Questions & Feature Requests

When a patient fails to come back, in SOE treatment went into a miscellaneous tab and when you opened patient record it was still charted on the base chart so you could see what was still outstanding when a patient comes back again. Is there something similar or can be done?

Hi, We are trying to figure out the most streamline way of patients signing consent forms digitally on our iPads. It would be great if there was a ‘consent tab’ available on the dentally templates, so they can sign consent just like they would sign an estimate. Can anyone shed some light on what you currently do with this. Thanking you in advance :-)

I am finding that when ready to book appts are being booked they are not being linked automatically with the date and therefore dissapearing from the ready to book. This results in the wrong next appts being booked or same appt being booked twice

I use Dentally API access to create custom reports, but have found v1 lacking in areas. I understand the “NexGen API” that has been promised for sometime has been released (congrats). When and how can we practice principals begin to use it? I can’t find the NexGen API documentation, and the v1 API documentation makes no mention of it as far as I can tell.

Having trouble as my account wont let me task any dentists who work across two of our locations as my setting only give me access to one location. Dentist see patients across both sites But I only work in one so am not allowed access to the other location.  Any suggestions ? 

We’re really not a fan of the new clinical notes update. It is not user friendly, it’s overly clunky and added additional steps which where not needed. I think it should revert back to the original note taking, as it was much more user friendly. 

In “Create Referral” workflow on the patient chart page, I cannot access all my saved external referral specialists from the external referral specialist drop down menu. It only shows the first 24 in alphabetical order. It won’t populate from partial typing of the name or form the full name, and says “not found”  when the search name/part name is entered, beyong the first 24 stored on my list. Is this a general fault? Ellie has made me try various different troubleshooting solutions, but none solve the problem.Thank you for any feedback.Niamh

I find it so hard to process refunds and clear off bad debt. I follow the support instructions but sometimes it works and sometimes it doesn't! there needs to be a much easier way to do it. Instead of having to put invoices on and take payments and add notes maybe just a ‘Refund’ button which automatically takes the money off the account. Same for correcting patient debt, it feels like its such a long process just to do a simple task :(

Hi team,This is a simple request which I’ve spoken about with the Dentally Support team before, hopefully it will be easy to implement as it will create some small but important productivity savings.We print off our daily takings report to check and sign off as there is a “Print” button for Dentally.However, there are also 2 other reports we are using on a daily basis to check and sign off to improve financial control:1. Invoices (To check all invoices are cleared or otherwise sign off why they are unpaid)Payment allocations - Practitioners to sign off on their allocations to ensure there are no errors at end of month.Currently our team are either taking multiple screenshots to capture all the data, and pasting in Word to print.This is not the most efficient, especially for Payment Allocations for practitioners as there are multiple pages each day in the report. It would be so much more efficient to have a ‘print’ button as we do for Takings - is it possible to add this in please?

We need end of day banking sheets for each clinician rather than a banking sheet that have everyone on. 

Hey - I think it should be an option to always send medical history forms to in house Ipads, as not all patients have smart phones/may need help to update theirs. Some patients need to update them more frequently too. 

Hi!At the moment, Dentally is only allowing to capture one email address per patient record. Is there a way that it can capture more than one per patient. so that it will work in automation notifications?Thank you.

Since the last update these is a problem with how any of the base charting and treatment that was imported into dentally from other systems (ours was SOE) is layered. Its making the base charting appear over the treatment which makes it look like the patients have mouths full of untreated cavities.The only way we have found to resolve the issue is to manually go though and delete the previously charted cavities which takes a while as we have to do it for every patient.Can this go back to how is was before? before the most recent update this wasn’t a problem.

Has anyone experienced a low recall sending rate? We are set up for automated recalls, as we were with Exact, but have been told our recalls are not sending unless our patients have checked the marketing consent box!Recalls are not marketing!!!!! They are reminders agreed with the patients. They wish to have recalls but may opt out of other non- appointment related contacts.Seriously considering opting out of Dentally after one month in,  if this not resolved. Serious risk of loss of income due to increase in white spaces we never had before!!Any solutions out there? 

