Practice Admin

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, 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  

We would like the ability to see a prompt when a patient has used their hygiene allocation per year , per band on dentally. We have 2 plans of which each plan has 5 categories of treatment and hygiene entitlement. In addition this would help us to identify via a report, how many patients have taken the allocation per their plan payment 

We’d like to send an automated email reminder to patients to check if they’d like to book in for their recommended treatment. I appreciate that there is the ‘Unbooked Treatment’ report, but if we could minimise our admin team having to call even just a few patients, that would really help.Has anyone managed to configure a way to do this? 

Our Dentally Emails seem to show as “read”  before anyone has opened or actioned them,  with  no audit trail.This means that they are often missed by staff who believe they have already been actioned.Anyone else having this issue?  

Would it be possible to make a suggestion?When taking patient payments, it would be handy to have a "write notes section" which would appear alongside the account.For example, if a deposit of £50 was taken for treatment - a note could be added "£50 taken towards RCT2" , which would appear in any account reports pulled.Or if a patient has called into surgery without an appointment, but wants to pay some balance off their account, the information can be logged in note section next to payment, “pt called into practice to make a payment”,

not able to re-process or edit who is taking payments such that when banking is done edits can be done  

Hi everyone, I'm looking for some advice or shared experiences regarding Mental Capacity Assessments within Dentally.Has anyone found an effective way to record when a Mental Capacity Assessment has been carried out on a patient, and more importantly, how to flag when a patient requires assistance in order to provide valid consent?Ideally, we’d like a clear, visible prompt or indicator in the patient record to ensure all team members are aware of any capacity or consent considerations during treatment planning or care delivery.Would love to hear how others are handling this,  whether it's through custom medical alerts (and ​@Simon Guiver is this even possible?), notes, tags, or any clever workflows you've set up!Thanks in advance!

Reporting is very poor A way to bring up unbooked treatment where a future appointment is unbooked and the appointment is not marked as “do not book” is simply not available Can this be fixed. It seems to be a fairly straightforward fix that is simple on all other PMSs but not on Debntally

It would be helpful to allow when saving/printing previous day lists that the list shows the patients who are in the diary but have failed to attend the appointment.

Good afternoon, On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private? Currently we are +payment and then allocating to add deposit which is long winded.  Many thanks

Why cant we run taking report for full month now, why dentally is taking usefull working features away!!  

Hi guys,we have a patient who recently (a few weeks ago during our move over to Dentally) came in for their routine check up. We had them down as private and as such created a fee. They are in fact a Denplan patient. How do we now take off the £? Does it need to be done by a higher level user and if so, how do they go about it?

Hi, When we used to remove a clinician, we used to have the option on our previous system to allocate all registered patients under that clinician to another clinician.This doesn't appear the case in Dentally.We are told to go to the patients tab and change the allocated dentist, this for clinicians who have a lot of patients would be ridiculous to expect admin staff to do. That or you create a report of that clinicians patients and inform Dentally so they can move the patients in batch.A really poor process. Dentally needs to add the ability to allocate patients when archiving a clinician to a current clinician