Questions & Feature Requests

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?

It would be amazing if somehow, instead of listing the connected scanners with their long serial numbers, because we use 3 printers/scanners at reception alone, we have renamed these locally on each of our PC’s.I’m wondering if a similar feature would be possible so that we could rename each scanning device in the list so we can differentiate between “Reception 1” “Reception 2” printers/scanners etc instead of clicking the correct serial number each time.

It would be ideal if we could scan documents within the software so documents can be scanned on patient file and immediately uploaded. Like on SOE. 

 Hi Dentally Team,We are working on DentPulse, and we're currently integrating with the Dentally API.We're using the Treatment Plan Item API to retrieve treatment data for reporting purposes.Our goal is to calculate the Total Amount exactly as it appears in the Practitioner Activity Report within Dentally. However, we're unable to determine how this value is derived from the API response.Could you please clarify the following?Is there a field in the Treatment Plan Item API (or its metadata) that represents the same Total Amount displayed in the Practitioner Activity Report? If not, what is the recommended approach to calculate this value so that it matches the report exactly? Are there any additional endpoints or related resources that should be used alongside the Treatment Plan Item API to reproduce the Practitioner Activity Report totals?Our objective is to ensure that the values displayed in our application match the Practitioner Activity Report in Dentally.Any guidance or best prac

We went live with our online booking some 6 weeks ago.On average we’re getting only 3-4 online bookings a week despite having the portal link in all our recall emails and reminder emails and mainly from existing NHS patients.  More importantly, we’re seeing a large number of these patients making multiple bookings and failing to turn up for any of the appointments.  Why does the portal allow users to book more than one of the same appointment without warning them to either cancel or rescedule an appointment? There is no feature to switch off online booking for persisten offenders, only an option to prevent further appointments in general (in the patient’s details tab) which is not the same thing as I might be happy for them to call and my staff book them inWhat is the solution here because I can see this becoming an issue as not only are we seeing wasted appointment slots but multiple text msgs which just add up?

we had a problem today where we lost/ deleted some images. Is there a way to retrieve them?

Hey!Is there anyway to turn off the DOB and First initial of surname to log onto Dentally Portal?It is very time consuming especially when reception is busy.  Patients shouldn’t have to log back in to sign part 2 of their NHS form / estimates etc.I understand having to initially do it on arrival but it is excessive and time consuming having to log them in again just for a quick signature.

Hi guys,  I’ve been told theres a feature to add the reason why a patient has refused their treatment plan, e.g cost, finance failed etc.  Does anyone know how I go about setting this up? If not is it a feature that could be added it would help with KPI  Thanks

We recently migrated to Dentally and although there is many features that are fantastic 😁. There are some things I am missing from SOE 😶The biggest example is an invoice generated for Zero fee treatments. As there is no option to charge £0 on treatment plans, we cannot create an invoice. Why?We have capitation plans and pay our Clinicians a set fee for Examinations. We also pay our hygienists a set fee for patients seen under capitation plans. If these automatically generate an invoice even with a 0 balance they can then be found on the Income breakdown as a lovely total of that treatment code seen. In a format I can print/save. I am aware I can run a practioner activity report and add lots of filters but this gives me pages of information - since it shows every individual patient, when all I need is a sum figure of the code we use for these capitation exams. So if there is any other suggestions or can add this feature in it would be fantastic 😁    

A feature request to have a recall overdue alert next to the Medical history overdue alert

Appointment Finder is a good way to search for appointments, but there's a couple of ways you could make it really useful:1.) In the appointment finder filter, add a 'days of the week' filter so I can select only the days I'm looking for, without having to scroll through loads of appointment slots on days I don't want.2.) 5-minute intervals for spaces is much too short, and leads to a lot of bloat and endless scrolling - If there's a space at 11:30, I don't need to know there's also a space at 11:35 (and 11:40, and 11:45... etc). Instead, just put the first available time in that space, and then set the interval to 30 minutes. So the gaps would read: 11:30, 12:00, 12:30 etc. It would vastly cut down on bloat, and allow finding spaces further down the line much faster.3.) Separate point - Please bring back the appointment matrix from Exact so I can see spaces weeks & months ahead again. The 'Practitioner utilisation forecast' is already a good start, please add a horizontal scroll t

In admin settings > treatments It would be great if we could automatically link codes. So when dentists are charting treatments that require multiple appointments all of those are automatically added to the treatment plan. For Example if a dentist selects Chrome/Acrylic denture it would also add, denture impressions, denture bite, denture try in to the treatment plan. (If a practice chooses to set this us). Same for Crowns automatically adding in preparation stage. This would save time and also mistakes of these not being added manually by the clincian,which if like our site has a cost attached can cause issues if its not present on estimates. 

