Skip to main content
Question

Better system for tracking estimates

  • November 18, 2024
  • 1 reply
  • 59 views

Forum|alt.badge.img+9

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? 🙂

1 reply

Saymon
Community Manager
Forum|alt.badge.img+14
  • Community Manager
  • November 18, 2024

Hi Harry,

 

Thanks so much for sharing your feedback about the estimates section. You’re right; there are definitely some improvements that could make it more efficient, and our Product team is aware of this need. While it’s not something we’re tackling immediately, it’s definitely on our radar for the future, and your input is really valuable in shaping how we approach it.

 

We always appreciate hearing what would make Dentally better for you, so if you have any more thoughts or ideas, keep them coming!