Questions & Feature Requests

Hi team, We have the Dashboard where we can see a forecast of our practitioner utilisation (commonly referred to as CTU or chair time utilisation), which is really helpful for practice management.However, to my knowledge, there is nothing to review historical CTU which is a major gap for practice management. Or if I am missing where it is already there, please point it out to me on Dentally as it would be really helpful.One of the key metrics for any business is productivity of resources, and CTU is a key element of practice productivity. I have heard that your add-on software lets you access this, however I think its a huge gap that Dentally does not let you report on historical CTU as a very basic metric for practice performance. Also not to mention, I am aware from some peers that several competitor software platforms do offer this in the standard offering. It should be a standard metric given in the software - The data is already available through the calendar (available hours), an

Can the box that pops up in log a call be tick boxes versus a drop down menu? It’s more clicking to click for example under “direction” click there to get to the next option of “outbound” if everything was a tick box, rather than drop down, it would be faster. 

Hi everyone is there a way to set minimum appointment duration times with each appointment reason?Also can it be more user friendly as most of our dentists who have been working in the industry for the past 40 years are not finding it easy to use.

Instead of the small symbols by the patients name, would it be possible to have the appt change colour in accordance to their status. to better manage and see when people are late or havent been checked in.Some recent technical issues have caused appts to be missed and patients having to reschedule. 

It’s very confusing to know if we are selecting the right NHS codes as we cannot see the number of UDAs the individual items and whole COT is worth. please can you add features so that we can see the total UDA value for the entire treatment plan, and see individual UDA values for each treatment item within the plan

Hi all, When trying to update an existing waitlist entry object via the API by assigning an appointment id to the object, it never assigns the appointment id to the waitlist entry. It always returns the waitlist entry object with null as appointment id. Is this a known issue or is there a way to update a waitlist entry to say that it has a booked appointment? Cheers,  

Hi all, When trying to update the status & patient_id of an appointment via the Dentally API we get the following message.{ "error": { "type": "invalid_request_error", "message": "The appointment could not be processed", "params": { "state": [ "The appointment can not be updated as the current status is: Confirmed" ], "patient_id": [ "can not change patients" ] } } }However when getting that appointment we are trying to update the state is still "state": "Pending"Updating only the state works, but not updating the patient_id.Would there be a workaround for this? Or what is the specific reason we cannot update the patient_id via the API?

all of our clinipads and chats are down. we are unable to contact dentally 

Any one else got no direct message service this morning please

Is anyone else having problems with dentally this morning- various functions, including the contact support function not working and unable to get ahold of anyone on the support number!?

MESSENGER IS DOWN - UNABLE TO CONTACT DENTALLY TO SPEAK TO ANYONE???? ALL CONTACT NUMBERS SIMPLY RING OUT 

Hello  ​@Saymon  ​@David Rutherford ​@Molly H ​@Hansa Rastogi, there is an issue with direct messaging this morningNoone can send direct messages, support messages or get hold of Dentally by phone.  Is there a problem that we havent been made aware of? Tom 

Portal currently has a standard text under the ‘what do you need?’ header:Dental checkup → A checkup to screen for common problemsHygienist → Classic clean or advanced stain removalEmergency → For deliberating pain or accidentsI would like to be able to change these descriptions, for example hygienist implies you can only book a ‘classic clean’ OR stain removal, whereas I would prefer to say ‘professional cleaning and oral health advice’. An emergency could be a lost filling or crown, not necessarily deliberating pain or due to an accident. It would be good to either customise these descriptions, or have the ‘No → I’m a new patient’ link directly through to the treatments page where the text is customisable.

Please add Perio data, especially BPE but ideally chart data as well, to the API endpoints. 

Hi,According to the audit data, the following endpoints are currently unavailable via the API: Audit Notes Tasks CaseMixes AutoCorrespondence Email Letter PatientChartImage PatientDocument PatientExemption PerioBpr TextMessage Specialists As a result, there's no way to access or query this data programmatically from the backend. Could you advise if there are plans to expose these endpoints, and if so, what the expected timeline might be?Each of these areas is of strategic importance to our service. For context, here’s how these endpoints are particularly useful for our organisation: Audit – Essential for tracking changes to patient data for governance and accountability. Notes / Tasks – Commonly used for bespoke alerts and reminders not supported natively by Dentally. CaseMixes – Required by commissioners; manual exports are inefficient at our service scale. AutoCorrespondence / Email / TextMessage / Letter – All essential for measuring engagement, perform

Within the space of 5 minutes I’ve had 3 patients call to query their estimate for treatment. They have all seen both the dentist and the hygienist today and are returing for further treatment, and have all queried why the treatment plan they have been emailed doesn’t include the hygienist appointment. The only reason I can think of is because it’s on as a different clinician, even though it is on the same treatment plan. Understandably the patients are confused! Is there a way to make sure that all appointments on one trteatment plan actually appear on the estimate even if it’s different clinicians?Thanks

Hi,A request I would like to make,An easier way to change staff profile images, I am aware these are currently auto generated by dentally with a geometric pattern. However as you’ll see from the image attached I have 4 clinicians out of 5 with fairly similar colours. 2 almost identical.I know it seems like such a minor point, but I feel like this would be a simple fix?I am aware the team can change this via a gravatar log in, however this has failed to work for any of us.We are able to change this image for a patient within their record. could it be made that we can do the same for Dentally Users?

Hi, Two questions as not sure if I’m missing something,Is it possible to be able to export a patients appointment history?Also is it possible to export a patients clinical notes that includes the chart itself? Many Thanks

 I have a suggestion I'm hoping the development team can implement. Can a button be added to say, 'estimate signed' and an icon ( )appear on that appointment. The same as we do with the 'lab work received' Or even, 'Estimate' or 'treatment plan' then it will drop down to, 'sent', 'signed', 'incomplete'.    I hope this makes sense.Look forward to hearing from you. Kind regards Ellie BlakePractice Manager | Springfield Dental Care                                         

Are there plans to add a patient field for pronunciation? We would like to improve customer service by using their name correctly, and we could put this in the regular name fields in brackets but we do not want this to pop up in any letters or emails accidentally.  

Good afternoon, Have any other practices came across the issue of signing treatment plans when there have been multiple treatment “plans” given?EXAMPLE - The top of the “treatments to sign” will say 1 / 2 but will not allow us to move to treatment 2 / 2 without first signing the 1 / 2 treatment plan. This becomes problematic when we have given a patient treatment options. We like to keep them on separate treatment plans for ease of clinical use and information on each treatment plan.

Please can you put a sort on the date created task list so that can view in reverse order not have to go to last numbered list and scroll down list. Thanks

Hi all,On the webhooks view, inside the sandbox env, the patient.deleted event seems to be missing.The api documentation is mentioning the existence of this event tough. Dentally APIWould this be a documentation issue?Thanks in advance 

Hi all,When an appointment in Dentally gets deleted, we get notified using the appointments.deleted webhook, and we can handle accordingly.In the situation that such an event gets lost or not processed in time. Is there a way, using the api, to list deleted appointments?Using the audit tab in Dentally, we have a view on this. But i  was wondering how we can get this info via the api? 

Id like to request the following changes to dentallywe need to be able to chart mobility index on the actual chart itself we need to be able to send out group messages to people logged on we need “quick plans” for sending out direct messages to staff members like SOE had we need a proper UDA tracker just how SOE had, to keep us on track