Practice Management

Hi all - I'm Luke, a product designer working with the Dentally team. We're building something we know a lot of NHS practices have been after: clear reporting on how you're tracking against your NHS contract. Where you are against your ACV/UDA target, how individual clinicians are performing, and where the gaps are - without having to piece it together yourself.We’re focused on Wales at the moment, but keen to hear from NHS practices from any region.Who I'm looking forPractice managers and clinicians/associates who deal with NHS contract performance day to day. You don't need to be a Dentally expert or have any technical knowledge - if you've ever had to work out whether the practice is on track, or had that conversation about an associate's numbers, you're exactly who I want to hear from.I'm keen to hear from both sides, because what a practice manager needs to see and what an associate needs to see aren't always the same thing.What's involvedA short, informal video call - 30 to 45 mi

HiDo Dentaly have any plans to improve the Xero integration?If a site is a single practice it works really well but multi sites who have seperate bank accounts for each practice, it doesnt work for as Dentally sends one massive invoice for the whole business to Xero. Would be nice to have better integration including xero’s invoicing system Tom 

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.

HiCould I please request improvements to the following: Lab related featursLab work received - nice feature but the green lab bottle does not appear on the calendar in some circumstances.  I’ve played around with it and whilst it appears for patients who are booked in and have no long preferred name, I’m finding that where the name is long or we have additional comments in the preferred name and we want to set a short appointment time of 5-10 min, the green bottle will not display.  The only way I can make it display is by increasing the appointment duration to 20 min which we dont need that long.  I am able to book some 15 min appointments but only where the patient name is short.  Perhaps text wrapping or something is preventing the lab icon from appearing A logical extension to the lab work received is to have the ability to write somewhere which lab we have sent the work to (if we use and have several different labs).  Yes I know we can write it in the yellow sticky or in the chart

cannot delete clinical notes now since  last Thursday changes. Is any one else having this error even with level 4 permissions

It would be great if we could send the same message to a group on Dentally Chat in the way one might do on WhatsApp and the like. For example, if this was a feature we could send a message to all dentists, all nurses, all staff etc. like a bulletin.  

The appointment history view would benefit from clearer, more detailed insight. While the summary bar showing the number of failed and cancelled appointments is helpful, the type of cancellation is just as important.Being able to see, at a glance, whether cancellations were, for example: on the day, without the required notice, with sufficient notice etc.would significantly improve clinical and reception decision-making.Colour coding cancellation reasons (for example, on-the-day, late notice, sufficient notice) would make patterns immediately visible and allow teams to apply appointment policies consistently and fairly.This would be a simple but high-impact improvement for managing diary efficiency and patient behaviour.

please someone tell me that this is possible to doi want a report of debtors by clinician that raised the invoice and therefore has outstanding monieswe share quite a few patient treatments eg general with a dentist, ortho with another, implants with another.please tell me this is possible as i want to hand a list to each clinician and i have tried multiple reports and the help option and cant find a way 

Hi team,We have noticed some significant gaps/issues with using Treatment Plan reporting effectively.1) Our clinical team has flagged that when treatments are marked as “complete”, they disappear into the “history” and its really clunky/difficult to see clearly what their previous treatment was, as you have to trawl through many lines to find it. It should be accessibile much more quickly than that. Happy to ask the team for some suggestions but there must be a better way to do this? As a result, because it is so clunky to use, our team have been choosing not to mark treatments as ‘complete’, as they will be unable to find them easily - causing our Treatment Planning reporting to be completely ineffective (as the data is incorrect)There needs to be a way in treatment plans/treatment plan reporting to record treatment plans that have “Expired” (eg its been more than 6 mths, prices have changed/treatment needed may have changed due to the time lapse), and also a flag for treatment plans

Description: We’d like the calendar to automatically show only practitioners scheduled to work on the selected day.Currently, this requires manual selection via the eye icon, which must be updated daily as clinician availability changes.This feature would:Save time for reception teams Reduce manual errors Provide a clearer daily viewEspecially useful for practices with frequently changing clinician schedules.

Please dentally! Practice owner is wondering why our old PMS system built on windows 95 platform has better financial reporting than dentallyGST report that is actually functional Lab Reporting - there is none only lab trackingAnnual Financial reports that allow for month by month production, income, discounts, writeoffs, per practitioner

Hi All,Using dentally since July 2025. In previous PMS we were able to do financial reports for a whole year that gave month by month totals for each practitioner and do on spreadsheet. I realise that one can print a month report for production etc in dentally but is there anyway to do a financial year by month? If there is not this is yet another issue with dentally financial reporting...no decent GST reporting either.

