Questions & Feature Requests

Hi, More data tags would be very useful for templates, such as one for the person being referred to. ie “Specialist name”. Also it would be great if when creating new correspondence, the data tag for “Dentist” relates to the clinician logged in, not always the clinician to whom the patient is assigned to on the details page. Thanks!

Sometimes when we do recare calls, we want to send a manual email from the correspondence to be more personable and add upcoming appt times. However, it doesn’t link to the recall report contact count. If you have any questions about what I mean, please ask. 

Is anyone else having troubles with the deposits system? we’re finding any funds taken that are allocated as a deposit don’t get allocated to any invoices generated without being manually released. Even if the invoice generated matches the clinician on the deposit.

It would be great to have a bespoke tag system, whereby we can create our own tags in settings. Use cases might include the following, although an effective system would allow you to choose your own titles and colours:Mobility Restrictions Wheelchair User Downstairs Surgeries Only Ongoing Complaint Welsh (or other language) Speaker Severe Gag Reflex Carer Required Visual Impairment Hard of HearingWe should then be able to add the tags to patient records, add / change / remove them in bulk via the patients report, and report on patient tags in the patients report (e.g. add tags to the filter).Obviously you would expose the tags via the API, and have a tags endpoint!The engineering here isn’t complex.Again, this feature is fairly 101 for most SaaS CRM systems.

It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.You’d also need to be prompted to select a tag when adding correspondence.Example use cases might be:ConsentAutomated (e.g. recalls)FinanceGDPRDiagnosticLaboratoryOtherThis is a fairly simple, 101 type tool in most SaaS file management systems. 

Hi I tried to add another new “dentist “ option for the online booking. the new dentist option is still “setting up loading.” It looks like there is an error in loading. Can you have a look please? 

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?  

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

It would be a great time-saving feature if there was an option to do a mass export in the correspondence section, just like we can export the clinical notes history at the click of a button.The reason I am requesting this is that I am in the middle of copying & pasting every SMS sent, every email sent and every call log for a solicitor acting on behalf of a patient who has requested their entire data file from us. I think this feature should only be available through Administrator access level. 

Is there a way to turn off this annoying new feature ‘ready to book’ or have it automatically toggled on by default? Its just another button to press before reception can book pts in.

HiI’d like to make a feature request please. We have no use for the ‘Ready to book’ toggle on the appointments- would it be possible to add the ability to switch this feature off in the settings or at least set the switch to ‘on’ as default? If someone forgets to tick the box it causes delays at reception Many thanks!

Hello,Is there any scope for dentally to have an integration with the national Patient Flag ServicePatient Flags Service - FHIR API - NHS England DigitalVisility across EPRs has obvious benefits and I’m wondering if this has been covered previously and how  dental serrvices that operate as part of a wider NHS provision using other EPRs manage these patient groups.Feel free to contact me directly if useful[Email redacted]Leeds Community Healthcare NHS Trust

Can the “appointment status” be moved next to the “when” column. Also from this screen, if you pick an appointment to send an SMS reminder, go to edit, if they have an earlier appointment than the one you are sending the SMS for, it comes up with that earlier date, can this be rectified please? 

We’ve just converted to Dentally.  Does anybody allocate petty cash in the finances?  We’re wondering the best way to do it in the system?Many thanks

Hello, Im currently working on an ai receptionist for dental clinics. were working with a clinic that is using dentally as their PMS. my question is can we connect to the API strictly just for scheduling purposes. or do we need to have a partnership with Dentally? Is there a cost for this set up or if once the clinic has a membership with dentally would that be okay.

Hi Dentally, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you

We have just bought a Samsung Tablet for the practice, but it only appears as if it can be run as a concierge and not for signing estimates. Can this be done with an Android tablet? We are not fans of apple products. 

We should be able to direct share patient photos with the patient by the portal and email without having to export them to the desktop. 

Tell me this is happening sometime soon!White space everywhere and where to start!If anything why can we add to the waiting list while booking that individual appointment, rather than having to open patient record, appointments and the adding, so time consuming!

Hi I tried to follow the instruction to add another option for adding a new ethnicity under  the patient detail tab.however, it did not work. could you have a look please? cheers 

Please can the clinics function be worked on, it takes forever to add a clinic, having to refresh the page a billion times before it works. Also not being able to adjust the clinic, from the diary page, it should be much more simpler than the way it is set up. Please can this be worked on?

We are finding that sometimes whilst patients are actively using the concierge app to complete forms, a message comes up asking if they are still there, even though they are actively typing? Can the timing of the message be extended to only come up if the form is left idol for a long period?

I have found that when I am viewing a patient’s details, if i click on another patient through the “Recently Viewed Patients” section, it will keep stuff the same like the patient ID, and other things like dropdown selections such as who their dentist is etc.Most of the time its data that has been changed on patient X for example, then you view patient Y and those details yoyve changed are on their profile, however if you refresh the page, you will find these changes have not been saved onto anyone else you view after (phew).But it can create a lot of confusion for multiple people and multiple reasons, are we aware of this mini-bug and is it being worked on to improve? Is there anything internally we can do, any settings to change to make that run smoother? Obviously when loading a patient, refreshing the page is easy to do to make sure its all correct, but its not ideal.Im not sure if anyone else has encountered this or reported it but any feedba

Please change 'LINK APPOINTMENTS' default to OFF.  As a new user from Exact if the link is defaulted to on sending through/making appointments becomes very confusing.

 Hi there,I was hoping to see in the correspondence, who was the user that sent the email or email to the patient. Would it be possible to add  that