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Dentally portal - add practitioner filter for existing patients

  • December 15, 2025
  • 2 replies
  • 36 views

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Hi Dentally team,

We noticed that our existing patients couldn’t book a recall online, so we tried to correct this.

However, in our practice, we have the patients of the lead dentist being seen by our OHT with adult scope.
Therefore we had to ‘unlock’ the practitioner, as for the lead dentist’s patients, it wasn’t letting patients book online.

Unfortunately, even ‘unlocking’ the practitioner does not solve the problem as when you get to the “Choose a date & time” page, there is no filter to choose the practitioner - or no way to link our lead practitioner’s patients with the OHT for recalls.

I imagine if I leave the portal as it stands, we will have to manually check every single recall booking from the portal, to ensure its with the correct practitioner - and ask patients to move to a different timeslot as they may have picked the wrong practitioner.

Can we have help with updating the portal so that  Dentists with an OHT can have the OHT perform the recalls? This is not a ‘hygiene’ appointment, it is a full check up and clean.

Otherwise we will literally have to switch off the ability to book recalls online, which is really not a good outcome.

 

 

2 replies

Hebe Lowen
Community Manager
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  • Community Manager
  • December 15, 2025

Thanks ​@Anne-Maree Siderides, I’ll ensure this is fed back to the product team! If anyone has further feedback on this topic, please drop a comment below 👇


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  • Savvy Contributor
  • December 19, 2025

Agree with ​@Anne-Maree Siderides 

 

Another idea - could booking a ‘hygiene’ appointment be set as the default booking type for what we refer to as a ‘Recall?’ That way, if someone books a ‘hygiene’ slot this should automatically go in the OHT’s book (which is what we want), and either she can perform the check up herself or the dentist can come in for the exam if needed?

Essentially we keep the Dentally default settings for a ‘hygiene’ appointment, but can simply rename it ‘Check up and clean’ or ‘Wellness exam’ etc.