Questions & Feature Requests

In SOE Exact, it had a timer that started when you clicked the pt in surgery so you could see how long you’d spent with them. This was a great feature, please can you add it to Dentally

Hi there, this probably is a known issue, but after setting up a new Dentally installation for a squat practice and making lots of new treatment items, its a bit annoying: DescriptionNew treatment items do not allow a price to be setSteps to ReproduceMake a new treatment item in Settings > Treatment & Plans, press Save, go to prices tabExpected ResultThere should be text input to enter the priceActual ResultThere is no text input to enter priceWorkaroundRefresh the page Select another treatment then reselect the new treatment item...then the text input appearsSeverity/Priorityits not a massive deal ...but it would be nice to improve this behaviour at some point  

Good morning everyone. We have an App that integrates with Dentally. We obtain a token at authentication. After 14 days the token expires and we need to ask our client to manually refresh the token. Is there a way to:Extend the to token lifetime (change “expires_in”) and/or refresh the token automatically ( POST grant_type=refresh_token)?Many thanks folks.

Hi there, I’m trying to create an appointment with Zapier. I can see this option in the screenshots on the help page but the option isn’t coming up in events? Please advise how I can do it so I create an appointment via zapier?

HiWe ask patients routinely when they attend the practice if there details are still the same - eg name change if now married, change of address, change of email or mobile number so that we have the most up to date information.  However, this is not recorded unless put on a note every single time which clogs up the notes - it would be really good to have an option on the Patient Details page a button to tick that says something along the lines of “patient contact details checked” with the date automatically alongside so that we know in future that the details for this patient were checked on a certain date and are indeed up to date. 

Why is the save button at the bottom so i have to constantly scroll down to see it? The Save and Continue button is unreliable and i prefer to save this way, but the button was moved to make way for the Ai function which is useless to me. Its so annoying.

Is there any way a time-specific filter could be added to the appointment finder.A lot of our patients want appointments before or after certain times, so it would be helpful to be able to filter out any appointments that aren’t suitable.Could this be added or does anyone else have a workaround that could help?

Anyone know if the Payment Allocations report being looked at?  The totals (when a provider isn’t selected) are nonsense.  And is there anywhere that one can track outstanding bugs? 

Hi Dentally Team,I recently signed up for the Dentally partnership programme as we’re looking to build an integration, but I haven’t heard back yet. I was in touch with Megan a couple of weeks ago about putting this through, so just wanted to follow up.I wanted to check on the status of the application and specifically request access to the sandbox environment so we can begin testing the API.We’re keen to get started with development and want to ensure everything is built correctly before going live.Thanks in advance — happy to provide any further details if needed. Thanks,Riyad

hi every time an xray is developed an automatic radiographic report appears in my notes, how do i stop this, i already have my own report 

Is it possible to display dentally id number when doing patient search as he have a large cohort of patients who share same name as another patient registered with us.  We correspond with laboratories via dentally id number but finding right patient when we receive correspondence from them can take time especially when there are several patients with same name

We find with some regularity that a treatment has been charged in the wrong practitioners name. We’ve tried to eliminate this through training, but it still occurs from time to time. Does anyone know of a way for the manager / admin to change this? If not, could the developers provide one?We currently have to re-open treatment plan > unallocate payment > delete invoice > untick treatment > change practitioner > charge using the same date of the original invoice > complete treatment plan > re-allocate payment.Suffice to say, this is inconvenient and prone to creating new errors. Worse, it means existing invoices (invoice numbers) are erased / replaced.Without doing this, Dentally’s reports become useless, and we’re back to calculating schedules manually.

Hi,We’ve been using the Dentally API to power Dentext (our custom external patient communication platform). It handles our SMS routing, custom templates, and automated messaging beautifully but we’ve hit a specific challenge. We want to automatically text patients a link to complete their Medical History questionnaire prior to their appointment, exactly how it behaves natively in Dentally's SMS system. To do this, we need to inject that patient-specific link directly into our Dentext templates.Does anyone know how to retrieve or construct this unique link via the API? Is there a specific endpoint to request this token/link? Or is the URL structure predictable enough that we can build it programmatically using the patient_id or patient_uuid?I know we can use the practice portal link from Portal Admin > Customise, but that behaves differently. It forces the patient to register first, whereas the native Medical History link goes straight to the questionnaire after a simple Date of Birt

I write notes using a dental note taking tool then copy and paste them into Dentally. Now I get a space between each line of my notes which I cannot remove. This did not occur with EXACT.Please can you help fix this? 

Practice managers, owners, and financial admins, we’d love to hear your thoughts!How do you currently calculate practitioner pay in your practice, and what challenges do you face in this process?Share your insights on how Dentally could help make this task more efficient and hassle-free 💡

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

Confirmation of all of the patient  appointmentS instead of only the upcoming one 

a sidebar would be useful as in exact for seeing what a patient owes and next appointment due without having to go into patient in the way exact had.

I like having the pop ups but it takes time to hide each one when there are several and they don’t hold a lo of visible text 

We ran into an issue today that highlighted what feels like a massive gap in the workflow, so I wanted to share it here as both a question and a feature suggestion.A patient was completing their NHS PR on the tablet, but unfortunately the tablet crashed mid-process. As a result, the signature didn’t save and the PR form no longer appeared as an option on the tablet for the patient to complete.Support advised two possible workarounds:1️⃣ Ask the patient to complete a paper PR and upload it (!!! -  I was quite taken aback when a paper form was suggested. We invest in software precisely to avoid reverting to manual, paper-based processes. )2️⃣ Create a brand new treatment plan (with no completed items) plus a “temporary” appointment, link them together, and generate a new PR form that wayApparently the invalidate option removes the form but doesn’t prompt a new one.While I appreciate the suggested workarounds, neither feels ideal: Going back to paper isn’t something we want to do - it’s b

At the moment if an NHS patient books a Private appointment via the portal e.g for Private Emergency then the portal forces the patient to fill in an NHS PR form even though the appointment is a private appointment. NHS PR forms are ONLY for an NHS Course of Treatment. This is wrong functinality.

Hi there, We would like an option as part of the medical history flow, where we could duplicate and update a previous medical history. Patients will frequently have a minor update needed to their medical history. It would save time if we could duplicate the last medical history and then edit, with any recent updates. Rather than having to complete the entire history each time. Thanks,Tom

Hi, One of the dental practices which we work with is having a Dentally account for multiple sites. I don’t know the exact number but they have around 10 sites for the Dentally account. Is there a way or a procedure to increase the limit of 3600 API calls per hour? With the current limit and setup of the account, it would be very hard to stay in sync in a correct way. Thanks, Saimen

Hi there.  I am finding dentally really difficult to use in terms of paying my associates at the end of the month. I simply cannot find a way/report option to be able to see where payments are placed when a patient pays a deposit towards large treatments and where finance payments can be seen. The way I want to pay my associates is as follows: We calculate from the 1st of the month to the last day of the month (and then we pay a month behind which is standard for a dental practice). We do a lot of cosmetic dentistry which has high ticket value. A lot of our patients put large deposits down/take out finance/patients pay off their balance as and when they want via stripe on the dentally portal to reduce their balance for treatments such as ongoing clear aligner treatment. This money i’m assuming on dentally is ‘unallocated’ as it doesn’t know where to go/the treatment has not been completed yet/ticked through on the system so it doesnt have a specific invoice to place it against.  What I

I would like to request a full day daysheet with the appointment space included to be able to make notes regarding patients in the appointment space.