Questions & Feature Requests

Hi ThereI have built a voice AI receptionist designed for businesses including dental practices. It handles inbound calls, captures patient details, and manages appointment booking.We're exploring the integration with Dentally's API to support live appointment booking and availability checks for practices using Dentally. We'd love to discuss becoming an approved integration partner and understand the process for gaining access to a sandbox environment to begin development.We are also currently working with practices that serve NHS patients and would be keen to understand how Dentally supports NHS practices, particularly where it could be a stronger fit for their workflows alongside our AI receptionist.Would someone be able to point us in the right direction? Thanks!

We had been using Vantage Rego to send across NW London referrals for our NHS patients, this was integrated into dentally We have been told by the ICB that we need to use eRS now, they have requested details on a form to ask for the APIM id, what should we be adding here? If not how do we send referrals now?

It would be good if we could use newlines, as well as bold, italic, underline - ideally just hmtl/css including hyperlinks - in portal appointment descriptions.Currently we are using brackets to section/demarcate second and third paragraphs but this is a pretty bad user experience, and not great for effective communication.Example“Description of appointment type. (Cancellation policy) Information about discounts and offers.“

We recently switched to Dentally and wondering why we can’t have multiple “416” codes?I’ll click of 416 and it REQUIRES me to click a tooth for the treatment plan. Said tooth needs 3 x 416 codes and it won’t allow me to do it. Everytime I try to add the second 416 code, it deletes the first one. I have video proof of this happening. I also waited until the “saved” tab in the corner disappears after adding the first 416 code. The same thing happens with the 418 codes.Please rectify this ASAP!!!

Dentally update idea - make Email the default option for recalls rather than Letter.Are any other practices finding this to be time consuming? Having to manually change each patients recall option to email (or SMS should you choose) rather than letter is rather tedious.Are many practices still opting to send letters given the cost and inconvenience? Email is surely the preferred option!My idea is for the default selection to be updated to email so any new patients moving forward would automatically have email selected for recalls and further selections can be manually made from there. 

Hi there,Would be so great to have voice perio charting for hygienists?

I would like to know if we can print multiple Provider Invoices on ‘1’ page?It is a waste of paper when patients want a printed receipt, especially when the Statements print out all previous Invoice dates.Also is it possible in the future to add the patient next appointment to their Invoice?

Why can’t you send a bulk communication to the list of patients that come from the lapsed patient, unbooked treatment and other reports? Also, I’ve tried to recreate these reports in “Patients” but can’t filter them correctly to get the same list of patients if that makes sense.

Does anyone have a list of compatable terminals for use with Worldpay in order to integrate with Dentally i.e. send payments directly from Dentally to the card machine please? I have seen A920 Pro mentioned but it is still vague as to whether this would work. I was told if it had a screen then it should be ok. Of course I purchased one with a screen and it didn’t. A list of terminals that would work is impossible to find from the Dentally end unfortunatley so anything that is being used would really be appreciated. Thanks

is there a way to have it stated on an estimate for patients what treatment is private & which is NHS instead of having to open two courses of treatment and print/email two separate estimates? if we can chart NHS and private together it would be handy to be able to print them together clearly so patients understand which is which 

Hello, We are a group of practices from Scotland, that have just moved over to Dentally from SOE Exact and I was looking to feedback some features that I think are crucial and would really appreciate being explored.   When submitting an NHS treatment plan, could the software please be altered to allow number of teeth, restorations needed, BPE and radiographs taken be pulled automatically from the charting as it previously.  Can the display of the pages have improvements when on the chart tab. Could the sidebar be adjusted to be made wider, allowing for more text to be seen. In addition if the treatment tab at the bottom or base chart be allowed to be moved up or down to allow more visibility.  I would also really like to request if the software design can be made more dyslexic and colour blind friendly with tabs being spaced out more, headings bolded or in bubbles. Difficult to process all the information.  Calendar side window display feature to be added on like on SOE where we can be

My colleagues have found that when making an appointment using the calendar, when we enter a patient with an Open Course Of Treatment, and when we click under new appointment where we select the unbooked appointment for example 20 mins - Glass Ionomer (UR7), it selects that fine but under duration it stays at 5mins.I believe normal behaviour should be that when we select the treatment it should also update the duration so we don’t have to manually match it each time.I hope this is the correct place to report minor bugs like this whenever we find them, if someone could let me know and if not then where is best to i would also appreciate it!

