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Questions & Conversations

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

103 Conversations
P
Newcomer
Parvaz KhanNewcomer
asked in Integrations/API
Endpoint Access (audit, notes, tasks, CaseMixes, AutoCorrespondence, Email, Letter, PatientChartImage, PatientDocument, PatitentExemption, PerioBpr, TextMessage, Specialists)

Hi,According to the audit data, the following endpoints are currently unavailable via the API: Audit Notes Tasks CaseMixes AutoCorrespondence Email Letter PatientChartImage PatientDocument PatientExemption PerioBpr TextMessage Specialists As a result, there's no way to access or query this data programmatically from the backend. Could you advise if there are plans to expose these endpoints, and if so, what the expected timeline might be?Each of these areas is of strategic importance to our service. For context, here’s how these endpoints are particularly useful for our organisation: Audit – Essential for tracking changes to patient data for governance and accountability. Notes / Tasks – Commonly used for bespoke alerts and reminders not supported natively by Dentally. CaseMixes – Required by commissioners; manual exports are inefficient at our service scale. AutoCorrespondence / Email / TextMessage / Letter – All essential for measuring engagement, perform

251
Ysy Lees
R
Newcomer
Rothwell_DentalNewcomer
posted in Practice Admin
Practioners reports

A patients invoice is showing up on takings report but not under the individual practitioners report. Any ideas on how to rectify this? 

90
R
Newcomer
L
Newcomer
LisaNewcomer
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

80
L
Newcomer
Stuart R
Enthusiast
Stuart REnthusiast
asked in Clinical
Dropdown fields in Notes

Will it be possible to add a dropdown field in the patients notes? For example, we want to include the reason code when a patient has a scan taken and want to make this simple to do (and difficult to omit). There is a list of standard responses we want the clinicians to use rather than free text/personal choice. In other forms packages you can set these up as a dropdown selection, I wonder if Dentally will go this way. 

161
David Rutherford
Dentally Staff
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!

342
Hansa Rastogi
Dentally Staff
A
Dentally Ambassador Gold
Anne-Maree SideridesDentally Ambassador Gold
asked in Integrations/API
Integrating with Apple Pay for bookings

This morning I had some great feedback from a patient that it would be faster and more convenient to be able to book online with Apple pay (when paying a deposit - which we have found has helped immensely with managing cancellation/DNA rates). I can see the value in this as some people when booking online on their mobile (the majority of people, I assume from general desktop vs mobile device activity) are on the go, and being able to leave their payment details quickly with Apple pay would be really useful. Potentially even secure some extra patients if we can make it more convenient and quick for them to book...

465
Saymon
Saymon
SaymonCommunity Manager
posted in Practice Admin
Poll: Let’s chat about your recall challenges! 📝

Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!

1437
Saymon
E
Enthusiast
enzolimaEnthusiast
asked in Integrations/API
History of opening times per practice

Hi all, In the API I can retrieve current opening hours per practice through the sites endpoint. Is there also a way to retrieve historical data for the opening times? Or even just the mutations of the opening hours?

121
Saymon
C
Enthusiast
clairemEnthusiast
asked in Practice Admin
Children linked to their parents account

I’ve recently come across a couple of children who’s accounts are “linked” to the account of a parent, but I can’t find a way to “unlink” them. I’ve tried changing the name on the patient screen but when I try to save the chnage it reverts back to the parent.I can see why some practices might like this feature, but I don’t. It’s too confusing for an inexperienced Receptionist as it shows both patients’ charges and payments on both accounts.Can anyone explain how to “unlink” these please?

