Product Updates

Your monthly product round-up is live including improved clinical note review, AI note generation upgrades and more.Read the full round-up here 👉New: NHS claim acknowledgement before rejection-risk submit In the UK and Wales, NHS claim forms now include a clear acknowledgement step before submitting a claim that's likely to be rejected, helping practices catch likely rejections before they happen rather than after.New: User Sessions report now visible to Level 4 users Practice Level 4 users can now open the ‘User Sessions’ report directly from Reports, without needing support to impersonate their account. This makes it easier to self-serve login and session history. New: Practices can create their own NexGen API credentials UK and APAC Level 4 users can now generate their own NexGen API credentials from Settings, without needing a partner integration. This gives practices more control over connecting their own tools and reporting. Improved: Scanned and uploaded documents can be attached to emails Building on document scanning, practices can now attach scanned or uploaded documents straight to a patient email, including selecting specific pages from multi-page scans and combining them into a single PDF. No more downloading and re-uploading before sending. Improved: Insurance certificate management when a dentist leaves In Canada, practices can now remove a dentist's insurance certificate when they leave, keeping billing providers accurate without losing any claim history. New: School name and NHI number on the Patients Report (New Zealand) New Zealand practices can now filter and view School Name and NHI Number directly in the Patients Report, including in exports, making it easier to plan school visits and build working lists. Beta New: Family appointments and upcoming appointments printout Practices will be able to review and book appointments for linked family members from a single patient's Appointments tab and print a combined list of upcoming appointments for the whole household.

Your monthly product round-up is live including improved clinical note review, AI note generation upgrades and more.Read the full round-up here 👉New supernumerary chartingSupernumerary teeth can now be charted, treated and billed directly on the patient odontogram, for all practices. Read more about how this works here.Scan documents straight into a patient’s correspondence recordPlus, you can now add these documents directly to your emails from within Dentally for a more streamlines admin workflow.Co-pay rollout (NZ only)Co-payments have rolled out in New Zealand to support ACC and other payments.AI note generation model upgradeThe AI model behind note generation in the new notes experience has been upgraded, lifting clinical accuracy in testing from 79% to 94% and reducing fabricated content.New NHS contract edit and create page (UK and ROI only)Adding or editing an NHS or HSC contract now uses a full settings page instead of a modal, laying the groundwork for contract target tracking coming to Wales.Med card for IrelandMed Card is now available as a payment method for Irish practices.NHS Complex Care Pathways reportThe report now shows NHS contract number and location on every row, and supports CSV export.Beta Improved: Estimate previewSee a live preview of an estimate as you create or edit it, so you can check layout and wording before printing, emailing or sharing with a patient.In Canada, a ‘Hide insurance details’ toggle will keep the insurance breakdown off the patient-facing document.In Australia, health fund estimates will only preview once the patient’s health fund card is swiped.Beta Improved: Improved clinical note review and amendment flowComplete a note when ready, then amend it inline if a correction is needed, with amendments tracked in the audit panel. More on this can be found here.

Our monthly product round-up is live, including Dentally Vision v182, GP17 improvements for Scotland and more!  Explore the full round-up, or check out the highlights below.  Dentally Vision v182  Cleaner orthodontic reports, more control over Magnify and a range of reliability improvements, now live in all regions.  Learn more  Smoother GP17 forms (Scotland)  A series of fixes to GP17 make the form more reliable, from field population to NHS action clearing.  Learn more Coming soon (beta) Document scanning: email scanned documents  Scanning directly into Dentally is now live for beta practices. And will be rolling out across all sites over the coming weeks. Read more on scanning into Dentally here.

