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Questions & Conversations

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

136 Conversations
S
Enthusiast
Small but knowing ClownEnthusiast
asked in Clinical
Preview when bulk editing

So when I’m bulk editing patients to cancel days and such, I get a preview of the message being sent when its via SMS or Email but not when its by letter. Am I doing something wrong or can this feature be added? The system is cancelling the wrong appointments sometimes 😱

291
Saymon
S
Enthusiast
SRobEnthusiast
asked in Practice Management
Recall letters

Hi Community!We have recently activated recalls on our system. We have 2 problems that we need help to resolve, please:When patients are contacted about a recall, a letter is mailed by Dentally, with a charge to us. Our preference would be to send via email, SMS or if a letter is needed, for us to mail it ourselves as we have plenty of spare stamps! The second problem is that some patients are getting recall letters despite them having future appointments booked according to the dentist set recall interval - how can we resolve these issues? TIA

471
Molly H
Dentally Staff
S
Enthusiast
Small but knowing ClownEnthusiast
asked in Practice Admin
Managing patient debts

Does anyone have any advice on how to easily keep on top of patient debts? In my practice it is me who is in charge of collecting any overdue charges from patients. I like to do this once a month but I am yet to find a simple way to keep track of this. Is there a way to bulk send letters to patients? And is there a way to show to patient what it is they owe for without doing it manually. I work in a large practice with around 22,500 patients so an automated bulk system is what I am after. I have attached photos of what I was used to with our previous computer software. 

371
A
Dentally Staff
Saymon
SaymonCommunity Manager
asked in Practice Admin
How do you ensure your practice is mastering consent forms and estimates? 🤔

Hey everyone! We know managing consent forms and estimates can sometimes feel like a bit of a chore, but we all know how important it is to get right. It’s not just about ticking boxes—it’s about making sure your patients feel informed, understood, and confident in their treatment. 💬 Here are a few helpful things you can try: • Go Digital: Are you using digital consent forms and estimates? They’re super efficient, reduce errors, and make it easier to track everything in one place.• Save Time with Cloud Storage: Digital forms are saved directly to the cloud, meaning they’re always accessible from the patient’s record. No more spending hours scanning and filing paperwork!• Make It Convenient for Patients: With digital forms, patients can sign electronically via the Portal or the Concierge app, making the process smoother for everyone. What’s been working for you when it comes to consent forms and estimates? Any challenges with Dentally or tips you want to share? We’d love to hear your t

44715
Saymon
B
Enthusiast
BethanLewisEnthusiast
asked in Practice Admin
estimates?

Hi all, HNY. If a patient hasn’t got an email address and you have to print a copy of the estimate for them, then is there a record anywhere that this has been printed? i am doing an audit and we need to assess and it doesn’t seem to keep a digital record of a print out, only that the emailed estimate has been sent? help!  

271
Saymon
Saymon
SaymonCommunity Manager
asked in Dentally Portal
Poll - How’s your experience with online booking through the Dentally Portal? 💻📅

Hey everyone! We’d love to hear your thoughts on how the Dentally Portal’s Online Booking feature is working for your practice. 💬 Is it helping patients easily book appointments? Are there any areas that could be improved? Your feedback will help us refine this feature to better meet your needs and your patients’!

2729
Molly H
Dentally Staff
S
Newcomer
Stephanie HallNewcomer
posted in Clinical
Suggestion for History search in Dentally

I have a suggestion for the search function under the history tab in a patient’s file/treatment:Is it possible for the word or tooth number being searched for to become highlighted As if the notes for an appointment are quite long it can be more bothersome to try and find what I’m searching for. 

291
Max
Dentally Staff
Lesley Morgan-Barlow
Dentally Product Panel Member
Lesley Morgan-BarlowDentally Product Panel Member
asked in Practice Admin
Calendar View

Hi everyone, this is probably a really simple question, but does anyone know if there’s a way to permanently change the default appearance on the calendar? Ours is currently set to 'Payment Plan,' which was fine when we had an NHS contract, but I’d now prefer everyone’s default to be set to 'Appointment Type.' This would make it easier to instantly see treatment appointments and ensure they’re booked into the correct zones. At the moment, everyone seems to have theirs set up differently and manually changes it, which can lead to inconsistency. Is there a way to make this change across the board for the whole team

765
Paul Mellett
Dentally Staff
A
Enthusiast
ac0569463Enthusiast
asked in Practice Management
how to get my API key

Hi, how can I get my API key for my practice for a custom integration I am building?

1193
H
Savvy Contributor
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 

1195
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

1203
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.

391
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?

913
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,

1155
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?

1433
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

621
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 💡

1092
H
Savvy Contributor
L
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 

622
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

3402
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
N
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

452
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

461
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

1413
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? 🙂

591
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!

571
A
Newcomer
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