Questions & Feature Requests

Dear Dentally Team, I would like to suggest the creation of a new report (or an adjustment to the existing one) that separates service credits from sundries.Currently, both are coming together in the same category, which makes it difficult to obtain an accurate monthly report for sundries.Having these two items reported separately would make the monthly reports much clearer and improve the accuracy of our financial tracking.Please let me know if this is something that could be implemented, or if there’s already a way to generate such a report that I might have missed.Thank you very much for your attention and support.

How do I increase the number of boxes/selection in the hover chart from 2*5 to 3*6? Can you add a RED A for abcess, RED I for inection, RED S for sinus and RED # for fracture Change watch W to a RED W

Does anyone know if there is a way to search for something specifically in the previous notes? There was a search function on Exact where you could type, for example, ‘UR2’ and you could then see all notes mentioning the tooth. If this is not possible, could this function be added?

Hi,I regularly run reports in Dentally but have noticed that, even when I believe I’m applying the same filters, the results can vary. I was wondering if a feature could be added—similar to the ‘Patients’ report—that allows filters to be saved. This would save a lot of time and ensure consistency, helping us generate the most accurate data possible.For example, it would be useful to have saved reports per clinician for outstanding treatment plans, or a saved report for unallocated invoices.Kind regards,Bonnie

Hey everyone! We know managing consent forms and estimates can sometimes feel like a bit of a chore, but we all know how important it is to get right. It’s not just about ticking boxes—it’s about making sure your patients feel informed, understood, and confident in their treatment. 💬 Here are a few helpful things you can try: • Go Digital: Are you using digital consent forms and estimates? They’re super efficient, reduce errors, and make it easier to track everything in one place.• Save Time with Cloud Storage: Digital forms are saved directly to the cloud, meaning they’re always accessible from the patient’s record. No more spending hours scanning and filing paperwork!• Make It Convenient for Patients: With digital forms, patients can sign electronically via the Portal or the Concierge app, making the process smoother for everyone. What’s been working for you when it comes to consent forms and estimates? Any challenges with Dentally or tips you want to share? We’d love to hear your t

 Dear Dentally Team,I wanted to suggest a small improvement that would make a big difference to how we work at reception. At the moment, when a dentist calls a patient into the surgery, the only indication we receive is a small status change to the letter “S”. This is very easy to miss, especially during busy times, and it means we have to constantly monitor the screen to avoid missing it. It would be extremely helpful to have a clearer notification for reception—such as a pop-up window when a dentist calls a patient. This would make the communication between reception and the clinical team much smoother and ensure patients are called promptly and efficiently. We believe this small addition could really improve the workflow for practices using Dentally.Thank you. Best regards, Kamila

Hi we suddenly unable to use dentally.The system started to disconnect itself from the x ray bridging on Monday. Then it lost its connection by the end of Tuesday. We have no problem going on google browser. We have tried using the advice on advice message. Can you dial in and check the system please?

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, 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.