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Questions & Conversations

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

127 Conversations
Annabel
Dentally Product Panel Member
AnnabelDentally Product Panel Member
asked in Dentally Vision
IO camera and Dentally Vision

Hello! Vision was installed last week and we are keen to use it to it’s full potential.  We use an Iris HD IO camera but unfortunately the capture button isn’t working within the vision software….. Anyone else have this issue? Many thanksAnnabel 

1155
Robin Kelly
Dentally Staff
RegentStreet85
Dentally Product Panel Member
RegentStreet85Dentally Product Panel Member
asked in Practice Admin
Automated Short Notice List

Hi all, One thing (and most likely the only thing) we miss from SOE Exact is the automated short notice list. We get so much whitespace over weekends and Bank Holidays as pts cancel their appts via sms or the portal. Before Dentally our system automatically filled the gap with someone on the list, now we have to keep a huge list using Microsoft Lists of all the pts wanting a short notice appt and manually call them. For a 10 surgery practice this takes up so much time for my reception teams to be checking the list if they see a gap, it would be so much easier if Dentally did it for us. I spoke to someone at a Elevate a while ago who “assured” me and my colleague that it was in the pipeline but that was nearly 2 years ago. I wondered what other people are doing and if Dentally have any plans to prioritise this over other smaller “non essential” updates they are applying. 😁Dont get me wrong, Dentally is the best investment we made as I can work from anywhere, as Operations Manager, that

1153
Saymon
H
Savvy Contributor
Harry LeakSavvy Contributor
asked in Practice Admin
Summary of Recall & S&P appointments and dates

It would be good to have an easier way to see a summary/list of recall/hygiene appointments on the appointment tab rather than seeing them all mixed in with all appointments - reason being, to work out quickly if they have had X per year and in particular if they have a payment plan where they are entitled to x amount per year on the plan.

381
Saymon
D
Enthusiast
DR PEnthusiast
asked in Practice Management
reports for " time spent on each patient and monthly time spent on patients.

Im trying to do report on dentally for the actual amount of time spent treating patients. However, it seems that when an appointments is double booked ( like a family appointment where all members have one time for the appointment) then dentally does not calculate this accurately, and only allocates the whole time of the family appointment to the report rather than the time spent on individual patients in that family.  so the reports are inaccurate. This is a very important report so we can work out the actual time spent for therapists treating patients , as some of these therapists are paid on an hourly rate.  how can we work the actual time spent iand take account of the actual time rather than the double bookings time in the diaries?

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D
Enthusiast
T
Enthusiast
The Chelmsford HygienistEnthusiast
asked in Practice Management
Discount Codes

Hi, I am a new small practice in my first 6 months and just working on building the patient list…..i was hoping to introduce a “recommend a friend code” for patients and their friend to benefit from a small discount.   Has anyone had any experience of using this feature or if it is even available? Many thanks,

1115
Stuart R
Enthusiast
D
Enthusiast
DR PEnthusiast
asked in Practice Admin
therapist claims

How d we split a claim so that we can allocate separate udas to therapist and dentist.what report do we run at end of month to work out the applocation?

1373
Saymon
M
Enthusiast
MJGEnthusiast
asked in Clinical
Charting

How do I increase the number of boxes/selection in the hover chart from 2*5 to 3*6? Can you add a RED A for abcess, RED I for inection, RED S for sinus and RED # for fracture Change watch W to a RED W

591
Saymon
Saymon
SaymonCommunity Manager
posted in Practice Admin
Streamlining practitioner pay calculations with Dentally

Practice managers, owners, and financial admins, we’d love to hear your thoughts!How do you currently calculate practitioner pay in your practice, and what challenges do you face in this process?Share your insights on how Dentally could help make this task more efficient and hassle-free 💡

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H
Savvy Contributor
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Enthusiast
LauraPEnthusiast
asked in Dentally Portal
Recalls / Medical History

Hi, Does anyone know how the medical history link is sent in an email - so not by dropping down the link to send but in the email recalls the patient receives. I am trying to set this up and can see some patients receive it and others do not. I have tried to create a recall but do not feel it is classed as a recall.Somewhere in the background it is set up but I don’t know where…Any help would be greatly appreciated.Laura x 

