Practice Admin

It would be good to have an easier way to see a summary/list of recall/hygiene appointments on the appointment tab rather than seeing them all mixed in with all appointments - reason being, to work out quickly if they have had X per year and in particular if they have a payment plan where they are entitled to x amount per year on the plan.

How d we split a claim so that we can allocate separate udas to therapist and dentist.what report do we run at end of month to work out the applocation?

Hey Dentally Community! The end of the year is fast approaching, and it’s likely that you and your team might be taking time off to celebrate the festivities.There are a few tasks we recommend ticking off your to-do list, to keep your practice running smoothly this festive season.Here’s your guide to end-of-year housekeeping 👇Provide accurate festive opening hours - Make sure any variations to your opening hours are reflected wherever you display them in your practice and online (eg on your website and your Google Business profile). Ensure your calendar availability is up-to-date - Make sure your practitioners’ availability is aligned with time off or varying opening hours – so appointments are only booked when someone is actually available!💡 Top tip: You can use schedules, calendar override and opening hours in Dentally to easily reflect individual or practice-wide time off.Update your practice voicemail – Mention your festive opening hours, and direct patients to recall booking lin

Hello! We have been using dentally for 10 years and consequently patients have many appointments and payments/ invoices. It would be really helpful if there was a way of filtering e.g.In appointments tab being able to filter on WHO, WHAT & STATUS to enable a quick view of how many times a pt has DNA’d or Cancelled at the last minute; quickly view when pt’s last exam was. In accounts tab Invoices being able to filter on INVOICE, DATE, SUMMARY and Payments filters DATE, METHOD, PRACTITIONER. Also to have a date range shown option for both Payments and Invoices: last 3years; last 12months, last 6 months etc.Anyone else think that this would be useful?😊

I am trying to encourage the dentists to be up to date with clearing out reports. I would like to create a task that pops up each week to remind them. I would envisage that once ticked as completed it disapears until the next week when pops up again…….I am struggling to set this up as when I complete it immediately pops up as a new task. Which is not as I intended. Any help appreciated.