Questions & Feature Requests

I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.

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 ????

I’d really like Dentally to review the functionality of the Short Notice List, particularly for practices that use zoning within their diaries.We zone our books to protect capacity for different types of patients and treatments. For example, we may have a private zone reserved in the diary, but if that zone has not been filled five days in advance, we would normally open that time up so it can be filled from the Short Notice List.This worked extremely well for us when we used SOE/Exact.With Dentally, however, this does not appear to be possible. My understanding from the conversations we have had with various trainers and members of the Dentally team is that the zones effectively sit within the underlying diary set-up. Therefore, even if we remove or delete the zone from the visible diary, Dentally still recognises that time as having an active zone attached to it and the Short Notice List will not send patients into those appointments.For us, this is not a minor inconvenience. It dire

Not sure if I missed it but is there an ability to send an online booking link directly from a patient’s treatment plan. For instance they want to book in appointment 1 which is 30 mins and it costs £250 and they can book it and pay for it via the link. I just think it would help make things smoother and I want to make sure we are using the dentally to its full capability.

Request for an alert to trigger when a patient is running more than 3-5minutes late for appointment. Purpose is to prompt reception staff to contact them or confirm presence in the waiting room for patients that have not checked in properly. D4W has this as a standard feature and you can change the amount of time the patient is late by before it prompts you. 

I feel a good thing to add to Dentally is now patients aRe attending on both NHS and DenPlan HYG, if there's a way that both can show and allocate to depending on what appointment the patient is here for? As if a patient comes for a check-up we have to change their payment plan to NHS and then back to Denplan HYG if they come for hygiene, but sometimes this isnt done or there's confusion, if there is anything that can be done to help this?  Many thanks

Looking for a feature that would allow us to put little notes off the side of an invoice where we could write why we gave a patient an adjustment, etc. It wouldn’t need to appear on the invoice it would be more so for the team to see and reference if we are wondering something specific about a bill/claim. 

Online Booking:Under-18s are exempt from NHS dental charges, so we've named the services accordingly, e.g. "KIDS ONLY! - FREE NHS - age 0-12 - Oral Health Assessment". However, Portal still shows "Price £27.90" directly underneath the service name (screenshot attached). So the patient sees "FREE" in the title and a £27.90 price a line below it.This has caused genuine confusion - we've had parents contact the practice asking whether they'll be charged, and some hesitate to book at all.I called Dentally support to ask whether there's a way to switch the fee display off for these services, or set an alternative price for exempt groups. I couldn't find any setting for this myself, and support confirmed:"As mentioned, it's not currently possible to change how the pricing of NHS treatment displays on Portal. However, I have put this through as a feature request for you so hopefully our Dev Team can implement this in the future!"What we'd like to see is any of the following:A per-service togg

Hi Dentally team/community,I’d like to suggest a feature to link a treatment code to a default Appointment Reason.Implementation Ideally, each treatment code could have an optional Default Appointment Reason setting. When an appointment is created from that treatment, the reason would be pre-populated but could still be changed when appropriate.For exampleCrown preparation → “Prosthodontics” appointment reason Extraction → “Surgical Treatment” appointment reason Root canal treatment → “Endodontics” appointment reason Scale and polish / periodontal treatment → “Hygiene” appointment reason Fixed appliance bonding → “Orthodontics” appointment reasonThe idea would be that, when an appointment is created from a planned treatment, Dentally automatically selects or suggests the most appropriate Appointment Reason. Handling appointments with multiple treatmentsOne consideration would be appointments containing several planned treatments. I think this could remain simple:If all treatments in th

It would be very helpful if you could edit the title of documents when you save them to customize them for each patient rather than the document being saved as the letter template title- for example- if writing a endo referral for a UR6 it would be helpful to be be able to save it with that title rather than just referral (the template title) so the admin and clinicians can get a better idea of what correspondence has been sent and received without having to open the documents up each time. Thanks 

Hi it would be really useful if a refund button could be created for refunds rather than creating negative invoices and then negative payments.  Also a do not recall button for those patients that do not want to be recalled rather than having to clear recalls on the patient details page as well as the recalls page.  

