Practice Management

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

I think this has been requested before. Im looking for a report that pulls diary utilisation for a month in arrears. That only displays hours available. A great report snapshot in SOE to reference to is monthly analysis 👌 where I could see FTAs, Diary % Utilisation & hourly rate per clinician in one report. Currently in dentally I cant pull some of these figures or im having to run reports individually per clinician, very time consuming. Happy to be contacted if more context is needed. Thanks, Laura 

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.

Hi Product team,I need to flag a potential flaw/drawback of the online booking portal that we have found. We’ve found that the messaging/design of the Portal is most likely losing us new patient bookings. The good news is, I believe it can be fixed fairly simply.This wouldn’t be only us experiencing this issue, it would apply to other practice also, especially smaller practices with less potential capacity for total patients to be seen.Context/Problem statementWe've had a significant growth in organic search traffic and Google ads traffic. Whilst looking into why that isn't converting to more New Patients, we found the booking portal starts off by asking if you are a new/existing customer --> What type of appointment are you after—> Choose your practitioner and see availability. Screen shot is attached of the next step "Choose a date and time".Problem/IssueAt this point, if you don't have much (or any) availability for several weeks (as we do at the moment), most people lose inte

Hi everyone, hope you are all doing well and the new year is off to a good start. 😊 Running a practice means there is always a lot to juggle, whether it’s diaries, reminders, recalls, paperwork, reports or just keeping everything ticking along. We’d really like to hear from you about what actually takes up the most time or feels like the biggest frustration in your day-to-day work, whether you are a receptionist, nurse, practice manager, dentist or in another role. Pick the option that feels closest to what gets in the way for you, and if you want to, add a sentence about why it is a pain or what you do to manage it. It’s really helpful for our team to hear how different practices and people deal with the same kinds of challenges! 

Can we please have developed a report that compares the different fee schedules for each item number against each other. IE, going vertically is a list of all the item numbers, and horizontally is the different fee schedules, so we can easily compare fees to then go and make changes to prices. 

We’ve just converted to Dentally.  Does anybody allocate petty cash in the finances?  We’re wondering the best way to do it in the system?Many thanks

Hi I tried to follow the instruction to add another option for adding a new ethnicity under  the patient detail tab.however, it did not work. could you have a look please? cheers 

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’ appo

Hi Is it possible to introduce some “undo” features around Dentally.  Some examples include:Notification as per the below dialogue box - could we please have the details of the appointment that is being deleted i.e. name of patient, time of existing appointment, appointment type etc?Rationale for this: In a hurry we might have right clicked and selected the wrong patient to delete so getting a visual confirmation by amending the text in the warning message will ensure we havent deleted the wrong person.  Should be fairly straight forward to programatically do this.  When dropping patients from the clipboard to the calendar, we might accidently let go too quickly and drop it on wrong clinician or lose it somewhere if we’ve forgotten the name (it happens when you’re dealing with lots of patients and working fast)   Accidently moving existing patients on the calendar it gives a similar warning msg as above for #1 but maybe show what the action is doing i.e. moving from 10am to 10.15 to ma

HiIt’s frustrating that Dentally phone support does not offer extended opening hours for the convenience of dentists or practice staff that work outside of 9-5pm hours or especially at weekends (note: Carestream R4 still have Saturday support staff working until 2pm).  The situation is now made worse by the fact that Dentally now appear to have switched off the ability for clients to be able to send offline support requests via Ellie / chat bot outside of regular hours (when the question is more technical and cannot be answered by Ellie ai).   This is really a step backwards and a total disregard for clients - why would Dentally do that?  Aside from increasing the monthly fees from this month, how is this in any way client centric, is Dentally tryin to avoid a pile of new support requests from appearing at 9am on Monday morning from the weekend?Sorry for the rant but if I am correct in stating that chats requests (as per the below image) cannot now entail we send a support request outs