Product Updates

Hi Community!Your monthly product round-up is live – including improvements to recalls, admin and accounts! Read the full round-up here but for now let’s look at the highlights 💫  ⭐ Doctor and specialist lookup 🔎 You can now look up both doctors and specialists across patient details and correspondences, with clearer wording and more flexibility.  ⭐ SMS default for recalls 📅 New payment plans now default to SMS recalls instead of letters, for an easier setup experience.  Remember you can read the full round-up here, and you can always reach out to our support team with any questions or queries via chat in Dentally 🦷  Plus, you can ask questions and share your experience with other users in the comments below 👇

As part of the CCN77 update, the NHSBSA has introduced a set of new treatment codes in England and Wales to reduce the use of the ‘Other Treatment’ category. These codes came into effect on 1st August 2025. The new codes are:  9380 – Soft Tissue Surgery (Band 2)  9381 – Non-Laboratory Made Appliance/Splint (Band 2)  9382 – Laboratory Made Splint (Band 3)  9383 – Crown Refix with Post/Core Retention (Band 1) (Note: Code 9383 is only for refixing crowns, not new crowns.)  These codes have already been added to your service list so you can claim them straight away on any treatment plan started after 1st August 2025. However, if you prefer you can also edit your existing services via ‘Settings’ > ‘Treatments & Plans’ to have the updated ‘Category’ and ‘Bands’ for the items above.  The obturators treatment is now supported too, so you can submit the existing 9309 code for Upper Acrylic Denture without the need for any teeth to be charted.  To avoid claims responses or rejections, these treatments should not be submitted using an item with the ‘Other Treatment’ category after 30th November 2025. CCN79 also brings some updates to the way Orthodontic claims are processed. We have made these changes in the background so there is nothing for you to change - but do keep an eye on your claims while this settles in. As always please feel free to drop any questions below, or get in touch with us via support chat!

Hello Community! Your monthly product round-up is live – including updates to charting and reports, and Dentally Vision’s latest release.Read the full round-up here and check out some of the highlights below! 💫 ⭐ Dentally Vision v120 is here! 🩻 Improvements to Dentally Vision and Dentally Vision AI include filtering your AI findings by detection confidence level, speeding up your image capture with the auto-proceed function and much more!  👉Find out more ⭐ Improved clinical workflows 🦷 We’ve made a number of clinical workflows smoother, including stricter locking on clinical notes, clinical history filtering, and easier bulk completion of treatment plans.  👉Read more Remember you can read the full round-up here, and you can always reach out to Ellie (our AI support agent) and the Support team with any questions or queries via Support Chat in Dentally 🦷 Don’t forget to leave any comments and share your experience below! 👇 

We’ve just released Dentally Vision v120, and it comes with some great updates we think you’ll love: 🔹 AI detection confidence slider – When using Vision AI, you can filter your AI findings based on how confident you want the system to be before overlaying them on your x-rays (Low, Medium, or High). 🔹 Simplified procedure names – Clearer, consistent naming across all image types (eg. “Full Mouth Series,” “1 Bitewing”). ➡️ If you haven’t already, update your Acquisition Agent to access the latest improvements 👉 How to update the Acquisition Agent Want all the details? Download the full Dentally Vision 120 techincal release notes here (PDF) Let us know in the comments how you’re finding the latest update ⬇️ 

Recalls should make your life easier, not harder – if you’re feeling stuck and want to improve your recall effectiveness so your patients keep coming back, you need to understand how your practice is currently performing.That’s why we’ve introduced the 'Recall Effectiveness’ report in Dentally - clear, actionable data that will help you improve your recalls and retain your patients. Set and monitor your targets, compare different recall types, understand your conversions and take actions to improve your performance with this powerful new tool.Head over to our new Recalls Hub in the Community, where we’ve pulled together best practice guides, ready-made patient messages, and real-life success stories from other Dentally practices. It’s the fastest way to turn the numbers in the report into extra appointments on your diary.Have you tried the new report yet? Drop a comment below to let us know what you think of this report, and about recalls in Dentally!

