Questions & Feature Requests

Some people do not have the ability to complete/update the medical form on their own devices at the time of their appointment. it would be really useful if there could be a system similar to when we used Exact, where we could click to send to clinipad and they could fill it in on our device and sign it as well. 

Good Morning, Can an option on the medical history have “prefer not to say” as an answer instead of just yes or no. We have had a few instances with some elderly patients who prefer not to disclose information to some of the questions and get quite offended when we explain it has to be answered. We cannot move on to the next question or same the medical history if they do answer something. 

Hi, While probing the sandbox we found that GET /v1/deleted_items responds 200 and returns a paginated "deleted_items" collection — but it isn't in the public API reference. Could you clarify:- Is it officially supported, and safe to build on?- Which resource types can appear in it?- Is there a date filter (for example updated_after) so it can be polled incrementally?- Does an API key need a specific permission to read it? Thanks

Hi,We're running a sync against the Dentally API and hit a problem we'd like your advice on.We were authenticating with a personal access token. The user that token belonged to was deleted, and our sync stopped working.We looked at using application tokens instead, but /oauth/token/info shows a user_id, so those appear to be tied to a specific user as well.Two questions:If the user who authorised an application is deleted, is that application token also invalidated? Is there a way to authenticate that isn't tied to an individual user, so the sync doesn't break when someone leaves the practice?Thanks

Hi,Is it possible to add a ‘Send to all users’ function to the chat feature, which would send a message to everyone who is currently logged in?This would be particularly useful in situations such as a medical emergency in the surgery, where we could send one message to everyone who is logged in to ask for help, especially if someone is working by themselves.Thanks!

Hi Dentally Team,I would like to suggest an enhancement to the medical history notification at patient check-in.Would it be possible for a prominent pop-up to appear in the centre of the screen when a patient's appointment status is changed to "Arrived" and their medical history is due, for example:⚠️ PATIENT MEDICAL HISTORY DUE ⚠️The user would then need to physically acknowledge the notification before continuing. I feel this would make the existing alert much more visible, particularly in a busy practice environment, and provide an additional safeguard to support teams in keeping patient medical histories up to date. If possible, it would also be helpful for the pop-up to include an option to go directly to the patient's medical history.I think this would be a really useful patient-safety and workflow enhancement for practices using Dentally.Many thanks,Emily 

I’d like to suggest a tab next to the courses of treatment (COT) on the patient’s chart for miscellaneous codes, where incomplete or proposed treatment codes can be copied into without opening a new course of treatment.  It would be helpful so that when we submit  COT where the patient failed to return, uncharged codes would be copied over when a cot is submitted. It would allow us to keep track of which treatment was still to be completed, or was discussed at a previous appt. If the codes aren’t on a COT, It would also keep the ‘Unfinished treatments’ and ‘unbooked treatments’ tabs in the reports clear of work that isn’t being pursed for the moment. Kind RegardsJC97

on patient details where can we add access needs for a patient who has special needs or assistance needs? It would be helpful if this was a field on details and subsequently was highlighted on the top bar.  

We’ve noticed that some tooth descriptions on children’s treatment estimates appear to be incorrect. For example, a deciduous C tooth is described as an incisor rather than a canine, while D and E teeth are described as premolars instead of molars. We spotted this when preparing an estimate for a child patient.We prefer estimates to use patient-friendly tooth names rather than charting codes such as ULE, but the descriptions need to be accurate. Could you please investigate whether the names used for primary teeth can be corrected?We’ve also noticed that estimates describe the UL6, UL7 and UL8 as “upper left molar” without distinguishing between them. If a patient needs treatment on all three teeth, this can make the estimate look as though we’ve listed treatment for the same tooth three times. Is it possible to show “first molar”, “second molar” and “third molar” for example on estimates?Thank you

in the images tab, it would be nice to select images and download the selected ones all at once, it is clunky doing it one by one

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

NHS regulations is Wales say an active patient is one seen in the last 3 years. It would be useful to have a feature to submit a bulk archive request for patients who haven’t been seen for a set period. 

This would be really helpful, especially as with our NHS patients there is a cut off after so many years.

Our practice is in a town on the border of Milton Keynes (CMS) and Buckinghamshire, and as a result, we have patients who need to be referred with either FDS or Rego. We are unable to add more than one system into Dentally as the system seems to only accept one referral provider.

