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

114 Conversations
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!

1568
P
Enthusiast
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?

141
Daniel Kirby
Dentally Staff
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.

141
Saymon
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? 

1806
K
Newcomer
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?

573
K
Newcomer
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 

153
Annabel
Dentally Product Panel Member
K
Newcomer
Kirsty_the_receptionistNewcomer
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. 

161
Hansa Rastogi
Dentally Staff
K
Newcomer
Kirsty_the_receptionistNewcomer
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.

120
K
Newcomer
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 

263
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? 

495
Saymon
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

283
Lauren Farquharson Rosaroll
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...

606
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 

181
Saymon
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. 

331
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

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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! 👇 

530
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
P
Enthusiast
Parvaz KhanEnthusiast
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

401
Ysy Lees
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. 

281
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!

422
Hansa Rastogi
Dentally Staff
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?

141
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?

593
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

452
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?

501
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.

622
Stuart R
Enthusiast
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