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Treatment Plan reporting and flags

  • May 22, 2026
  • 1 reply
  • 19 views
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Dentally Ambassador Gold
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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)

  1. 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 that patients have NOT accepted (which is important for compliance reasons, to show that we did present treatment, but they elected not to go ahead).
     

Are there any improvements on the Treatment planning section in the works? Hoping these changes can be flagged

    1 reply

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    Dentally Team
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    • FrankieGDentally Team
    • Dentally Team
    • May 26, 2026

    Hi Anne-Maree, I’m Frankie, Head of Product Design at Dentally, and this is really thoughtful feedback that highlights a few important workflow and reporting gaps very clearly. Thanks for taking the time to write this up.

    The point about teams avoiding marking treatment as complete because it becomes harder to review historically is particularly interesting, as it creates a knock-on effect where reporting data then becomes unreliable. That’s exactly the kind of workflow tension we want to better understand.

    We are actively looking at areas of the treatment planning experience, so feedback like this is genuinely valuable in helping shape where we focus. Really appreciate the detail and real-world examples you’ve included here.

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