Questions & Feature Requests

Hi everyone! 👋We’re improving treatment planning and charting in Dentally to make everyday clinical work faster and less click-heavy, starting with a redesigned treatment planning experience and more charting improvements to follow over the next few weeks and months.If you’d like early access, we’re looking for beta testers to try the new workflows and share feedback.Drop a comment below if you’d like to join, and we’ll get in touch with next steps!

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, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you let me know how that’s possible, given that Tag Manager is not currently available as an integration? Thank you,TwentyOneD

Message to the developers - it’s essential to have an option to put a separate password on the income section of dentally separate from the password to login. This is because we have to give access to nurses to chart teeth ect while we are with patients. However they shouldnt have access to our income as that is personal information and I have recently found nurses accessing this without permission.   

Our invoice has a series of pre set aspects such as Logo, Practice Address, invoice details and invoice table etc etc.Some are pre fixed and some like Patient name and address, email etc are drawn from current patient details.Is there a way to subdivide something like the invoice table so that certain parts can be omitted with ( display none) CSS lines.This would be useful BECAUSE our invoice states….”invoice…… for treatment completed on …..2026” which is usually a very recent date…..this though is useless if we are billing for something a few weeks ago or even an ancient error omitted account.Solutions….. have 2 invoices in which one doesn’t preset the treatment completed date and leaves it amendableORSubdivide the “invoice table” into its current bank details section and a treatment complete section….. then on the rare occasions that the date just causes confusion….. we could use the CSS (display none) to omit it 

Hi,Zoning the diary seems to be a freeform kind of thing to do - what i mean is that we can write whatever title and select any colour...which is fine...but i’m thinking how do we maintain diary integrity. Not that it happens often but if someone books in the ‘wrong’ type of appointment in a zone - how can i see this without manually hoovering over the diary?(actually scrolling through the diaries to do stuff is a regular thing but maybe another post) It’s something we push hard on is A using the zones, B putting in the right appointments in the right zones, it would be useful if we could see a list of incorrect appointments to then help coach folks or understand the causes.Having some more defined zone categories perhaps might help with future features ie online booking for treatment :) 

Hi guys,When we have an email sent to us and it is not through Dentally, we have to obviously log it in a patient’s notes, correspondence etc. It would be good if a ‘log and email’ toggle could be selected as well as ‘log a call’ in correspondence 

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?

HI. I am familiar with the FP17forms that the patients sign through dentally. We also need to sign FP17DC. Can these also be done through dentally? I am referring to the form https://www.nhsbsa.nhs.uk/sites/default/files/2025-04/FP17DC%20form%20England%20-%20April%202025.pdf I could not find any reference to it here or in the support portal.  Thank you

Currently, we cannot select our Email templates when right clicking from the appointment diary and clicking “Send Email”This means that i am limited to having an email template to “Cancel Next Appointment” but what if the appointment i am cancelling is not their next appointment?It would be useful to have a dropdown to choose from our Email Templates just like we can do when we send an SMS when right clicking an appointment in the diary.This would allow us to create a template which we can use the data tags to pull info from that specific appointment.This would be efficient because we do not pay for sending Emails but we do for sending SMS’s

We are having issues when patients are completing their FP17 at home on the portal, and either not marking an exemption or wrong exemption.  If it is under 25 over 60 as this does not come up on list of exemptions as it is not a permanent exemption so there is no way at all to solve this, if you invalidate the FP17 it is not reissuing the form to the portal, and then the patient automatically comes up with a charge.If the exemption is wrong and we invalidate it it still does not send to the portal even in if a COT has not been planned.I do feel practices need to be able to invalidate and reissue when the patient attends its causing a lot of time to be spent trying to figure out as admin how to rectify  it and then for clinicians in practice who presume the patient form is correct.If we could simply send a new form to the clinipad on arrival it would solve all the issues.If we get a paper FP17 signed this will not serve any purpose as it will not change the charges on the record for the

