Questions & Feature Requests

Could the lab work waiting list be modified or a lab work list be created that allows you to log when the lab work was sent, what it is, the lab it was sent to, what was sent- scan/impressions/models, and when it is due back please.

As above - want to force staff to record source of patient

Is there any way of finding out which member of staff cancelled an appointment. I thought it used to tell you when you exported out of the appointment report but it does not show now.Any ideas?

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.

I do not like the recent change to the chart/treatment planning page on dentally.Previously when linking appointments, it was fast and easy, done from a drop down menu. but now when linking it is slowed down by a pop up window. The window also blurs the background page and it is painful for my eyes.Also, when an appointment is linked, it displays the old chain link icon. But when an appointment is not linked, that icon is changed to a calendar. Having the icon change is very confusing… Particularly because the position of the icon also changes. I do not feel like this was a necessary change and implementing cosmetic changes like this negatively impacts useability.

I used to open the clinical sidebar in a new tab, and show patients radiographs on a separate screen.I could use the compare feature to show multiple rads like I can on the cloud gallery tabA recent update has removed this feature.Can the compare rads feature be adding back to the clinical sidebar feature?

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?

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

there is no option to print a patient appointment history to show all appts made and cancelled.The treatment history only shows visits where they attanded.I am being asked for this for gdpr request and i am having to create this manually. the print option within the appointment tab is visually difficult to understand. I then tried to run all appointments in the patients time period so i could filter on excel for the patient but I couldnt do that because it only can be run for 31 days at a time.Feels ridiculous that this cant be easily generated.

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. 

We have had a significant amount of patients and health funds contacting us to ask for more information on an invoice, particularly the provider number. It would be amazing if there was a heading in bold stating “Practitioner” and “Provider Number”. This would save both our patients and staff time and confusion. Thank you.

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

Could there be a way of modifying the flexibility on the number of x-rays taken- so often you may have to takeanother x-ray and having import the x-rays selected and then having to open everything up again and request another x-ray is so laborious, slow and frustrating

Hi Dentally, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you let me know how that’s possible, given that Tag Manager is not currently available as an integration? Thank you,TwentyOneD

Feature Request for ability to delete multiple blocks/ breaks in the diary.We have moved to Dentally from Exact. Ideally, diaries should be set up directly within Dentally. However, our diary information was imported. We had many blocks/ breaks where clinicians were working and then changed their specific days, maternity/paternity leave etc.We have over 20 clinicians and manually managing and configuring entries is extremely time-consuming and impractical.Current restrictions (Level 4) on administrative permissions add further complexity. Introducing a bulk block management option would significantly improve efficiency, reduce administrative workload and make diary management more practical.

FDS referrals are deleted after the minium 11 years, but indefinite retention of records is desirable for patients with ongoing care ...it would be useful to automatically import them into Dentally as correspondence so we can control storage of our own records.

I did email  dentallypartnerships@henryscheinone.com a month a go but I haven’t had any reply, so I thought I would ask here:We are looking at creating a small internal monthly report to help us understand treatment plan activity.We would like to report, by dentist:• the number and value of treatment plans created each month;• how many subsequently result in treatment being booked or started;• how much of the proposed treatment is eventually completed; and• the time between creating a plan and treatment beginning.I can see that the v1 API documentation includes treatment_plans, treatment_plan_items and treatment_appointments, which appear to contain the information we need. The current NexGen documentation does not seem to include equivalent treatment-plan endpoints.Could you please confirm:1. Whether we can obtain practice-owned, read-only v1 API access for this purpose.2. Whether the required treatment and practitioner/user read permissions can be provided.3. Whether v1 will continue

Hi Can I request that the clinical chart (odontogram) is included in any export pdf when the clinical records are exported. The lack of the ability to easily export the dental chart, which after all is the heart of clinical records, is a major failing. Thx

Just had the update today. I can no longer cut and paste into the notes from my Opendentist AI

I wanted to raise this as a feature request because the lack of meaningful tracking within Dentally Portal has become a major issue and restriction for practices using digital advertising.When patients move from our website into the hosted Portal, we lose visibility of what happens next. We cannot reliably track whether someone starts the booking process, selects an appointment, completes payment or confirms their booking.There is no practical way to add or meaningfully integrate GA4, Google Ads tracking, Google Tag Manager or Meta Pixel. The Portal also does not retain and pass through identifiers such as GCLID, GBRAID or WBRAID, which makes accurate attribution extremely difficult (and expensive)We have explored webhooks, Zapier and offline conversions, but there does not appear to be a reliable workaround. Without the original advertising identifier, bookings cannot be confidently connected to the advert or campaign that generated them. Matching using email addresses or telephone nu

Hi,I can see from the historic forum posts that some people experienced this update some months ago, but several practices I work at seem to have updated without any notice this evening to the new clinical notes update. I really can't believe how bad it is, if I'm honest, and was wondering if anyone else had experienced this? I cannot understand why a product that was simple, effective, and, broadly speaking, was widely considered to have one of the best UXs (particularly in notes compared to all other dental software) would take this step of self sabotage? Specifically, Now far harder to view notes quickly Variance across systems, some on the old treatment style, others on a new style with a side tab for the appointments.  When copying in text loss of all formatting making it harder to read  Much less responsive 5x longer to form plans and navigate  Out of interest, have any users had anything positive to say about the new notes system? Similarly, was there any feature lacking in the

 I'm doing the audits now and I have to click every patient to see their ID, would it be possible when you do the next update to add it on the patient's preview that pops up on the right hand corner of the screen ? Thank you

Hi Dentally Team,It’s been almost two months since we submitted our integration partnership application, and we haven’t received any further updates yet.Could you please advise on the usual review timeframe or whether there is an estimated timeline for a response? It would be really helpful to have some clarity so we can plan our next steps accordingly.Many thanks!Fabeha 

Hi everyone,I'm one of the two founders of Limeline. We've built an AI receptionist that answers the phone for UK dental practices when the front desk is busy or closed, and we'd love it to book straight into Dentally instead of leaving a message for the team.We've applied through the partner form. Could someone from the partnerships team let us know if there's anything else that would help with the review? We're keen to build on the NexGen API from day one.If it's useful, you can call the receptionist yourself at limeline.ai.Thanks very much,Zuma

It would be very helpful if you could add a feature to dentally that prevents clinicians seeing another clinicians diary/takings. I don’t understand why a clinician can view all other diary’s when it doesn’t concern them. I know you can hide and show calendars but this should be a settling in admin not up to each individual. Can this be added ?