Product 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.