I request that the product design team add a feature within Kiosk/Concierge. We implemented Kiosk last week following the product launch, but so far it does not seem to have the desired effect.As patients do not always fill out their forms online, the system does not decrease the reception workload; it simply adds another step to the check-in process because patients report to reception immediately afterward to complete their forms.Here are a few practical suggestions: Integrated Forms: Add an option to make forms a part of the kiosk experience. This will ensure there is no duplication of work. Directional Messaging: Alternatively, add the option to set up a message following the concierge flow. Currently, attempting to do forms already checks patients in, thereby bypassing the whole purpose of a Kiosk. A configurable "Welcome" or direction message would allow the practice to direct patients to complete their forms. Payments: If there is a provision for us to take payments during c

Why can’t you send a bulk communication to the list of patients that come from the lapsed patient, unbooked treatment and other reports? Also, I’ve tried to recreate these reports in “Patients” but can’t filter them correctly to get the same list of patients if that makes sense.

The standard Private Forecast report sometimes brings in odd days which affects our planning, some days get missed off in our monthly view and we need to manually trawl through to complete the absent days in the cycle. For example, Tuesday is 31st March and the forecast looks in weekly blocks. The last full week of March ends on Friday 27th and the next week will be from Monday 30th to Friday 3rd April. As we monitor monthly this means manually adjusting for the crossover weeks.It would make it a lot simpler if we can adjust the date range in the same way we can other reports.

Anyone know if the Payment Allocations report being looked at?  The totals (when a provider isn’t selected) are nonsense.  And is there anywhere that one can track outstanding bugs? 

a sidebar would be useful as in exact for seeing what a patient owes and next appointment due without having to go into patient in the way exact had.

Anyone know where the source of this tag is? [appointment_practitioner_name] or [appointment_practitioner_name_formal]Sending email reminders where a patient is booked in with a dentist other than their usual [patient_dentist].Doesn’t populate for me. 

Hi team,I’m excited to see the now “Short notice” function on the diary. However, I’d like to see one additional function/filter added to the waitlist/short notice function.Many, if not all patients, have days/times they are available - eg Tuesday afternoon (PM), Friday morning (AM).Could we have this added to the waitlist/short notice function, ie a patient can tell us what days they are normally available. This could be for example, tick boxes eg ticking the boxes for the days of the week a patient is normally available.If this data is captured, it makes it a LOT easier for the reception to know who they can call to fill a slot, rather than calling a whole list of patients. the “AM/PM “ would be a further enhancement, but at a minimum we really do need an idea of what days of the week patients are available. Currently, we would have to open each and every ‘wait list’ item to see the notes in it, and see which days patients have said they are available.The ability to filter the waitli

Hey everyone 👋We’re doing a bit of discovery around patient communications and trying to understand where practices feel the biggest gaps still are.We’d love to get real-world input from you!If you had to pick one additional channel or approach that would genuinely make day-to-day comms easier for your practice, what would it be? You can answer in the poll below and If you’d like, you can share more detail in the comments 😊

When taking a deposit or payment from a patient using the credit card terminal, all the detailed information has to be resubmitted again if the card payment is declined.This can be a very time consuimg task on a busy reception desk when the patient tries multiple times after they think they have fixed the issue (usually by moving money between bank accounts or forgetting the pin or have to use a different card).Why isn’t there a feature in Dentally to try a payment transaction again without losing all the nuances of the details entered like how much the payment is, which practitioner it’s for, description of the payment etc.  Today I had to do this 5 times for one patient because it kept declining.  It was very inefficient and no reason why Dentally cannot make that process easier by selecing a button “Try payment again” rather than cancalling the whole transaction.We use Dojo with the ability to send send transaction data directly to the terminal wirelessly.

Exported reports in Dentally (“takings” for example) should automatically include key audit information within the report itself.This should include: Data parameters and filters selected Date and time the report was generated User who generated the report Including this metadata is essential for audit trails, internal reviews, and data accuracy, especially when reports are shared internally or externally. Without this information, reports can be difficult to interpret, verify, or rely on at a later date.This would be a small but critical improvement to reporting transparency and governance.

UDA tracking in Dentally must be significantly improved. The current reporting functionality is far from sufficient for managing NHS performance at practice level.At a minimum, practices need clear, accessible reporting that shows, per practitioner: UDA target UDAs completed UDAs confirmed Remaining UDAs Percentage of target achieved This level of visibility existed in EXACT and was essential for day-to-day operational and financial management. Since moving from EXACT, the UDA reporting available in Dentally feels like a major downgrade, creating unnecessary manual work and increasing the risk of missed targets.Robust UDA tracking is not a "nice to have" - it is critical for NHS contract management. Improving this should be treated as a high-priority feature for practices transitioning from EXACT.

It would be extremely useful to have the ability to transfer a balance or payment between patient accounts. This would be particularly helpful in situations where a payment has been accidentally recorded against the wrong patient account, allowing the balance to be corrected quickly and accurately.

Booking service-specific automatic appointment confirmations – urgently needed.