553
Saymon
K
Enthusiast
Kate TEnthusiast
posted in Other
Cancelled Appointments

Good morning all,Regarding cancelled appointments - these used to automatically ping back to the ‘unbooked appointments’ list when the appointment was cancelled which was really helpful, particularly if a patient was not rebooking straight away.  Also any ‘notes’ added to the appointment with more info about the cancellation was automatically removed when it got placed back in the unbooked appointments list.  This facility seems to have gone which means a cancelled appointment now just sits in the patient appointment list.  When the patient subsequently calls to rebook, the receptionist has to search in the patient appointment list for it and add it to the clipboard (which also retains all the notes about the previous cancellation), rebook the appointment and then delete all the cancelled appointment info in the notes.  Our reception team would love it if the original arrangement for how the cancelled appointment is shown is reinstated!  What’s the chances please?!Many thanksKate

392
K
Enthusiast
A
Enthusiast
ac0569463Enthusiast
asked in Practice Management
How to manage membership plans in Dentally?

I want to know what tips people have for managing their membership plans in Dentally including how to keep track of quotas and discounts (not necessarily only through the portal but also keeping track in core Dentally) and also ensuring correct pricing for each plan?

471
K
Enthusiast
Stuart R
Enthusiast
Stuart REnthusiast
asked in Clinical
How to chart IFAL

How are others charting IFAL cases? We still have patients visiting for hygiene and maintenance appointments, I’m curious how others use dentally for this.

602
Stuart R
Enthusiast
BCDC2023
Enthusiast
BCDC2023Enthusiast
asked in Practice Admin
Is it possible to reserve a deposit payment for a particular future treatment plan?

We take deposits for various treatments to occur in the future.  The payment will go as unallocated or unexplained.   How can we prevent a £100 deposit for e.g. EMS Airflow hygiene being deducted because an associate has charged something else e.g. Band 1 NHS £26.50 to the account thereby reducing the deposit to £73.20 and reception staff being none the wiser because they let the patient go as there is no longer a negative £-26.50 balance showing.We have had many many instances where we cannot “reserve” and lock a deposit on the account for the actual treatment it was meant for, rather than it being deducted against something else the patient has done.  Patient then complains in future saying “I already paid £150 for my airflow hygiene” when they know full well that we didn’t charge them for their other treatments e.g. Band 1 NHS because it has netted off.

574
BCDC2023
Enthusiast
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Training

Where does everyon source Dentally training for New Team Members? Does the Academy still exist?

21214
Robin Kelly
Dentally Staff
D
Enthusiast
dentalguyEnthusiast
asked in Patient Experience
Can dentally integrate with phones?

Can dentally be linked and integrate with VOIP phones? This would hopefully allow caller ID to be displayed, ie when Mr Daniel Smith calls the practice, with his patient file already in Dentally, his name would pop up on the display to give a personal touch.VOIP also can allow a phone transcript to be created and so when Daniel Smith calls, a text file would get saved under the correspondence tab in dentally when the call took place and the details.Is this possible, easily done?  

2347
A
Enthusiast
BCDC2023
Enthusiast
BCDC2023Enthusiast
asked in Dentally Portal
Completing the FP17 PR form for a second course of treatment soon after signing the FP17 form the first time

We have 2 NHS contracts, regular GDS for normal dentistry and a PDS for iMOS (Minor Oral Surgery on referral). When our own regular GDS patients come for their appointments, they have to complete the FP17 / PR form either online before the appointment or on the ipad.  If that patient is then referred for Minor Oral Surgery (back to ourselves with the specialist) we are still required to ask that patient to do another FP17 / PR form as NHS require a new FP17 / PR form for each Course of Treatment (CoT).Dentally however, does not offer the patient a chance to do the form a second time because it recognises the fact that “our” patient has already filled in the form.  It’s really frustrating as we waste a lot of time asking the patient to sign the form on the ipad for their referral appointment because they say the portal said there was nothing else for them to complete.  

221
Saymon
A
Dentally Ambassador Gold
Anne-Maree SideridesDentally Ambassador Gold
asked in Practice Admin
Updating the Lab work icons

Hi team,I was really glad to see the Lab work icons introduced - it really helps our team track at a glance where our jobs are at, and be on the front foot to manage this in advance of clients coming in.However, we offer Invisalign and many patients have short 15minute appointments booked in to change over their aligners.The problem here is, Lab work icons only show on appointments say 30min long - the icon is showing underneath the pending/confirmed/seated/complete icon.So therefore, we cannot glance at our diary and check lab jobs ie Invisalign retainers for many of our patients with shorter appointments.Can we have a fix for this?

