Questions & Feature Requests

I noticed there was this problem 4 months ago in regards to the appointments not going back into unbooked from the clipboard. I have been on to support but they are telling me that once deleted from clipboard they are gone, which is untrue because we have been using this function for a number of weeks. I am at a loss as of what to do because I fear I have now lost some appointments which need to be booked in the future. Would any body have any knowledge of how to rectify this ?

HI DentallyWe are using the new accounts tab and I needed to refund 3 stripe deposits.  On the old accounts view, the Stripe link was hyperlinked, so when you hit, took you to the actual stripe tranasction, to refund or amend. on the new accounts view there is no stripe hyperlink that I can find.  Can you help?  Am I missing it, or is it not there.  it was very useful. Without it, I need to log into stripe, and scroll through transactions to find it, and with 5 clinics, it can be time comsuming.  Today I just went back to old accounts view, used link and done in 3 clinics. RegardsEamonn

Dentally had a feature of outbound calls, that was very convenient to make calls when other phones are busy but it seems to be discontinued. Is there any plans to bring it back anytime soon?  

Hi We are getting great uptake on Dentally online portal, where patients can cancel and book new appointments which is easier for patients, who work same hours and forget to reschceule, so can now do it themselves online.  we have set to allow them to cancel before 48 hours, withing that, they are prompted to call clinic. however, we now have many patients, where they have canceleld, and auto expect their deposit refudned, but the system is not able to do it. resulting in pts calling or emailing clinic, thinking we have REFUSED to refund them. ITs a quick step on stripe link to process this refund, but sometimes, patients will cancel apts weeks out, and we dont see it, and then they call demaning refund.  is it possible to allow auto refund via stripe, or add a note to refund auto txt  / email on dentally, ‘your appointment is now canceleld bla bla bla, if you have a deposit paid you will need to contact the clinic directly to arrange refund, or similar.  RegardsE

I’m wondering if it is possible to generate a colour specific to when patients go from one provider to the next, with a 10 chair day it is very hard to see the crossover, if it was a different colour/description it would be easy for everyone from reception to provider to DA to pick this up

The treatment and base chart menu make putting thing on the chart a lot quicker but is there a reason why they are oriented the way they are?When hovering over the upper teeth the chart is projected downwards covering the lower teeth and vice versa. This makes it annoying to swap between the upper and lower arch quickly.

FAO Multi Site PracticesSo I currently have a ticket open with the support team (who are really great and are looking into it) When our patients receive their recalls sms or email and they click the link to the portal but if they see a dentist/hygienist that crosses sites it doesnt allow them to see avaiability of appointments for both sites.  For instance we have a few patients that see a hygienist who works on one site and a dentist who works across both. If the patient is registered to one site, they cannot book their recall at the other.  As I said above development are looking into but I was keen to see if any other sites have had a problem with it

I have a question about NHS claims on the API.There are several claim state but do you have a definition of these states by any chance? “The status of the claim new, queued, submitted, completed, error, invalid, received, queried, withdrawn” -  this is from the API docs do you have any definition by any chance? In addition when I query the API for approval_date I always get null values is this normal?Any advice is appreciated!

On the concierge app it will only show the MH if it is due to be completed (older than 6 months)- sometime we get patients that have had medical changes and need to complete the MH again before the 6 month mark. It is fine doing it in surgery verbally but when there has been big changes we really need to be able to give them the iPad and get them to do it themselves. I understand that we can email the patient a link etc but when they are elderly or don't have their phone on them extra it is much easier doing on the tablet.  Please can you look into if there is a way of the pt updating their MH even if it is less than 6 months.

Could the medical history be updated with options for anxiety and depression on med history form please

Hi All Our dentists have come looking to see if its possible to have  2PA option on dentally vision, and wondering if any other clinics know of workaround, of it is something that perhaps Dentally can roll out.  We have an option for 1pa and 3pa, but no 2pa.   

