Questions & Feature Requests

It would be extremely useful to have the option to filter or break down the Monthly Accounts report by treatment category, allowing practice managers and administrators to accurately track income from specific services such as Orthodontics and Implants While other Dentally reports allow us to analyse income by treatment category, these reports are dynamic and can change retrospectively as payments are allocated.For example, if an orthodontic invoice is raised in August but the patient pays 50% in September, other reports may attribute that payment to August rather than September, when the payment was actually allocated.The Monthly Accounts report provides a fixed accounting record, making it much more reliable for monthly financial reporting and reconciliation. However, it currently lacks the flexibility to break down income by treatment category.Suggested improvement: Introduce an optional treatment category filter or breakdown within Monthly Accounts. Display invoiced amounts and p

Hi since the new update to the clinically notes the shortcut feature seems to have changed.I have to type ‘/’ first then the shortcut then enter. Is this a bug or can it be changed back to just typing in the shortcut and then hitting space.The old shortcut way was one of the things I loved about dentally it made it so quick and easy to put the commonly used templates in. I do like the ‘/’ as a way to quickly search my templates but having both methods would be great

Is there a way to search the next appointment for back-to-back appointments for dentist and hygienist. I have asked the support chat and it seems to say you have to look through the diary manually which I find shocking for a dental practice managment software- I can’t believe it is not able to search for back to back/joint appointments for a dentist and hygiensit. If this feature does not exist please develop it- it is a nightmare for our reception team and something they were able to do with iSmile

There needs to be a simpler and quicker way to create clinic zones adhoc and not to be recurring.  Such as to right click in the diary where you want and just create a clinic rather than going through settings and having to leave the calendar. It will allow for much easier diary planning and management. 

It would be very useful to show the percentage of teeth with pockets < 3mmThis will help us be more accurate with the periodontal diagnosis (generalised vs localised)

was really useful to be able to full screen to move notes around and made things faster for the nurses as well

Before the recent update, nurses could easily expand the clinical notes section to full screen, making it much easier and quicker to document patient clinical notesUnfortunately, following the latest update, this option no longer appears to be available. The inability to expand the clinical notes section is slowing down both dentists and nurses, making clinical documentation more time-consuming and less efficient.Having the ability to expand clinical notes to full screen was a very useful feature, and we would appreciate it if this functionality could be reinstated if possible 

now having to type “/ shortcut enter” as opposed to previously could just type the shortcut and spacebar which was far more efficient. Feels like a case of if it ain’t broke don’t fix it.  

They’ve added more steps onto what was an otherwise fairly optimised system.So to add sterilisation batch numbers, you had to click on the barcode icon and scan. Now, it’s the three button to the right, then add batch numbers, then scan.Notes require you to click EXACTLY where the ‘/’ icon is rather than anywhere in the notes box.The updates have also changed the paragraph/layout of previous templates so that will need to be fixed and I believe the previous shortcut keys no longer work.What was so wrong with the previous UI that this change was rolled out?

I am finding dentally to be very clunky and missing a lot of the handy admin tools from exact. Im wondering if anyone has an easier way of navigating the following.Moving patients from one clinician to another when one leaves. We are an FD practice so once a year we have to move all of the patients booked with one clincian to the new one. In exact, I would run a sweep and it would move them all over for me. In dentally we are having to do each patient individually which is just such a waste of time.  Following from that, in exact when you closed a dentists book. The appointments all turned red so it was clear who needed to be moved. In dentally they dont seem to do this.  Booking appointments in clunky and its impossible to look ahead in the book as effectivley as it was in exact with the horizontal multi day view. There is the search but this isnt always effective as sometimes we need to see gaps that arent quite big enough with a view to rejiggin things to make it work.  Group messag

we really need a way of having a fixed note option in the patients correspondence that we can record interactions with the patients. at the moment we are having to record it under the logging a call, but its not always a call. on reception we dont want to have to write things in the clinical chart as its not easy to view at a glance.

we constantly have issues where the patient is signing and they accidently touch the green ‘Done’ bar with their hand or finger before they have finished signing. especially with our elderly patients as they sometimes have shaky hands. is there anyway that the ‘done’ bar can be moved to either above the box or to the side?

Request for the Treatment Plan.Where it says Pay as you , can it say Pay as you go “according to your treatment Plan”

Being able to edit/complete notes after a patient has been charged will help improve communication between surgeries and reception staff. It’s becoming an increasing issue with patient being charged wrong by reception team as clinicians aren’t charging when they leave the surgery due to being unable to complete their notes once they’ve finished treatment. A good idea would be that clinicians can charge patient, but still be able to complete notes for a short period of time after charging.  

Hi team,Excited to hear some of the new features discussed in your bi-annual youtube video released recently - some of which (eg paying by instalments) will have a huge benefit in solving some problems we face.Is there a timeline for when these updates can be expected? It wasn’t mentioned in the video and I’d like to have an idea for planning purposes.

would be helpful if the time limit on this could be removedhaving to run and review in 3 mth incrementswould also be useful to see those patients where overall account balance is zero so that we would know it is just a positive and negative needing matched off.

Hi everyone! 👋We’re improving treatment planning and charting in Dentally to make everyday clinical work faster and less click-heavy, starting with a redesigned treatment planning experience and more charting improvements to follow over the next few weeks and months.If you’d like early access, we’re looking for beta testers to try the new workflows and share feedback.Drop a comment below if you’d like to join, and we’ll get in touch with next steps!

be able to run a report of all invoices made by a dentist and see if they are paid or unpaid for inputting onto private fees 

New clinical notes are absolute shamble, stupidly designed and clattering the whole page .The whole idea of writing clinical notes is to write whatever you need to write without disturbance . But Now the CLINCAL NOTE page has NARROW FILED ! The whole idea should be simple, and practical without unnecessary items in front of your eyes when reading the old notes or writing new notes. NOBODAY NEEDS those  unnecessary information such as -Referrer -Completed treatment date-Invoice desc.With 2 different tick boxes =======>>>>>>These are taking about 30% to 40% of the clinical notes page ! for what ????If a Pt attends and I need to read  quickly the last visit (s) notes, ===>>>>These new forms is just blocking my view to read  and also when I want to write my  clinical notes, it is the same problem.  Keep it simple and practical and user friendly.Already planning to ck other software systems that would be more practical and NOT CLATTERING THE PAGE WITH UNNECESSA

The option to open the notes and delete the entire appointment is now next to each other in the new charting update…. one slight slip and your entire appointment notes have disappeared with no way to recover them! 

Would it be possible to have a dedicated app for the Dentally patient portal, where patients can log in and access their information in a similar way to the NHS App?A lot of our patients forget their passwords, and when they try to reset them, they often end up in a loop where they are unable to complete the reset. I have spoken to Support about the different ways of clearing the cache and resolving the issue, but unfortunately, this doesn’t seem to be a good enough solution.Our patients are becoming increasingly frustrated with the current process, and I feel it needs to be much more streamlined and user-friendly.This is why I think the way the NHS App works would be a great model for Dentally to follow. Having a dedicated app with a simpler login process would make accessing the patient portal much easier for patients.

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.

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?