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Questions & Conversations

Looking for help using Dentally? Want to discuss something about your practice? This is the place!

136 Conversations
K
Newcomer
kelwills1Newcomer
asked in Clinical
hygiene prescriptions

Is there a tab within dentally where you can document the hygiene prescription from a dentist that enables you at a glance to see when the prescription expires? 

102
K
Newcomer
BCDC2023
Savvy Contributor
BCDC2023Savvy Contributor
asked in Practice Admin
Design suggestion - Colour code "kind of correspondance" items

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen or any of the “kind of correspondance” s

366
BCDC2023
Savvy Contributor
D
Enthusiast
DJmumEnthusiast
asked in Patient Experience
Printing list of appointments

We have noticed if a patient has more than 5 appointments, they don’t all print out. Is there a way to get it print all appointments when there are more than 5? I dealt with a patient who had to book 9 appointments and i was unable to print them all out.Many thanks.

142
D
Enthusiast
J
Enthusiast
jw_MDCEnthusiast
asked in Practice Management
[AUS] Unable to do electronic claim on patient, possible bug

Hey Dentally Team,I have encountered a possible bug during my workflow. Patient has booked in online for a recall, paid a deposit. However, when I charged the patient for the account we were unable to do electronic HICAPS claim. I have checked the date of charge and it is correct. There is no bug for the deposit as it is unallocated and it did jump into the invoice.Or if I did something wrong please let me know. Joe

173
A
Dentally Staff
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Dentally Portal
Dentally Portal Password

Hi ​@Saymon ​@Molly H ​@Simon Guiver Is there a way within Dentally/Portal that we can send people a password reset link. A few pts have said they cannot get onto the portal because the 2FA codes that come through dont come straight away and also if they are on a mobile they have to leave thta screen to get the code. Unfortunatley not everyone is tech savvy so I feel there needs to be an easier way for them to logon and/or reset their passwords and I think more people would use it then. Does anyone else have problems with people using (or refusing to use) the portal 

162
K
Newcomer
D
Enthusiast
DJmumEnthusiast
asked in Practice Admin
Design suggestion - Take payment button

Hello. As the years are going by, the list of paid invoices on patients notes is getting longer and longer, meaning the location of the “Take Payment” button is moving further and further down the page.My suggestion would be to move it to the top, near/next to the “New Invoice/Statement of Account/Bad Debtor” area.I have mentioned this to my superiors in the past who have told me they have submitted it to Dentally but no changes as yet.

653
Annabel
Dentally Product Panel Member
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Practice Admin
Failed to Attend Charges

Hello, I have just been in a meeting regarding FTA Fees and deposits. We are in 2 minds what to do….Charge a deposit to pts who pay for treatment - the only downside to this, if the pt has an outstaanding amount from a previous course of treatment, Dentally automatically allocates the payment to that treatment, which will cause problems further down the line.  Start taking a charge for missed appointments through charitng a “Missed Appt Fee” which will show on pt notes. The only slight drawback to that is that if a pt doesnt ever come back we wont get the money. Is there a way to automatically take a payment through something like GoCardless. Obvisouly none of the above can be used on Denplan Care pts as they pay monthly but for Essentials pt and PFPI then it will work. I just wondered what other practices do to reduce FTA’s Tom 

514
Annabel
Dentally Product Panel Member
R
Newcomer
RobertNewcomer
asked in Practice Admin
Letter Signatures

Is there any way to add a digital signature to a letter composed for a patient?

161
Saymon
Louis Dunne
Enthusiast
Louis DunneEnthusiast
asked in Clinical
Lab Work Log features

Hi all,I wondered what everyone's process for recording Lab Work is and if anyone has a good way of using the new Lab Work Log. I don’t see it being very helpful with just the “Sent, Received, Overdue” feature as it doesn’t give any details.Ideally we would have things like which Lab was used, date due back and description of the lab work. We currently use a custom waiting list for this but want it all in one place.Any suggestions from users or updates from Dentally regarding improvements on this feature would be great.Thanks!