Hello Community! Our new Changelog is live 🚀  It's been a bumper month this June, with some big updates across recalls, accounts and more! Check out the highlights below, and read the full Changelog 👉 here    ⭐ Improved deposits and account management 💵 Take and manage deposits with ease, as well as taking family payments and other exciting features, with our improved account screen! Read more ⭐ Understand your recall effectiveness 📅 Our new recall effectiveness dashboard helps you to see how well your recall strategy is performing, and identify actions to improve it. Read more ⭐ A new home for Dentally AU users! 🇦🇺 Australian users are moving to a new infrastructure on 21st July 2025, which will enable the same reliable, secure platform with faster speeds and increased security features. You'll need to complete some key steps ahead of this date    👉 Read more   Remember you can read the full Changelog here, and you can always reach out to Ellie (our AI support agent) and the Support team with any questions or queries via Support Chat in Dentally 🦷 What are your thoughts on the recall effectiveness dashboard? Have you tried the new accounts screen? Don’t forget to let us know any questions or comments below! 👇  

After working with you for the last few months, our latest clinical updates are now live, and we think you’ll love what’s changed:  Enhanced socket selection (precise, flexible charting)  Predictive dentition (smart, time-saving suggestions)  Condensed mixed dentition view (less clutter, more speed)  These features are designed for faster charting, fewer clicks and a smoother workflow! We’d love to hear what you think — are you already using these? What’s helped the most? Drop your thoughts below 👇 or tag a colleague who should know. 🔗 See the full breakdown on our blog   📣 Coming from in-app? You’re in the right place. Welcome 👋 

Hello Community! It’s time for another Changelog where we update you on this month's developments, from the latest Dentally Vision release to improved online estimate signing and more.  Here are some highlights! 💫  ⭐ Improved online estimate signing 📝 A smoother and easier experience for patients when they sign complex treatment estimates – with more financial clarity and a better layout, so patients can easily understand their estimates. Read more  ⭐ Dentally Vision v119 release 🩻 Check out our newest updates to Dentally Vision, including improved auditing and a new AI findings toggle on your FMX view. Read more  ⭐ VAT support for UK users 🇬🇧 Simply enable and set up your VAT details from the settings - from there, any time the treatment is charged, the amount of inclusive VAT will be shown on the invoice. Read more  You can read the full Changelog here, and you can always reach out to Ellie (our AI support agent) and the Support team with any questions or queries via Support Chat in Dentally 🦷  Don’t forget to ask questions and share your experience with other users in our comments below! 👇 

Hi Community!We are excited to announce that Dentally Vision v119 is available now! 🚀Enjoy streamlined Custom Procedures and enhanced database auditing for more detailed tracking and easier workflows ✨New actions added to our database auditing include:Patient added or changed Grading added, changed, deleted Justification added, changed, deleted Exam exported or printed Image exported or printed👉 View the full changelog on our Help Centre for all the details of this release and let us know your thoughts below!

Hello Community! We’re excited to share this month's latest developments with you as we take a look at what the Dentally team have been working on recently. Explore the full Changelog here and check out some of the highlights below! 💫  ⭐🌎 Dentally Vision v118 release 🦷 The latest Dentally Vision updates have been released, which include improved custom code workflows!  👉 Read more  ⭐🌎 Treatment plan renaming is now easier ✍️ We’ve added a new menu at the top of treatment plans, so you can easily rename them, along with other actions such as reordering and cloning. 👉 Read more  ⭐🏴󠁧󠁢󠁳󠁣󠁴󠁿 Digital GP17s are now available for Scottish NHS practices! 📝 NHS practices in Scotland, your patients can now quickly and easily complete their GP17 forms on a tablet! 👉 Read more  ⭐🇬🇧 NHS UK users can now search by NHS number 🏥 If you’re an NHS user, you can now search by NHS number! Type a % symbol, followed by the patient's NHS number – e.g. %12345678. 👉 Read more  You can read the full Changelog here, and you can always reach out to Ellie (our AI support agent) and the Support team with any questions or queries via Support Chat in Dentally 🦷 Don’t forget to leave any questions or comments below! 👇 

