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Questions & Feature Requests

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

197 Conversations
J
Newcomer
jmalfaitNewcomer
asked in Integrations/API
Patient custom_fields

Hi all,Using the dentally sandbox application we have the option to add ‘custom_fields’ to a patient entity. These fields can then be updated from the patient view. But I can’t find the way to create the ‘custom_fields’ via the public API.Similarly when trying to update a patient, passing along the ‘custom_fields’ property does not update the values set.I’m trying to have a Dentally user set some custom value’s on the patient entity that can be accessed by a 3rd party application. Using the API we use the ‘metadata’ property but the Dentally user has not access to that. And vice versa the API has no access to set  the ‘custom_fields’ but the Dentally user can.Is there a possible workaround for this?

111
Phil Muldoon
Dentally Team
L
Enthusiast
LauraEnthusiast
asked in Clinical
Are there any plans to add notes and bleeding to BPE 

Are there any plans to add notes and bleeding to BPE 

634
L
Enthusiast
A
Savvy Contributor
Ali AfzalSavvy Contributor
asked in Practice Admin
Takings

Why cant we run taking report for full month now, why dentally is taking usefull working features away!!  

213
Saymon
Community Manager
M
Enthusiast
MC MaryanneEnthusiast
posted in Patient Experience
Any pointers for creating html email templates in Dentally that look nice?

Any pointers on creating visually appealing html email templates in Dentally? I’ve tried pasting in some basic html email templates but the styling gets thrown out when I toggle between code view and the visual editor. 

844
P
Newcomer
Jordan
Enthusiast
JordanEnthusiast
posted in Practice Admin
Failed to attend on day list

It would be helpful to allow when saving/printing previous day lists that the list shows the patients who are in the diary but have failed to attend the appointment.

243
BCDC2023
Savvy Contributor
BCDC2023
Savvy Contributor
BCDC2023Savvy Contributor
asked in Practice Management
Feature requests - lab work received, automation triggers, HTML formatting & scrolling on calendar page

HiCould I please request improvements to the following: Lab related featursLab work received - nice feature but the green lab bottle does not appear on the calendar in some circumstances.  I’ve played around with it and whilst it appears for patients who are booked in and have no long preferred name, I’m finding that where the name is long or we have additional comments in the preferred name and we want to set a short appointment time of 5-10 min, the green bottle will not display.  The only way I can make it display is by increasing the appointment duration to 20 min which we dont need that long.  I am able to book some 15 min appointments but only where the patient name is short.  Perhaps text wrapping or something is preventing the lab icon from appearing A logical extension to the lab work received is to have the ability to write somewhere which lab we have sent the work to (if we use and have several different labs).  Yes I know we can write it in the yellow sticky or in the chart

150
BCDC2023
Savvy Contributor
J
Newcomer
jmalfaitNewcomer
asked in Integrations/API
Appointment Reason

Hello all,Using the dentally sandbox application we are able to create a new appointment reason.But looking through the dentally API documentation, I can’t find a endpoint to do this using the API?Are there any alternative solutions for this?Thank you for your time.Kind regards,Jens

151
Saymon
Community Manager
M
Newcomer
mayaNewcomer
asked in Clinical
emax

any codes for emax fits anyone please?

70
Saymon
Community Manager
Hebe Lowen
Dentally Team
Hebe LowenDentally Team
asked in Practice Management
🦷 Manage payments with ease - Week Five!

For this week’s Summer School/Winter Workshop, we’re exploring the improved patient account screen, and the features that make payments a breeze!From deposit management and family payments to automatic allocations, your Dentally tools can remove the tedious admin and improve the patient experience - without compromising on accuracy. Check out our blog! 👉Optimise your accounting workflows to ensure your reception experience is as streamlined as possible for both you and your patients.What do you think of the improved account screen? What are your favourite tools? What would you like to see next? Drop a comment below! 👇

60
Hebe Lowen
Dentally Team
A
Dentally Ambassador Gold
Anne-Maree SideridesDentally Ambassador Gold
posted in Practice Management
Cancellation policy accepted by patient at booking stage on Dentally Portal

Cancellations have been significantly higher over recent months for us - anecdotally we are hearing the same from colleagues in Aus, I'm sure this can be validated by Dentally also.Cancellations and unutilised time are a challenge for practices to manage. At our practice, we try to be as proactive as possible to prevent issues arising.We are looking into what we can do to improve Cancellation rates - one initiative is to inform patients of our Cancellation policy (that we may take a cancellation fee out of their deposit, if they cancel with short notice - to deter them from cancelling). The ‘deterrant’ effect is important, psychologically, and used by many business across industries.  The difficulty is, as our online bookings are with Dentally, there is nowhere we can display this policy at the stage of booking. Eg "do you consent to our cancellation policy" or something similar.Could we please have this added as an improvement on the Portal for booking, as it could have the potential

405
A
Dentally Ambassador Gold
K
Enthusiast
K HansonEnthusiast
asked in Practice Admin
CONCIERGE treatment plan - multiple treatments

Good afternoon, Have any other practices came across the issue of signing treatment plans when there have been multiple treatment “plans” given?EXAMPLE - The top of the “treatments to sign” will say 1 / 2 but will not allow us to move to treatment 2 / 2 without first signing the 1 / 2 treatment plan. This becomes problematic when we have given a patient treatment options. We like to keep them on separate treatment plans for ease of clinical use and information on each treatment plan.

261
Saymon
Community Manager
F
Enthusiast
Frazzled PMEnthusiast
asked in Practice Admin
Taking off amount owing for a patient

Hi guys,we have a patient who recently (a few weeks ago during our move over to Dentally) came in for their routine check up. We had them down as private and as such created a fee. They are in fact a Denplan patient. How do we now take off the £? Does it need to be done by a higher level user and if so, how do they go about it?

