Questions & Feature Requests

It’s Week Two of Dentally’s Summer School/Winter Workshop!  This week we’re going back to basics - to help new starters, or anyone who wants a refresher, to get to grips with Dentally. From Dentally Academy to in-app support, we’re here to help you every step of the way. Check out the full blog here 👉 Share this with new starters, and be sure to look out for Week Three coming next Tuesday - don’t forget to check out last week’s instalment too! What’s one thing you wish you’d had when you started using Dentally? Share your thoughts below! 👇

It would be really handy if there was a way of running a report to find any appointments that are booked when the calendar is set to unavailable due to override. For example; we have a clinician who has booked annual leave- so the day is set to unavailable and turns grey. The only way you can find this is by manually searching but if you could run a report it would be much easier.

How are others charting IFAL cases? We still have patients visiting for hygiene and maintenance appointments, I’m curious how others use dentally for this.

Over the next six weeks, we’ll help you get the most out of Dentally – with practical tips and quick wins, as well as new features you might have missed. We're kicking off Week One with Charting & Mixed Dentition – just in time for the school holiday rush. With more kids in the chair, it’s the perfect moment to brush up on tools like condensed mixed dentition, enhanced socket selection and predictive dentition suggestions to make charting faster and clearer. Read the full blog here 👉Make sure you share this post with your new colleagues so they can get a jump-start when joining your team 🎉 Have you tried these handy charting tools yet? Drop your thoughts below! And check back here next Tuesday for your second instalment of Summer School/Winter Workshop 2025! 

 We have moved from Exact to Dentally recently, we were not told, and didn’t think to ask that there is no Denplan tab on Dentally. We used this on exact for scoring and banding patients and for oral health scores. For our Denplan excel assessments this all needs to be recorded, how do other practices do this after moving to Dentally? Well need to go back to paper forms for scoring and banding, but how can we complete oral health scores?

Hi all,just gauging if we can get a Dark Mode UI.Just seeing if anyone else is interested in this feature.back drop will become a comfortable black colour for your eyes instead of white everywhere.

Hi does anyone have experience of Tabeo finance? or use anything they would recommend for patients to be able to spread the costs of treatment? thanks  

I noticed there was this problem 4 months ago in regards to the appointments not going back into unbooked from the clipboard. I have been on to support but they are telling me that once deleted from clipboard they are gone, which is untrue because we have been using this function for a number of weeks. I am at a loss as of what to do because I fear I have now lost some appointments which need to be booked in the future. Would any body have any knowledge of how to rectify this ?

HI DentallyWe are using the new accounts tab and I needed to refund 3 stripe deposits.  On the old accounts view, the Stripe link was hyperlinked, so when you hit, took you to the actual stripe tranasction, to refund or amend. on the new accounts view there is no stripe hyperlink that I can find.  Can you help?  Am I missing it, or is it not there.  it was very useful. Without it, I need to log into stripe, and scroll through transactions to find it, and with 5 clinics, it can be time comsuming.  Today I just went back to old accounts view, used link and done in 3 clinics. RegardsEamonn

Dentally had a feature of outbound calls, that was very convenient to make calls when other phones are busy but it seems to be discontinued. Is there any plans to bring it back anytime soon?  

Hi We are getting great uptake on Dentally online portal, where patients can cancel and book new appointments which is easier for patients, who work same hours and forget to reschceule, so can now do it themselves online.  we have set to allow them to cancel before 48 hours, withing that, they are prompted to call clinic. however, we now have many patients, where they have canceleld, and auto expect their deposit refudned, but the system is not able to do it. resulting in pts calling or emailing clinic, thinking we have REFUSED to refund them. ITs a quick step on stripe link to process this refund, but sometimes, patients will cancel apts weeks out, and we dont see it, and then they call demaning refund.  is it possible to allow auto refund via stripe, or add a note to refund auto txt  / email on dentally, ‘your appointment is now canceleld bla bla bla, if you have a deposit paid you will need to contact the clinic directly to arrange refund, or similar.  RegardsE

I’m wondering if it is possible to generate a colour specific to when patients go from one provider to the next, with a 10 chair day it is very hard to see the crossover, if it was a different colour/description it would be easy for everyone from reception to provider to DA to pick this up

The treatment and base chart menu make putting thing on the chart a lot quicker but is there a reason why they are oriented the way they are?When hovering over the upper teeth the chart is projected downwards covering the lower teeth and vice versa. This makes it annoying to swap between the upper and lower arch quickly.

