Questions & Feature Requests

Is there a way to keep the old information on medical history when updating? When a patient has completed it online within a year you can add to it and adjust where needed. When it’s over a year you have to write the whole medical history out again starting from scratch as if they were a new patient. This is very time consuming. 

HiAs I’m sure many practices do we have different clinicians working on different days. Is there a way of only displaying the diary/ies for whoever is working that day, rather than having all 4 displayed but only having 2 working? The columns get very narrow and hard to read with 4 books open at once, but it’s a faff viewing and hiding individual books all the time. Thanks

Hi,A request I would like to make,An easier way to change staff profile images, I am aware these are currently auto generated by dentally with a geometric pattern. However as you’ll see from the image attached I have 4 clinicians out of 5 with fairly similar colours. 2 almost identical.I know it seems like such a minor point, but I feel like this would be a simple fix?I am aware the team can change this via a gravatar log in, however this has failed to work for any of us.We are able to change this image for a patient within their record. could it be made that we can do the same for Dentally Users?

Some suggestions for better PR forms:Populate a list of family member’s names for the “If you are signing for the patient give details below: Name (in CAPITALS)” field using registered family members Have a better list of common relationships for the “Relationship to patient” field eg mother, father, step mother, grandma, Sister, foster carer, carer etc Allow patients to select their exemption themselves directly on the PR form Drop the first screen confirming patient details ...just make the PR form interactive Require baby due date for baby in last 12 months exemption Force selection of  under 18 years of age for children (and prevent selection of any other exemption all of which are invalid for children) Require HC3 “amount” for HC3 certificate exemptions Allow choosing the date of acceptance for backdating FR forms (to allow correcting exemptions in the past)

Currently, NHS Scotland claims in Dentally are sent almost immediately and become locked once submitted. If a mistake is made (for example a missing code), there is no option to edit, cancel, or resubmit the claim while it is in the Submitted status.This means the only option is to contact Practitioner Services to request the claim be withdrawn, then correct the treatment plan and submit a new claim. This process can be time‑consuming and may lead to lost income when a small error is discovered after submission.It would be very helpful if Dentally could allow a resubmit option after submission for Scotland claims, similar to workflows previously available in other systems. This would allow users to quickly correct missing codes or other claim details without needing to withdraw and recreate the claim.

Right now, the diary interval setting is practice‑wide, so it can’t be changed for just one user- please can this be possible 

Hi everyone,With the Scottish NHS prior approval changes coming into effect on 1 November 2026, I'm wondering if anyone has heard how these will be managed within Dentally?As I understand it, prior approval will move away from the current £660 financial threshold for general dental treatment and instead be based on treatment codes, quantities and the dentist's assigned tier.What we would like to know: Will Dentally automatically recognise when a treatment plan requires prior approval? Will the system identify whether a clinician is Tier 1 or Tier 2? Will it flag when combinations of treatments reach the approval threshold? How will amendments to previously approved treatment plans and continuation cases be handled? Will there be any training or guidance available before the changes go live? Has anyone had any communication from Dentally about this yet, or know when we can expect an update?It would be useful to understand what will happen automatically and what our clinicians an

HiIt’s frustrating that Dentally phone support does not offer extended opening hours for the convenience of dentists or practice staff that work outside of 9-5pm hours or especially at weekends (note: Carestream R4 still have Saturday support staff working until 2pm).  The situation is now made worse by the fact that Dentally now appear to have switched off the ability for clients to be able to send offline support requests via Ellie / chat bot outside of regular hours (when the question is more technical and cannot be answered by Ellie ai).   This is really a step backwards and a total disregard for clients - why would Dentally do that?  Aside from increasing the monthly fees from this month, how is this in any way client centric, is Dentally tryin to avoid a pile of new support requests from appearing at 9am on Monday morning from the weekend?Sorry for the rant but if I am correct in stating that chats requests (as per the below image) cannot now entail we send a support request outs

Just like we are not able to pay off all family invoices by selecting the family members in the accounts tab, could we please introduce a feature so that we can see all the family and children appointments in one of the family member’s tab please.  It makes it so much easier to have one screen to see all family appointments. Thanks.

 ​@Hebe Lowen HiCan I pls make some suggestions for improvement to the Dentally email screen - is it best listed here or on a fresh thread? Can we have the ability to pin emails please which are important and need to be worked on otherwise they fall down the list as new emails come in and get forgotten  Can we have the ability to assign emails as tasks to team members to action? Please introduce spell check and grammar check options into emails before we send them Let’s have the ability to have a list of emails without showing the one line content on the screen, and have a view like Gmail or Outlook where you can preview the message in the lower pane of the screen and toggle on the upper part of the screen with the keyboard up and down arrow to reach emails. Can we have the ability to view or filter messages which were manually sent by a staff member to a patient for important matters compared with hundreds of automatic emails sent out.  It makes it extremely difficult if not impossibl

The font size on the appointment printouts on both A5 and A4 is tiny. We have to re write it.Can I request that the font size be changed. I have been told that it cannot be altered at the moment.

