Questions & Feature Requests

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.

Today we had a medical emergency at the practice. On Exact we had a button we could press which would alert all clinicians logged in of an emergency situation on their computers.There is no feature on dentally yet, therefore my suggestion would be if we could one day have a feature where we can alert all clinicians of such a situation, as there were multiple clinicians unaware of this today whilst they were in their rooms. Vas - Receptionist Smile Dental Care Gosport

I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.

I can see there is no option to assign tasks to more than one person but if you have 2 receptionists it is twice the time to assign the task to both separately so I would hope to see this become a feature in future upgradesThe same with being able to send an instant message to multiple recipients. If you need to send a panic message for instanceAlso is there any way to increase the size of the message box

Hi, I have charted watch on a tooth, it comes up on the chart, then when I do treatment over the area the watch was charted why is the watch still there over the treatment? Treatment should overlay the watch to show i am not watching this anymore. Why is this not the case? How can i change this?

Hello, charting a watch and then restoring in the future why does the watch sit ontop of my new restoration i am not watching anymore.why does the watch not go behind my restoration??i dont believe in deleting the watch because that alters the records and then there is no history that i was watching this on the chartplease make the watch go behind my restoration

Is there any submission/progress for existing patients to use the online booking portal for booking outstanding treatment? 

I wanted to share an issue I recently ran into when rebuilding Word document templates in Dentally, in case it helps others and saves some time.We’ve very recently migrated from EXACT to Dentally, and as part of that process we’re trying to re-establish our trusted systems and templates (including referral templates) that are essential for day-to-day clinical and administrative workflows.The problemDentally data tags will not work in Word documents that are protected (for example, restricted editing or form protection).This is particularly relevant for documents such as referral templates, as hospital referral templates are often protected by default.This limitation isn’t currently called out in the Dentally help guide on Word templates. I also contacted Dentally support, but unfortunately they were not able to identify the cause o

The appointment history view would benefit from clearer, more detailed insight. While the summary bar showing the number of failed and cancelled appointments is helpful, the type of cancellation is just as important.Being able to see, at a glance, whether cancellations were, for example: on the day, without the required notice, with sufficient notice etc.would significantly improve clinical and reception decision-making.Colour coding cancellation reasons (for example, on-the-day, late notice, sufficient notice) would make patterns immediately visible and allow teams to apply appointment policies consistently and fairly.This would be a simple but high-impact improvement for managing diary efficiency and patient behaviour.

Is there a way to change the setting so a press of the ‘enter’ key inserts a <br> (single line) rather than a <p> (double line)?

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?  

We often get patients who turn up to the practice for an appointment without having completed the NHS forms or medical history forms online and we’re stuck becuase they are not confident with using an ipad (or too lazy to type an entire list of medicines).As a work around we scanned the prescription list to PDF and then attach it to the patient’s correspondance.  Does anyone have a better suggestion of how this information can be recorded, ideally in the patient’s medical  history?  Is there a way we can manually edit on the desktop computer the list after they have done the medical history (but not at the same time as their appointment as they will run late).  

We have just started with Dentally and chose is specifically for the Xero integration.As a dental prosthetic clinic we have only a few items that include GST. When going over to Xero it seems to default as GST Exclusive, even for a day where no items with GST were charged. I can manually alter this in Xero but that seems clunky and not a true “integration”.A bigger problem I am having is a day where we did three transactions, two which were GST free and one that included GST but in Xero GST has been charged on the total which is not correct, and the only way I can see to fix it is to redo the invoice with the days transactions individually, but again this seems like a lot of manual work when it should just do it correctly in the first place. Has anyone had similar issues with the Xero integration?  How did you fix it or manage this?Thanks

Exported reports in Dentally (“takings” for example) should automatically include key audit information within the report itself.This should include: Data parameters and filters selected Date and time the report was generated User who generated the report Including this metadata is essential for audit trails, internal reviews, and data accuracy, especially when reports are shared internally or externally. Without this information, reports can be difficult to interpret, verify, or rely on at a later date.This would be a small but critical improvement to reporting transparency and governance.