Hi Community!  Did you know you can now search by NHS number? This saves time, helps you distinguish between similar patients and reduces the risk of errors. Simply type a % symbol followed by the patient’s NHS number, and then select them from the dropdown ✅  What else would make managing NHS patients easier? Leave your answers below! 👇  

April 2025 Changelog Highlights 🌟  Hello Community! It’s time for some more exciting updates from this month – take a look at some highlights below and explore the Changelog here!  🆕 New: Easier arrivals/departures with the visit panel Introducing the new visit panel – a better way to view today’s appointments, check patients in and complete actions.  With a single window, accessible anywhere in Dentally, you can view and verify details, book next recall appointments and update missing info. This feature even works seamlessly with Dentally Portal’s Concierge to provide a smooth arrivals/departures experience for you and your patients. Find out more about the new visit panel here!   🔜 Coming soon: Condensed mixed dentition We have added the ability to view mixed dentition on a condensed view in the chart, making it easier and quicker to chart child patients. This tool works in combination with other charting preferences such as condensed charting, root view and predictive dentition.  Dentally Vision  🌟 Improved: Cloud gallery can now open full screen You can now open the cloud gallery in full screen by clicking the full screen arrow ↗️ icon in the top right of the gallery.   Dentally Portal  🌟 Improved: Patient recall booking action Previously, new patients who cancelled their first appointment were sometimes being shown an action asking to book a recall. We've now improved this so that booking a recall will only be shown if the patient did attend their first appointment, to avoid confusion.  Check out the full Changelog for more updates and details here!   Don’t hesitate to let us know your thoughts and questions 🚀 

Introducing a more efficient way to manage patient visits – check today’s appointments from anywhere in Dentally and start transforming your reception workflow. Now at a glance you can:  Check if a patient has multiple appointments today 🗓️  View and verify their details and update missing info 📝  Identify which actions the patient needs to complete before or after their    appointment ✅  …and much more! So how does it work? Simply click the arrow button in the left-hand sidebar to view today’s visits. The panel slides open and closed on the right of your screen so you can complete a range of actions from anywhere within Dentally. Plus, by integrating with Concierge, you can streamline your arrivals/departures and provide your patients with a smooth experience. Have you tried this exciting new feature yet? Share your feedback and let us know your thoughts so we can help transform your reception workflows. To discover more on visits, click here!     

Hello Community! It’s that time where we share some of our exciting updates from the last month. Explore our Changelog here and take a look at some of our highlights below! ⬇️  🆕 New: Age-based predictive dentition to ease mixed dentition charting  Predictive dentition automatically charts a new patient’s expected dental state based on their age. It predicts which teeth are likely present, missing or unerupted, providing you with a head start for diagnostic base charting and treatment planning. Find out more about this new feature and how it will save you time.  🆕 New: Create new recall workflows more efficiently  When setting up a new recall workflow, you can now duplicate an existing workflow to save time having to build each workflow from scratch. You can now also select as many recall types, payment plans/fee schedules and practitioners as you need – meaning you only need a single workflow for multiple different variations. These updates will significantly reduce the workflow required to run a successful recall strategy.  🆕 New: Generate monthly statements in bulk  In the 'Patients' report, you can now download a single PDF containing every patient in your selection, with each patient's details on a separate page so you can print in bulk and mail them out individually. This shows the charges and payments for either the last full calendar month or the current month and works well with the new 'InDebtIn Debt' patient segment. 🗓️  🌟 Improved: Enhancements to socket selection  Socket selection can now be used on deciduous teeth to change the status and diagnosis of a tooth. We have also enhanced the socket selection to make it more visible and easier to use when roots are disabled. This feature is being rolled out over the course of this month – so if you can’t see it yet, you will do soon! 👀  And this is only a handful of updates! Dive into the full Changelog here for more details and don’t hesitate to let us know your thoughts right here in the Community 🤝 

