Questions & Feature Requests

It would be a great time-saving feature if there was an option to do a mass export in the correspondence section, just like we can export the clinical notes history at the click of a button.The reason I am requesting this is that I am in the middle of copying & pasting every SMS sent, every email sent and every call log for a solicitor acting on behalf of a patient who has requested their entire data file from us. I think this feature should only be available through Administrator access level. 

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 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 

For NHS Scotland practices, and anyone whose exam intervals depend on a treatment item.A001 (item 1-(a)) is the extensive clinical examination and A002 (item 1-(b)) a review in between. SDR Determination I says "Item 1-(a) cannot be claimed again by the same dentist within 11 complete calendar months of a previous item 1-(a) claim". Practitioner Services (PSD) discount the rest of the acceptance month, so an A001 accepted on 13 March 2026 is next claimable from 1 March 2027. Since 11 December 2025, PSD return time-barred A001 claims with error E000853.The problem todayA routine exam can be booked, by reception or online, from 8 months after the last A001 until the next is claimable. That visit can't be an A001, and completing it moves the recall to that date plus the interval, pushing the next A001 past 12 months. Online booking can't tie an appointment type to the recall date or treatment items, and its lapsed-patient rule counts an A002 as an exam.What would helpPer appointment type:

Dear Dentally Team,We had this feature on Exact where we could see top patients by receipts in a time period regardless of partially paid or fully paid. At the moment the income report is not giving us this information as it only enlists fully paid invoice data.  could you please build a feature to see this data for all patients who paid irrespective of partially or fully paid invoices. Thank you.

Good morning everyone I’ve noticed Dentally runs quite slow these days- the animated Dentally logo is present for quite a while when opening patients. I’ve tried all of the troubleshooting tips- caches cleared, everything updated etc. but to no avail- we’ve tried it on a range of PCs older and newer.  Are other practices having the same problem and does anyone know of a fix?

Has anyone else experienced taking a payment, and then it loads and processes it to the users account but rather than getting rid of the payment box it keeps it on the screen, occasionally causing confusion as we think we just haven’t clicked record payment yet but we have and it successfully went onto the patient profile, so sometimes we end up putting a payment through twice as a result.We have very good internet, but this happens occasionally and has done for a few weeks now, is anyone else aware of this happening when taking payments, has this happened to anyone else before?

would love if we could have a feature to be able to use templates on the pop up notes. There was an option on exact to do so, we would use the feature for every single patient. It would save reception alot of time. 

At the moment if an NHS patient books a Private appointment via the portal e.g for Private Emergency then the portal forces the patient to fill in an NHS PR form even though the appointment is a private appointment. NHS PR forms are ONLY for an NHS Course of Treatment. This is wrong functinality.

HI Team,We are VoiceFleet an AI voice receptionist. We have requested a partnership request via this form  https://www.dentally.com/en-gb/integrations/become-a-partner to gain access to the Dentally API a couple of weeks ago and haven’t received a confirmation or response. Is there a way I can confirm the request has been received? Many thanksMariano

Would it be possible at some point to have a setting for default treatment times for individual practitioners? It would be useful to do this as different dentists require different durations for treatments.  I know this can be done manually but it would save time if it could be set up under the individual practitioner. Thanks in advance

When attaching images from Dentally Vision (Cloud Gallery) to emails (as we do frequently for patients moving away from our area; we have a very mobile population of patients), there are two problems I would love addressed:if one attaches the images from Dentally Vision using the ‘select Dentally Vision images’ option, the filenames of the images are long and complex, with no patient name, and the date the images were taken embedded in the second long string of numbers. This means that the receiver of the email cannot readily identify the date the images were taken, which is a problem.image attached using 'select Dentally Vision images' option: date images taken not easily findable in filename; also images were taken on 21/09/2026 at 9:32 am, but date in filenames (first 8 digits of second long string of numbers, in YYYYMMDD format) gives the date as 20/09/2026 (wrong time zone??) A work-around that can be used is to export the images from the Cloud Gallery first, and then attach them

Hi everyone 👋 Im Anke,  a Product Manager for Dentally.  I’m currently doing some research into how practices would like to handle prescriptions, and I’d really value your input.We know every practice works differently, so I’m keen to understand:How you currently create and manage prescriptions What works well for you today Where things are painful, manual, or time‑consuming What an ideal prescription workflow would look like for your practiceThis isn’t about promoting a new feature yet — it’s about listening and understanding your real‑world needs so we can make better decisions moving forward.If you’re happy to share your experience (even briefly), please comment below. Specific examples are especially helpful.Thanks so much for helping us shape what comes next

Hi everyone,I'm interested to hear how other Community Dental Services are managing the revised NHS England CDS Waiting List Data Collection requirements within Dentally.The guidance now requires services to accurately record and report patient pathways from referral through to first definitive treatment, including:Clock starts from receipt of referral Assessment and preparation appointments First definitive treatment (clock stop) Active monitoring Continuing care patients Missed appointment scenarios and clinical review outcomesOne area we're particularly looking at is how to manage patients who enter active monitoring or are brought back on recall pathways, ensuring they are recorded correctly and can be reported against the NHS England guidance.I'd be grateful to hear from other CDS providers:How are you recording active monitoring patients in Dentally? Have you created dedicated waiting lists, patient tags, appointment types or custom workflows? How are you distinguishing between t

Please bring back searching for a phone number using the last digits, its so much quicker than typing it in from the beginning! The last 4 digits always narrows it down when someone rings, rather that the start. Most people’s mobile numbers in the area start with the same 2 digits.

When checking a patient in, it would be nice for the system to pop up and say ‘Do you want to check this patient in for their following appts today’ and say yes so a patient can be selected as ‘arrived’ for all their appts on the dayThis would save the hassle of trying to find all of a patients appts i.e. with dentist then hygienist and stops clinicians from missing their patients if they were only checked in for one appt and not the other

I think this has been requested before. Im looking for a report that pulls diary utilisation for a month in arrears. That only displays hours available. A great report snapshot in SOE to reference to is monthly analysis 👌 where I could see FTAs, Diary % Utilisation & hourly rate per clinician in one report. Currently in dentally I cant pull some of these figures or im having to run reports individually per clinician, very time consuming. Happy to be contacted if more context is needed. Thanks, Laura 

Does owandy intraoral phosphorus plate scanner works with dentally vision?

When we print out a day list for a particular practitioner all the spaces are equal. it would be really useful to have them match the amount of time in the appointment book - especially any gaps for emergencies -  the nurses like to write on the sheets - equipment needed, extra patients added after list printed etc. It also makes it easier to visualise how the day is going to go. 

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