Questions & Feature Requests

We are new to dentally moved from exact we used to get an appt pop up after patient has finished treatment to book their next recall on dentally how do we do this?  we are finding that when we select 6 months this isn’t always showing on the appt tab as 6 months.  

Hi,I’m sure that I can’t be the only dentist frustrated with Dentally’s reticence to provide an extra and intraoral Mouth Map… how else can we record oral pathology each time we see our patients? I’ve  been regularly asking for this facility since moving from SOE to Dentally in 2020, but to date, no progress! Perhaps the community could help push Dentally’s software development team to facilitate this extremely important function; it seems crazy to have to revert to separate paper-based records! 

Hi everyone,We’ve just recently switched to Dentally (as of yesterday), and I’m looking for some advice regarding using an intraoral camera with the system.We’re currently using a FocusDent MD740 (generic), and it’s set up under the “Legacy Capture Device.” The issue we’re facing is that the workflow feels quite clunky — we have to keep two separate windows open, and when capturing images, a pop-up appears requiring us to click “freeze” and then “capture.”Unfortunately, this can only be done using the mouse, which means I can’t capture images directly myself while working — I have to rely on the nurse to do it. It’s quite inconvenient and interrupts the workflow.Ideally, I’d like to:• Use just one window• Capture images directly using the button on the intraoral camera• Avoid the extra pop-up and mouse interactionHas anyone managed to set this up more efficiently, or found a workaround that allows direct capture via the camera button?Any help or suggestions would be greatly appreciated

Hello allIs it possible to link directly to a specific appointment type in the online booking.For example, let’s say I have setup a New Patient Exam. Is it possible to have an online booking link that only enables that appointment specifically.The use case would be:To include the New Patient Exam link in marketing correspondence (rather than a generic online booking link which requires choices by the patient).   To create numerous New Patient Exams for specific practitioners and zones. We can then do the logic check ourselves (e.g. is the patient a young patient, old patient, interested in implants etc) and direct them to the correct booking link.It is important the link would be isolated - its only possible to book the specified appointment type with that link, the patient cannot override the flow.Thoughts?

Identifying short notice cancellations currently relies on users selecting that option as a cancellation reason, this leaves room for error and recording the genuine cancellation reason in some cases might be better suited to the patients and hold a better explanation for the cancel rather than being used to flag the short notice cancel.  I would like to feature request, as I am hoping for an automatic short notice cancellation flag, that is separate to appointment reason? I was thinking a field in settings where the practice cancellation policy time frame can be logged (usually 24 or 48 hours) For example a practice then set their policy at 48 hours, and the system then flags any cancels in that time frame as a short notice cancel regardless of appointment reason, and this could then be reported on within the appointments report.  This would allow a practice to see top level information around how many cancellations are potentially negatively Impacting their chair time. This would als

Moved from SOE to dentally. Having alot of issues. SOE had its good bits and bad but the good bits were really good.Feature 1.-bring in a drag and drop function, we have to press reordering to chnage treatment round, we have to do a bunch of extra clicks for moving and appointment time. Allow a drag and drop its much quickerFeature 2.-ACORN needs refining-its messy and really time consuming. Two tabs, repeating information twice, its a waste of time. The layout is also more difficult to follow. Instead we really need one tab that autopopulates the PR form. Also separate the information by just adding a line to aid viewing. For example put a line between the caries portion, perio portion etc. Colour code it so we know what we need to fill in quick. Highliting is fine. Also each data point should only allow one tick. Why can i tick yellow and green for medical, social and dental. This will save admin time!!Feature 3-automatic tooth count for acorn- if this autopopulates, saves so much wo

On Exact, we used to be able to click create and estimate select all COTs and it would generate all estimates accordingly. On dentally not only do you need to do it per COT you have to make sure you've selected the correct estimate type (NHS / Private). Dentally doesn't clearly separate NHS and Private treatment. Having the option to limit / label a COT as private or NHS like what was possible on EXACT would be incredibly helpful. 

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?  

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