Your monthly product round-up is live, including enhancements to charting and the calendar!Read the full round-up here 👉  New short notice setting controlsCustomise who has access to short notice settings, for tighter control over your diary setup. Learn more  Complex Care Pathway management (NHS England only)Record initial, interim and final claims for Complex Care Pathways directly in Dentally, keeping and pathway tracking in one place. Learn more  Bespoke Canadian enhancements (CA only)Better visibility of patient balances and insurance splits, as well as improved phone number formatting, for better alignment with Canadian standards. Learn more

Your monthly product round-up is live, including enhancements to charting and the calendar!Read the full round-up here 👉 Attach Dentally Vision images to correspondencesDentally Vision images can be attached directly to emails and patient estimates, streamlining the process and reducing errors. Learn more  Improvements to charting workflowsCharting enhancements, including planned treatment toggle on the odontogram, BOP percentage on Perio chart and customisable base chart colours. Learn more  Better insurance visibility (CA only)We’ve made a number of updates to improve insurance visibility, including rolling renewal for Perio, 5-year renewal option for policies, pending payments on statements, and more! Learn more

Your monthly product round-up is live – including compliant prescription templates, email option for 2FA and more!Read the full round-up here 👉 New data tag for site logoUse the data tag [site_logo] to automatically insert the correct site logo into templates, for consistent, accurate branding across single and multi-site communications. Learn more  Dentally Vision v175 is hereWe've released Dentally Vision v175, which includes improved image comparison so it's easier to review changes over time. Learn more  New Perio exam workflow for nurses/dental assistantsDental assistants and nurses can now create and edit Perio exams to support chair‑side workflows, while maintaining practitioner attribution and full audit visibility for clinical governance and compliance. Learn more  Prescription locking after printing (AU only)Australian prescriptions now lock immediately after printing (or after 24 hours if not printed), ensuring records stay consistent and meet clinical and regulatory requirements. Learn more 

Your monthly product round-up is live – including compliant prescription templates, email option for 2FA and more!Read the full round-up here 👉 Email option for 2FAYou can now use email one‑time passcodes for 2FA, providing more flexibility while staying secure.Find out moreCompliant prescription workflow (UK/ROI/NZ/CA only)Dedicated prescription templates with a clear, secure workflow for creating, printing and storing prescriptions directly from the patient record, (Australian users should continue using the previous process).Find out moreNHS dental reforms in England and Wales (UK only)We have updated various charting and claiming workflows in accordance with NHS England and Wales guidance, applicable from April 1st.Find out moreCalculation breakdown in 'Monthly Accounts' report (CA only)Click certain totals to open a breakdown of exactly how this total was calculated, so you can understand your monthly accounts more easily.Find out more 

If you’re an NHS Wales practice looking to understand how these changes will impact your Dentally workflows, check out our resources below, and remember you can reach out to our Support team. We’ll do everything we can to help you keep your practice running smoothly.What the changes will look like in Dentally - including Care Packages, claim form changes and more How treatment plans will work, depending whether they started before or after April 1st 2026 Commonly asked questions about the NHS changes in Dentally

Your monthly product round-up is live – including brand new Kiosk (UK), family claiming (AU), specialisms and more! Read the full round-up here 👉 ⭐ Kiosk digital check-in is here! (UK only)Patients can now check in digitally upon arrival at your practice - significantly reducing the manual admin required to confirm their arrival! This is currently only available in the UK, and is coming to the rest of the world soon.Find out more⭐ Family claiming is here! (AU only)It provides more accurate recording of referrals, and will also be beneficial for upcoming referral enhancements!Find out more⭐ Dentally Vision v172 is hereThe latest Dentally Vision update includes CAD/CAM integration with iTero via a software bridge, allowing CAD/CAM scans to be acquired and viewed directly within imaging.Find out more⭐ Record specialisms and special interestsIt provides more accurate recording of referrals, and will also be beneficial for upcoming referral enhancements!Find out more Are you excited about these new features? Share your feedback below!

Your monthly product round-up is live – including short notice enhancements and Dentally Vision v127!Read the full round-up here 👉Here are some highlights! 💫 ⭐ Improved short notice fillerWe’ve enhanced the short notice filler with smarter filters and improved logic to boost fill rates.Find out more ⭐ Dentally Vision v127We've made enhancements to Dentally Vision, including improved ‘Retake’ imaging workflow and clearer AI submission error messaging.Find out more Have you tried the short notice filler yet? Share your feedback below!