As a Level 4 user, I would like the ability to change the date of an existing payment without having to delete and recreate it.At present, if a payment is entered with the wrong date, the only option is to:Unallocate the payment. Delete the payment. Enter the payment again with the correct date. Reallocate it to the relevant treatment or invoices.This is a time-consuming process for what is often a simple data entry correction. It also increases the risk of mistakes when reallocating payments.Allowing Level 4 users to edit the payment date while keeping all allocations intact would:Save time for practice staff. Reduce unnecessary administrative work. Minimise the risk of allocation errors. Improve efficiency without compromising security, as the permission would be restricted to high-level users.

We have a problem with online abooking where patients are booking a 15 minute examination in the middle of an hour long space. We dont want to use zones as this is too much work to implement and wouldnt, as far as I can see, solve the problem. It would be much better if patients were limited to booking at the start or end of a space. Even better if patients were first offered spaces that fit exactly the appointment time, before later being offered other appointments. with a larger space. 

We regularly have an issue with receptionists deleting appointments instead of cancelling them. When an appointment is deleted, we lose the record of why it was removed, whether it was cancelled by the patient or by the practice, and any associated notes.Would it be possible to add a permission setting that allows administrators to prevent users from deleting appointments, while still allowing them to cancel appointments? This would help maintain a clear audit trail and improve record keeping.

I would be great if there was an option to send short notice lists via email rather than sms, also options to select what days/times appointment the pt would like to be notified for!

Please can there be a setting on the online booking list to organise patients in time order of when they booked so it is easier to monitor and we know if we have checked a patient or not 

Adding a Duration filter to Appointment reports would make it easier to identify appointments above a specified length.This would be particularly useful for Dental Therapists who perform both Exams and Hygiene appointments.If a Hygiene appointment is mistakenly booked as an Exam, it could trigger incorrect recall automation. By filtering for appointments in the report with a minimum duration (e.g. a typical Hygiene appointment duration), users could quickly identify and correct these booking errors before they affect patient recalls.

Please add a 'Fit Day to Screen' or 'Compressed Timeline' diary view. Reception staff need to see the entire working day for multiple practitioners at a glance to identify availability without scrolling. This functionality existed in systems like SOE and greatly improves diary management.

 Description:At the moment, we have to manually select sections and copy and paste to carry forward monitoring points from the last visit. A one-click “duplicate last clinical note/history” button would save a lot of time and help ensure nothing is missed.Suggested workflow:Open a patient’s clinical notes Click “Duplicate last note” (or similar) The previous note is inserted into a new note for today, ready to amendThis would be especially useful for ongoing monitoring (e.g. “still monitoring X”, “reassess Y”).  

When corresponding with patient’s, it would be nice to be able to refer to them not just by name but with (he or she). The option of which pronoun they prefer could be included within the medical history or elsewhere within the program.Kindly let us know if this has or will be addressed.

Hi, Is there any way to see a log of changes that have been made to a specific appointment, eg if the appointment has been moved last minute (but not cancelled) or if the time of the appointment has been lengthened. On SOE there was a function where all the changes to a specific appointment were logged. It is very helpful when there is a patient who is a constantly cancelling or changing appointments last minute as it provides evidence.Many thanksMarian, Bupa Windsor

Hi all, I'm Luke, a product designer working with the Dentally team. We're reworking one of the parts of Dentally you spend the most time in: writing up your clinical notes, and we'd love your input to help shape it.We're keen to hear from NHS and private practices from any region.Who I'm looking forDentally users who write up (or help write up) clinical notes day to day: dentists, associates and nurses. You don't need to be a power user or have any technical knowledge. If you've ever rushed to finish notes between patients, hunted back through a patient's history to find an old note, or had a view on templates and custom fields, you're exactly who I want to hear from.I'm keen to hear from a mix, dentists and nurses, people who type everything out and people who live in custom fields, because how each of you works isn't always the same, and the notes need to work for all of it.What's involvedA short, informal video call, 30 to 45 minutes, where I show you some early designs and you tel

Hi,When an NHS patient is exempt because they claim Pension Credit / Universal Credit etc - the GP17 form asks if this is the patient or someone else who qualifies for the benefit.  When it is the patient there should be a box to tick to state it is the patient.Instead it then asks to type the patient name and DOB or National Insurance number.  If this is the patient then this is so time consuming and very annoying.  If the patient is the one who claims the benefit we should be able to just tick the box and not have to type out all their information again.

When patients have 2 consecutive appointments in one day, they are receiving 2 txt messages. The second text has on the later apt time and numerous patients see that and ignore the first one. There needs to be an automation to ensure that patients with consecutive apts only recieve one sms. It is costing us more in txts and in missed chair time. Does anyone have a solution for this?