February 2025 Changelog Highlights 🌟  Hello Community! We’ve shared lots of exciting updates across Dentally this month – take a look at some highlights below, and explore the Changelog here!   🆕 New: Lab status tracking is here! Easily update a patient’s lab status from the calendar or the patient record to indicate whether lab work is sent, received or overdue – allowing you to monitor lab work more easily, and take appropriate action more efficiently.   🎉 Improved: Export on the ‘Income’ report You're now able to export the treatment list from the 'Income' report, helping you to get the data you need out of Dentally.    🆕 New: Dentally Vision Audit Trail The Dentally Vision Audit Trail is located under the ‘Audit’ tab in the patient record and ensures that each action taken within Dentally Vision is logged with useful details.   Check out the full Changelog for more updates and details here!   Don’t hesitate to let us know your thoughts and questions 🚀 

We’re kicking off 2025 with some game-changing updates to make your workflows faster, smarter, and easier 💡 You’ve shared your ideas, and we’ve listened — here’s a quick peek at what’s already live and what’s on the horizon: ✨ Lab Tracking (LIVE NOW!) Track lab statuses ('Sent', ‘Received’, or ‘Overdue') effortlessly to keep appointments smooth and stress-free. More on Lab Tracking... 🦷 Age-Based Predictive Dentition (Coming Soon!) Smarter charting that predicts dentition based on age — saving you time and reducing errors. Discover more on predictive dentition...   💰 Improved ‘Accounts’ Tab (Live in Canada, rolling out globally soon!) Easily manage invoices, payments, and family accounts with a cleaner, more intuitive design. Read about the new accounts tab... 📆 New ‘Visits’ Tool (Right around the corner!) Stay on top of patient arrivals and departures with medical history updates, payments, and more, in this handy new side panel. Sneak peek here...  And that’s just the beginning! Even more features are on the way to make practice management a breeze in 2025. 👉 Want the full scoop? Head over to the blog to dive into all the details and see what’s next for Dentally. Here’s to making 2025 the year of smarter, simpler practice management! 🚀 Let us know in the comments what feature you’re most excited about — we’d love to hear from you below ⬇️ 

Hey everyone! Our teams have rolled out some exciting updates this month to make your experience with Dentally even better. Here are some highlights: 🆕 Archive Images in ChartYou can now archive images in the chart’s ‘Images’ tab instead of deleting them, giving you more flexibility and control. 🌟 Improved Patient Debt ReportingEasily track and collect outstanding payments with our new custom ‘In Debt’ report in the ‘Patients’ section. 🌟 Enhanced Clinical NotesDentally now remembers your last chosen clinical notes list, making your workflow smoother and more efficient.  🔜 Coming Soon: Super FMX View for Dentally VisionA new level of flexibility for imaging workflows is on its way—stay tuned! ✨ And that’s just the start! Check out the full changelog for more updates and details: December Changelog Let us know your thoughts or if you have any questions about these updates! 

We’re excited to roll out some fantastic new features and enhancements, and we’d love to hear how they’re making a difference in your day-to-day! 🆕 OPG Support for Dentally Vision AI: Our AI technology now processes OPG/panoramic images just like bitewings and periapical x-rays. This means you get more comprehensive AI insights across a wider range of imaging types, helping to enhance diagnostics and patient care. 🌟 Calendar Invitations in Appointment Finder: We’ve made it easier for your patients to remember their appointments! When you book an appointment and send a reminder, you can now attach an iCal invitation, so patients can easily add it to their personal calendars. This feature is designed to reduce missed appointments and improve overall scheduling efficiency. ⭐ Enhancing Clinical Excellence : We’ve also refined several aspects of your clinical workflow, including updates to clinical note templates and smarter saving for treatment items. Additionally, we’ve launched a series of improvements tailored for our Canadian users and addressed some pesky bugs to keep everything running smoothly. We’re Listening!: Have you tried any of these updates yet? How are they working for you? And what would you like to see next? Drop your thoughts and suggestions in the comments below!  For more details on the updates, check out our full blog post here.