Your monthly product round-up is live – including new clinical AI notes!Read the full round-up here 👉Here are some highlights! 💫⭐ AI notes is here! Dictate your clinical observations to generate structured notes in seconds, saving up to five minutes per patient. Find out more ⭐ Mark appointments as ready to book Receptionists can quickly identify ready-to-book appointments, reducing back-and-forth with clinicians for smoother booking workflows. Find out more  

Are you using AI notes in your clinical workflow? To get the best results when using AI notes, it all starts with an optimised template. A well-structured template can increase your chances of reliable outcomes every time!The way your template is structured has a big impact on how consistently the AI formats its output. A few quick tweaks can make a huge difference. Here are 4 quick tips to optimise your templates: ✅ Use clear sections (like Chief Complaint and Treatment Plan) ✅ Add square brackets for options (e.g. Smoking: [Never / Daily / Occasional]) ✅ Include bullet points or numbered lists for clarity ✅ Write fixed phrases exactly as you want them to appear 🛠 Not sure where to start? Try copying one of your existing note templates (system templates recommended) and customising it to suit your workflow. 👉 Read the full guide on note template best practices here 💬 Already using templates? We’d love to hear what’s working for you! Drop your best-performing formatting tips or template examples below, sharing is caring👇 🙋‍♀️ Not using Clinical AI Notes yet? Try it now straight from your chart screen! Not sure how to? Check out our useful tips in our latest blog: https://shorturl.at/dCLDE

Clinical AI notes is now rolling out across England, Scotland, and Wales!We’re thrilled to share that Clinical AI Notes is now rolling out in Dentally!We understand that note-taking can be time-consuming and we know it often means finishing admin after hours. Well, with clinical AI notes, Dentally helps you create professional, compliant notes in seconds, directly within your workflow.Now you can:🎙️ Use your voice to dictate notes straight from your chart screen⚡ Let AI instantly create structured, professional notes from your existing templates⏱️ Save hours of admin time every week and finish documentation before your next patientBuilt right into Dentally, clinical AI notes makes it easy to stay compliant, consistent and efficient without changing the way you work.Improve consistency across clinicians and handoversStay audit-ready with complete and compliant recordsEnhance efficiency with notes that fit naturally into your existing workflowKeep an eye on your in-app notifications so you knowwhen clinical AI notes is live for your practice.No typing. No stress. Just talk and let AI do the rest 💬Come back and share your top tips for using Dentally's AI notes in the comments below!

Find the hidden revenue in your calendar Identify last-minute empty slots in seconds, and send automated SMS messages to fill them! This is a game-changer for practices currently relying on tedious manual processes – no need for constantly maintaining a physical list, and no more endless calls to fill a single slot. You can identify, contact and fill in just a few clicks! ⭐️ Check out our best practice guide 👉No need for manual lists, or endless calls to fill a single slot  View at a glance the number of empty slots (shown on the jigsaw icon)  Add appointments to your short notice list in a couple of clicks  Identify empty slots in the next five working days  Send automated SMS messages to fill gaps – we'll contact the most suitable patients first, and the automation will stop as soon as the slot is filled  Patients reply with “BOOK” to confirm they want it – the first to reply will be moved to that slot instantly! Turn this week’s empty slots into opportunity - stay in complete control, while maximising your calendar, reducing admin burden and helping patients to be seen sooner! ⭐️ Your empty slots, sorted! 👉🚨 Important: This feature is rolling out over the coming months - if you can't see it yet, you will do soon!

Your monthly product round-up is live – including your brand new short notice filler!Read the full round-up here 👉Here are some highlights! 💫Short notice filler is here!With our new short notice filler, you can identify and fill last-minute gaps by sending automated SMS messages to suitable patients - no manual lists, no calls, just full diaries!Find out more Improved payment managementWe’ve improved the experience of taking payments via SMS link, and quickly allocating payments, to give you greater visibility and a smoother experience.Find out more

Your monthly product round-up is live – including brand new booking intervals and Dentally Vision v121!Read the full round-upHere are some highlights! 💫 ⭐ Add booking interval in treatment plans 📅Clinicians can now add a booking interval to an unbooked appointment, for better visibility and accuracy when booking!Find out more 👉 ⭐ Dentally Vision v121 is here! 🩻This release includes the ability to reject AI detections when using Dentally Vision AI.Find out more 👉 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 our Dentally Community!

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!