Product Updates

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.

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! 🎉

We are excited to unveil root charting*, designed to enhance your practice’s charting efficiency and accuracy. Here’s how you can get started and make the most of this powerful tool. *This will slowly be released across all sites with tooth status over the coming week. Benefits of root chartingComprehensive patient records: Keep detailed records of all treatments, ensuring no information is missed ever again! Enhanced visibility: Avoid the risk of root treatments being invisible, ensuring complete transparency even with the roots minimised from view. Flexible and customisable: Tailor your chart view to your needs. Using the ‘Chart settings’ you can switch between views easily for a flexible charting experience. Improved clinical efficiency: Quickly access detailed tooth histories and current statuses by hovering over a specific tooth/root. Using the Root ChartHow to turn on the new Root ViewNavigate to a patient’s chart. Click the ⚙️ ‘Chart Settings’ icon. Scroll down and toggle on ‘Root view’. You MUST be using the condensed chart view to see this option. Once you exit this menu you will see the roots are now showing on the graphical chart.Read our detailed guide for further info on turning on the new root view. Customising treatment itemsFor items to be chartable on the root they must be set up accordingly. Follow our easy-to-use step by step guide here to set up your items for roots. Customise your chart viewYou can use the ⚙️ ’Chart settings’ to adjust the visibility settings to switch between detailed and condensed views, depending on your preferences. This accessible button makes it quick and easy to switch your view even during surgery for the optimal charting experience. We cannot wait for you to give the new root charting in Dentally a go. For more details on utilising this feature, take a read of our dedicated articles over on the help centre. This is rolling out to all sites already using tooth status over the coming week, if you don't already use tooth status and want to give roots a go, get in touch with Ellie Bot and the support team via Live Chat today to register your interest!

We’re excited to announce some updates to the Dentally chart and introduce the new socket selection feature for users with Tooth status and our Root Charting early adoption users. These chart updates will be coming next week, so get ready to enhance your entire charting experience 🚀 The Dentally odontogram chart has had an update!We have made some strides in enhancing the logic behind your chart screen to enhance your user experience. Based on valuable feedback from you, our users, we've made significant changes to how missing teeth are displayed. The odontogram view will now* only show teeth where a tooth is present, meaning icons for missing teeth no longer appear on both the base and treatment planning lines. It’s important to note that you can still chart whole tooth treatments, such as implants, bridges, or dentures, over gaps where no tooth is present. This change aims to reduce confusion and prevent treatments from being accidentally added to the wrong teeth, ensuring a smoother and more accurate charting experience. Read more about the updated odontogram view over on the Help Centre here. 🚨 Important: *This feature is currently (as of July 2024) in the early adoption phase and is only available to sites using the Tooth Status backfill. Introducing Socket Selection for Root users 🦷Socket selection is here for root users! Simplify your base charting process with the new socket selection drop down list, This is particularly useful when initially base charting a patient’s permanent dentition or updating their status on subsequent visits. How to Use Socket Selection:Navigate to the desired patient’s chart and ensure Root View is enabled. Hover over a root to see it become selectable, with a shaded area indicating the socket. Right-click on this area to access a drop-down list of available tooth statuses. Select the required tooth status, and the tooth icon on the graphical chart will update accordingly.This feature can be used alongside normal base charting or even while treatment planning, streamlining your workflow and improving accuracy. Learn more about using socket selection in our handy Help Centre guide here. 🚨 Important: Socket selection is only available to users with Root View enabled. Want to get involved and be one of our early adopters? Get in touch with Ellie Bot and the support team via Live Chat in Dentally to register your interest. Stay tuned for more updates as we continue to roll out these updates!

