Questions & Feature Requests

Suggestion: put the save box at the bottom of the chart entry box so that when you have made a long clinical entry you do not have to scroll back up the screen just to save it.

Hi Dentally team,More than a year ago we flagged with our Dentally contacts (Product Lead and Consultant) that Dentally does not have Cross Domain Tracking with Google.What this means (simplistically), is that when patients see a Google ad and click through to book via Dentally, the link is lost and we have no way of knowing how many leads convert to a booking. The Dentally team are aware of this and the associated issues, such as almost all competitors (at least, in Australia that I am aware) already do offer this, and also, it means investment in advertising has a poorer effectiveness/return on investment as Google cannot track and optimise the advertisements to get the best results. In short-  wasted expensive advertising dollars.In July, I was told by our Practice Success consultant that there was good news that CDT had been prioritised in the next quarter. However, he left  Dentally soon after, and despite following up at least 3 times via email, I have not heard anything at all b

Hi everyone,Does anyone know of a way of adding the pts dental chart with treatment plan to the top of the estimate as part of the template?  This has always been a great visual aid for patients and its a shame I cant seem to get it on the estimates since joining Dentally. Many thanksSimon

We’d like to send an automated email reminder to patients to check if they’d like to book in for their recommended treatment. I appreciate that there is the ‘Unbooked Treatment’ report, but if we could minimise our admin team having to call even just a few patients, that would really help.Has anyone managed to configure a way to do this? 

Hi, As it is pretty much general policy that the use of remote access and cloud services in healthcare require a multi-factor authentication to be set for access.Is it possible to make this a requirement for new users to set up, or is it possible to at least allow us as a company to have it so new users must set up MFA in order to create their login?Many Thanks

Our Dentally Emails seem to show as “read”  before anyone has opened or actioned them,  with  no audit trail.This means that they are often missed by staff who believe they have already been actioned.Anyone else having this issue?  

I have seen that it is possible for treatment plan items and treatment plan appointments to be deleted. There is no webhook for this right or is there anyway to be informed that these are deleted via integration? Is it possible to request a webhook for this?

Would it be possible to make a suggestion?When taking patient payments, it would be handy to have a "write notes section" which would appear alongside the account.For example, if a deposit of £50 was taken for treatment - a note could be added "£50 taken towards RCT2" , which would appear in any account reports pulled.Or if a patient has called into surgery without an appointment, but wants to pay some balance off their account, the information can be logged in note section next to payment, “pt called into practice to make a payment”,

Hi, i am looking for advice on zoning the practice Diary, we are mixed practice and feel the practice is extremely busy , the team seem burnt out. I am looking for ideas to help the practice feel more smoother . 

Is anyone using AI voice? Is this the same as Chairsyde?Any good?Does it work with noise/music/ other people talking in the background? 

not able to re-process or edit who is taking payments such that when banking is done edits can be done  

Hi, When we initially moved over to dentally we had put a feature request in for a month view of the diary, that could be filtered by clinician. We had this feature on our old management software, this allowed a straight forward easy view of how busy the diaries were for each clinician. It also allowed reception to see white space very quickly in order to book appointments, and to see any closed days.I understand dentally has the utilisation analytics, which we also had previously. I understand we cant use this to book but it at least gives us some idea of how busy diaries are. My request for this would be then simply add the ability to go forward month by month in the utilisation feature, rather than just allowing us to see the next 24 days.

Hi everyone, I'm looking for some advice or shared experiences regarding Mental Capacity Assessments within Dentally.Has anyone found an effective way to record when a Mental Capacity Assessment has been carried out on a patient, and more importantly, how to flag when a patient requires assistance in order to provide valid consent?Ideally, we’d like a clear, visible prompt or indicator in the patient record to ensure all team members are aware of any capacity or consent considerations during treatment planning or care delivery.Would love to hear how others are handling this,  whether it's through custom medical alerts (and ​@Simon Guiver is this even possible?), notes, tags, or any clever workflows you've set up!Thanks in advance!

Reporting is very poor A way to bring up unbooked treatment where a future appointment is unbooked and the appointment is not marked as “do not book” is simply not available Can this be fixed. It seems to be a fairly straightforward fix that is simple on all other PMSs but not on Debntally

Currently recharting on a tooth - (eg caries on a tooth that previously had caries on the same surface) causes deletion of the original charting (which might be from years ago) ...which is a fairly serious medicolegal issue - now it appears that the patient medical records have been altered and are incomplete, effectively Dentally has deleted the dentist’s notes and is leaving the dentist open to litigation due to missed diagnosis / poor record keeping, and has made the charting confusing to use and less useful because the old record is absent.The auto delete function might be useful when charting ...but should perhaps be limited to deleting only recently charted items - ie in the last hour or 24 hours.

HI We have been using dentally since January, and having difficulty integrating the NHS referrals onto Dentally, we are having to flit in-between SOE and dentally . Is anyone else having issues or can advice us on how to refer through dentally?

I’ve noticed that it is possible to delete paid invoices from Dentally. On the API there is no webhook for invoices so I wanted to ask if there are any plans for an invoices webhook so I can be notified if an invoice is deleted or any other sort of workaround to handle this case?

We have moved over from Pearl to Dentally and have noticed that patients who have previously opted out of marketing aren’t getting recalls? As recalls aren’t marketing I’m wondering how we rectify this? 

It would be helpful to allow when saving/printing previous day lists that the list shows the patients who are in the diary but have failed to attend the appointment.

Good afternoon, On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private? Currently we are +payment and then allocating to add deposit which is long winded.  Many thanks

  We’ve reached the final week of our six-part series - and we’re closing with something powerful: Dentally Vision AI!Designed to enhance clinical confidence and clarity, Dentally Vision AI uses intelligent overlays on your clinical images to help identify patterns and highlight areas of interest - like caries and bone loss - before you’ve begun your review. 👉 Read the full blog here  📚 Missed a week? Start back at Week One and catch up on the full series in your own time. That’s a wrap on Summer School/Winter Workshop 2025! Which tool/area have you found most useful in your work? Vote in the poll below 👇

Hi all,Using the dentally sandbox application we have the option to add ‘custom_fields’ to a patient entity. These fields can then be updated from the patient view. But I can’t find the way to create the ‘custom_fields’ via the public API.Similarly when trying to update a patient, passing along the ‘custom_fields’ property does not update the values set.I’m trying to have a Dentally user set some custom value’s on the patient entity that can be accessed by a 3rd party application. Using the API we use the ‘metadata’ property but the Dentally user has not access to that. And vice versa the API has no access to set  the ‘custom_fields’ but the Dentally user can.Is there a possible workaround for this?

Are there any plans to add notes and bleeding to BPE 

Why cant we run taking report for full month now, why dentally is taking usefull working features away!!  

Hello all,Using the dentally sandbox application we are able to create a new appointment reason.But looking through the dentally API documentation, I can’t find a endpoint to do this using the API?Are there any alternative solutions for this?Thank you for your time.Kind regards,Jens