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Questions & Conversations

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

122 Conversations
BCDC2023
Enthusiast
BCDC2023Enthusiast
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

182
BCDC2023
Enthusiast
D
Newcomer
DJmumNewcomer
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.

70
D
Newcomer
A
Newcomer
arieyuffaNewcomer
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.

101
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

91
Max
Dentally Staff
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

554
BCDC2023
Enthusiast
David Rutherford
Dentally Staff
David RutherfordDentally Staff
posted in Practice Management
Perfect Day / Date Rate - how do you zone your diary for success?

With the launch of our new appointment search function, I’m keen to understand how sites are managing diary zones to make sure they're hitting financial goals while seeing patients promptly as well as keeping practitioners happy.I usually stand by the blend of the 3 P’s - Patient, Practitioner & Practice, by taking each into consideration you can achieve the perfect day across your practice.To break down the diary zones into its basic format I normally suggest starting with the below zone groups:- Emergency- Recalls- New Patient consultations- TreatmentI’m keen to understand what other sites are doing to Zone out the diary or what's stopping you from zoning yours out.@Lesley Morgan-Barlow & @Esther Egan I know you both have a great set-ups for making sure each day hits your targeted day rate to ensure success but what does everyone else look at when organising this space? 

1967
BCDC2023
Enthusiast
A
Dentally Ambassador Gold
Anne-Maree SideridesDentally Ambassador Gold
asked in Practice Management
Ability to schedule emails or SMSes

Hi team,Having the functionality to schedule an SMS or email to go out at a certain time (particularly SMS) would really help in practice management.We find for example, during business hours, as many people are busy or working they do not reply to our calls or messages sometimes.One of my staff members actually tested the theory and found the “golden hour” for confirming appointments etc is after work hours from 6.30 onwards - hence I’d like to propose the ability to schedule SMS’s especially to go out later - so that staff do not have to stay back to do so, but we can catch patients at the optimal time.Even for things like social media, the 7-8pm and beyond window is one of if not the most active period of the day - reflecting people’s behaviours and ability to take in information at this time of the day. I believe sending out correspondence at this time when people have the time/ability to engage with it would be really effective.

413
BCDC2023
Enthusiast
M
Enthusiast
MC MaryanneEnthusiast
posted in Patient Experience
Any pointers for creating html email templates in Dentally that look nice?

Any pointers on creating visually appealing html email templates in Dentally? I’ve tried pasting in some basic html email templates but the styling gets thrown out when I toggle between code view and the visual editor. 

443
Saymon
K
Newcomer
Kirstie TNewcomer
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 :-)

130
K
Newcomer
A
Newcomer
ay52Newcomer
posted in Clinical
Feature Suggestion: Floating Image Viewer for Simultaneous Note-Taking

HelloJust wondering if is there currently a way to view patient images (e.g. XRays on dentally) and type clinical notes at the same time in Dentally?At the moment, I find myself switching back and forth between the notes section and the image viewer on dentally to cross-reference findings and confirm what I’m writing. It is a bit cumbersome, especially during XRay/OPT interpretation or when reviewing multiple images.Would it be possible to introduce a floating or resizable image window that stays visible while typing notes? I think this would be a really helpful feature for many of us in practice. Keen to hear if others have found a workaround or if this is something already on the roadmap.Thanks.

201
Saymon
J
Newcomer
Joe BrownNewcomer
asked in Patient Experience
Automated aftercare instruction

We were hoping to be able to automate aftercare instructions, eventually for all treatment items, but initially to start with extractions. So when a patient has an extraction done, they would immediately have after care instructions emailed to them. We trialled this, however, it was only possible to send the automated email, to be initiated by the appointment reason. This caused several issues, such as patient booked in for urgent, who had an extraction, wouldnt get the aftercare instructions. Or, patient booked for extraction, but then changed their mind on the day, would then get aftercare instructions even though the treatment hasn’t gone ahead. I have been told that it is not possible to have automations run of the actual treatment item. Has anyone managed to automate aftercare instructions / information successfully? Or, has anyone used something like Zapier to automate emails from their own practice emails rather than relying on dentallys email system?

291
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!

18610
P
Enthusiast
J
Newcomer
JKBNewcomer
asked in Clinical
UDA tracker as in EXACT

Are there any plans to add the UDA tracker as is in EXACT to dentally ?- much needed 

171
Saymon
K
Enthusiast
Kirsty_the_receptionistEnthusiast
posted in Practice Admin
Development suggestion - Create templates for log a call in correspondence tab

We use the log a call drop down in the correspondence tab for about half of phone conversations that we have with patients. For example if a patient is phoning up because they are in pain or have lost a filling we have a list of questions that we ask to be able to triage them. It would be really useful to be able to pull across a template for this type of conversation to save us typing it up every time.

231
Saymon
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
posted in Practice Admin
Dentally Bot

Has anyone else had an issue with the Bot closing a conversation with one of the help desk team without the person actually answering the question or is it just me?

191
Daniel Kirby
Dentally Staff
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?

613
K
Enthusiast
Annabel
Dentally Product Panel Member
AnnabelDentally Product Panel Member
asked in Dentally Vision
Dentally Vision and Rad Scanner

Hello all! We have changed our plate scanner / processor from Apixia to Durr Vista Scan Mini The processed images are now pixilated around dense areas i.e amalg fillings, we have been advised to increase dosage which has helped but not resolved.  It seems bonkers that we need to radiate patients more now we have upgraded the unit. Have any other practices had similar issues?Many thanksAnnabel 

203
Annabel
Dentally Product Panel Member
K
Enthusiast
Kirsty_the_receptionistEnthusiast
posted in Practice Admin
Development Suggestion - Data tag for all future appointments

We often have patients booking in for a series of appointments such a dentures which are 5-6 appointments in our diary and they ask for a list of appointments. We then have to type them all separately. A data tag for all future appointments would save so much time. 

251
Hansa Rastogi
Dentally Staff
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Practice Management
Xero Integration

HiDo Dentaly have any plans to improve the Xero integration?If a site is a single practice it works really well but multi sites who have seperate bank accounts for each practice, it doesnt work for as Dentally sends one massive invoice for the whole business to Xero. Would be nice to have better integration including xero’s invoicing system Tom 

383
Saymon
R
Enthusiast
Rothwell_DentalEnthusiast
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? 

515
Saymon
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...

686
A
Dentally Ambassador Gold
R
Enthusiast
Rothwell_DentalEnthusiast
asked in Practice Admin
PRSI report for practioner

Good Afternoon, Would anyone know how to get the PRSI report for practioners. I have gone into reports and used all filters but the report keeps coming up blank. I need it to cross reference list of patients who were charged PRSI. Thanks 

211
Saymon
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Other
Messaging

Hi ​@Saymon Do you know if Dentally have any plans to improve the instant messaging feature. We use this a lot in our practice and we miss the feature that enabled us to message a group of people at the same time ie, messaging both receptionists at once. Also, the aesthetics look a little clumsy as one of our clinicians has a long name and her name doesnt fit correctly therefore doesnt show how many messages outstanding form her

412
T
Newcomer
Saymon
SaymonCommunity Manager
asked in Patient Experience
Poll: Do you need child hygiene recalls? 👶

Hi Community! We are always looking for ways to improve Dentally based on your feedback, so we’d like to know your thoughts. We understand that the NHS does not specifically recommend hygiene appointments for children – only regular dental exams. To help us understand more about this and whether you would value the option to automatically exclude children from hygiene recalls, take a quick look at our poll below! 👀  Let us know if you have any more comments around child hygiene recalls below! 👇 

680
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

241
Saymon
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