Questions & Feature Requests

Im trying to do report on dentally for the actual amount of time spent treating patients. However, it seems that when an appointments is double booked ( like a family appointment where all members have one time for the appointment) then dentally does not calculate this accurately, and only allocates the whole time of the family appointment to the report rather than the time spent on individual patients in that family.  so the reports are inaccurate. This is a very important report so we can work out the actual time spent for therapists treating patients , as some of these therapists are paid on an hourly rate.  how can we work the actual time spent iand take account of the actual time rather than the double bookings time in the diaries?

Hi, I am a new small practice in my first 6 months and just working on building the patient list…..i was hoping to introduce a “recommend a friend code” for patients and their friend to benefit from a small discount.   Has anyone had any experience of using this feature or if it is even available? Many thanks,

How d we split a claim so that we can allocate separate udas to therapist and dentist.what report do we run at end of month to work out the applocation?

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 💡

Hi, Does anyone know how the medical history link is sent in an email - so not by dropping down the link to send but in the email recalls the patient receives. I am trying to set this up and can see some patients receive it and others do not. I have tried to create a recall but do not feel it is classed as a recall.Somewhere in the background it is set up but I don’t know where…Any help would be greatly appreciated.Laura x 

Hey Dentally Community! The end of the year is fast approaching, and it’s likely that you and your team might be taking time off to celebrate the festivities.There are a few tasks we recommend ticking off your to-do list, to keep your practice running smoothly this festive season.Here’s your guide to end-of-year housekeeping 👇Provide accurate festive opening hours - Make sure any variations to your opening hours are reflected wherever you display them in your practice and online (eg on your website and your Google Business profile). Ensure your calendar availability is up-to-date - Make sure your practitioners’ availability is aligned with time off or varying opening hours – so appointments are only booked when someone is actually available!💡 Top tip: You can use schedules, calendar override and opening hours in Dentally to easily reflect individual or practice-wide time off.Update your practice voicemail – Mention your festive opening hours, and direct patients to recall booking lin

Hi, can you come up with a way to rotate photos/ rads on the images section. thank you

hello. If a patient informs the practice that they were actually exempt after the treatment plan was completed, invoice created and claim sent for the UDA. Its my understanding that the NHS deducts that money from the payment they make to the practice next month because technically they think we were paid by the patient.The patient then refuses to pay the invoice when we contact him for the unpaid treatment and its at that point that he informs us that he was exempt when treatment plan started. What needs done in this situation to basically recover that amount? Thank you

I am pushing for our POS and payments provider to integrate with Dentally, do you have any more on your roadmap other than Dojo and Worldpay, and what could be done to accelerate this if possible?We would like invoices to show up on the till without having to be manually typed in for payment, with the line items matching the invoice.Thanks

Hi,Dentally currently isn't the most easy place to retrieve estimates that have been sent to patients, or to track version control, or comments etc. with it all being linked to correspondence is ok, but a bit cumbersome to have to keep clicking in,.downloading and opening documents to find where you were at  Surely there is a better way.... a full revamp of the estimates section is needed, with some form of database / record on creation so there is an index / relation to what has been sent,.ideally with version control as well. Is this on the roadmap, or could be added please? 🙂

We have tried to access Dentally just now as we have patients today but Dentally is down apparently. Don’t know how to better get to Dentally support. Someone from Dentally please help!

Keen to understand if and when it would be possible to log call data directly into a patients correspondence record without having to send it to the Dentally mailbox first which is what we have to do at present, or if this is being looked at or developed in the roadmap?We also produce documents that we have to dump then attach to patient records, if this could go straight in without a two step process this would be best. ThanksHarry

Hi everyone! Apologies for going slightly off-topic, but I thought this would be a great place to ask other practice managers and owners what intranet platforms you’re using.I’ve developed an intranet for our team, but I’m having an issue that’s been bugging me—the ‘search contents’ function isn’t working as intended. This makes it difficult for our team to search keywords and find specific pages quickly, especially for FAQs. It’s become quite a frustration!I’d love to hear what platforms you’re all using for your practice intranets, especially if you’ve found one with a reliable search feature!Also, what tools are you using to keep your team connected for internal communication (Slack, Teams, etc.)?Any insights would be much appreciated. Thank you so much in advance!

Is anyone signed up to Dentally Vision and the AI software. What is your experience with it?

Hi all, It seems that the rota diaries api endpoint does not have an option to only request diaries that have been updated recently. Right now i have to run a full load every time i want to make sure my rota diaries are up-to-date. Is there a different method required to get incremental updates for rota diaries, or is this not a possibility now?

Hi all, i'm trying to read treatment plans that were created between january 1 and january 4. Per the API documentation i call the endpoint like so:https://api.dentally.co/v1/treatment_plans?created_after=2024-01-01&created_before=2024-01-04 However, this returns all treatment plans. The first record returned has a created_at value of 2024-10-10 (today). No matter what dates i enter for created_after and created_before, it always gives me the same response. Am i doing something wrong here? Or is there a bug in the Dentally API?

Hello! We have been using dentally for 10 years and consequently patients have many appointments and payments/ invoices. It would be really helpful if there was a way of filtering e.g.In appointments tab being able to filter on WHO, WHAT & STATUS to enable a quick view of how many times a pt has DNA’d or Cancelled at the last minute; quickly view when pt’s last exam was. In accounts tab Invoices being able to filter on INVOICE, DATE, SUMMARY and Payments filters DATE, METHOD, PRACTITIONER. Also to have a date range shown option for both Payments and Invoices: last 3years; last 12months, last 6 months etc.Anyone else think that this would be useful?😊

Hi All,We have sent a Mass Marketing E-mail to our patients describing some of our new services. How long does it normally take for this process to complete seeing as we are contacting around 8000 patients.Many thanks, 

I am trying to encourage the dentists to be up to date with clearing out reports. I would like to create a task that pops up each week to remind them. I would envisage that once ticked as completed it disapears until the next week when pops up again…….I am struggling to set this up as when I complete it immediately pops up as a new task. Which is not as I intended. Any help appreciated. 

We’ve rolled out some great new features in the latest October update, and we’d love to hear your thoughts! From the expanded Tooth Status update that’s now available to all users, to improved treatment plan templates and more flexible options for managing cancelled appointments—how do you feel about these changes? Are they making your workflow smoother? Let us know your experiences or any feedback you have! For all the details on what’s new, check out the full October 2024 Product Update 👉 here.

🎉 Launch Day is Here! Welcome to the Dentally Community! 🎉 We’re thrilled to officially launch the Dentally Community—your space to connect, share insights, ask questions, and grow together as dental professionals.  To kick things off, we’d love to hear from you! What’s the one tip or trick that’s been a game-changer for you while using Dentally? Share it in the comments below and let’s start our community journey by learning from each other! Have questions? Don’t hesitate to ask—this is the perfect place to get advice and support from your peers. Let’s make this launch day one to remember with great conversations and insights! 🙌

With Dentally’s new Root Charting feature now available, we’d love to hear your thoughts on how you plan to incorporate this update into your daily workflow.  • Have you already tried charting roots in Dentally, and what has your experience been like so far?• How do you think this new feature will impact the way you manage more complex dental cases?• Root Charting provides a clearer visual representation of a patient’s dental health—do you see this changing how you communicate treatment plans with your patients? We’re excited to hear how you’re planning to use it in your practice, and if you’ve already tried it out, we’d love to know your feedback! 👇  PS: Root charting is available now! This is slowly being released across all sites. If you do not see the option in your 'chart preferences' ⚙️ get in touch with the support team via Live Chat to request access today!