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L
Enthusiast
Saymon
SaymonCommunity Manager
published in Practice Management
Preparing Your Pricing for 2025

Hey everyone! Can you believe it’s December already? 😮 Now is the perfect time to revisit your pricing strategy and ensure your practice is set up for success in 2025. Adjusting prices can feel daunting, but it’s a necessary step to keep up with rising costs, inflation, retaining top talent, and continuing to deliver exceptional care to your patients. Why review your prices now? ​@David Rutherford, one of our Customer Success Managers, recently led a session on this very topic. He emphasised that a well-considered price review can:• Cover rising costs, inflation and staff wages.• Keep your practice competitive in your local market.• Strengthen patient loyalty when paired with exceptional service and communication. To help you get started, we’re sharing some valuable resources:• A Zoom recording of David’s session, where he explains everything in detail. [Recording link] (Password: Jfvaex=4)• A spreadsheet template to calculate potential revenue changes. This tool helps you work throug

3372
Emily Bendelow
Enthusiast
Hebe Neate-Clegg
Dentally Staff
Hebe Neate-CleggDentally Staff
posted in Practice Admin
Are you ready for the festive period?

Hey Dentally Community! The end of the year is fast approaching, and it’s likely that you and your team might be taking time off to celebrate the festivities.There are a few tasks we recommend ticking off your to-do list, to keep your practice running smoothly this festive season.Here’s your guide to end-of-year housekeeping 👇Provide accurate festive opening hours - Make sure any variations to your opening hours are reflected wherever you display them in your practice and online (eg on your website and your Google Business profile). Ensure your calendar availability is up-to-date - Make sure your practitioners’ availability is aligned with time off or varying opening hours – so appointments are only booked when someone is actually available!💡 Top tip: You can use schedules, calendar override and opening hours in Dentally to easily reflect individual or practice-wide time off.Update your practice voicemail – Mention your festive opening hours, and direct patients to recall booking lin

2873
Robin Kelly
Dentally Staff
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Newcomer
nishyadevNewcomer
asked in Clinical
Rotate photos

Hi, can you come up with a way to rotate photos/ rads on the images section. thank you

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Robin Kelly
Dentally Staff
R
Enthusiast
RobertCEnthusiast
asked in Other
Unpaid invoices by patients who say they were exempt

hello. If a patient informs the practice that they were actually exempt after the treatment plan was completed, invoice created and claim sent for the UDA. Its my understanding that the NHS deducts that money from the payment they make to the practice next month because technically they think we were paid by the patient.The patient then refuses to pay the invoice when we contact him for the unpaid treatment and its at that point that he informs us that he was exempt when treatment plan started. What needs done in this situation to basically recover that amount? Thank you

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Saymon
H
Savvy Contributor
Harry LeakSavvy Contributor
asked in Integrations/API
Integration with more POS solutions

I am pushing for our POS and payments provider to integrate with Dentally, do you have any more on your roadmap other than Dojo and Worldpay, and what could be done to accelerate this if possible?We would like invoices to show up on the till without having to be manually typed in for payment, with the line items matching the invoice.Thanks

1373
H
Savvy Contributor
H
Savvy Contributor
Harry LeakSavvy Contributor
asked in Practice Management
Better system for tracking estimates

Hi,Dentally currently isn't the most easy place to retrieve estimates that have been sent to patients, or to track version control, or comments etc. with it all being linked to correspondence is ok, but a bit cumbersome to have to keep clicking in,.downloading and opening documents to find where you were at  Surely there is a better way.... a full revamp of the estimates section is needed, with some form of database / record on creation so there is an index / relation to what has been sent,.ideally with version control as well. Is this on the roadmap, or could be added please? 🙂

571
Saymon
A
Newcomer
AdymateasNewcomer
asked in Other
Dentally is down

We have tried to access Dentally just now as we have patients today but Dentally is down apparently. Don’t know how to better get to Dentally support. Someone from Dentally please help!

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A
Newcomer
H
Savvy Contributor
Harry LeakSavvy Contributor
asked in Integrations/API
Adding call data to patient correspondence without going via Dentally mailbox

Keen to understand if and when it would be possible to log call data directly into a patients correspondence record without having to send it to the Dentally mailbox first which is what we have to do at present, or if this is being looked at or developed in the roadmap?We also produce documents that we have to dump then attach to patient records, if this could go straight in without a two step process this would be best. ThanksHarry

1183
Saymon
Emily Bendelow
Enthusiast
Emily BendelowEnthusiast
asked in Practice Management
What Intranet Platforms and Communication tools are you all using?