Currently the portal says: “Balance due after appointment” but some practices take payment on the way into the appointment - it would be better to say “Balance due at appointment” ...or give the option to choose the preposition in the portal settings

Any help or advice would be greatly appreciated.We have been using Dentally for approximately one month. Since the changeover, we have consistently been losing X-ray images on a daily basis. We are using a Carestream CS 7600 system.We have contacted Dentally, who advised us to use IP image acquisition rather than selecting the CS 7600 unit directly. However, we are still losing images daily. The image appears on the scanner and transfers to the Carestream window launched through Dentally, but when this window is closed, the image does not always transfer into Dentally and is effectively lost. It also does not appear in any recovery folder.It seems that the multiple windows involved in the process may be contributing to the issue. Is there a simpler, more reliable way to take an X-ray, process it, and have it transfer directly into Dentally without needing to open multiple Carestream windows?

Please consider a ‘drag and drop’ layout for online booking. I would like to re-arrange the way it appears in line with our paid advertisement strategy and ease of finding most valued appointment bookings. Right now it isn’t supporting each practice’s growth specifically and generalised for all. 

When I copy my neat notes from Microsoft Word to dentally , dentally automatically changes my notes to simple font and size. Is there anywhere I can override this? My notes are quite long and neat in dentally it looks all over the place.  Many thanks  for your support

*typo in title - should read “how do others cancel whole day list of patients”I’m interested to know how other practices get around the problem of having to reschedule or cancel a clinician’s whole day list due to illness or last min holiday. I think there is feature in Dentally which allows you to send a bulk email or text message for all the patients in one clinician’s diary (someone please remind me how) but that worries as we might lose the details of who those patients were in the system and get complaints later. I prefer to ensure we call them and cancel / reschedule each, one by one so it’s 100% confirmed that the patient is aware in case they didnt see the sms or email and come to the practice and start ranting about the cancelled appointment.  Where we cant get in touch with them, we leave them a voicemail message and send an email / text but still wont remove them.  We cycle through the checkin, in surgery and checkout (tick box) to prevent any further reminder emails going t

I have been asked to pass some feedback regarding booking appointments via the diary.When we book an appointment from the diary and click on the diary whilst viewing the calendar, it comes up with that appointment details box for us to start typing the patients name as normal, and now whenever a patient is chosen, it wont let you edit or change the patient, its stuck with that patient and we have to cancel and then click in the diary again to make a new appointment.We used to be able to click back on the name and change it, now we have to cancel it and click in the diary again. Is this because of a new update to dentally? Is this something others prefer?

A suggestion for an automatic email/SMS to patients when their Medical History needs updating, instead of having to do them individually.

Really disappointed at the lack of effort in adapting the software for Scottish users. The software has clearly been optimised for English users privately or in the UDA system and while we pay the same for the same software, it is shamefully lacking in functionality and clunkier than older softwares especially for use within the Scottish NHS SDR.

Hi everyoneIt would be great if there was a way we could input the lists of patients we receive from the Welsh DAP onto Dentally in bulk in a similar fashion to how inward migration is handled. We currently receive lists in Excel format and it takes a lot of staff hours to input all of the details manually with the added risk of transcription errors.There would be a welcome in the hillside for years if you could do it!!  

For clinicians, to streamline treatment plans, please make it so that when I mark a treatment as complete or charge or submit an NHS claim that it marks the appointment as complete

We use a 3rd party that takes direct debit payments on our behave that is not integrated with Dentally. Therefore, we are manually doing this at the moment. Instead of putting these payments against a generic payment  method, it would be helpful to have “GoCardless” as a method.the exact payment method you want added - GoCardless why it’s important for your practice - help isolate these payments from others for tracking and account management how many practices you think would benefit - lots of practices use GoCardless, a full integration would be ideal.

As a practice, we find the option of lunch and tea breaks being in the diary as movable appointment blocks.Our superiors want us to use the break blocks that are fixed in place when added as part of the clinicians schedule. Would it be possible to make these moveable from the diary page, without having to delete and re-add for a different time? We often shift the breaks to fit around patients.Hope that makes sense.

Please make the clipboard an individual feature, like SOE. Having a single clipboard for the whole practice does not work. We run a 9 surgery practice with a large reception team, across 2 floors. When you put an appointment on the clipboard, it often disappears as a colleague pinches it by mistake.A personal clipboard, per staff member, works so much better and we really miss this feature from SOE.