Questions & Feature Requests

It would be really helpful if Dentally could automatically exclude, or give us the option to exclude, treatment that has already been completed and charged/paid for when a treatment plan is amended.For example, a patient may accept a treatment plan and attend their first appointment, where some of the treatment is completed and paid for. At their second appointment, the clinician may need to change or add to the remaining treatment plan.When the updated plan is then presented to the patient, previously completed and paid-for treatment can still appear within the plan. This can be confusing for patients, as it may look as though they are being quoted or charged again for treatment they have already had and paid for.Ideally, when creating or presenting an updated treatment plan, Dentally could offer an option such as “Exclude completed/charged treatment”, so the patient-facing plan clearly shows only the treatment that is still outstanding or newly added.This would make revised treatment

Hey everyone! 👋 We're currently looking at ways to improve how online booking and appointment reasons are configured, aiming for an easier workflow with more control over your appointment settings.I’m looking to recruit practice managers to help test this new workflow, so you can feed back on our designs and share your insight to help us shape the experience before launch.If you’d be happy to spend around an hour of your time exploring this new workflow and sharing your feedback, please leave a comment below and I’ll follow up with a meeting invite.Thanks in advance!

Would it be possible to have a dedicated app for the Dentally patient portal, where patients can log in and access their information in a similar way to the NHS App?A lot of our patients forget their passwords, and when they try to reset them, they often end up in a loop where they are unable to complete the reset. I have spoken to Support about the different ways of clearing the cache and resolving the issue, but unfortunately, this doesn’t seem to be a good enough solution.Our patients are becoming increasingly frustrated with the current process, and I feel it needs to be much more streamlined and user-friendly.This is why I think the way the NHS App works would be a great model for Dentally to follow. Having a dedicated app with a simpler login process would make accessing the patient portal much easier for patients.

The image system highlight upper + lower 456 for bitewing radiographs. A bitewing image would normally include upper + lower 7s, so can this be changed to highlight 7s as well?

It would be a great time-saving feature if there was an option to do a mass export in the correspondence section, just like we can export the clinical notes history at the click of a button.The reason I am requesting this is that I am in the middle of copying & pasting every SMS sent, every email sent and every call log for a solicitor acting on behalf of a patient who has requested their entire data file from us. I think this feature should only be available through Administrator access level. 

Does anyone know how if there is a way that a deposit that has been paid via stripe can automatically be used to pay an invoice when the treatment is completed? At the moment, the balance payment that is added is automatically allocated to the invoice created following the treatment but the deposit still sits there as unallocated so the invoice is show as ‘unpaid’. The patients balance is correct but the invoice is shown as unpaid and on the ‘Invoice Timeline’ report it shows as unpaid. Thanks

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 

For NHS Scotland practices, and anyone whose exam intervals depend on a treatment item.A001 (item 1-(a)) is the extensive clinical examination and A002 (item 1-(b)) a review in between. SDR Determination I says "Item 1-(a) cannot be claimed again by the same dentist within 11 complete calendar months of a previous item 1-(a) claim". Practitioner Services (PSD) discount the rest of the acceptance month, so an A001 accepted on 13 March 2026 is next claimable from 1 March 2027. Since 11 December 2025, PSD return time-barred A001 claims with error E000853.The problem todayA routine exam can be booked, by reception or online, from 8 months after the last A001 until the next is claimable. That visit can't be an A001, and completing it moves the recall to that date plus the interval, pushing the next A001 past 12 months. Online booking can't tie an appointment type to the recall date or treatment items, and its lapsed-patient rule counts an A002 as an exam.What would helpPer appointment type:

Dear Dentally Team,We had this feature on Exact where we could see top patients by receipts in a time period regardless of partially paid or fully paid. At the moment the income report is not giving us this information as it only enlists fully paid invoice data.  could you please build a feature to see this data for all patients who paid irrespective of partially or fully paid invoices. Thank you.

Good morning everyone I’ve noticed Dentally runs quite slow these days- the animated Dentally logo is present for quite a while when opening patients. I’ve tried all of the troubleshooting tips- caches cleared, everything updated etc. but to no avail- we’ve tried it on a range of PCs older and newer.  Are other practices having the same problem and does anyone know of a fix?

Has anyone else experienced taking a payment, and then it loads and processes it to the users account but rather than getting rid of the payment box it keeps it on the screen, occasionally causing confusion as we think we just haven’t clicked record payment yet but we have and it successfully went onto the patient profile, so sometimes we end up putting a payment through twice as a result.We have very good internet, but this happens occasionally and has done for a few weeks now, is anyone else aware of this happening when taking payments, has this happened to anyone else before?

would love if we could have a feature to be able to use templates on the pop up notes. There was an option on exact to do so, we would use the feature for every single patient. It would save reception alot of time. 

