Questions & Feature Requests

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).

Is there any plan to have a referral form that can be linked to from a practice website so referring dentists can refer directly into Dentally?  

Tell me this is happening sometime soon!White space everywhere and where to start!If anything why can we add to the waiting list while booking that individual appointment, rather than having to open patient record, appointments and the adding, so time consuming!

HiIt’s frustrating that Dentally phone support does not offer extended opening hours for the convenience of dentists or practice staff that work outside of 9-5pm hours or especially at weekends (note: Carestream R4 still have Saturday support staff working until 2pm).  The situation is now made worse by the fact that Dentally now appear to have switched off the ability for clients to be able to send offline support requests via Ellie / chat bot outside of regular hours (when the question is more technical and cannot be answered by Ellie ai).   This is really a step backwards and a total disregard for clients - why would Dentally do that?  Aside from increasing the monthly fees from this month, how is this in any way client centric, is Dentally tryin to avoid a pile of new support requests from appearing at 9am on Monday morning from the weekend?Sorry for the rant but if I am correct in stating that chats requests (as per the below image) cannot now entail we send a support request outs

Hello, Im currently working on an ai receptionist for dental clinics. were working with a clinic that is using dentally as their PMS. my question is can we connect to the API strictly just for scheduling purposes. or do we need to have a partnership with Dentally? Is there a cost for this set up or if once the clinic has a membership with dentally would that be okay.

Hi guys, We have prev used Exact and were able to do Denplan assessments through it (had a Denplan tab) in patients details etc. How do we now do that in Dentally?

Hi, More data tags would be very useful for templates, such as one for the person being referred to. ie “Specialist name”. Also it would be great if when creating new correspondence, the data tag for “Dentist” relates to the clinician logged in, not always the clinician to whom the patient is assigned to on the details page. Thanks!

Hi team,To my understanding, if a patient texts “STOP” or “CANCEL” to any sms from Dentally, we are blocked from replying to them.While the support team told me that by texting ‘START” to our practice Dentally number, SMSs could be resumed, in practice we tried this with a patient and it didn’t work.So firstly, I’d flag that this isn’t working as intended. It is quite problematic when we cannot contact a patient by SMS, as not everyone checks their voicemail or email. SMS has a much higher read rate than the other methods.Secondly, can we please remove the “CANCEL” rule? I think it works against the intention. For example, if we message a patient with a reminder about their appointment and they reply “CANCEL” (and this has happened) - we are blocked from replying to them.

Sometimes when we do recare calls, we want to send a manual email from the correspondence to be more personable and add upcoming appt times. However, it doesn’t link to the recall report contact count. If you have any questions about what I mean, please ask. 

It would be great to have a bespoke tag system, whereby we can create our own tags in settings. Use cases might include the following, although an effective system would allow you to choose your own titles and colours:Mobility Restrictions Wheelchair User Downstairs Surgeries Only Ongoing Complaint Welsh (or other language) Speaker Severe Gag Reflex Carer Required Visual Impairment Hard of HearingWe should then be able to add the tags to patient records, add / change / remove them in bulk via the patients report, and report on patient tags in the patients report (e.g. add tags to the filter).Obviously you would expose the tags via the API, and have a tags endpoint!The engineering here isn’t complex.Again, this feature is fairly 101 for most SaaS CRM systems.

It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.You’d also need to be prompted to select a tag when adding correspondence.Example use cases might be:ConsentAutomated (e.g. recalls)FinanceGDPRDiagnosticLaboratoryOtherThis is a fairly simple, 101 type tool in most SaaS file management systems. 

Hi I tried to add another new “dentist “ option for the online booking. the new dentist option is still “setting up loading.” It looks like there is an error in loading. Can you have a look please? 

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

Hello,Is there any scope for dentally to have an integration with the national Patient Flag ServicePatient Flags Service - FHIR API - NHS England DigitalVisility across EPRs has obvious benefits and I’m wondering if this has been covered previously and how  dental serrvices that operate as part of a wider NHS provision using other EPRs manage these patient groups.Feel free to contact me directly if useful[Email redacted]Leeds Community Healthcare NHS Trust

Can the “appointment status” be moved next to the “when” column. Also from this screen, if you pick an appointment to send an SMS reminder, go to edit, if they have an earlier appointment than the one you are sending the SMS for, it comes up with that earlier date, can this be rectified please? 

We have just bought a Samsung Tablet for the practice, but it only appears as if it can be run as a concierge and not for signing estimates. Can this be done with an Android tablet? We are not fans of apple products. 

We should be able to direct share patient photos with the patient by the portal and email without having to export them to the desktop. 

Please can the clinics function be worked on, it takes forever to add a clinic, having to refresh the page a billion times before it works. Also not being able to adjust the clinic, from the diary page, it should be much more simpler than the way it is set up. Please can this be worked on?

Please change 'LINK APPOINTMENTS' default to OFF.  As a new user from Exact if the link is defaulted to on sending through/making appointments becomes very confusing.