Welcome to the July 2024 Product Update! Find out about the latest features and improvements we’ve brought to Dentally this month 🌟 Key for your reference:🆕 New | 🌟 Improved | 🐛 Bug Fix | 👨‍💻 Beta Dentally Portal 📲 🆕 New: Dentally Portal DevicesWe have launched our newest feature, Concierge 🎉 With Concierge set up, you can enable patients to complete all outstanding actions on a tablet device in the practice. Plus Concierge is supported by both Apple and Android devices! This will create a smoother, more effortless journey for patients, while reducing the administrative burden on your reception team. Find out more about using Concierge here.  🆕 New: Dentally Portal Devices permissionsWe've added permission settings for our new Devices section. This allows you to set which security level can pair with or unlock the tablet app. To set your permissions, head to the new 'Devices' section in the Portal admin dashboard and choose 'Settings'.  Dentally Vision 🦷 🌟 Improved: Enhancement filter alignmentImprovements have been made to the enhancement filter by removing borders to ensure alignment. 🌟 Improved: Custom templatesWe have made improvements to custom templates to add new functionality to matching sizes and aligning placeholders. 🌟 Improved: Acquisition agent The acquisition agent has been updated for Windows to support multiple users. This resolves the issue where the agent couldn’t start for a new user if the original user hadn't signed out. The acquisition agent now has the device list alphabetised so they are in order during the acquisition setup. Device whitelist for Windows. This will allow the practice to limit what devices are shown to users. 🌟 Improved: Image recovery filtersImage recovery has been improved to allow users to filter recoverable images by category and patient, in addition to the existing timeframe filters. 🌟 Improved: Image detailsWhen clicking the pen 📝 icon to view image details, users can now see the imaging device name or sensor that the image originated from. If the specific model of the sensor is known (e.g. Schick 33 versus Schick CDR 2000), it will be displayed. If the image was imported, the source will be listed as ‘Imported image’. 🌟 Improved: Template exam viewThe template exam view header has been updated to display the number of images in the selected image stack. 🌟 Improved: Gallery filteringThe gallery component has been enhanced with additional filtering options. Users can now filter images by specified external provider ID and by specified tooth numbers. 🌟 Improved: Device optionsA number of devices have been added/updated: Carestream CS7600 scanner Sopix Gen 2 Added acquisition support for acquiring 3D volumes from Gendex CBCT machines via a software bridge to VixWin Kavo devices now include support for extraoral x-ray acquisition Added sharpness settings for Sirona IOSS New filtering options for Sirona/Schick USB 3 Updated device names for Schick integrations 🐛 Bug Fix: Users are now able to sync 3D volumes from offline mode without the 'Out of memory' exception error. 🐛 Bug Fix: Access rights to delete rejected images for recaptures have now been fixed. 🐛 Bug Fix: We have changed the exam view to add the ‘Undelete images’ button to the 'More’ button. 🐛 Bug Fix: Reassigning an exam was loading to the exam that was reassigned. This has now been fixed and reassigning an exam will load the topmost exam in the reassigned patient's exam list.  All regions 🌎 🌟 Improved: Automated communication logicWe’ve improved the way automated communications are sent for last-minute appointments. Previously, if you had automated messages set for 2 weeks before and 1 week before an appointment, and then a patient booked a last-minute appointment for the next day, they would receive the 1-week and 2-week automated messages anyway, as the system played ‘catch-up’ all in one go. This will no longer happen – now patients won’t receive automated messages if the trigger date has already passed. 🌟 Improved: Automation screen designWe've made it easier to create and save an automated communication rule. You can no longer save the automation rule without first saving or cancelling your condition. 🐛 Bug Fix: We now ensure that when you uncheck a selected attribute in the automation condition, the attribute is removed from the rule. 