Hi there,Can Dentally please consider installing a ‘Panic Button’ feature?Other PMS systems including SOE have this and is great if you need to alert all members of staff quickly and without delay.It is useful for any security incidents at reception / clinical areas and also for medical emergencies.  It will alert the entire team immediately.Please consider this as it would benefit most, if not all practices.Thanks

What is the best way to manage cashing up in Dentally?We are struggling to find the most efficient way to cash up in Dentally. In SOE, we could create a cash bundle that automatically grouped all payments received since the previous cash bundle, making reconciliation straightforward.In Dentally, however, reports can only be printed by day. This means that if payments are taken after we have completed the cash-up, we have to manually record the patient names and account for them in the next cash-up period. This can result in payments being split across reports and makes reconciliation more difficult.

We recently Migrated and with that our plan types migrated. During this though some additional plan types were created where dentally had picked up plan and payor types from our old system or old inactive plan types were bought over. We are now multisite with 3/5 sites live so far. We now have over 30 Inactive plan types, which will likely end up being 40-50 with our next two sites going live and no option to delete them entirely. So now when i’m using reporting filter funtions I now have a huge list of inactive plans on there. If this could be added as a function or at least for Dentally support to be able to delete payment plan types 😊 

Does anyone know if theres an option for no email address. It keeps asking on the tablet but some pts simply don’t have an email for correspondance cheers

Is it possible to not be able to look at the appointment book and drag down a session and allocate to ‘private only” etc? I can add a 30mins “annual leave” block but cant add a 30mins Private only? not without going into zones and creating a new zone for that 30mins which is a bite time consuming, thanks Ro

I’m trying to create a separate waiting list in Dentally for patients who have failed to attend, as I do not want them mixed in with our regular short-notice list.The aim is to keep these patients on a separate list so they can only be offered appointments that become available at short notice, while keeping our main short-notice list for patients with a good attendance record.Is there a way to create a custom waiting list for this purpose in Dentally? If so, could someone point me towards the correct setup or permissions required?

Hi im having issues with my patients completing their MH via the link, however it only collects half the information which means when they arrive we still have to give them one to complete to have their details such as address, acquisition source, all of that, it just doubles up. Is there a way we can just use our own medical history and send to patients?

Some suggestions for better PR forms:Populate a list of family member’s names for the “If you are signing for the patient give details below: Name (in CAPITALS)” field using registered family members Have a better list of common relationships for the “Relationship to patient” field eg mother, father, step mother, grandma, Sister, foster carer, carer etc Allow patients to select their exemption themselves directly on the PR form Drop the first screen confirming patient details ...just make the PR form interactive Require baby due date for baby in last 12 months exemption Force selection of  under 18 years of age for children (and prevent selection of any other exemption all of which are invalid for children) Require HC3 “amount” for HC3 certificate exemptions Allow choosing the date of acceptance for backdating FR forms (to allow correcting exemptions in the past)

Hi Dentally Support Team,I would like to request an improvement to the patient alert pop-up system.Currently, when opening a patient file with multiple alerts, it is difficult to quickly see the most relevant updates. It would be incredibly helpful if you could add a feature or setting that automatically sorts these pop-ups in chronological order, showing the newest alerts first.This change would allow our team to see the most recent and critical information immediately upon opening a patient record, improving both clinic efficiency and patient care.Thank you for considering this update.Best regards,Rohin Patel 

Hi can we create a hide all button or close all for the pop ups? similar to what Exact had as close all - thanks Ro

We had a pt today who arrived at the wrong time for his appt...12pm arrival for a 3.30 booked appt. Pt just took a seat.As its self check in, the system simply checked him in. Is there anything can be done so if the pt arrives early or late...its flags up to see reception ????