Questions & Feature Requests

Hi all, just wondering if you have a practice plan and how you pay your associates in regard to this? We are having to create a penny payment and then charge an invoice through as a penny - very confusing. Thank you :)

It would be very helpful to have a group messaging option like there used to be on SOE Exact. 

Please can there be a setting on the online booking list to organise patients in time order of when they booked so it is easier to monitor and we know if we have checked a patient or not 

Adding a Duration filter to Appointment reports would make it easier to identify appointments above a specified length.This would be particularly useful for Dental Therapists who perform both Exams and Hygiene appointments.If a Hygiene appointment is mistakenly booked as an Exam, it could trigger incorrect recall automation. By filtering for appointments in the report with a minimum duration (e.g. a typical Hygiene appointment duration), users could quickly identify and correct these booking errors before they affect patient recalls.

Hi   Has anybody been able to report on items in custom fields on the radiograph treatment item? We are looking to report on how many small radiographs had “acceptable” in the evaluation box etc.Our x-ray images are stored on a separate system to Dentally so Ellie bot’s suggestion of using the radiograph audit report would not work.Thank you

Hi  Are there any sedation checklist custom screens available on Dentally, or have any other services had one created?We currently use a paper form (see attached) and want to use a digital version. Thank you.    

Please add a 'Fit Day to Screen' or 'Compressed Timeline' diary view. Reception staff need to see the entire working day for multiple practitioners at a glance to identify availability without scrolling. This functionality existed in systems like SOE and greatly improves diary management.

We are wanting to add a QR code that links back to a feedback questionnaire to some of our letter templates but Dentally does not support this.  Dentally support has suggested adding the QR code to already created letters in Word but this is not really an effective solution for us.  Could this be added as a development feature please?

Could I suggest doubling the size of the signature box on dentally portal for tablets. Many patients have difficulty signing within the box, or don’t even notice it so the medical history times out

 Description:At the moment, we have to manually select sections and copy and paste to carry forward monitoring points from the last visit. A one-click “duplicate last clinical note/history” button would save a lot of time and help ensure nothing is missed.Suggested workflow:Open a patient’s clinical notes Click “Duplicate last note” (or similar) The previous note is inserted into a new note for today, ready to amendThis would be especially useful for ongoing monitoring (e.g. “still monitoring X”, “reassess Y”).  

When corresponding with patient’s, it would be nice to be able to refer to them not just by name but with (he or she). The option of which pronoun they prefer could be included within the medical history or elsewhere within the program.Kindly let us know if this has or will be addressed.

We’re really not a fan of the new clinical notes update. It is not user friendly, it’s overly clunky and added additional steps which where not needed. I think it should revert back to the original note taking, as it was much more user friendly. 

Good morning, When we signed up to Dentally Vision a while back now we were told that it was being worked on to import all of our older X-Rays from DBS Win software into Dentally Vision - We haven’t heard anything for a while but were told that it was actively being worked on at the time of signing up. Is there any news regarding this? Many thanks,Fran

Hi Dentally Team, I hope you’re well I’m Ahmad co-founder of Clero, an AI Receptionist for dental practices. We have requested access through this form a few months ago https://www.dentally.com/en-gb/integrations/become-a-partner, and I’ve resubmitted again today since we didn’t hear back the first time.Do you know when we can hear back to become official partners? Many thanks,Ahmad Abdelaal

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! I have noticed there was an update with the way dentally displays images that are attached to emails. While it is nice having a thumbnail of the image displayed, it is now more tedious/difficult to download these images. Previously, you could click on the image name and it would automatically download from dentally. Now, you have to click on a teeny tiny little arrow on the bottom right hand side of the image thumbnail, select “download” or “preview” (since these options do the same thing), the image will then open in a new browser tab, and from there you will need to right click the image and save as. Is there any way this can be circumvented or rectified? Even if the “download” option actually downloaded the image properly, the options are very small and it is easy to accidentally select the wrong thing from the drop down!  

We have moved from exact to dentally and we are finding it quite clunky. I wondered if anyone had found an easier way to view the appointment book, In exact you could open it and see gaps no problem. In dentally we are having to scroll through the days or use the search which isn't exactly ideal and its just all quite a faff.  Or an easier way to process refunds - Having to release deposits and put it on as a negative payment or invoice. It just very long winded. Thanks

Hi Dentally team,I submitted a partner / marketplace request for Aimee LLC on 2 July, but I haven’t received a confirmation or response yet.We’re building Aimee, an AI phone receptionist for dental practices. Aimee helps front-desk teams handle missed and after-hours calls, answer basic patient questions, and book or reschedule appointments directly in the practice management system.We would like to build the Dentally integration correctly and safely from day one, so I wanted to check:1. Has our partner request been received?2. Is there a way to get access to a Dentally sandbox practice for API testing?3. What is the correct process for API credentials and partner approval?For the first stage, read-only access to patients, appointments, practitioners, locations, and appointment types would be enough. Later, we would like to test appointment create/update/cancel in sandbox only.Company: Aimee LLCWebsite: [REDACTED]Contact: [REDACTED] / [REDACTED]Thanks,Aleksandr

The system does not allow for GP17 part 2 to be signed when a treatment plan is finished on the tablets. It makes users in Scotland a high risk for having claims rejected which could massively impact on earnings. This should be addressed as an immediate issue please. Other systems flag when a plan is finishing and prompts for a second signature. 

Is there any submission/progress for existing patients to use the online booking portal for booking outstanding treatment? 

Am i missing a trick with zoning? for example our hygiene clinics are every 30 mins, is there an easier way of zoning this than having to create separate 30 mins zones? is there an option to set up a zone and make the slots occur every 30 mins between a set of times easily?

Hi all - I'm Luke, a product designer working with the Dentally team. We're building something we know a lot of NHS practices have been after: clear reporting on how you're tracking against your NHS contract. Where you are against your ACV/UDA target, how individual clinicians are performing, and where the gaps are - without having to piece it together yourself.We’re focused on Wales at the moment, but keen to hear from NHS practices from any region.Who I'm looking forPractice managers and clinicians/associates who deal with NHS contract performance day to day. You don't need to be a Dentally expert or have any technical knowledge - if you've ever had to work out whether the practice is on track, or had that conversation about an associate's numbers, you're exactly who I want to hear from.I'm keen to hear from both sides, because what a practice manager needs to see and what an associate needs to see aren't always the same thing.What's involvedA short, informal video call - 30 to 45 mi

“When patients complete their medical history on the tablet (Concierge mode), they currently need to confirm each question individually before signing. This can feel repetitive, especially when their previous answers are already pre‑populated.It would be helpful to add a Review and Confirm option on the tablet. Patients could quickly review their existing medical history and confirm that nothing has changed, without needing to confirm every question again. This would make the tablet check‑in process quicker while still allowing them to update anything if needed.”This keeps the current review feature but adds a faster confirmation workflow for returning patients.

It would be hugely useful to keep things charted when a tx plan is closed (often because a patient doesn’t return). It saves a lot of time re-charting things if the patient later returns. A tab of miscellaneous similar to EXACT would be really useful. 

Please can we add a feature to be able to scan directly into the correspondence tab. It is very time consuming to have to scan to the computer drive first and then upload. Also it would beneficial to be able to attach documents and xrays directly from dentally rather than having to download them then open and email and attach them from the drive.thanks