432
A
Dentally Ambassador Gold
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Unallocated Payments

Does anyone know if there is an unallocated payments report?

965
A
Dentally Ambassador Gold
S
Enthusiast
sramanEnthusiast
asked in Integrations/API
Logging SMS Correspondence without sending the text message via Dentally

Hi,I would like to know if there is a way to use an external SMS system and log such correspondences against a patient’s record in Dentally through portal  or API. Currently, when I try to add a new SMS correspondence from portal, it automatically sends the SMS through Dentally. Is there an option to manually log an SMS without triggering one from Dentally’s system? We are exploring options for integrating an in-house SMS system and would like to ensure proper record-keeping within Dentally.Any insights or workarounds would be greatly appreciated!Thanks!

512
S
Enthusiast
3
Enthusiast
360 Dental CareEnthusiast
asked in Practice Admin
Change colour of Status within Booked appointments

Can the development team look at changing the colour of the Completed and Confirmed drop downs in the Appointments Tab under Status. As both of these drop downs are slightly different shades of green, it's hard to differentiate when glancing at the appointments tab. Thank you 

241
Saymon
B
Enthusiast
B S HEnthusiast
asked in Clinical
How to remove a 'watch' on a tooth that has been charted as a completed treatment

Hi, Is it possible to remove a watch from charting if it was put on as a treatment and completed rather than put on as a base chart item. I’ve just tried to remove a watch by clicking on TP in the history search, but the item is locked. 

251
Saymon
S
Newcomer
sazzlebNewcomer
asked in Dentally Portal
how do you view next of kin

how are we able to view next of kin details once they have been out into the portal

441
Paul Mellett
Dentally Staff
C
Enthusiast
clairemEnthusiast
asked in Other
Issue with treatment showing as "null" in diary

Hi, first time posting and this may have been asked already but….does anyone else have a problem when booking an impressions appointment it shows as “null” in the diary? The dentist always requests the appointments and we book as linked appointments, but we’re finding that even though it shows as “impressions” on the patient chart it shows as “null” in the diary. We’ve checked our settings and can’t see a problem. If we then double click on the appointment it will change and show the correct information, but as soon as we click on someone else or refresh the diary it will revert to null.Any ideas gratefully received as it’s driving us mad! TIA

201
Saymon
E
Enthusiast
enzolimaEnthusiast
asked in Integrations/API
Invoice items endpoint

Hi, i've been trying to import my invoice items for all of 2024 using the API, but so far it's a quite slow process. The API doesn't seem to allow me to import chunks of data (an updated_before parameter would be sufficient), so i've resorted to taking all invoice id's from the invoice table and calling the invoice items per invoice.The problem with this is that this costs me one API call per invoice. For all of 2024 that's going to take forever.Is there a better way to get the invoice item data?For context, what i'm trying to achieve is to link treatment id's to the payment allocations table. So far my route has been to link payment allocations through the invoice item id to a treatment plan item, which has a treatment id linked to it. If there's a smarter way of approaching this i'd be happy to hear about it.

321
Saymon
Saymon
SaymonCommunity Manager
asked in Other
Say hello! 👋 Introduce yourself to the Community

Welcome to the Dentally community! 🎉 You’re now part of a group of professionals dedicated to advancing dental care with the help of innovative technology. Take a moment to introduce yourself—tell us a bit about your role or your practice, what brings you here, and maybe something fun about yourself (like your go-to way to unwind after a busy day at the practice!). It’s a great way to connect with fellow members and start building relationships within our community. Don’t be shy—jump in and say hello! 👋

63214
Chris Behr
Dentally Staff
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