Would it be possible to update the new search bar…If you input all the information required such as 45mins for a new patient examination with dentist X. if you go to the diary and the patient then can’t do that time etc. If you go to search again you need to re-input all the information. It would be really helpful if it could save your last search.

Is there a way to change the payment allocation settings? At present they seem to allocate once the treatment is completed, but I was hoping there could be a way to allocate payments to specific dentists at the time of payment as we have a lot of treatments, Invisalign for example, that can take up to 6+ months and the dentist isn’t getting paid for the treatment until the whole course is complete. It would be nice to be able to filter it monthly. 

Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!

Hi Dentally team,We’re currently working with a number of practices who use Dentally and are exploring ways to streamline appointment workflows through external automation tools.I understand that partnerships are currently on hold, but I wanted to ask whether it’s possible to gain access to a Dentally sandbox environment for testing purposes, ideally with read-only API access to appointment and patient data.We’re not looking to make any changes within Dentally itself, just to better understand how data flows and how we might support mutual clients in the future.Any guidance or direction on how to proceed with sandbox access would be greatly appreciated.Thanks in advance!WesleyCo-founder, Setterlysetterly.co

Will it be possible to add a dropdown field in the patients notes? For example, we want to include the reason code when a patient has a scan taken and want to make this simple to do (and difficult to omit). There is a list of standard responses we want the clinicians to use rather than free text/personal choice. In other forms packages you can set these up as a dropdown selection, I wonder if Dentally will go this way. 

Would it be possible to have an individual login set up so when that individual puts treatment on the plan it auto populate with their associated template notes?

Is there a way to be able to view all created consent forms for a family from a single log in of the dentally app. when we’ve got large families in and 3-4 kids in for short appointments entering each child’s DoB to retrieve the relevant forms they need to sign is slowing us down as a practice. Given that the adult accompanying them will need to sign all the forms anyway it would speed us up so much if they could see all the forms they need to sign for their family together rather than one at a time. 

Small feature that could use a very easy update. I have a large volume of template notes to slot into the discussion portion of my exam notes for different situations but every time I insert a new template note it automatically gets placed at the top of the exam note rather than where my cursor is (ie where I want it inserted). Barring making shortcuts for all of my template notes this means a lot of copying and pasting to get the inserted note where I want it on the page. 

If ‘Prevent Price Change’ is set for a treatment item, is there any level of user that can override it in the chart? For example, can a Level 4 user override it?We’d like to prevent clinicians from changing the prices in general, but allow administrators to override them in the chart.

How are people please tracking their revenue/the practice position?As far as I am aware there are at least 3 different reports which all give slightly different amounts:Takings Allocated payments InvoicesAs many do, we work to a target each month so it would be really useful to know what other practices do which gives the best overview of practice performance on a monthly basis. Many thanks.

Hi is it possible to do a lab work tab within dentally (maybe next to chart) . The little feature you have is ok but a tab would be great. somewhere you could document:tooth/prosthesis - lab sent to - date sent/received/ completed with an area to upload the lab docket: Would be great if all this information was stored together so that if there was a future issue we could find the information instantly.  If this linked to reports, even better.  Thanks 

We have noticed if a patient has more than 5 appointments, they don’t all print out. Is there a way to get it print all appointments when there are more than 5? I dealt with a patient who had to book 9 appointments and i was unable to print them all out.Many thanks.

Can I ask how people are managing the X-ray information when the nurse is the operator and takes the X-rays. The dentist is logged in to dentally but the nurses are not listed in the practitioner drop down. This means they are not being audited on their exposures…. Is the only way around this to make them practitioners? (Which is a Bit of a pain as then they come up on diary settings etc) 

Hi ​@Saymon ​@Molly H ​@Simon Guiver Is there a way within Dentally/Portal that we can send people a password reset link. A few pts have said they cannot get onto the portal because the 2FA codes that come through dont come straight away and also if they are on a mobile they have to leave thta screen to get the code. Unfortunatley not everyone is tech savvy so I feel there needs to be an easier way for them to logon and/or reset their passwords and I think more people would use it then. Does anyone else have problems with people using (or refusing to use) the portal