Questions & Feature Requests

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. 

Small feature that could use a very easy update. I have a large volume of template notes to slot into the discussion portion of my exam notes for different situations but every time I insert a new template note it automatically gets placed at the top of the exam note rather than where my cursor is (ie where I want it inserted). Barring making shortcuts for all of my template notes this means a lot of copying and pasting to get the inserted note where I want it on the page. 

If ‘Prevent Price Change’ is set for a treatment item, is there any level of user that can override it in the chart? For example, can a Level 4 user override it?We’d like to prevent clinicians from changing the prices in general, but allow administrators to override them in the chart.

How are people please tracking their revenue/the practice position?As far as I am aware there are at least 3 different reports which all give slightly different amounts:Takings Allocated payments InvoicesAs many do, we work to a target each month so it would be really useful to know what other practices do which gives the best overview of practice performance on a monthly basis. Many thanks.

Hi is it possible to do a lab work tab within dentally (maybe next to chart) . The little feature you have is ok but a tab would be great. somewhere you could document:tooth/prosthesis - lab sent to - date sent/received/ completed with an area to upload the lab docket: Would be great if all this information was stored together so that if there was a future issue we could find the information instantly.  If this linked to reports, even better.  Thanks 

We have noticed if a patient has more than 5 appointments, they don’t all print out. Is there a way to get it print all appointments when there are more than 5? I dealt with a patient who had to book 9 appointments and i was unable to print them all out.Many thanks.

Can I ask how people are managing the X-ray information when the nurse is the operator and takes the X-rays. The dentist is logged in to dentally but the nurses are not listed in the practitioner drop down. This means they are not being audited on their exposures…. Is the only way around this to make them practitioners? (Which is a Bit of a pain as then they come up on diary settings etc) 

Hi ​@Saymon ​@Molly H ​@Simon Guiver Is there a way within Dentally/Portal that we can send people a password reset link. A few pts have said they cannot get onto the portal because the 2FA codes that come through dont come straight away and also if they are on a mobile they have to leave thta screen to get the code. Unfortunatley not everyone is tech savvy so I feel there needs to be an easier way for them to logon and/or reset their passwords and I think more people would use it then. Does anyone else have problems with people using (or refusing to use) the portal 

Is there a tab within dentally where you can document the hygiene prescription from a dentist that enables you at a glance to see when the prescription expires? 

Hey Dentally Team,I have encountered a possible bug during my workflow. Patient has booked in online for a recall, paid a deposit. However, when I charged the patient for the account we were unable to do electronic HICAPS claim. I have checked the date of charge and it is correct. There is no bug for the deposit as it is unallocated and it did jump into the invoice.Or if I did something wrong please let me know. Joe

Is there any way to add a digital signature to a letter composed for a patient?

Hi all,I wondered what everyone's process for recording Lab Work is and if anyone has a good way of using the new Lab Work Log. I don’t see it being very helpful with just the “Sent, Received, Overdue” feature as it doesn’t give any details.Ideally we would have things like which Lab was used, date due back and description of the lab work. We currently use a custom waiting list for this but want it all in one place.Any suggestions from users or updates from Dentally regarding improvements on this feature would be great.Thanks!

Good morning All 🌞I would like to know how practices keep track of referrals especially urgent referrals within Dentally. We currently use a custom Wait List but it is a workaround and not efficient.  We would also like to use automated SMS to contact patients 2 or 4 weeks after the referral to confirm that they have been contacted by the specialist. 

A feature to incorporate would be to be able to send a patient a link to fill out their personal details and information prior to the appt. At the moment they can only fill out medical history, but I think it would be very efficient for workflow if reception when booking an appointment gather the name and phone number to sms or email a link for patients to fill out the remainder of their information. Which can then be reviewed by staff and confirmed

Addition of other items for the root status should be added, such as Apical abscess/infection (PA lesion), and root fracture (VRF). Variations on location of cracks that are more distinct and unique, including options for location i.e. buccal crack lingual crack mesial or distal. Following that thought process having UI that indicates fractures of restorations or parts of teeth. A specific icon/UI change for unsatisfactory restorations or restorations with secondary caries. Even variations to RCT such as overfill or underfill or unsatisfactory. Preferably all three.  I believe these items will help ensure a comprehensive picture of a patients current dental status. 

Hi Dentally team and community,Following a recent support exchange, I’d like to propose a feature enhancement that could significantly improve data quality and audit processes for users integrating Dentally data into external systems like data warehouses.Context:Currently, TPIs (Treatment Plan Items) assigned via the “Base Chart” tab are not linked to a treatment plan and therefore have a NULL TP ID in both the API and exported data. While this is expected behaviour—as base charting is intended for documenting baseline dental status—it creates a challenge for downstream systems. Specifically, it becomes difficult to distinguish between:TPIs genuinely missing a TP ID due to ingestion or data quality issues, and TPIs that are correctly linked because they were assigned to a base chart.Feature Request:Could Dentally consider adding an explicit flag or indicator in the API response to identify TPIs that were created via the base chart? This would allow users to:Reliably filter and classify

Hi would anyone know how to help me with a query?So we had a patient who was treated and paid in full, assigned to correct practitioner and site, the payment is showing up in the takings report but not in the practitioner’s report. I have used all filters correctly to no avail. I would appreciate anyone’s help with this!

Hi is there a plan to have a consent tab at all? To make it easier for patients to sign 

I’m advised that Dentally does not currently support Chinese characters in Letters and Estimates.I can paste in my Chinese characters. I can hit save. But if I press Preview, it becomes a mess.Has anybody found a work-around for this? I’d love to have our Chinese templates loaded and able to be used :)  

I am exploring this as its much easier just to take the payment automatically than trying to do it manually or retrospectively. I know Stripe has this feature but keen to have a system that integrates with the appointment and makes sure there is a card added with details of cancellation policy when they confirm their appointments.Thanks

Hi Everyone, I’m looking for feedback from anyone using Chairsyde in their practice.specifically:Are your clinicians actively using it during appointments or when treatment planning, and if so how are they finding it? Do patients seem to engage with or benefit from it? Do you audit its usage to track how often it’s being used and its impact?I’d be grateful to hear about your experiences, both the positives and any challenges so I can assess its effectiveness and how best to make use of it in our practices or decide whether it is an unnecessary business expense in my practices!