When a day has been cancelled (short notice or otherwise) by a clinician, the appointments that need rearranging are really difficult to spot. On SOE, a cancelled day would turn all appointments red on the appointment diary. This was a really valuable feature for reception staff to identify which appointments still need cancelling. Without it, a busy reception team can easily overlook cancelling a day as there is no visual cue. This will lead to annoyed patients who either don’t get enough notice to rearrange appointments, or don’t get called at all and show up anyway! It doesn’t help the management team either as at a glance it looks like the diary has been badly managed and not booked efficiently. You can’t see why without searching. Please bring in this simple feature. It will really help the workflow for the team.

So we have taken a step back when moving to per appointment notes.Before I could have loaded notes on my treatment line item, and save it as a plan template. That way, next time I load up the plan template, my custom notes for that treatment line item would appear automatically. With the per appointment notes update, the treatment line items can be customised, but the notes for that item do not appear. We now have to click on create note, then load up an existing template. They have made the process longer for no reason.It has been two months and I still cannot get used to the per appointment notes format. Leaving prescriptions for hygienists is a nightmare, the hygienists are wasting valuable clinical time searching for the up to date prescriptions. On top of that the plan template notes cannot be customised. Something needs to change.

It would be really helpful to be able to add multiple people on the same task and get reminder notifications 

Hi everyone! We’re developing the ability to send SMS and emails when an appointment is booked in the calendar, so you no longer need to send confirmations manually after booking an appointment. If you’d like early access we’re looking for beta testers to try the feature and provide feedback. Drop a comment below if you’d like to join, and we’ll get in touch with next steps!

​@Saymon  Do Dentally have any plans to integrate with WhatsApp, it can be easier to manager (And cheaper than SMS) a few of our patients say they dont use SMS. Tom 

Feedback from the dentist is that they do not like the format of everything being lumped together and not split into individual treatment codes. When trying to look back in history will make it harder to search for specific treatments and end up having to read unrelated notes.

Whenever I log in to Community it logs me out of Dentally, so I have to log back in again. Could this be fixed so it doesn’t log me out Dentally, it’s so irritating!!

I would like to see a way, when we are creating an estimate, we can choose whether we want already completed tx included or not. Sometimes it can be a bit much when the private estimate includes tx that has already been included - bc the patient has obviously already paid for that tx. We can click on/off when generating a pre-d, so it would be nice to see the same feature in creating estimates 

It would be useful if Dentally could automatically email a clinician or their PA when an appointment is booked in the diary, so visiting clinicians don’t need to constantly check the calendar.

Since moving from SOE we have found some options that we used a lot not available.One is the templates that we could create to use when making notes as a pop up for staff to read. It would be useful if this could be available on Dentally

Is there a way that a tab can be added to the patients Details screen for when you send out Recall Reminders, and the patient responds with “Remove Me - I dont want to be Contacted regarding this” The way it is removed at the moment works, however then that patient shows on the Find patients unassigned to an automated recall workflow reportPatients can get a little angry when you contact them if they have requested not to be contacted.  

A depart bar with patients next appt and balance on the calenda would be amazing. it is super frustrating having to leave the calendar everytime to put a payment on or even just see if one is due/ next apt is charted. 

my feedback is that the new clinical notes interface is clumsy and makes it very difficult to follow what has been happening within the treatment course. The template interface is also very clunky and it makes the system and the update being rolled out appear like it is downgrading the software and the dentist and nurse experience is more awkward. The old way of recording notes and the template interface was WAY BETTER as it was clear and concise, it was easy for any person on the dental team to follow the notes trailwhy was this rolled out without a consultation period? I may have looked at another cloud software provider if I knew this was going to be a new way of note taking which could not be changed. providers should be able to choose between the systems, this would allow for a more immersive and enjoyable experience for your users

I am a new user to Dentally and love the pocket chart but I am surprised there is no streamlined way to do a full periodontal diagnosis with the BPE.  This was a feature on SOE and allowed for easy comparison over the years.