Another feature that would be incredibly helpful is the ability to send an online booking link directly from a patient’s treatment plan.For example, a dentist may create a treatment plan with three appointments, where the first appointment is 1 hour 45 minutes and costs £314, but the patient leaves without booking at reception. It would be really useful to be able to send the patient a bespoke booking link for that specific appointment as part of the follow-up process, rather than relying on back-and-forth messages or asking reception to manually recreate it. Ideally, the patient would also be required to make an advance payment of £314 at the point of booking.This functionality existed in EXACT (albeit without the payment element), and it worked well. Having something similar in Dentally would make treatment plan follow-ups much smoother, reduce admin time, and improve conversion from planned to booked treatment.

Are there any plans to add the UDA tracker as is in EXACT to dentally ?- much needed 

UDA tracking in Dentally must be significantly improved. The current reporting functionality is far from sufficient for managing NHS performance at practice level.At a minimum, practices need clear, accessible reporting that shows, per practitioner: UDA target UDAs completed UDAs confirmed Remaining UDAs Percentage of target achieved This level of visibility existed in EXACT and was essential for day-to-day operational and financial management. Since moving from EXACT, the UDA reporting available in Dentally feels like a major downgrade, creating unnecessary manual work and increasing the risk of missed targets.Robust UDA tracking is not a "nice to have" - it is critical for NHS contract management. Improving this should be treated as a high-priority feature for practices transitioning from EXACT.

It would be extremely useful to have the ability to transfer a balance or payment between patient accounts. This would be particularly helpful in situations where a payment has been accidentally recorded against the wrong patient account, allowing the balance to be corrected quickly and accurately.

Most support tickets with any web site provider / SAAS (software as a service), automatically close tickets if they are not responded to, after about 10 days or so with automated emails to back it up.  There always seems to be a rush at Dentally to close a ticket if its not responded to within a day.  I get that you probably have lots of open tickets where practices are either not engaged with the support staff or replying but probably because they are running a practice or dealing with patients but its very frustrating when tickets are closed far too quickly. The matter is made worse by the fact that when a ticket is closed, there is no way to reopen the existing ticket and continuing the conversation by adding more updates or attaching screenshots which we might not have been able to do before. Surely it would be better for everyone if an existing ticket could be reopened on the chat rather than starting a new one and all the hassle associated with cros

You may still be working on this. When trying to send text reminders from the patients appointment list, if they have say 3 appointments, it comes up with the 1st date, for the 2nd and 3rd appointment.  I did raise this a few weeks ago.Best regards Fiona

I wanted to create an API integration using OAUTH for getting the tokens. I have managed to create an OAuth app using settings > developer. Having trouble with OAUTH endpoints since I don’t know the  correct format for calling them. Please help.Also I wanted to know if the OAUTH flow can be tested in localhost using http. 

please can we have a feature so that when checking in a pt that has multiple appointment on the same day it will notify the user that checks them in.For example if a pt has an exam and hygienist appt one after another, if the system could then prompt the user notifying them of a double-booking. This would really help in making sure appointments aren’t missed and reduces the chances of practitioners running behind because of catching up.

Good afternoon everyone.Could I make a request that the automated correspondence that uses the first name field for patients be changed so that it uses the preferred name instead?We have several patients (as I’m sure most practices do!) who either use their middle name routinely and some who use a completely different name, although they may not have officially changed it. Some of these patients then get offended when they suddenly receive a text in their “dead name”, especially as I’ve edited all our templates to uses the preferred name option.Thank you

Hi everyone,The team here at Dentally is working on some exciting updates to the Clinical Notes experience, and we want to make sure it works perfectly for your daily workflows.We're looking for a few clinicians to get early access to these changes. In exchange, we’d love to hop on a quick video call (30 mins) to hear your honest thoughts on how it feels and what could be improved.If you’d like to see the new experience early and help influence the final version, please comment below or like the post and I’ll send you a direct message!Looking forward to hearing from you,Roxanne Leitão & Amy Baxter

HI Dentally, 3 of our clinics have multi floors, and not all rooms are wheelchair accessable. Wondering if their is any plan currently to have a WHEELCHAIR option available on dentally, that would (ideally) include a blue wheelchair icon on the apt book, beside name to highlight.  Currently our team are adding in ‘wheelchair’ / ‘downstairs only’ into the Nickname, so it comes up on apt book.  Our dentists alternate between rooms, so this helps us stop issues, where a pt needs to be seen in a certain room, etc. . A simple icon like the lab icon which is now on the apt book, would be a massive help.