674
Saymon
A
Enthusiast
arieyuffaEnthusiast
asked in Clinical
Feedback: Direct Messages feature requires a total rework

I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.

363
Saymon
Annabel
Dentally Product Panel Member
AnnabelDentally Product Panel Member
asked in Practice Management
Keeping track of referrals.

Good morning All 🌞I would like to know how practices keep track of referrals especially urgent referrals within Dentally. We currently use a custom Wait List but it is a workaround and not efficient.  We would also like to use automated SMS to contact patients 2 or 4 weeks after the referral to confirm that they have been contacted by the specialist. 

201
David Rutherford
Dentally Staff
G
Enthusiast
GGKTHNXEnthusiast
asked in Practice Admin
Have SMS link for patients to fill in patient details like MH link

A feature to incorporate would be to be able to send a patient a link to fill out their personal details and information prior to the appt. At the moment they can only fill out medical history, but I think it would be very efficient for workflow if reception when booking an appointment gather the name and phone number to sms or email a link for patients to fill out the remainder of their information. Which can then be reviewed by staff and confirmed

261
Saymon
G
Enthusiast
GGKTHNXEnthusiast
asked in Clinical
More additions root portion of root charting

Addition of other items for the root status should be added, such as Apical abscess/infection (PA lesion), and root fracture (VRF). Variations on location of cracks that are more distinct and unique, including options for location i.e. buccal crack lingual crack mesial or distal. Following that thought process having UI that indicates fractures of restorations or parts of teeth. A specific icon/UI change for unsatisfactory restorations or restorations with secondary caries. Even variations to RCT such as overfill or underfill or unsatisfactory. Preferably all three.  I believe these items will help ensure a comprehensive picture of a patients current dental status. 

291
Saymon
L
Enthusiast
LisaEnthusiast
asked in Dentally Portal
cross over appointment

I’m wondering if it is possible to generate a colour specific to when patients go from one provider to the next, with a 10 chair day it is very hard to see the crossover, if it was a different colour/description it would be easy for everyone from reception to provider to DA to pick this up

524
L
Enthusiast
Saymon
SaymonCommunity Manager
posted in Practice Management
How are you customising your Treatment Plan templates? 🤔

Hey everyone! Did you know we’ve recently introduced some exciting updates to make Personal treatment plan templates even more customisable? Now, they’ll retain details like custom pricing, clinical notes, and appointment specifics, all tailored to your exact needs! We’d love to hear how you’ve been using these templates to streamline your charting process. Are there any features you’d like to see added? Let us know how you’re making the most of this update or if you have any ideas for future improvements! 👇 Head over to the blog for more details on the update.

1102
Saymon
P
Enthusiast
Parvaz KhanEnthusiast
asked in Integrations/API
API Flag for Base Chart TPIs

Hi Dentally team and community,Following a recent support exchange, I’d like to propose a feature enhancement that could significantly improve data quality and audit processes for users integrating Dentally data into external systems like data warehouses.Context:Currently, TPIs (Treatment Plan Items) assigned via the “Base Chart” tab are not linked to a treatment plan and therefore have a NULL TP ID in both the API and exported data. While this is expected behaviour—as base charting is intended for documenting baseline dental status—it creates a challenge for downstream systems. Specifically, it becomes difficult to distinguish between:TPIs genuinely missing a TP ID due to ingestion or data quality issues, and TPIs that are correctly linked because they were assigned to a base chart.Feature Request:Could Dentally consider adding an explicit flag or indicator in the API response to identify TPIs that were created via the base chart? This would allow users to:Reliably filter and classify

474
P
Enthusiast
R
Enthusiast
Rothwell_DentalEnthusiast
asked in Practice Admin
Practitioners report

Hi would anyone know how to help me with a query?So we had a patient who was treated and paid in full, assigned to correct practitioner and site, the payment is showing up in the takings report but not in the practitioner’s report. I have used all filters correctly to no avail. I would appreciate anyone’s help with this!

