Questions & Feature Requests

Today we had a medical emergency at the practice. On Exact we had a button we could press which would alert all clinicians logged in of an emergency situation on their computers.There is no feature on dentally yet, therefore my suggestion would be if we could one day have a feature where we can alert all clinicians of such a situation, as there were multiple clinicians unaware of this today whilst they were in their rooms. Vas - Receptionist Smile Dental Care Gosport

Hi there, We’re looking to retrieve custom field data through reports. As far as I can see this, isn’t currently possible. We would ideally effectively use the custom fields as tags for marketing purposes and patient management. Two use-case examples would be:(Marketing) We add a custom field (checkbox) for any patients that are interested in Invisalign. From this we can then generate a report for marketing/re-targeting.  (Workflow) We add a status field for referral tracking. We can then generate a report that tracks any outstanding referrals to follow-up on.If this is already achievable, apologies and could you please advise. If not, it would be great to see this functionality in the future. Thanks,Tom

Hi, I am getting used to Dentally but struggling to find a report that works for collecting debt. I am able to get all historical and current debt that is owing but only want to see last months.I have clicked next appointment and selected unknown, I have also edited the days on account debt.I want to see completed treatment where they owe for last month, what is the best way? 

We should be able to direct share patient photos with the patient by the portal and email without having to export them to the desktop. 

Hi all, One thing (and most likely the only thing) we miss from SOE Exact is the automated short notice list. We get so much whitespace over weekends and Bank Holidays as pts cancel their appts via sms or the portal. Before Dentally our system automatically filled the gap with someone on the list, now we have to keep a huge list using Microsoft Lists of all the pts wanting a short notice appt and manually call them. For a 10 surgery practice this takes up so much time for my reception teams to be checking the list if they see a gap, it would be so much easier if Dentally did it for us. I spoke to someone at a Elevate a while ago who “assured” me and my colleague that it was in the pipeline but that was nearly 2 years ago. I wondered what other people are doing and if Dentally have any plans to prioritise this over other smaller “non essential” updates they are applying. 😁Dont get me wrong, Dentally is the best investment we made as I can work from anywhere, as Operations Manager, that

When sending an API request for practitioner appointment availability, I get the error below.{"error": {"type": "invalid_request_error","message": "The appointment could not be processed","params": {"practitioner_ids": ["seem to be missing"]}}} HTTP request:GET https://api.dentally.co/v1/appointments/availability?practitioner_ids%5B%5D=43372&duration=5&start_time=2025-11-07T12:00:11+00:00&finish_time=2025-12-06T12:00:11+00:00 All parameters as per API docs, Authorisation, Application type and user-agent valid. I have used the cURL from the API docs and changed the ID and dates for sanity checks but still get the same error.Practitioner ID valid and active. Please refer screenshot and advise.

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

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 guys, We have prev used Exact and were able to do Denplan assessments through it (had a Denplan tab) in patients details etc. How do we now do that in Dentally?

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

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen or any of the “kind of correspondance” s

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?

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

Hi the tablets are not pairing up despite following instruction 

Any pointers on creating visually appealing html email templates in Dentally? I’ve tried pasting in some basic html email templates but the styling gets thrown out when I toggle between code view and the visual editor. 

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.

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

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. 

I can see there is no option to assign tasks to more than one person but if you have 2 receptionists it is twice the time to assign the task to both separately so I would hope to see this become a feature in future upgradesThe same with being able to send an instant message to multiple recipients. If you need to send a panic message for instanceAlso is there any way to increase the size of the message box

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