Practice Management

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 

I want to know what tips people have for managing their membership plans in Dentally including how to keep track of quotas and discounts (not necessarily only through the portal but also keeping track in core Dentally) and also ensuring correct pricing for each plan?

This is one for the @Dentally team. Are there any plans this year to repeat the Elevate workshops?

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 

Hi, I was thinking of upgrading plan and I was interested to hear experience on lock in e.g is it possible to upgrade from standard to advanced and if I don’t feel the benefits in a few months can I downgrade back to standard easily?

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 

hi,hope everyone is doing well.Any advice how to use dentally specially when we need to paid practitioner? how can i run the report?I’m so new in this software. Many thanks for your help.

Hi Community!We have recently activated recalls on our system. We have 2 problems that we need help to resolve, please:When patients are contacted about a recall, a letter is mailed by Dentally, with a charge to us. Our preference would be to send via email, SMS or if a letter is needed, for us to mail it ourselves as we have plenty of spare stamps! The second problem is that some patients are getting recall letters despite them having future appointments booked according to the dentist set recall interval - how can we resolve these issues? TIA

Hi, how can I get my API key for my practice for a custom integration I am building?

Im trying to do report on dentally for the actual amount of time spent treating patients. However, it seems that when an appointments is double booked ( like a family appointment where all members have one time for the appointment) then dentally does not calculate this accurately, and only allocates the whole time of the family appointment to the report rather than the time spent on individual patients in that family.  so the reports are inaccurate. This is a very important report so we can work out the actual time spent for therapists treating patients , as some of these therapists are paid on an hourly rate.  how can we work the actual time spent iand take account of the actual time rather than the double bookings time in the diaries?

Hi, I am a new small practice in my first 6 months and just working on building the patient list…..i was hoping to introduce a “recommend a friend code” for patients and their friend to benefit from a small discount.   Has anyone had any experience of using this feature or if it is even available? Many thanks,

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? 🙂

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!

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,