FAO Multi Site PracticesSo I currently have a ticket open with the support team (who are really great and are looking into it) When our patients receive their recalls sms or email and they click the link to the portal but if they see a dentist/hygienist that crosses sites it doesnt allow them to see avaiability of appointments for both sites.  For instance we have a few patients that see a hygienist who works on one site and a dentist who works across both. If the patient is registered to one site, they cannot book their recall at the other.  As I said above development are looking into but I was keen to see if any other sites have had a problem with it

I have a question about NHS claims on the API.There are several claim state but do you have a definition of these states by any chance? “The status of the claim new, queued, submitted, completed, error, invalid, received, queried, withdrawn” -  this is from the API docs do you have any definition by any chance? In addition when I query the API for approval_date I always get null values is this normal?Any advice is appreciated!

On the concierge app it will only show the MH if it is due to be completed (older than 6 months)- sometime we get patients that have had medical changes and need to complete the MH again before the 6 month mark. It is fine doing it in surgery verbally but when there has been big changes we really need to be able to give them the iPad and get them to do it themselves. I understand that we can email the patient a link etc but when they are elderly or don't have their phone on them extra it is much easier doing on the tablet.  Please can you look into if there is a way of the pt updating their MH even if it is less than 6 months.

Could the medical history be updated with options for anxiety and depression on med history form please

Hi All Our dentists have come looking to see if its possible to have  2PA option on dentally vision, and wondering if any other clinics know of workaround, of it is something that perhaps Dentally can roll out.  We have an option for 1pa and 3pa, but no 2pa.   

Would it be possible to update the new search bar…If you input all the information required such as 45mins for a new patient examination with dentist X. if you go to the diary and the patient then can’t do that time etc. If you go to search again you need to re-input all the information. It would be really helpful if it could save your last search.

Is there a way to change the payment allocation settings? At present they seem to allocate once the treatment is completed, but I was hoping there could be a way to allocate payments to specific dentists at the time of payment as we have a lot of treatments, Invisalign for example, that can take up to 6+ months and the dentist isn’t getting paid for the treatment until the whole course is complete. It would be nice to be able to filter it monthly. 

Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!

Hi Dentally team,We’re currently working with a number of practices who use Dentally and are exploring ways to streamline appointment workflows through external automation tools.I understand that partnerships are currently on hold, but I wanted to ask whether it’s possible to gain access to a Dentally sandbox environment for testing purposes, ideally with read-only API access to appointment and patient data.We’re not looking to make any changes within Dentally itself, just to better understand how data flows and how we might support mutual clients in the future.Any guidance or direction on how to proceed with sandbox access would be greatly appreciated.Thanks in advance!WesleyCo-founder, Setterlysetterly.co

Will it be possible to add a dropdown field in the patients notes? For example, we want to include the reason code when a patient has a scan taken and want to make this simple to do (and difficult to omit). There is a list of standard responses we want the clinicians to use rather than free text/personal choice. In other forms packages you can set these up as a dropdown selection, I wonder if Dentally will go this way. 

Would it be possible to have an individual login set up so when that individual puts treatment on the plan it auto populate with their associated template notes?

Is there a way to be able to view all created consent forms for a family from a single log in of the dentally app. when we’ve got large families in and 3-4 kids in for short appointments entering each child’s DoB to retrieve the relevant forms they need to sign is slowing us down as a practice. Given that the adult accompanying them will need to sign all the forms anyway it would speed us up so much if they could see all the forms they need to sign for their family together rather than one at a time.