It would be extremely useful to know the length of time a patient has been registered at a practice up until the point they have been either archived or blocked from making any further appointments.Just like the patient’s age and date of birth is listed at the top of the patient’s page, can we please also add a line with the length of time they have been a patient.The rationale for this is that it is useful when having to make sensitive decisions about deregistering a patient due to a number of cancelled appointments / failed to attends or bad behaviour.Whilst we can calculate this ourselves, it’s far quicker and nicer to see this information presented to us for every patient at the top.  It also acts as a nice talking point when they come in and recognise loyalty.This is such an easy and quick feature to implement as it not difficult to calculate this from the time they either first were setup or if that information is not available (because a practice migrated to dentally from anothe

we have a lot of new patients, if they could fill out their “doctor or specialist” under the clinical field using the portal before they arrive, it would save reception a lot of time.

Hey,Is there anyway that when you send a patient appointment confirmations or reminders, if it can remind them of all their appointments not just one if they have multiple booked?Sometimes patients will call up asking to book another appointment in later down the line while already having one booked in and when I go to send them the confirmation email or reminder it will only send one appointment (which is not the new appointment booked) and not both. Is there anyway this can be amended as it would be a great help especially if you have just booked in imps bite try and fit appointments? Thanks! 

Hi We have been reviewing the recalls from the last few years and it looks like dentally has had hundreds of patients who have not been put in a recall work flow so been marked as unprocessed. As you can expect I am not happy to see this. We have not changed anything on the settings. Any ideas about how we can sort this? I would like to get them to be placed in the current recall work flow so they can be reprocessed and have new recalls generated automatically. I would dread having to do this manually.Has this happened to anyone else? Any suggestions? Thanks in advance 

Has there been any known issues with the patient portal this week?  We have had several patients who have been able to access the portal but when clicking on medical history/FP17 forms they will not open.  Our Dental Nurse manager tried from a couple of the patient phones too and she could not open the forms.

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 team, We have the Dashboard where we can see a forecast of our practitioner utilisation (commonly referred to as CTU or chair time utilisation), which is really helpful for practice management.However, to my knowledge, there is nothing to review historical CTU which is a major gap for practice management. Or if I am missing where it is already there, please point it out to me on Dentally as it would be really helpful.One of the key metrics for any business is productivity of resources, and CTU is a key element of practice productivity. I have heard that your add-on software lets you access this, however I think its a huge gap that Dentally does not let you report on historical CTU as a very basic metric for practice performance. Also not to mention, I am aware from some peers that several competitor software platforms do offer this in the standard offering. It should be a standard metric given in the software - The data is already available through the calendar (available hours), an

Hi Dentally Team, I hope you’re well I’m Ahmad co-founder of Clero, an AI Receptionist for dental practices. We have requested access through this form a few months ago https://www.dentally.com/en-gb/integrations/become-a-partner, and I’ve resubmitted again today since we didn’t hear back the first time.Do you know when we can hear back to become official partners? Many thanks,Ahmad Abdelaal

There has been an ‘update’ wherein any custom pricing schedules saved in treatment plan templates now reverts to base pricing for a given item number. The result of this is that if you’re applying a treatment plan template with specific pricing you have to go through every single appointment and individually alter the price to match what that treatment plan was designed to represent. Which kind of renders the treatment plan template feature pointless, or at the very least needlessly time consuming. My understanding is that users were apparently forgetting that they’d set custom pricing in particular treatment plan templates and mis-quoted/-charged patients as a result or something. Which seems like a user error rather than a reason to essentially eviscerate the usability of an otherwise excellent feature.Is there a way that we can reintroduce the ability for treatment plan templates to remember custom pricing please? Surely we can’t be the only ones who have a problem with this change.

We are finding that sometimes whilst patients are actively using the concierge app to complete forms, a message comes up asking if they are still there, even though they are actively typing? Can the timing of the message be extended to only come up if the form is left idol for a long period?

Hi everyone, I wanted to get your thoughts and potentially feed back to the Dentally team some issues our patients have experienced with our Online Portal.This does not happen with every patient but I have received a few complaints of “going round in circles” when it comes to verifying/logging in to the online portal?The complaint seems to surround two verifications needed (SMS & Email) and struggling to reset their password if forgotten, and when they do use both of these methods to verify themselves they seem to end up right where they started.Has anyone else experienced these issues/received a similar complaint from their patients?Also does anyone know the best way to guide the patient when issues like this do occur? I fully understand that this could be user error and would like to assist patients correctly.