Hi everyone! We’ve got some exciting news to share, based on your feedback! We have made big improvements to how clinical notes are managed, ensuring they are never missed, lost, or overwritten, even when multiple team members are working on the same treatment plan. Here’s what’s changed: Automatic Merging of Updates: If multiple users are editing different parts of a treatment item at the same time (like pricing and notes), Dentally will now automatically merge all updates and notify you when the treatment is refreshed.  Conflict Alerts: If two users are editing the same part of a treatment item (like clinical notes), Dentally will alert you and prevent accidental overwrites, so no important details are lost. These changes make your charting experience smoother and more secure. Ready to dive deeper into how this can help your practice? Check out the full blog post 👉 Read more here Let us know what you think of the update or if you have any questions! 👇

We’ve got some great new features and improvements this month! Here are a few highlights: ⭐ Tooth Status for All 🦷We recently expanded the ability for all users to quickly update a tooth’s status by clicking the ‘socket’ area around the root. This feature was previously only available to practices with root charting enabled, but now it’s accessible to everyone—even if ‘Root View’ is toggled off. ⭐ Improved Personal Treatment Plan Templates 🗒️Creating treatment plans just got easier! Personal treatment plan templates now require fewer changes after being applied to a plan. This improvement includes applied note templates, pricing, treatment duration, and even appointment booking notes. ⭐ Enhanced Appointment Cancellation Options 🗓️When updating an appointment status to ‘Cancelled’ from a patient’s ‘Appointments’ tab, you now have more flexibility to choose the best reason for the cancellation from a variety of types. This makes managing appointment changes much smoother. For the full details and all the updates, head over to our October 2024 Product Update blog! 📲

It’s now even easier to update the status of a tooth—whether it’s unerupted, missing, present, implanted, or more! 🎉You can do this without needing to enable Root View in your ‘Chart Preferences.’ Simply right-click over the tooth socket area and choose the appropriate state for the tooth.  This update is a real time-saver, especially when base charting, as it gives you quicker access to these tooth states and lets you update them even when you’re not in Base Chart mode. Root charting is available to all users, and if you haven’t tried it yet, feel free to reach out to our amazing support team! Let us know what you think in the comments below! 

Introducing your improved booking tool – making it easier than ever to book appointments seamlessly 📅🚀 We’ve made some exciting changes to the appointment finder. With improved filtering and a new view, you’re able to identify slots quickly and book appointments all in one go - reducing your workload and making for a smoother patient experience. Plus, you can now search by zone group! If your practice uses zones to block out time for particular appointment types such as emergencies, this filter makes it easier to find what you need. This will give you more time to focus on your patients, answer their questions and provide a smooth and seamless exit experience after their appointment. So what’s new?With Dentally’s improved appointment finder you can:Quickly find the appointment slots you need – With an intuitive, easy-to-use interface and improved date picker, you can see at a glance which slots are available, and scroll easily to find the right one. Search by zone group – Include or exclude particular zone groups so you only see suitable slots. Booking an emergency appointment? Limit your view to just emergency slots – reducing the time spent searching. Book appointments from within the tool – No need to jump back and forth between windows; once you've found a slot, get the patient booked in swiftly and easily.For a detailed overview to the appointment finder and its new features, read our guide here. Don't worry - if you can't see the new finder yet, you will do soon! 💡 Top tip: In order to benefit from zone searching, you’ll need to ensure you have grouped your zones first – this feature only works if your zones are grouped, so follow our handy guide here to get started! How do I use the appointment finder?To use the tool, in your Dentally calendar, click the magnifying glass 🔎 icon in the top right corner. Here you’ll see your shiny new finder view! Use the dropdowns on the left to filter by date, practitioner, duration and zone group. In the window on the right, scroll through to find the perfect appointment slot for your patient. Use the ‘Book’ icon 📖 to create the appointment there and then - or click the ‘Calendar’ icon 📅 to go to that appointment slot in the diary.Everything you need in one handy window – it’s that simple! Try our appointment finder now The improved appointment finder will save you time with every patient – meaning they'll spend less time waiting at reception. With this handy tool in place, you can find and book appointments quickly, with little change needed to your normal workflow. Try it out today! This new version of the appointment finder is being rolled out right now - if you can't see it yet, you will do soon!