So we have SMSs and Emails that bounce...for various reasons. We either resend or work out whats wrong and use another form of communication to get the right details…but then they get archived(and theres no reporting on who’s archived what)….and the problem goes away...or does it!If the patient doesn't get back to us - we try and task(habit being built!) to follow up again but that doesn't always workI’m thinking of some sort of bounced inbox for SMS and Emails, that we can work on and mark completed once we’ve got their details and the sms or email has gone through successfully(or it could figure it out automatically! :)) ...so it doesn't clog the main inbox but we don't lose sight in archived section.

Tasks are difficult to manage in Dentally, the team can change due dates without it being clear on the audit. it would be nice if a due date was changed a reason was added in so we have transparency as to why due dates are being changed. Also Task reporting - can I see how many were created, closed on time, overdue - longest wait time etc. at the moment a task is as useful as a note when it comes to performance management which means we use it but trying to manage the team on these tasks is near impossible! 

I would like to be able to “click and drag” treatments between different appointments, rather than having to click into the “reordering/rearranging” button on the bottom. This makes it slower and I find it redundant. I would also like to be able to select multiple treatments and drag them to another appointment. This would make organizing much easier.

I think it would help reception if each clinician’s diary was in different colours, not just an option of having coloured appointments. 

I find that there are too many questions for the medical history.I really like how on EXACT they categorized them into different column, this make updating medicals much easier and also easy to read. I would also like the allergies to be made more noticeable on the patient portal, rather than having just a heart icon. (I was told this was due to private and confidential, however most patients would appreciate that we are aware of the allergies that they have, would be good for us to have the option to switch on and off the allergy notification on the patient file) 

I would like to request for the ability to click into the tooth charted to change the treatment needed.Example: 46MO, to be able to click into this and change either the tooth number or the surface of restoration, rather than having to delete and rechart it. I would also like the to have the width or columns showed on each treatments to be smaller(or to have the freedom to customize how big it is), this would allow us to view more of the entire treatment plan as a whole during treatment planning. 

Hi,At the moment it appears that we can only exclude zone groups in the short notice cancellation feature. the issue i face is my diary is zoned by ‘Yellow’ - exams and ‘Green’- Treatment. When a gap appears in these zones currently the feature shows all possible appointment types ie exams, treatment rather than say i can see its a ‘yellow zone’ here are your exams you could bring forward, or same for treatment.  Isit possible to assign certain zones to certain appointments - to provide a better filtered view and actionable list rather than FOH team looking at and selecting possible candidates, we want to get to a position where any manual effort to ‘pick’ the right patient is reduced as much as possible!

Hi, Is there a product roadmap for Dentally - i know we get the monthly updates but is there a living breathing document to help understand what’s possibly being introduced in the future?It could even be a sunshine diagram(like a transformation diagram with categories ie practice management, patient comms, APIs, Dentally Pulse, Reports etc and a now/next/future timeline?) It could be interactive for voting/feedback on potential features as forums are great but hard work scrolling through all chats/features and i just love something visual - big and all in one place! I know sometimes teams aren’t keen as its pinning down with dates’ish, but from a customer perspective i don’t want to be ‘surprised’ by the latest new feature...instead i want to be like - oh they said they were going to do x and now its delivered brill! And look if something isnt right or something else is prioritised, having that visibility is better than not knowing at all...(we’re friends right?!) thanks 

I have just started at a new practice and don’t want to use the practice custom field templates for example for an exam. These are auto filled as are notes for treatments when added with the practice owner’s notes. It is very time consuming to delete these notes to write mine every time. Please can you make it so each dentist can decide in their settingsif they have custom fields on their notes rather than enforcing them on everyone. It is also easy to forgot  to delete all the custom field tabs could lead to confusion in the future and legal issues in the event of a complaint. Thank you.

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!

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 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?