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SOE to Dentally. Streamlining workflow for SOE users.

  • March 13, 2026
  • 2 replies
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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 quicker

Feature 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 work, i’m counting this every patient and then having to write it twice!!! Massive save in admin time

Feature 3

-exemption allocation improvement- we have to do exemptions twice. One on the NHS tab and then once on on the treatment plan. Also exams for sub 25 and over 60 should be free. Its only automatic for one. This combined is creating unnecessary headache. Keep exemptions all avaible on the settings cog on the treatment plan and make the exemption for free exams for sub 25 and over 60 automatic. Massive save in admin time

Feature 4

-treatment templates should be able to save payor. on a NHS patient if i use a plan template for private work it constantly reverts back to NHS. Its a huge waste of time. Just leave it as private

 

Feature 5

-the takings report for cashing up needs a tweak. Our practice cashes up at lunch not the end of the day. on SOE the report would re run from the last time it was done. Allow that option and it solves things

2 replies

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  • Author
  • Newcomer
  • March 13, 2026

Extra features to add

-when we submit a NHS claim, allow the treatment plan to go straight to history so its completed. Its a great visual that allows us to know its been submitted. SO less issues with submitting claims

-if we need to pull back a claim, allow it to be done instantly. SOE could do this. It saves us so much time to be able to do it instantly. Waiting jsut leads to us forgetting and improper claiming


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  • Author
  • Newcomer
  • March 13, 2026

For the notes, add a template function so we can jsut click and add