The Dentally imaging bridge has had a bit of an upgrade and to make sure you are in the know on how to use the new workflow we wanted to provide you with some insights into why we have made these changes and some step-by-step instructions highlighting the new patient conflict workflow. How the imaging bridge works 🩻The imaging bridge Chrome extension is a very simple application, that is designed for you to quickly open and view images for a patient. It uses the patient ID stored within Dentally and then pushes that information through to your local DI software.The imaging bridge will then open the images in the linked third-party DI software based on this patient ID. If you see patients at multiple locations, we always recommend you verify the patient’s name and details in the imaging software that the bridge opens to ensure you are viewing the correct record.  Why have we made these workflow changes 🤔Recently, we have become aware that some practices may not be verifying the patient details of the images opened via the bridge. Since the imaging file opened in the DI software is controlled locally by the DI software and not by Dentally, it is essential to double-check that the images match the patient you are seeing. To enhance this process, we have introduced a new workflow. If a potential conflict is detected - where the patient in Dentally and the patient identified by the third-party DI software do not match - you will be prompted to verify and confirm the patient name match. For more information on why these new workflows have been introduced take a read of our Imaging bridge FAQ's over the help centre.  New workflow process 🚀The new workflow has a few more steps than before but ensures that any conflicts are dealt with as early on in the workflow as possible. The new workflow is as follows:Open the imaging bridge. Bridge detects any overlaps. You are prompted to verify the patients images. Create new folder for any overlaps. Continue to process imagesFor a detailed step by step overview take a look at our handy help guide here. Its important to note that to benefit from these updates to the imaging bridge you must be on the latest version. Please speak with the support team for further assistance.  Best practice tips ✨To minimise patient safety issues here are a few best practice tips to keep in mind going forward when using the imaging bridge:Double check your images. Take two seconds before acquiring an image and re-radiating a patient to confirm the images that have been opened via the bridge are in fact the current patients. Familiarise yourself with the patient conflict workflow. The workflow outlined above can be viewed in details with full video instructions over on our help centre here. We recommend bookmarking this guide for easy access should you need it. *insert link Be comfortable with troubleshooting any issues. Try as we might to offer work around solutions, when running a busy practice we understand that some patients can still slip through the net. When this happens and images do end up assigned to the wrong patients its important to resolve this issue as soon as possible! Read our troubleshooting patient conflicts guide here and remember to bookmark this one to! *insert link  Further guidance and advice 💡We are committed to ensuring a safe and efficient experience for both you and your patients, and this step towards a more secure imaging workflow will help us deliver on this commitment. Thank you for your continued trust in our services and remember Ellie Bot and our dedicated support team are available via Live Chat to support any questions you have around this new workflow.

Update: The new Appointment finder is now available, more details here. --We’ll soon be bringing you an exciting update – a brand new booking search tool! This handy tool will make it easier to find available slots in the calendar when booking an appointment, saving you time and making for a smoother booking experience. One of the key improvements will be the ability to search by zone – making it easier to include or exclude certain zones when finding a slot. This new tool is currently in Beta testing – if you’d like to try it, sign up for the trial via the Live Chat! Please note the trial is currently only available to high street practices with no more than three sites. Let us know what you think in the comments below! 

Exciting news for our Australian Dentally users! 🇦🇺 Post-payment discounts are now available for all sites! This new feature allows you to apply discounts after the first payment has been processed, offering greater flexibility in managing your claims. Discover more about adding claim discounts in our handy help guide here. The process for adding a discount remains identical to the original discounting method, but with the added advantage of reducing the need to cancel and resubmit claims if a discount or adjustment was missed initially. This enhancement aims to streamline your workflow, ensuring a smoother and more efficient claim process. Stay tuned for more updates as we continue to improve Dentally based on your feedback! 🎉