Questions & Feature Requests

hello, since last week you have changed the font so now when looking at cloud gallery the date is not compleltly visible anymore - why for this change? and can you change back it is so inconveniant 

Hi has there been any updates on being able to group message yet? thanks 

Does anyone know how if there is a way that a deposit that has been paid via stripe can automatically be used to pay an invoice when the treatment is completed? At the moment, the balance payment that is added is automatically allocated to the invoice created following the treatment but the deposit still sits there as unallocated so the invoice is show as ‘unpaid’. The patients balance is correct but the invoice is shown as unpaid and on the ‘Invoice Timeline’ report it shows as unpaid. Thanks

hi - dont know if im maybe doing it wrong but i did speak to Ellie on the dentally support and she said it cant be done so im gonna throw it out to the community. does anyone know or can anyone possibly set up - when a dentist has created an appointment to be booked with set time and date if when trying to book said appointment it can take me to the day that he/she has decided to select? instead of me manually having to find said date. 

Please can we add a feature to be able to scan directly into the correspondence tab. It is very time consuming to have to scan to the computer drive first and then upload. Also it would beneficial to be able to attach documents and xrays directly from dentally rather than having to download them then open and email and attach them from the drive.thanks

Is there a version of the AI clinical notes system that uses ambient listening to automatically capture and document the consultation?  Thanks!!

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