Questions & Feature Requests

We’ve just converted to Dentally.  Does anybody allocate petty cash in the finances?  We’re wondering the best way to do it in the system?Many thanks

Hi Dentally - where did the authentication page go in the API reference? Why was it removed?

Hi Could I please reiterate the need for improvement to setting up new patients when it concerns a family of patients.  The process can be quite long when setting up a family for the first time.  Is it possible when completing one adult (or a child) to select a feature to add multiple other people on a pop up dialogue box which asks for just their NHS number, first name, last name, title and date of birth (with the tool automatically assuming that the address, mobile, email address will be the same for children as the primary account holder / parent? Separately, I have mentioned this many times previously, but there remains a bug in Dentally when adding a family member to an existing account in the patient details screen, it copies across the parent’s email address but not the mobile phone number which doesnt make sense.  Please correct this because otherwise we have to keep switching screens.

Feature to stop diary jumping down to the red line on accessing the calendar

Hi I had AI notes button on my Dentally log in previously. I disabled it cos I did not have a microphone back then. I now have a new microphone, Could you reintroduce the AI note button on the case note page please? Many thanks 

Is there any way of chasing up responses to support tickets?we have some which are open for months.  no response to prompts for updates…   

So following the Was Not Brought Policy that was implemented in 2021 we marked children as Was Not Brought (WNB), since moving over to Dentally we have noticed that if we mark children as WNB they disappear out of the diary. For now we are putting FTA but is there a way to put WNB and them still be in the diary for rec to follow up. 

Hi I tried to follow the instruction to add another option for adding a new ethnicity under  the patient detail tab.however, it did not work. could you have a look please? cheers 

It would be great if missed appointments changed colour rather than the little x, it would make missed appointments easier to see in the diary, helping the reception team distinguish them from attended appointments

Any pointers on creating visually appealing html email templates in Dentally? I’ve tried pasting in some basic html email templates but the styling gets thrown out when I toggle between code view and the visual editor. 

Hi guys! We are looking to host our first implant open day on Monday 24th November and were wondering if there are any tips and tricks people can offer us who have hosted them before.Do you do goodie bags, do you involve every member of the team in the day and what logistical issues have you encountered on the day that we can hope to avoid?Thanks in advance! :)

Good morning all,Regarding cancelled appointments - these used to automatically ping back to the ‘unbooked appointments’ list when the appointment was cancelled which was really helpful, particularly if a patient was not rebooking straight away.  Also any ‘notes’ added to the appointment with more info about the cancellation was automatically removed when it got placed back in the unbooked appointments list.  This facility seems to have gone which means a cancelled appointment now just sits in the patient appointment list.  When the patient subsequently calls to rebook, the receptionist has to search in the patient appointment list for it and add it to the clipboard (which also retains all the notes about the previous cancellation), rebook the appointment and then delete all the cancelled appointment info in the notes.  Our reception team would love it if the original arrangement for how the cancelled appointment is shown is reinstated!  What’s the chances please?!Many thanksKate

Hi Dentally team,We noticed that our existing patients couldn’t book a recall online, so we tried to correct this.However, in our practice, we have the patients of the lead dentist being seen by our OHT with adult scope.Therefore we had to ‘unlock’ the practitioner, as for the lead dentist’s patients, it wasn’t letting patients book online.Unfortunately, even ‘unlocking’ the practitioner does not solve the problem as when you get to the “Choose a date & time” page, there is no filter to choose the practitioner - or no way to link our lead practitioner’s patients with the OHT for recalls.I imagine if I leave the portal as it stands, we will have to manually check every single recall booking from the portal, to ensure its with the correct practitioner - and ask patients to move to a different timeslot as they may have picked the wrong practitioner.Can we have help with updating the portal so that  Dentists with an OHT can have the OHT perform the recalls? This is not a ‘hygiene’ appo

Hi Is it possible to introduce some “undo” features around Dentally.  Some examples include:Notification as per the below dialogue box - could we please have the details of the appointment that is being deleted i.e. name of patient, time of existing appointment, appointment type etc?Rationale for this: In a hurry we might have right clicked and selected the wrong patient to delete so getting a visual confirmation by amending the text in the warning message will ensure we havent deleted the wrong person.  Should be fairly straight forward to programatically do this.  When dropping patients from the clipboard to the calendar, we might accidently let go too quickly and drop it on wrong clinician or lose it somewhere if we’ve forgotten the name (it happens when you’re dealing with lots of patients and working fast)   Accidently moving existing patients on the calendar it gives a similar warning msg as above for #1 but maybe show what the action is doing i.e. moving from 10am to 10.15 to ma

Hi, I had several practitioners ask if we can change certain NHS treatment categories. One example is for the code 716 Denture Reline. it is classed as Other treatment. Would that have an impact on the claims being sent if we change it? I was under the impression that NHS codes are automatically updated by Dentally as per NHS guidance. My change would be done for several sites so I wanted to ask for a second opinion.  

Hi ,could I suggest a new feature regarding copy and paste previous notes from 3 or 6 months, when patient have had  attended an appt for dental check up or hygienist visit.At the moment it takes time to highlight everything and paste it .I think lots of clinicians would benefit from it. Many thanks and kind regards,Ewelina Bach

Hello,  We use MeditLink to scan our patients and send work to labs - such a simple process, i saw on this  article you link with Medit but cannot find any guide on how to do this. We need our patients dentally files to link to Meditlink to save having information in two places. 

Hi all, is there anyway to monitor past occupancy of separate clinicians. I know there is a future occupancy report. I have looked into the practitioner report but I don’t find accurate enough as it is only for patients/appointments who have completed treatment on that day. It also doesn't record the hours if our treatment plan doesn't contain the number on minutes.Thank you 

We take deposits for various treatments to occur in the future.  The payment will go as unallocated or unexplained.   How can we prevent a £100 deposit for e.g. EMS Airflow hygiene being deducted because an associate has charged something else e.g. Band 1 NHS £26.50 to the account thereby reducing the deposit to £73.20 and reception staff being none the wiser because they let the patient go as there is no longer a negative £-26.50 balance showing.We have had many many instances where we cannot “reserve” and lock a deposit on the account for the actual treatment it was meant for, rather than it being deducted against something else the patient has done.  Patient then complains in future saying “I already paid £150 for my airflow hygiene” when they know full well that we didn’t charge them for their other treatments e.g. Band 1 NHS because it has netted off.

Our clinic accepts government vouchers - these patients don't get billed for their care as the invoices have to be made out to the government. It would save us a huge amount of time if dentally had a 3rd party billing option as we currently manually duplicate all these vouchers into another billing software to issue invoices. 

My team have been testing the short-notice list by adding themselves, accepting a short-notice appointment, and then removing it. Even though the slot appears free in the diary whitespace, it no longer shows as available for short-notice booking. Has anyone experienced this before or know how to resolve it?ThanksLesley

Please can the font be bolder or bigger, its hard to read, doesn’t stand outmany thanks

being able to book joint appointments ie exam/hyg would be great  and it show as joint in diarys

Is anyone else having troubles with the deposits system? we’re finding any funds taken that are allocated as a deposit don’t get allocated to any invoices generated without being manually released. Even if the invoice generated matches the clinician on the deposit.

If one right clicks on a zone in the diary there is only the option to delete.Can we have the option to edit the time of the zone from here as well please (like in Exact).Also, the ability to create a zone directly in the diary (like in Exact).