Questions & Feature Requests

Please could the systems team have a look at this?  If a clinician books a day holiday and their column is blocked, it isn’t visible when looking at the diary and so it’s down to us to let people know that appointments need to be moved.  In other systems, the appointments booked in blocked diaries would show in bright red, which is much more user friendly!  Could this be done in Dentally? Thanks Anita

On the new form, is it possible to make the acquisition source a drop down?We’d love for the acquisition source to become a required field option also!Thanks

I am trying to fill out patient’s occupation in line with the notes audits we do, which covers occupation being listed. I am finding it hard to select and option for all patients as the occupation is a drop down menu of set ideas of an occupation.There is a lot of occupations that aren’t on the list, nor have something similar. How do other people manage this, and doe we feel as though it should be a free entry section, rather than a selection of prewrittten options. A lot of patients don’t want to give this information, so would be handy to have an option to put this down too. 

Hi  Does anyone know if Dentally hold a training session for new practices, either in person or remotely? I am trying to set up a training session for a new practice were 90% of the staff haven’t used Dentally before. I was hoping to hold an afternoon training session with all staff members. Is this something Dentally will offer?

We have identified an issue whereby selecting the ‘stabilisation’ care package; along with the treatments required for stabilisation stacks the care packages on top of each other.For example 2 extractions and 5 fillings on carious teeth should trigger only the stabilisation care package; but when charting the treatment planned it stacks the simple and extensive restorative packages as well; effectively charging the patient for each care package which is incorrect.The workaround we currently found is to list our own stabilisation treatments and numbered them VHNS1, VHNS2 etc. and set them up as the treatments required on band 1 with the very high needs stabilisation marker.We have set these up for XLA, Fillings, and removal of PRFs for the time being. Is this an oversight in light of the huge changes that have been implemented?Should dentally not ‘see’ the stabilisation package and as such technically ignore further care packages from getting added?

The cost per item and the total payable for the appointment shows only in private treatments. Please adapt to also show for NHS items so patients can be told how much a fee or appointment will cost without manually scrolling to the bottom and adding it up. The current setup works for a UDA system but not for fee per item. This already exists for private items so should be easily adaptable. 

The standard Private Forecast report sometimes brings in odd days which affects our planning, some days get missed off in our monthly view and we need to manually trawl through to complete the absent days in the cycle. For example, Tuesday is 31st March and the forecast looks in weekly blocks. The last full week of March ends on Friday 27th and the next week will be from Monday 30th to Friday 3rd April. As we monitor monthly this means manually adjusting for the crossover weeks.It would make it a lot simpler if we can adjust the date range in the same way we can other reports.

is there a toggle/ message/ pre made message we could send automatically for patients to leave us a review after their appointment? 

It would be good if there was a straight forward way to charge for premium appointment times via the portal.The only way I can think of doing that at the moment would be to duplicate all appointment types in the portal settings but change the appointment charge to the premium charge - but this would cause a cluttered and unfriendly UI.A better way would be to manage premium appointment charges via zones in the diary combined with a percentage markup or set fee. Potentially the fee could be set/applied to a zone type in the portal settings. Prices would be displayed as “from £[default_price]” and then updated on selecting appointment times in a set diary zone, with the difference being displayed alongside the available times in the diary.

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?