Questions & Feature Requests

Does anyone know if theres an option for no email address. It keeps asking on the tablet but some pts simply don’t have an email for correspondance cheers

Is it possible to not be able to look at the appointment book and drag down a session and allocate to ‘private only” etc? I can add a 30mins “annual leave” block but cant add a 30mins Private only? not without going into zones and creating a new zone for that 30mins which is a bite time consuming, thanks Ro

I’m trying to create a separate waiting list in Dentally for patients who have failed to attend, as I do not want them mixed in with our regular short-notice list.The aim is to keep these patients on a separate list so they can only be offered appointments that become available at short notice, while keeping our main short-notice list for patients with a good attendance record.Is there a way to create a custom waiting list for this purpose in Dentally? If so, could someone point me towards the correct setup or permissions required?

Hi im having issues with my patients completing their MH via the link, however it only collects half the information which means when they arrive we still have to give them one to complete to have their details such as address, acquisition source, all of that, it just doubles up. Is there a way we can just use our own medical history and send to patients?

Some suggestions for better PR forms:Populate a list of family member’s names for the “If you are signing for the patient give details below: Name (in CAPITALS)” field using registered family members Have a better list of common relationships for the “Relationship to patient” field eg mother, father, step mother, grandma, Sister, foster carer, carer etc Allow patients to select their exemption themselves directly on the PR form Drop the first screen confirming patient details ...just make the PR form interactive Require baby due date for baby in last 12 months exemption Force selection of  under 18 years of age for children (and prevent selection of any other exemption all of which are invalid for children) Require HC3 “amount” for HC3 certificate exemptions Allow choosing the date of acceptance for backdating FR forms (to allow correcting exemptions in the past)

Hi Dentally Support Team,I would like to request an improvement to the patient alert pop-up system.Currently, when opening a patient file with multiple alerts, it is difficult to quickly see the most relevant updates. It would be incredibly helpful if you could add a feature or setting that automatically sorts these pop-ups in chronological order, showing the newest alerts first.This change would allow our team to see the most recent and critical information immediately upon opening a patient record, improving both clinic efficiency and patient care.Thank you for considering this update.Best regards,Rohin Patel 

Hi can we create a hide all button or close all for the pop ups? similar to what Exact had as close all - thanks Ro

We had a pt today who arrived at the wrong time for his appt...12pm arrival for a 3.30 booked appt. Pt just took a seat.As its self check in, the system simply checked him in. Is there anything can be done so if the pt arrives early or late...its flags up to see reception ????

We are finding that sometimes whilst patients are actively using the concierge app to complete forms, a message comes up asking if they are still there, even though they are actively typing? Can the timing of the message be extended to only come up if the form is left idol for a long period?

It would be amazing if somehow, instead of listing the connected scanners with their long serial numbers, because we use 3 printers/scanners at reception alone, we have renamed these locally on each of our PC’s.I’m wondering if a similar feature would be possible so that we could rename each scanning device in the list so we can differentiate between “Reception 1” “Reception 2” printers/scanners etc instead of clicking the correct serial number each time.

I am a new user to Dentally and love the pocket chart but I am surprised there is no streamlined way to do a full periodontal diagnosis with the BPE.  This was a feature on SOE and allowed for easy comparison over the years.

It would be ideal if we could scan documents within the software so documents can be scanned on patient file and immediately uploaded. Like on SOE. 

 Hi Dentally Team,We are working on DentPulse, and we're currently integrating with the Dentally API.We're using the Treatment Plan Item API to retrieve treatment data for reporting purposes.Our goal is to calculate the Total Amount exactly as it appears in the Practitioner Activity Report within Dentally. However, we're unable to determine how this value is derived from the API response.Could you please clarify the following?Is there a field in the Treatment Plan Item API (or its metadata) that represents the same Total Amount displayed in the Practitioner Activity Report? If not, what is the recommended approach to calculate this value so that it matches the report exactly? Are there any additional endpoints or related resources that should be used alongside the Treatment Plan Item API to reproduce the Practitioner Activity Report totals?Our objective is to ensure that the values displayed in our application match the Practitioner Activity Report in Dentally.Any guidance or best prac

We went live with our online booking some 6 weeks ago.On average we’re getting only 3-4 online bookings a week despite having the portal link in all our recall emails and reminder emails and mainly from existing NHS patients.  More importantly, we’re seeing a large number of these patients making multiple bookings and failing to turn up for any of the appointments.  Why does the portal allow users to book more than one of the same appointment without warning them to either cancel or rescedule an appointment? There is no feature to switch off online booking for persisten offenders, only an option to prevent further appointments in general (in the patient’s details tab) which is not the same thing as I might be happy for them to call and my staff book them inWhat is the solution here because I can see this becoming an issue as not only are we seeing wasted appointment slots but multiple text msgs which just add up?

we had a problem today where we lost/ deleted some images. Is there a way to retrieve them?