182
F
Enthusiast
P
Newcomer
PaulineNewcomer
asked in Other
second day lost x ray bridging connection for the whole practice

there seems to be a breakage in x ray bridging link for the whole practice. we had to do it yesterday now it happens again this morning 

211
Saymon
Community Manager
R
Enthusiast
Richard BazlintonEnthusiast
asked in Other
AI voice

Is anyone using AI voice? Is this the same as Chairsyde?Any good?Does it work with noise/music/ other people talking in the background? 

330
R
Enthusiast
Hebe Lowen
Dentally Team
Hebe LowenDentally Team
asked in Practice Management
🦷 Tools that match your needs - Week Four!

For this week’s Summer School/Winter Workshop, we’re talking about the regional tools that work for you, freeing up your time so you can focus on what matters.For UK/AU users 🇬🇧🇦🇺, it’s all about integrations - the features that support your practice behind the scenes, from faster payments to better reporting. Let us know in the comments which integrations have made your life easier! 👇Read the full integrations blog here 👉 For CA users 🇨🇦, we’re reminding you of the powerful claim management tool, which takes out as much of the manual admin as possible, while ensuring you have everything you need. Check out our blog to see if you’re getting the most out of this handy features, and share your tips below! 👇Check out our CA insurance blog here 👉

160
Hebe Lowen
Dentally Team
A
Savvy Contributor
Ali AfzalSavvy Contributor
asked in Dentally Portal
Dentally ipads- app (Concierge)

We’ve noticed that the tablets( Apple , Android) need to be re linked repeatedly, which disrupts our workflow. Each time we contact support, the standard advice is to remove the device, clear the cache, and re link essentially repeating the same temporary fix. It would be greatly appreciated if Dentally could address the issue and provide a more stable and reliable version of the product or may be a new product. A long term solution would significantly improve the user experience and reduce the need for repeated troubleshooting. 

925
Saymon
Community Manager
Jordan
Enthusiast
JordanEnthusiast
posted in Practice Admin
Registered dentist

Hi, When we used to remove a clinician, we used to have the option on our previous system to allocate all registered patients under that clinician to another clinician.This doesn't appear the case in Dentally.We are told to go to the patients tab and change the allocated dentist, this for clinicians who have a lot of patients would be ridiculous to expect admin staff to do. That or you create a report of that clinicians patients and inform Dentally so they can move the patients in batch.A really poor process. Dentally needs to add the ability to allocate patients when archiving a clinician to a current clinician

425
Saymon
Community Manager
L
Newcomer
LucieNewcomer
posted in Other
Rego Referrals made easier

Hello Dentally Community,Our practice greatly appreciates the ease of clicking a button to put a new referral through the patients file on Dentally. However, we feel it would be beneficial for everyone if your system could pick up any referral activity. Where it currently says “Success” in green, it could say “action needed” (if hospital requires additional info) and be orange or “failed” (if referral rejected) in red. This could also be automatically flagged to the dentist in notifications when the status changes to orange or red. It would make sense to create referral reports based on the referrals.Many thanks for your consideration.East Mews

242
L
Newcomer
L
Enthusiast
LPascotdentalEnthusiast
asked in Integrations/API
Logging voicemails

Hiya, Is there anywhere we can log a voicemail left for the patient, in corrospondence it only has a log a phonecall and i don’t want to do it in notes ideally. Thanks  

383
L
Enthusiast
Hebe Lowen
Dentally Team
Hebe LowenDentally Team
asked in Practice Admin
🦷 Recalls with real impact - Week Three!

It’s Week Two of Dentally’s Summer School/Winter Workshop!  This week we’re showing you how to get the most out of recalls, with top tips and best practice - to ensure your patients keep coming back and your diary stays full.Read the full blog here 👉Start sending recalls that have a real impact on your patient retention, maximise your chair-time and reduce the need for new patient acquisition! What are your top tips for using recalls in Dentally? What would you like to see more of? Drop a comment below! 👇

270
Hebe Lowen
Dentally Team
RegentStreet85
Community Pro
RegentStreet85Community Pro
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

1644
Saymon
Community Manager
C
Enthusiast
clairemEnthusiast
asked in Other
Diary not greyed out

Hi,One of our clinicians has come back to work today after two weeks holiday, and her diary is not showing the greyed out areas for breaks or other closed diaries. In other words she has white space everywhere, including where there shouldn’t be! Is anyone else having this issue as she is the only one in the practice who is, the diary is displaying correctly in Reception. ThanksClaire

192
C
Enthusiast
C
Enthusiast
clairemEnthusiast
asked in Practice Management
How to search for a referral

Hi, does anyone know if it’s possible to search for a referral that has been sent and is stored on the patients “Referrals” tab. We have received a rejection email for a patient but I can’t locate it on Dentally and would like to be able to search by LAN number. Thanks

212
C
Enthusiast
H
Enthusiast
HoltdamiraEnthusiast
posted in Practice Admin
Suggested Edit

Good morning, Please can you advise/ work on a possible edit where you can create Zones from the Diary/Calendar. This was a very useful function in SOE for quick changes in the diary.   

592
D
Enthusiast
RegentStreet85
Community Pro
RegentStreet85Community Pro
asked in Other
Messaging

Hi ​@Saymon Do you know if Dentally have any plans to improve the instant messaging feature. We use this a lot in our practice and we miss the feature that enabled us to message a group of people at the same time ie, messaging both receptionists at once. Also, the aesthetics look a little clumsy as one of our clinicians has a long name and her name doesnt fit correctly therefore doesnt show how many messages outstanding form her

765
D
Enthusiast
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