Questions & Feature Requests

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

I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.

Could I please ask why this change to notes was pushed?  The old system of writing and reading notes was exceptional - everything in one place, visible, easy to view whilst also multi-tasking on other things (writing letters to patients, nurse checking notes for me whilst I am doing other clinical work). Now it feels like we’re using the extremely outdated and unfriendly R4 with the clunky notes bar on the right. I’m not sure what the reason was for the change, but personally would be grateful if we could have a choice to revert back to the previous system. Thanks.  

I am writing to share feedback from our team regarding the recent update to the clinical notes section within Dentally.Unfortunately, the response from both our clinicians and nurses along with our admin team has been overwhelmingly negative. Since the update was introduced, we have received numerous complaints from users across the practice who feel that the new workflow is significantly more complicated, less intuitive, and more time-consuming than the previous version.One of Dentally's greatest strengths has always been its simplicity, ease of use, and ability to allow teams to quickly access and record information. The new clinical notes interface appears to move away from these principles. Information that was previously visible at a glance is now hidden behind additional clicks and menus, making it more difficult to navigate patient records efficiently during busy clinical sessions.A particular concern for our administrative team is that they can no longer easily leave notes or c

Hi team,We use the deposit feature regularly to discourage patients from cancelling on short notice/FTA and it is really helpful in keeping our utilisation up.There are a couple of things that would really help with making this feature more effective:1)A way for reception to follow up on unpaid deposit links sent out. There is currently no way to check which deposit links remain unpaid. The “send payment link” option has a generic message. We would like to update this with a template with additional text (to avoid manually typing it each time). However, if we try to set up an SMS template, the “ [payment_request_link]” for that deposit amount is not a tag available, ie we can’t link in that specific deposit amount, just the patient’s whole account (which wouldn’t work anyway as deposits are not listed as an invoice)… Could you look into making these enhancements to make taking and following up deposits more efficient?

 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

cannot delete clinical notes now since  last Thursday changes. Is any one else having this error even with level 4 permissions

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

It would be great if we could send the same message to a group on Dentally Chat in the way one might do on WhatsApp and the like. For example, if this was a feature we could send a message to all dentists, all nurses, all staff etc. like a bulletin.  

Is there a way to group message in the practice like SOE yet

At the moment, Dentally won’t let you use Charge when the appointment total is €0, so it won’t generate an invoice from the treatment plan for PRSI exams (because PRSI Exam has no patient fee) I would like to Allow Charge to create a €0 invoice when appointment total is €0. It is difficult for reception to know when a PRSI exam has been done as no invoice is automatically created then

The appointment history view would benefit from clearer, more detailed insight. While the summary bar showing the number of failed and cancelled appointments is helpful, the type of cancellation is just as important.Being able to see, at a glance, whether cancellations were, for example: on the day, without the required notice, with sufficient notice etc.would significantly improve clinical and reception decision-making.Colour coding cancellation reasons (for example, on-the-day, late notice, sufficient notice) would make patterns immediately visible and allow teams to apply appointment policies consistently and fairly.This would be a simple but high-impact improvement for managing diary efficiency and patient behaviour.

please, how do i create an autonote as an additional documentation just like in EXACT?

The xero integration is great and we were so relieved that this was a feature on Dentally, however since turning the xero integration on, we have since learnt it has some flaws.Payments can’t be amended - This is not realistic & as much as we’d like to ensure payments are added onto the patient’s account correctly, this is not always possible. Not being able to amend payments once they’ve been entered creates a huge issue.Daily automation - my suggestion is for there to be a delay with the uploading of the data from Dentally to Xero (even 48 hours). This will allow enough time for any amendments to be made & in order to ensure the accounts are correct.

please someone tell me that this is possible to doi want a report of debtors by clinician that raised the invoice and therefore has outstanding monieswe share quite a few patient treatments eg general with a dentist, ortho with another, implants with another.please tell me this is possible as i want to hand a list to each clinician and i have tried multiple reports and the help option and cant find a way 

Would love a feature to highlight or ‘pop-up’ an individual tooth history with notes . In my mind a simple ‘click and hold ‘h’ on the keyboard would bring up all the relevant notes for base charting and history of an individual tooth rather than having to search through the notes. I realise if you hover over it you see some of the previous treatments, but would love a shortcut to actually access the previous notes. 

We’ve historically used Open Treatment Plans very effectively for diary utilisation and identifying outstanding treatment opportunities. However, one key limitation we’ve encountered in Dentally is the inability to efficiently filter and identify specific unbooked treatment items within open treatment plans.At present, if we try to search or filter by treatment type, the system also returns closed, completed, and historical treatment records. This makes it extremely difficult to isolate treatment that is still outstanding and genuinely unbooked.Having the ability to filter specifically for:Open and incomplete treatment only By treatment type/procedure With no future appointment bookedwould significantly improve diary management and operational efficiency.This would be particularly valuable for:Filling last-minute diary gaps with appropriate treatment Managing clinician-specific availability Supporting visiting clinicians who only attend for certain procedures Improving utilisation of o

It would be useful if NHS appointments (in the portal) could have a private price set on top of NHS banding - so we can offer hygiene along with an NHS checkup in the same appointment.This would give use better control of appointment times and pricing.For NHS practices with a UDA treadmill, time efficiency is essential.Currently patients can “book together” - but if an NHS checkup is 15 minutes we don’t need a full 20 minute hygiene slot ...maybe just an additional 5-10 minutes. We could also charge a reduced price for hygiene booked with a checkup.Current workaround would be to make a sperate “Hygiene booked with checkup” hygiene appointment and rely on patients to make the right selection and not book it as a standalone appointment - which they inevitably will.  

It would be very useful to be able to message in bulk as we used to in Exact. Same with the task feature. It’s annoying having to copy and paste for every member of the team.Thanks.

It would be extremely beneficial to have the option to create questionnaire links to send to patients via the portal for pre appointment screening etc rather than being so manual for them

Welcome to the Dentally community! 🎉 You’re now part of a group of professionals dedicated to advancing dental care with the help of innovative technology. Take a moment to introduce yourself, tell us a bit about your role or your practice, what brings you here, and maybe something fun about yourself (like your go-to way to unwind after a busy day at the practice!). It’s a great way to connect with fellow members and start building relationships within our community. Don’t be shy! Jump in and say hello! 👋

Hello, Is there a way to synchronize patients that are on the Short Notice List? I have checked the API documentation but could not find anything about it. Kind regards,Saimen

We have raised before the issue of emergency contact information at every training session Dentally did with our practices.The portal always asks the patients to update their emergency contact information.This information doesn't appear to show anywhere on dentally for the practice to see. Meaning the patient believes we have their emergency contact when in fact we have no way to see it.We were always told to just add this information into a custom field, not ideal but apparently Dentallys solution. You have now moved that custom field into its on box that you have to click into to see it, it doesn't appear on the patient screen now.This box also does have a UDC yes/no box which would actually be helpful as we have run these schemes for a couple of years now. but again pointless to select as it doesn’t show anywhere useful. But I believe the emergency contact info should be a priority for dentally to look into.Our current solution is hoping the patient has a previous form filled in fro

Hi, The new feature to “Block Contact” has been added. I would just like to see if we can request that the button for this in the inbox be moved from being directly next to the archive button?Reception desks have already raised it this morning that its asking for trouble being so close. Many Thanks

We are liking to new task screen layout. Would this be something that could be used on the Appointment tab e.g Today, Upcoming, Completed and Cancelled.It would make looking at patients appointment easier.