🐛 Bug Fix: Editing a practitioner's scheduled break on two different days via the calendar override feature was resulting in the first change being lost. This has now been resolved. 🐛 Bug Fix: We have fixed an auto-scrolling issue when expanding treatment plan items. 🐛 Bug Fix: We have updated the Perio exam scrolling buttons to now move through older/newer exams correctly. 🐛 Bug Fix: Users encountered an issue when selecting an option in ‘Custom fields’ on a treatment plan, whereby it did not save the first time it was added. This has now been resolved.  UK-specific 🇬🇧 🌟 Improved: HCS (NI) Fee Uplift (MDS 759)The HCS (NI) Fee Uplift (MDS 759) has been implemented in Dentally, along with the corresponding Prior Approval limit increase.  CA-specific 🇨🇦 🆕 New: Dentally Portal launch in CanadaWe've launched Dentally Portal in Canada with support for: Completing medical history forms digitally. This means fewer paper forms at reception. Our Task Reminders service. Practices can now benefit from our smart automation, which only sends messages to patients as and when a medical history form is required. 🆕 New: Sending attachmentsAttachments can now be submitted electronically to CDAnet to provide additional materials along with a claim. Note that this is a preview of the functionality, that we have made generally available in order to capture feedback on how it works. After submitting a claim, you are now able to send multiple attachments, selected from the patient's ‘Correspondence’ section, in a single attachment submission. 🆕 New: Estimated insurance coverageWhen charting treatments, the patient's estimated insurance coverage is now calculated and shown on the treatment plan to help you and the patient understand how much they may have to pay for a course of treatment. If you then submit a predetermination, the estimates are updated if an explanation of benefits is received. This increase in confidence in the estimation is shown by updating the amber indicator to green. 🆕 New: Claims Manager toolWe've introduced a new Claims Manager tool, accessible from the left-hand menu anywhere in Dentally. From here you can view and manage claims, including new reconciliation workflows to manage incoming payments from insurance carriers.  🆕 New: Canadian insurance treatment code smart swapBecause the list of treatment codes in Canada is extensive, and it is important for insurance cover claims to use the correct code, we have added logic when charting tooth-specific treatments in order to help the user choose the correct treatment code, based on how a treatment is charted. For example, where a treatment limited to permanent teeth is charted on a primary tooth, the code will be swapped to the equivalent code for a primary tooth. The swapping mechanism also looks for the number of surfaces and position of the teeth as well as tooth type. This swap is visible against the charted treatment and a notification is given when it occurs. 🌟 Improved: Managing certificatesWe've made it possible for providers to manage their own certificates from the ‘My Account’ page, without needing to be a Level 4 user. In addition, access to the ‘Insurance’ settings page can be granted to users of Level 1 or 2 with a new permission option accessible from the ‘Edit User’ page. 🌟 Improved: Lab estimatesLabs are now included on estimates, and will come across when you clone a treatment plan, making it easier to communicate their costs to customers or plan different options for treatment. 🌟 Improved: Insurance policy managementManaging insurance policy dependents and plan holders has been completely overhauled, making it simple to add family members to a policy or change out the policy holder for another patient. 🌟 Improved: Adding new policiesAdding a new insurance policy will now copy defaults from the ‘Plan’ or ‘Carrier’ settings, making it easier to add policies and not have to select ‘Assignment’ or ‘Electronic Submission’ settings. 🌟 Improved: PDF claim formIf there are any issues communicating with CDAnet, for example due to scheduled or unexpected outages, you will now be able to continue with a PDF claim form, ensuring that you can still process claims.

