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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!

Hi ​@Lesley Morgan-Barlow!

Looping in ​@lochansidhu  (our new product manager and a UK-registered dentist) who’d love a quick call to learn more about your workflow and needs. 😊

In the meantime, what we usually see practices using are: medical alerts (high-visibility banner), so you can add a short, unambiguous alert on the patient and everyone sees it during planning/treatment or structured clinical notes (with a simple template); you can record the assessment detail in a clinical note and reuse the template for consistency. 

If your practice uses patient tags/lists, you can also add a discrete admin tag (e.g., Consent – support required) for internal reporting. Keep wording non-clinical to avoid exposing sensitive detail in lists.

 

If anyone else has a neat workflow here, please share it 😊 especially how you balance visibility with minimising PHI in on-screen banners.

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