Questions & Feature Requests

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. 

I have found that when I am viewing a patient’s details, if i click on another patient through the “Recently Viewed Patients” section, it will keep stuff the same like the patient ID, and other things like dropdown selections such as who their dentist is etc.Most of the time its data that has been changed on patient X for example, then you view patient Y and those details yoyve changed are on their profile, however if you refresh the page, you will find these changes have not been saved onto anyone else you view after (phew).But it can create a lot of confusion for multiple people and multiple reasons, are we aware of this mini-bug and is it being worked on to improve? Is there anything internally we can do, any settings to change to make that run smoother? Obviously when loading a patient, refreshing the page is easy to do to make sure its all correct, but its not ideal.Im not sure if anyone else has encountered this or reported it but any feedback would be appreciated on this topic! 

Anyone know where the source of this tag is? [appointment_practitioner_name] or [appointment_practitioner_name_formal]Sending email reminders where a patient is booked in with a dentist other than their usual [patient_dentist].Doesn’t populate for me. 

There should be a way to autopopulate at least the signor when not the patient as its often the parent living at the same address but we have to type it in for every child 

If we had a data tag that pulls from the patients Dentist Recall, we could tailor automated texts to include the data tag which would read something like “Dear Patient, This is a reminder you are due a dental examination on or around *[patient_next_dentist_recall]…… etc etc.It could be pulled from two locations in dentally, via either Patient Details-->Next Dentist Recall where it shows the date chosen but this is a dropdown that can be changed, OR from Patient Recalls→Due where it shows the date chosen under where it says DueLittle additions like this would be fantastic for customisation for automation. EDIT: Referencing a specific date in a text like this works better because a patient can know exactly when they are/were due depending on when they read this communication from us (as long as the dentists set up recalls correctly!)

We have an issue with short notice cancellations being offered to patients after the appointment has been booked and unavailable.

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 said they are available.The ability to filter the waitli

Hi there, I’m trying to create a patient in Dentally from a Zap. The zap will pull patient data from a form on our website and then create that patient in Dentally. The first part is working correctly pulling the form data via a webhook, however the patient creation step isn’t working. I’m using the Dentally 1.3.0 version in Zapier.I’ve tried multiple variants for submitting patient data, including copying data straight out of Dentally (so that the target field matches), but whenever I test it, it returns:“Failed to create a patient in Dentally (1.3.0)The app returned "The patient could not be processed".”I wanted to check:is the Dentally Zapier app still supported? Any ideas on general issues with creating patients? Am I better using the API?Thanks for any thoughts,Tom 

Hey everyone 👋We’re doing a bit of discovery around patient communications and trying to understand where practices feel the biggest gaps still are.We’d love to get real-world input from you!If you had to pick one additional channel or approach that would genuinely make day-to-day comms easier for your practice, what would it be? You can answer in the poll below and If you’d like, you can share more detail in the comments 😊

Hello 👋 I am working on a project called Response dental for emergency booking appointments, and would like to have live integration with Dentally. I have completed the coding on my side and would like access to a sandbox environment to test the system. Hopefully someone can help! Thank you 🙏  Imran 

How do you search for de-reg or archived patients?

There is no prompt support. Any issue with Dentally will take more then 1hr to get someone to help you. This is delaying the workflow in the practice. There is no agent that can call you, they always send you the the chat where the AI gives the instructions on how to fix something but no really answering to the questions and helping with what you need. The support after the onboarding is only once a week. Really disappointed with the experience we have so far with Dentally. 

Please consider creating a % discount option all our old softwares has this feature. We do 20% off the gap for kids under 18  and 10% for pensioners. We have a number of young staff who struggle to work out percentages on a calculator and this is causing errors with accounts.

How do I add my practice bank account details to the 'STATEMENT OF ACCOUNT' ?

Hi Would we be able to have an option for previous surname which is searchable? We have a lot of difficulty when people have changed their names after getting married or by deed poll and they are no longer searchable by their previous name. Thanks Mandy

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

I am carrying out NHS treatment have selected partial acrylic denture treatment and selected the correct upper teeth and I am also making a lower denture but when I go to submit it says 2 lower dentures which obviously looks odd it being marked and may flag us for not making any upper partial dentures When I look in the coding it seems there are no treatment codes configured to send NHS data for upper partial dentures. Is this the same for every practice and all Dentally practices are only sending data saying they are making only lower partial dentures or is is just my site there is no code configured for upper partial dentures.? There is a distinction and extra codes for upper and lower full acrylic or chrome dentures but not for partial ones.I am guessing this is an oversight that may want correcting for ALL NHS Dentally sites ? unless I am the only that has noticed this? 

Can we add a feature to be able to edit the chat once sent?