At the moment if an NHS patient books a Private appointment via the portal e.g for Private Emergency then the portal forces the patient to fill in an NHS PR form even though the appointment is a private appointment. NHS PR forms are ONLY for an NHS Course of Treatment. This is wrong functinality.

HI Team,We are VoiceFleet an AI voice receptionist. We have requested a partnership request via this form  https://www.dentally.com/en-gb/integrations/become-a-partner to gain access to the Dentally API a couple of weeks ago and haven’t received a confirmation or response. Is there a way I can confirm the request has been received? Many thanksMariano

Would it be possible at some point to have a setting for default treatment times for individual practitioners? It would be useful to do this as different dentists require different durations for treatments.  I know this can be done manually but it would save time if it could be set up under the individual practitioner. Thanks in advance

When attaching images from Dentally Vision (Cloud Gallery) to emails (as we do frequently for patients moving away from our area; we have a very mobile population of patients), there are two problems I would love addressed:if one attaches the images from Dentally Vision using the ‘select Dentally Vision images’ option, the filenames of the images are long and complex, with no patient name, and the date the images were taken embedded in the second long string of numbers. This means that the receiver of the email cannot readily identify the date the images were taken, which is a problem.image attached using 'select Dentally Vision images' option: date images taken not easily findable in filename; also images were taken on 21/09/2026 at 9:32 am, but date in filenames (first 8 digits of second long string of numbers, in YYYYMMDD format) gives the date as 20/09/2026 (wrong time zone??) A work-around that can be used is to export the images from the Cloud Gallery first, and then attach them

Hi everyone 👋 Im Anke,  a Product Manager for Dentally.  I’m currently doing some research into how practices would like to handle prescriptions, and I’d really value your input.We know every practice works differently, so I’m keen to understand:How you currently create and manage prescriptions What works well for you today Where things are painful, manual, or time‑consuming What an ideal prescription workflow would look like for your practiceThis isn’t about promoting a new feature yet — it’s about listening and understanding your real‑world needs so we can make better decisions moving forward.If you’re happy to share your experience (even briefly), please comment below. Specific examples are especially helpful.Thanks so much for helping us shape what comes next

Hi everyone,I'm interested to hear how other Community Dental Services are managing the revised NHS England CDS Waiting List Data Collection requirements within Dentally.The guidance now requires services to accurately record and report patient pathways from referral through to first definitive treatment, including:Clock starts from receipt of referral Assessment and preparation appointments First definitive treatment (clock stop) Active monitoring Continuing care patients Missed appointment scenarios and clinical review outcomesOne area we're particularly looking at is how to manage patients who enter active monitoring or are brought back on recall pathways, ensuring they are recorded correctly and can be reported against the NHS England guidance.I'd be grateful to hear from other CDS providers:How are you recording active monitoring patients in Dentally? Have you created dedicated waiting lists, patient tags, appointment types or custom workflows? How are you distinguishing between t

Please bring back searching for a phone number using the last digits, its so much quicker than typing it in from the beginning! The last 4 digits always narrows it down when someone rings, rather that the start. Most people’s mobile numbers in the area start with the same 2 digits.

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

When checking a patient in, it would be nice for the system to pop up and say ‘Do you want to check this patient in for their following appts today’ and say yes so a patient can be selected as ‘arrived’ for all their appts on the dayThis would save the hassle of trying to find all of a patients appts i.e. with dentist then hygienist and stops clinicians from missing their patients if they were only checked in for one appt and not the other

I think this has been requested before. Im looking for a report that pulls diary utilisation for a month in arrears. That only displays hours available. A great report snapshot in SOE to reference to is monthly analysis 👌 where I could see FTAs, Diary % Utilisation & hourly rate per clinician in one report. Currently in dentally I cant pull some of these figures or im having to run reports individually per clinician, very time consuming. Happy to be contacted if more context is needed. Thanks, Laura 

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

Does owandy intraoral phosphorus plate scanner works with dentally vision?

When we print out a day list for a particular practitioner all the spaces are equal. it would be really useful to have them match the amount of time in the appointment book - especially any gaps for emergencies -  the nurses like to write on the sheets - equipment needed, extra patients added after list printed etc. It also makes it easier to visualise how the day is going to go.