Improving the estimate page in Dentally would greatly help clinicians provide clear, detailed treatment plans to patients.1. Add Item-Specific Notes/Considerations to Treatment Estimates It would be very beneficial to have an option to add a note to individual items in a treatment plan (e.g., for a specific tooth). This would allow us to inform patients about specific risks, side effects, or clinical considerations for that exact tooth.Context: A similar feature exists in SOE (Exact) as "invoice notes." Having used this since 2020, I found it significantly improved patient comprehension of their proposed treatment and potential complications before signing or receiving their estimate.2. Resizable Dental Chart View It would also be helpful to have the ability to resize or collapse the dental chart figure. Currently, it occupies about half the screen, which limits the visible space when writing patient clinical notes.

When we used exact we have access to a library of images/slideshows that we could use to explain procedures to patients. They could be added to estimates and emails as an extra explanation of treatment. Is there anythingh like this hidden in Dentally? If not, it would make a great addition.

New Dentally user here. A simple but very helpful request if I may.On the Details tab where pt information is, on the top left you have the patient unique I.D. number and a ‘copy’ button next to it. It would be much slicker if patients name, DOB, Address, email and phone number also had the same ‘Copy’ button next to it as when making manual referrals, it would be a heck of a lot better if you could simply click copy and then drop/paste it into the relevant fields on the referral practice websites. A minor gripe I know as it’s easy enough to use the mouse to click and drag to copy and paste but a simple one-click to copy would just make it easier!

We would like to be able to offer online booking to our hygiene patients. However we don’t want them switching between hygienists. It’s important to us that they get continuity of care. Please could you add a toggle allowing practices to choose whether to lock hygienist appointments to the clinician they have in the details tab in the same way as we can for dentist. Otherwise we will be unable to use online booking for these appointments which is a real shame. Thanks 

Hi everyone,We are exploring a new way to discover apps and integrations that work with Dentally, and we would value your feedback.We have created a short online activity where you explore an early design and complete a few simple tasks. Your feedback will help us understand:How easily you can find relevant apps Whether the information provided supports your decisions How clear the process for requesting an app feelsThe activity takes around 10-15 minutes and works best on a desktop. You will be testing the design, not your own ability, and there are no right or wrong answers.If you would like to take part, please leave a comment below and I will follow up with the activity link.Thank you for helping us shape what comes next.

Hi Dentally Community,I’m the founder of DentalConnect, a platform designed to help dental practices fill last-minute appointment gaps.We submitted our Dentally integration partnership application almost two weeks ago and are currently awaiting review. In the meantime, I’d really appreciate any guidance on the API/sandbox access and integration process.Thank you!FabehaFounder, DentalConnect

On EXACT, if you blocked out a clinician (eg annual leave), any appointments in their diary automatically turned red. This would also happen if you accidently booked a patient in, in the wrong place (eg where there was a block in place for lunch / training etc). This was SO clear and easy to see - and you knew exactly who you needed to call to change / ammend / cancel appointments. We would then take them out the dairy once we were confident that they had been spoken to (not just emailed and hoped for the best). Now - when you add a block - appointments do NOT change colour, so this is really challenging to visually see who needs to be contacted - which patients need to be cancelled. A universal colour would be so helpful - appointments change to a certain colour if they are double booked with a block. 

Hi Can I request that the clinical chart (odontogram) is included in any export pdf when the clinical records are exported. The lack of the ability to easily export the dental chart, which after all is the heart of clinical records, is a major failing. Thx

On printed medical histories, when the answer is Yes to a question their answer is elaborated below the question which is great, however please can the line space above their answer be deleted as so many just don’t visually get that this is what they’ve answered to the question at their last visit. No need for the space, just have the answer print on the line directly below the question.

Hello, I have just been in a meeting regarding FTA Fees and deposits. We are in 2 minds what to do….Charge a deposit to pts who pay for treatment - the only downside to this, if the pt has an outstaanding amount from a previous course of treatment, Dentally automatically allocates the payment to that treatment, which will cause problems further down the line.  Start taking a charge for missed appointments through charitng a “Missed Appt Fee” which will show on pt notes. The only slight drawback to that is that if a pt doesnt ever come back we wont get the money. Is there a way to automatically take a payment through something like GoCardless. Obvisouly none of the above can be used on Denplan Care pts as they pay monthly but for Essentials pt and PFPI then it will work. I just wondered what other practices do to reduce FTA’s Tom 

We tend not to delete the unbooked appointments and just leave them in the diary.  Is this a bad move?When your staff try to use MPC or dentally reports to find all those unbooked treatments to then try and book them in and patients say they’re not interested or not ready, at what point in the client workflow / sales cycle do you delete those unbooked appointments to stop them reappearing later?  I sometime wonder if its best to leave it so it acts as a kind of visible repository of information that at some point a patient was e.g. interested in an implant consultation or high value treatment.  Once you delete it you lose all that context.On the opposite note, if you dont delete them, those same patients keep reappearing and you are at risk of recalling the same patients again and again much to their frustration or your staff. So what is best practice here and what tips do you all suggest?

I commonly restore central buccal cavities which are charted poorly because you either have to choose mesial or distal. Is it possible to split each section into three on the chart rather than two?

Can we add a feature where even if MH is not due yet we can prompt it to be updated to send to dentally portal e.g. a woman completed her MH 4 months ago but is now pregnant so we would like a new one. we cant find a way to allow it to be updated on portal