Practice Admin

We are new to dentally moved from exact we used to get an appt pop up after patient has finished treatment to book their next recall on dentally how do we do this?  we are finding that when we select 6 months this isn’t always showing on the appt tab as 6 months.  

Identifying short notice cancellations currently relies on users selecting that option as a cancellation reason, this leaves room for error and recording the genuine cancellation reason in some cases might be better suited to the patients and hold a better explanation for the cancel rather than being used to flag the short notice cancel.  I would like to feature request, as I am hoping for an automatic short notice cancellation flag, that is separate to appointment reason? I was thinking a field in settings where the practice cancellation policy time frame can be logged (usually 24 or 48 hours) For example a practice then set their policy at 48 hours, and the system then flags any cancels in that time frame as a short notice cancel regardless of appointment reason, and this could then be reported on within the appointments report.  This would allow a practice to see top level information around how many cancellations are potentially negatively Impacting their chair time. This would als

Moved from SOE to dentally. Having alot of issues. SOE had its good bits and bad but the good bits were really good.Feature 1.-bring in a drag and drop function, we have to press reordering to chnage treatment round, we have to do a bunch of extra clicks for moving and appointment time. Allow a drag and drop its much quickerFeature 2.-ACORN needs refining-its messy and really time consuming. Two tabs, repeating information twice, its a waste of time. The layout is also more difficult to follow. Instead we really need one tab that autopopulates the PR form. Also separate the information by just adding a line to aid viewing. For example put a line between the caries portion, perio portion etc. Colour code it so we know what we need to fill in quick. Highliting is fine. Also each data point should only allow one tick. Why can i tick yellow and green for medical, social and dental. This will save admin time!!Feature 3-automatic tooth count for acorn- if this autopopulates, saves so much wo

Hi there, this probably is a known issue, but after setting up a new Dentally installation for a squat practice and making lots of new treatment items, its a bit annoying: DescriptionNew treatment items do not allow a price to be setSteps to ReproduceMake a new treatment item in Settings > Treatment & Plans, press Save, go to prices tabExpected ResultThere should be text input to enter the priceActual ResultThere is no text input to enter priceWorkaroundRefresh the page Select another treatment then reselect the new treatment item...then the text input appearsSeverity/Priorityits not a massive deal ...but it would be nice to improve this behaviour at some point  

HiWe ask patients routinely when they attend the practice if there details are still the same - eg name change if now married, change of address, change of email or mobile number so that we have the most up to date information.  However, this is not recorded unless put on a note every single time which clogs up the notes - it would be really good to have an option on the Patient Details page a button to tick that says something along the lines of “patient contact details checked” with the date automatically alongside so that we know in future that the details for this patient were checked on a certain date and are indeed up to date. 

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 

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.

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

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