Welcome to the June 2024 Product Update!Find out about the latest features and improvements we’ve brought to Dentally this month! 🌟 Key for your reference:🌟 Improved, 🐛 Bug Fix, 🆕 New, 👨‍💻 Beta  All regions 🌎 🆕 New: Break management featureThe 'Update practitioner availability' calendar override feature now includes the ability to add, amend and delete breaks, meaning you can make one-off changes to new and existing breaks, even if they’re in a schedule! This will help to ensure your team’s availability is accurate, improving your practitioner availability reporting.   🆕 New: Number of images in patient chartThe ‘Images’ tab in the patient chart now displays the number of images stored for the patient. This makes it easier to keep track of the patient’s image history at a glance, without needing to open the tab and check.  🆕 New: Filter mode in ‘Payment Allocations’ report for multi-site usersWe've added a new filter mode to the ‘Payment Allocations’ report, allowing multi-site users to filter allocations either based on where the payment originated, or where the work was completed. This change also adds a second table to the ‘Payment Allocation Totals’ report to highlight allocations for practitioners at the current site that originated from other sites. Both features will make it easier to understand allocations where payments originated from one site but used to pay for treatment at another. This feature is being rolled out gradually, so if you don't see it now, it will be coming soon. 🌟 Improved: Treatment list order sorting in ‘Chart’ screenWe recently introduced the ability to select the order of your treatment list while treatment planning or base charting. You can now sort by either ‘code’ or ‘treatment’ nomenclature. It will now display how this list is currently ordered with a tick, to help your selection. 🌟 Improved: Tooth icon alignment in Perio examThere was a discrepancy with the way some of the teeth lined up against the ‘zero’ line on the Perio chart, which was exacerbated when you had implants in place, because they were lined up perfectly. This has now been improved to resolve the issue.  🌟 Improved: New patient ‘Details’ screenWe have updated the patient ‘Details' page to include the patient's emergency contact details, the ability to expand and collapse the family members section for large families, and the repositioning of certain fields to help improve the page layout. Read our guide on using and understanding the patient ‘Details’ here.  🌟 Improved: Switching to Base Chart mode Switching to the Base Chart mode in the patient’s chart screen now automatically filters the treatment list to show base chartable treatments. Previously, users would have seen ones which weren’t suitable for the base chart, and had to scroll to find the ones they needed. 🌟 Improved: Easier search functionality in the ‘Patients’ reportIt is now easier to search in the ‘Patients’ report, if you have a lot of saved segments. Now instead of scrolling, if your report has over 15 saved segments, you can type in the name, making for a smoother workflow and giving you more time to focus on other tasks. Read our guide on using the ‘Patients’ report here. 🐛 Bug Fix: We've fixed an issue where printing the ‘Payments’ report sometimes included empty rows for payment methods that users didn’t have at their site. 🐛 Bug Fix: We fixed an issue where the 'Closed days' toggle in the calendar was not updating the calendar view straightaway.  UK-specific 🇬🇧 🌟Improved: Improved Treatment Plan workflowWhen a completed Treatment Plan is re-opened and new Treatment Plan items are added, the completion date of the plan will be updated to reflect the last completed treatment. 🌟 Improved: Under 18/26 exemptionsIn England, Wales and Scotland, under 18/26 exemptions will now be recalculated if you change the patient's date of birth. New exemptions will be automatically created if they are applicable, and existing ones will show their expiration date correctly. 🐛 Bug Fix: We've fixed an issue where filtering the 'UDA Forecast’ report by ‘Status’ sometimes included additional plans with a different status.  AU-specific 🇦🇺 🌟 Improved: Medicare codes now available in Vision Procedure listPreviously it wasn’t possible to use the ‘Acquire first’ workflow when using Medicare codes with Dentally Vision. These codes have now been added to your procedure lists so you can ‘Acquire first’. Read more about Medicare codes with our handy guide here. 🐛 Bug Fix: We've fixed an issue where payments taken within an hour of UTC midnight on the last day of the month may have appeared on allocation reports for both months. This has been corrected so they will only appear once, on the correct month.  Dentally Portal 📲 🆕 New: Capture emergency contact informationWe’re in the process of adding emergency contact information capture to Dentally Portal! This update will integrate seamlessly into the New Patient booking process and Patient Portal, making it easier for patients to input or update their emergency contact details. Save time and reduce admin workload with this new feature. Look out for it in the New Patient booking process, Patient Portal, and task reminders service. Can’t see it yet? It’ll be on its way soon. 🔜 Coming Soon: Concierge, your NEW Dentally Portal app (early access) Streamline your practice reception with our upcoming tablet app Concierge 🎉, now supporting both Android and Apple devices. Save time in practice by having patients complete their forms digitally on a tablet. Want to be among the first to experience Concierge? Speak to us to join the release waitlist now 🚀 🌟Improved: Shortened Portal linksLinks for payments, medical histories and routine appointments have been shortened to 8 characters so that they look more genuine and less suspicious to unfamiliar users.