331
Saymon
C
Enthusiast
CHLOEPEnthusiast
asked in Clinical
Consent Tab

Hi is there a plan to have a consent tab at all? To make it easier for patients to sign 

311
Saymon
S
Newcomer
Shapour HaririNewcomer
asked in Dentally Portal
NHS PR forms requested by Dentally Portal even for Private appointments

At the moment if an NHS patient books a Private appointment via the portal e.g for Private Emergency then the portal forces the patient to fill in an NHS PR form even though the appointment is a private appointment. NHS PR forms are ONLY for an NHS Course of Treatment. This is wrong functinality.

191
Saymon
K
Enthusiast
Kirstie TEnthusiast
asked in Practice Admin
Consent Forms

Hi, We are trying to figure out the most streamline way of patients signing consent forms digitally on our iPads. It would be great if there was a ‘consent tab’ available on the dentally templates, so they can sign consent just like they would sign an estimate. Can anyone shed some light on what you currently do with this. Thanking you in advance :-)

1046
RegentStreet85
Dentally Product Panel Member
M
Enthusiast
MC MaryanneEnthusiast
asked in Practice Admin
Is there a work-around for Chinese character support in Letters and Estimates

I’m advised that Dentally does not currently support Chinese characters in Letters and Estimates.I can paste in my Chinese characters. I can hit save. But if I press Preview, it becomes a mess.Has anybody found a work-around for this? I’d love to have our Chinese templates loaded and able to be used :)  

901
Saymon
H
Savvy Contributor
Harry LeakSavvy Contributor
asked in Practice Management
Do Dentally have any plans to integrate card details for automatic charging on DNA and late cancellatrions?

I am exploring this as its much easier just to take the payment automatically than trying to do it manually or retrospectively. I know Stripe has this feature but keen to have a system that integrates with the appointment and makes sure there is a card added with details of cancellation policy when they confirm their appointments.Thanks

543
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
posted in Practice Management
Chairsyde

Hi Everyone, I’m looking for feedback from anyone using Chairsyde in their practice.specifically:Are your clinicians actively using it during appointments or when treatment planning, and if so how are they finding it? Do patients seem to engage with or benefit from it? Do you audit its usage to track how often it’s being used and its impact?I’d be grateful to hear about your experiences, both the positives and any challenges so I can assess its effectiveness and how best to make use of it in our practices or decide whether it is an unnecessary business expense in my practices!

1162
BCDC2023
Savvy Contributor
BCDC2023
Savvy Contributor
BCDC2023Savvy Contributor
posted in Practice Management
Examples of more complex Dentally automations you have setup

I’d be interested to know some examples of non-standard automations other practices have setup and the rule logic they applied in the settings to get it to work.An example of a few that I have setup include:Missed appointment warning - Automation set to send an email to a patient whose state is DID NOT ATTEND and email them 2 hours afer their missed appointment warning them that essentially 3 strikes and they are off our NHS list if they miss or late cancel (within 48-working hours) 1) their first appointment with us, 2) 2-3 appointments within the last 5 years or 3) a family appointment consisting of 3 or more family members (nearly 45 min of clinic time!)iMOS referral appointments - oral surgery referrals to us where we send them pre-operative instructions for the extractions.  We send this T- 48 hours and again T-12 hours as there are various things the patient needs to do e.g. not drink alcohol, eat several hours before, where to find us etcWould like to know more interesting autom

392
BCDC2023
Savvy Contributor
R
Enthusiast
RobertCEnthusiast
asked in Practice Management
calculating practitioner wages

Hi. What are you using for dentist wages calculations? Is it the practitioner activity report or the payment allocations? We are struggling with errors on the allocation of some treatments and been using practitioner activity. is there a better way to do this?Thanks

754
BCDC2023
Savvy Contributor
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