Hi everyone! Apologies for going slightly off-topic, but I thought this would be a great place to ask other practice managers and owners what intranet platforms you’re using.I’ve developed an intranet for our team, but I’m having an issue that’s been bugging me—the ‘search contents’ function isn’t working as intended. This makes it difficult for our team to search keywords and find specific pages quickly, especially for FAQs. It’s become quite a frustration!I’d love to hear what platforms you’re all using for your practice intranets, especially if you’ve found one with a reliable search feature!Also, what tools are you using to keep your team connected for internal communication (Slack, Teams, etc.)?Any insights would be much appreciated. Thank you so much in advance!

1133
David Rutherford
Dentally Staff
R
Enthusiast
Richard BazlintonEnthusiast
posted in Dentally Vision
Dentally Vision

Is anyone signed up to Dentally Vision and the AI software. What is your experience with it?

3155
H
Savvy Contributor
E
Enthusiast
enzolimaEnthusiast
asked in Integrations/API
Incremental updates for rota diaries

Hi all, It seems that the rota diaries api endpoint does not have an option to only request diaries that have been updated recently. Right now i have to run a full load every time i want to make sure my rota diaries are up-to-date. Is there a different method required to get incremental updates for rota diaries, or is this not a possibility now?

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E
Enthusiast
E
Enthusiast
enzolimaEnthusiast
asked in Integrations/API
API treatment_plans endpoint parameters not working

Hi all, i'm trying to read treatment plans that were created between january 1 and january 4. Per the API documentation i call the endpoint like so:https://api.dentally.co/v1/treatment_plans?created_after=2024-01-01&created_before=2024-01-04 However, this returns all treatment plans. The first record returned has a created_at value of 2024-10-10 (today). No matter what dates i enter for created_after and created_before, it always gives me the same response. Am i doing something wrong here? Or is there a bug in the Dentally API?

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E
Enthusiast
Annabel
Dentally Product Panel Member
AnnabelDentally Product Panel Member
posted in Practice Admin
Filter in Appointments tab and Accounts tab

Hello! We have been using dentally for 10 years and consequently patients have many appointments and payments/ invoices. It would be really helpful if there was a way of filtering e.g.In appointments tab being able to filter on WHO, WHAT & STATUS to enable a quick view of how many times a pt has DNA’d or Cancelled at the last minute; quickly view when pt’s last exam was. In accounts tab Invoices being able to filter on INVOICE, DATE, SUMMARY and Payments filters DATE, METHOD, PRACTITIONER. Also to have a date range shown option for both Payments and Invoices: last 3years; last 12months, last 6 months etc.Anyone else think that this would be useful?😊

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Saymon
D
Enthusiast
DrRSKEnthusiast
asked in Practice Management
Sending Mass Marketing E-mails to Patients

Hi All,We have sent a Mass Marketing E-mail to our patients describing some of our new services. How long does it normally take for this process to complete seeing as we are contacting around 8000 patients.Many thanks, 

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Ysy Lees
Matt Collins
Enthusiast
Matt CollinsEnthusiast
asked in Practice Admin
Dentally chat and automation

I am trying to encourage the dentists to be up to date with clearing out reports. I would like to create a task that pops up each week to remind them. I would envisage that once ticked as completed it disapears until the next week when pops up again…….I am struggling to set this up as when I complete it immediately pops up as a new task. Which is not as I intended. Any help appreciated. 

2825
Emily Bendelow
Enthusiast
Saymon
SaymonCommunity Manager
asked in Other
What are your thoughts on our October 2024 Product Updates? 💬

We’ve rolled out some great new features in the latest October update, and we’d love to hear your thoughts! From the expanded Tooth Status update that’s now available to all users, to improved treatment plan templates and more flexible options for managing cancelled appointments—how do you feel about these changes? Are they making your workflow smoother? Let us know your experiences or any feedback you have! For all the details on what’s new, check out the full October 2024 Product Update 👉 here.

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Saymon
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