Questions & Feature Requests

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

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.

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.

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. 

It would be great to be able to easily view the history of a cancelled appt that isn’t on the scheduler. At the moment, you can only see the history of an appt from the scheduler section. 

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).  

Booking service-specific automatic appointment confirmations – urgently needed.

Our appointments used to print out on portrait orientation, with practice name and appointments included. Over the last couple of days, it has changed to landscape, and the appointments only are in the top left corner, with no practice detail's showing. Can you please help with this?

Hi Product team,I need to flag a potential flaw/drawback of the online booking portal that we have found. We’ve found that the messaging/design of the Portal is most likely losing us new patient bookings. The good news is, I believe it can be fixed fairly simply.This wouldn’t be only us experiencing this issue, it would apply to other practice also, especially smaller practices with less potential capacity for total patients to be seen.Context/Problem statementWe've had a significant growth in organic search traffic and Google ads traffic. Whilst looking into why that isn't converting to more New Patients, we found the booking portal starts off by asking if you are a new/existing customer --> What type of appointment are you after—> Choose your practitioner and see availability. Screen shot is attached of the next step "Choose a date and time".Problem/IssueAt this point, if you do

Hi everyone, hope you are all doing well and the new year is off to a good start. 😊 Running a practice means there is always a lot to juggle, whether it’s diaries, reminders, recalls, paperwork, reports or just keeping everything ticking along. We’d really like to hear from you about what actually takes up the most time or feels like the biggest frustration in your day-to-day work, whether you are a receptionist, nurse, practice manager, dentist or in another role. Pick the option that feels closest to what gets in the way for you, and if you want to, add a sentence about why it is a pain or what you do to manage it. It’s really helpful for our team to hear how different practices and people deal with the same kinds of challenges! 

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Good morning,I can’t remember if I have already requested this! If so, please ignore!Is it possible to please look into Dentally automatically closing off bank holidays?  It’s time consuming to have to close off every individual diary for each bank holiday and also make sure this is done well in advance (at least a year!) to ensure no appointments get booked in.  Many thanks for your considerationKateBurgess Hill Dental

Hi team,I’m excited to see the now “Short notice” function on the diary. However, I’d like to see one additional function/filter added to the waitlist/short notice function.Many, if not all patients, have days/times they are available - eg Tuesday afternoon (PM), Friday morning (AM).Could we have this added to the waitlist/short notice function, ie a patient can tell us what days they are normally available. This could be for example, tick boxes eg ticking the boxes for the days of the week a patient is normally available.If this data is captured, it makes it a LOT easier for the reception to know who they can call to fill a slot, rather than calling a whole list of patients. the “AM/PM “ would be a further enhancement, but at a minimum we really do need an idea of what days of the week patients are available. Currently, we would have to open each and every ‘wait list’ item to see the notes in it, and see which days patients have sa

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.

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.

Could we have the option to use the full name for the days of the week and month?At the moment its, Mon 2 Jan at 10:00AM - doesn’t look professional. Could someone look into this and change it or have the option to use the full names likes, Monday 2nd January at 10:00am. Thank you! :)

Can we please have developed a report that compares the different fee schedules for each item number against each other. IE, going vertically is a list of all the item numbers, and horizontally is the different fee schedules, so we can easily compare fees to then go and make changes to prices.