, as Operations Manager, that

Hi,I regularly run reports in Dentally but have noticed that, even when I believe I’m applying the same filters, the results can vary. I was wondering if a feature could be added—similar to the ‘Patients’ report—that allows filters to be saved. This would save a lot of time and ensure consistency, helping us generate the most accurate data possible.For example, it would be useful to have saved reports per clinician for outstanding treatment plans, or a saved report for unallocated invoices.Kind regards,Bonnie

Hey everyone! We know managing consent forms and estimates can sometimes feel like a bit of a chore, but we all know how important it is to get right. It’s not just about ticking boxes—it’s about making sure your patients feel informed, understood, and confident in their treatment. 💬 Here are a few helpful things you can try: • Go Digital: Are you using digital consent forms and estimates? They’re super efficient, reduce errors, and make it easier to track everything in one place.• Save Time with Cloud Storage: Digital forms are saved directly to the cloud, meaning they’re always accessible from the patient’s record. No more spending hours scanning and filing paperwork!• Make It Convenient for Patients: With digital forms, patients can sign electronically via the Portal or the Concierge app, making the process smoother for everyone. What’s been working for you when it comes to consent forms and estimates? Any challenges with Dentally or tips you want to share? We’d love to hear your t

Can the box that pops up in log a call be tick boxes versus a drop down menu? It’s more clicking to click for example under “direction” click there to get to the next option of “outbound” if everything was a tick box, rather than drop down, it would be faster. 

Any one else got no direct message service this morning please

Is anyone else having problems with dentally this morning- various functions, including the contact support function not working and unable to get ahold of anyone on the support number!?

Hi,A request I would like to make,An easier way to change staff profile images, I am aware these are currently auto generated by dentally with a geometric pattern. However as you’ll see from the image attached I have 4 clinicians out of 5 with fairly similar colours. 2 almost identical.I know it seems like such a minor point, but I feel like this would be a simple fix?I am aware the team can change this via a gravatar log in, however this has failed to work for any of us.We are able to change this image for a patient within their record. could it be made that we can do the same for Dentally Users?

Hi, Two questions as not sure if I’m missing something,Is it possible to be able to export a patients appointment history?Also is it possible to export a patients clinical notes that includes the chart itself? Many Thanks

 I have a suggestion I'm hoping the development team can implement. Can a button be added to say, 'estimate signed' and an icon ( )appear on that appointment. The same as we do with the 'lab work received' Or even, 'Estimate' or 'treatment plan' then it will drop down to, 'sent', 'signed', 'incomplete'.    I hope this makes sense.Look forward to hearing from you. Kind regards Ellie BlakePractice Manager | Springfield Dental Care                                         

Good afternoon, Have any other practices came across the issue of signing treatment plans when there have been multiple treatment “plans” given?EXAMPLE - The top of the “treatments to sign” will say 1 / 2 but will not allow us to move to treatment 2 / 2 without first signing the 1 / 2 treatment plan. This becomes problematic when we have given a patient treatment options. We like to keep them on separate treatment plans for ease of clinical use and information on each treatment plan.

Please can you put a sort on the date created task list so that can view in reverse order not have to go to last numbered list and scroll down list. Thanks

Introduce a function that allows patients to specify clinicians they prefer not to see. If a patient is moved into an appointment slot with a clinician they’ve flagged, the system should display a warning:“This patient has requested not to see this clinician. Do you wish to proceed with this appointment?” This feature would streamline diary management by reducing the need for staff to manually check patient notes when reassigning appointments. It functions similarly to a “clinician exclusion list” or a reverse whitelist, ensuring patient preferences are respected while improving operational efficiency.

A Feature the teams have been mentioning would be the ability to show the exemption information within the patient info box shown when you hover their name in the diary. for example the image shown below if it could show just like this would be ideal, at the minute it will say NHS but doesn't show any exemption