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Practice Management

Discuss anything related to reporting, staff, outcomes, growth, marketing, training, appraisals, team vision and more!

  • 7 Conversations
  • 8 Replies
7 Conversations
H
Enthusiast
Harry LeakEnthusiast
asked in Practice Management
Better system for tracking estimates

Hi,Dentally currently isn't the most easy place to retrieve estimates that have been sent to patients, or to track version control, or comments etc. with it all being linked to correspondence is ok, but a bit cumbersome to have to keep clicking in,.downloading and opening documents to find where you were at  Surely there is a better way.... a full revamp of the estimates section is needed, with some form of database / record on creation so there is an index / relation to what has been sent,.ideally with version control as well. Is this on the roadmap, or could be added please? 🙂

171
Saymon
3 days ago
H
Enthusiast
Harry LeakEnthusiast
asked in Practice Management
How to customise email signatures

Hi, what are the guidelines for customising email signatures to be more on brand and match that of our main email system, or ideally, will Dentally ever integrate with Office 365.for example as a mail relay so it's all handled in one place?I am keen to tailor the messaging and offers on the patient Comms as we send most of this out through Dentally to existing patients. Thanks 

272
H
Enthusiast
3 days ago
Emily Bendelow
Enthusiast
Emily BendelowEnthusiast
asked in Practice Management
What Intranet Platforms and Communication tools are you all using?

Hi everyone! Apologies for going slightly off-topic, but I thought this would be a great place to ask other practice managers and owners what intranet platforms you’re using.I’ve developed an intranet for our team, but I’m having an issue that’s been bugging me—the ‘search contents’ function isn’t working as intended. This makes it difficult for our team to search keywords and find specific pages quickly, especially for FAQs. It’s become quite a frustration!I’d love to hear what platforms you’re all using for your practice intranets, especially if you’ve found one with a reliable search feature!Also, what tools are you using to keep your team connected for internal communication (Slack, Teams, etc.)?Any insights would be much appreciated. Thank you so much in advance!

683
David Rutherford
Dentally Staff
9 days ago
Emily Bendelow
Enthusiast
Emily BendelowEnthusiast
asked in Practice Management
Are you explaining your deposits?

We have previously instructed the team to explain all transactions, including deposits, to ensure that incorrect deposits are not linked when a new invoice comes in. However, they are frequently forgetting to unlink and match the deposits to the correct invoices. I would love to hear how you are managing this @Lesley Morgan-Barlowx 

540
Emily Bendelow
Enthusiast
16 days ago
Saymon
SaymonCommunity Manager
posted in Practice Management
How are you customising your Treatment Plan templates? 🤔

Hey everyone! Did you know we’ve recently introduced some exciting updates to make Personal treatment plan templates even more customisable? Now, they’ll retain details like custom pricing, clinical notes, and appointment specifics, all tailored to your exact needs! We’d love to hear how you’ve been using these templates to streamline your charting process. Are there any features you’d like to see added? Let us know how you’re making the most of this update or if you have any ideas for future improvements! 👇 Head over to the blog for more details on the update.

460
Saymon
27 days ago
D
Enthusiast
DrRSKEnthusiast
asked in Practice Management
Sending Mass Marketing E-mails to Patients

Hi All,We have sent a Mass Marketing E-mail to our patients describing some of our new services. How long does it normally take for this process to complete seeing as we are contacting around 8000 patients.Many thanks, 

481
Y
1 month ago
David Rutherford
Dentally Staff
David RutherfordDentally Staff
posted in Practice Management
Perfect Day / Date Rate - how do you zone your diary for success?

With the launch of our new appointment search function, I’m keen to understand how sites are managing diary zones to make sure they're hitting financial goals while seeing patients promptly as well as keeping practitioners happy.I usually stand by the blend of the 3 P’s - Patient, Practitioner & Practice, by taking each into consideration you can achieve the perfect day across your practice.To break down the diary zones into its basic format I normally suggest starting with the below zone groups:- Emergency- Recalls- New Patient consultations- TreatmentI’m keen to understand what other sites are doing to Zone out the diary or what's stopping you from zoning yours out.@Lesley Morgan-Barlow & @Esther Egan I know you both have a great set-ups for making sure each day hits your targeted day rate to ensure success but what does everyone else look at when organising this space? 

881
L
Dentally Product Panel Member
1 month ago
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