Hey!Is there anyway to turn off the DOB and First initial of surname to log onto Dentally Portal?It is very time consuming especially when reception is busy.  Patients shouldn’t have to log back in to sign part 2 of their NHS form / estimates etc.I understand having to initially do it on arrival but it is excessive and time consuming having to log them in again just for a quick signature.

Hi guys,  I’ve been told theres a feature to add the reason why a patient has refused their treatment plan, e.g cost, finance failed etc.  Does anyone know how I go about setting this up? If not is it a feature that could be added it would help with KPI  Thanks

We recently migrated to Dentally and although there is many features that are fantastic 😁. There are some things I am missing from SOE 😶The biggest example is an invoice generated for Zero fee treatments. As there is no option to charge £0 on treatment plans, we cannot create an invoice. Why?We have capitation plans and pay our Clinicians a set fee for Examinations. We also pay our hygienists a set fee for patients seen under capitation plans. If these automatically generate an invoice even with a 0 balance they can then be found on the Income breakdown as a lovely total of that treatment code seen. In a format I can print/save. I am aware I can run a practioner activity report and add lots of filters but this gives me pages of information - since it shows every individual patient, when all I need is a sum figure of the code we use for these capitation exams. So if there is any other suggestions or can add this feature in it would be fantastic 😁    

A feature request to have a recall overdue alert next to the Medical history overdue alert

Appointment Finder is a good way to search for appointments, but there's a couple of ways you could make it really useful:1.) In the appointment finder filter, add a 'days of the week' filter so I can select only the days I'm looking for, without having to scroll through loads of appointment slots on days I don't want.2.) 5-minute intervals for spaces is much too short, and leads to a lot of bloat and endless scrolling - If there's a space at 11:30, I don't need to know there's also a space at 11:35 (and 11:40, and 11:45... etc). Instead, just put the first available time in that space, and then set the interval to 30 minutes. So the gaps would read: 11:30, 12:00, 12:30 etc. It would vastly cut down on bloat, and allow finding spaces further down the line much faster.3.) Separate point - Please bring back the appointment matrix from Exact so I can see spaces weeks & months ahead again. The 'Practitioner utilisation forecast' is already a good start, please add a horizontal scroll t

In admin settings > treatments It would be great if we could automatically link codes. So when dentists are charting treatments that require multiple appointments all of those are automatically added to the treatment plan. For Example if a dentist selects Chrome/Acrylic denture it would also add, denture impressions, denture bite, denture try in to the treatment plan. (If a practice chooses to set this us). Same for Crowns automatically adding in preparation stage. This would save time and also mistakes of these not being added manually by the clincian,which if like our site has a cost attached can cause issues if its not present on estimates. 

As a Level 4 user, I would like the ability to change the date of an existing payment without having to delete and recreate it.At present, if a payment is entered with the wrong date, the only option is to:Unallocate the payment. Delete the payment. Enter the payment again with the correct date. Reallocate it to the relevant treatment or invoices.This is a time-consuming process for what is often a simple data entry correction. It also increases the risk of mistakes when reallocating payments.Allowing Level 4 users to edit the payment date while keeping all allocations intact would:Save time for practice staff. Reduce unnecessary administrative work. Minimise the risk of allocation errors. Improve efficiency without compromising security, as the permission would be restricted to high-level users.

Hi guys,When we have an email sent to us and it is not through Dentally, we have to obviously log it in a patient’s notes, correspondence etc. It would be good if a ‘log and email’ toggle could be selected as well as ‘log a call’ in correspondence 

We have a problem with online abooking where patients are booking a 15 minute examination in the middle of an hour long space. We dont want to use zones as this is too much work to implement and wouldnt, as far as I can see, solve the problem. It would be much better if patients were limited to booking at the start or end of a space. Even better if patients were first offered spaces that fit exactly the appointment time, before later being offered other appointments. with a larger space. 

We regularly have an issue with receptionists deleting appointments instead of cancelling them. When an appointment is deleted, we lose the record of why it was removed, whether it was cancelled by the patient or by the practice, and any associated notes.Would it be possible to add a permission setting that allows administrators to prevent users from deleting appointments, while still allowing them to cancel appointments? This would help maintain a clear audit trail and improve record keeping.