Questions & Feature Requests

Am i missing a trick with zoning? for example our hygiene clinics are every 30 mins, is there an easier way of zoning this than having to create separate 30 mins zones? is there an option to set up a zone and make the slots occur every 30 mins between a set of times easily?

Hi all - I'm Luke, a product designer working with the Dentally team. We're building something we know a lot of NHS practices have been after: clear reporting on how you're tracking against your NHS contract. Where you are against your ACV/UDA target, how individual clinicians are performing, and where the gaps are - without having to piece it together yourself.We’re focused on Wales at the moment, but keen to hear from NHS practices from any region.Who I'm looking forPractice managers and clinicians/associates who deal with NHS contract performance day to day. You don't need to be a Dentally expert or have any technical knowledge - if you've ever had to work out whether the practice is on track, or had that conversation about an associate's numbers, you're exactly who I want to hear from.I'm keen to hear from both sides, because what a practice manager needs to see and what an associate needs to see aren't always the same thing.What's involvedA short, informal video call - 30 to 45 mi

“When patients complete their medical history on the tablet (Concierge mode), they currently need to confirm each question individually before signing. This can feel repetitive, especially when their previous answers are already pre‑populated.It would be helpful to add a Review and Confirm option on the tablet. Patients could quickly review their existing medical history and confirm that nothing has changed, without needing to confirm every question again. This would make the tablet check‑in process quicker while still allowing them to update anything if needed.”This keeps the current review feature but adds a faster confirmation workflow for returning patients.

It would be hugely useful to keep things charted when a tx plan is closed (often because a patient doesn’t return). It saves a lot of time re-charting things if the patient later returns. A tab of miscellaneous similar to EXACT would be really useful. 

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

Hi, Is there a way on the appointment card pop up when creating a new appointment for the duration to match what we have set, eg an exam is 20 mins but the card defaults to 5 mins. This is causing a lot of booking errors when team members forget to extend it to the correct time.Thank you Amy 

HiDo Dentaly have any plans to improve the Xero integration?If a site is a single practice it works really well but multi sites who have seperate bank accounts for each practice, it doesnt work for as Dentally sends one massive invoice for the whole business to Xero. Would be nice to have better integration including xero’s invoicing system Tom 

It would be really useful on for example notes to have the date it was last editied/posted be an actual date rather than ‘yesterday’ or ‘21 days ago’ or '4 months ago’ Or for example when looking at appointment history you know when you click on the little clock to see when and how appointments have been edited a date and time would be really helpful again rather than the vague ‘edited a month ago’

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

Is there a way to turn off the ‘continuing treatment’ prefix when booking follow up appointments. At the moment if the patients name is too long or the appointment is too short I can’t see at a glance what they’re in for if I’m looking at the calendar.

Hello, How do I change the default time for appointment reason? I can set them up and change the order however I am unable to find an option to change the default times, they are all set as 5 minutes which means we have to modify the time manually Thank you in advance

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

 ​@Hebe Lowen HiCan I pls make some suggestions for improvement to the Dentally email screen - is it best listed here or on a fresh thread? Can we have the ability to pin emails please which are important and need to be worked on otherwise they fall down the list as new emails come in and get forgotten  Can we have the ability to assign emails as tasks to team members to action? Please introduce spell check and grammar check options into emails before we send them Let’s have the ability to have a list of emails without showing the one line content on the screen, and have a view like Gmail or Outlook where you can preview the message in the lower pane of the screen and toggle on the upper part of the screen with the keyboard up and down arrow to reach emails. Can we have the ability to view or filter messages which were manually sent by a staff member to a patient for important matters compared with hundreds of automatic emails sent out.  It makes it extremely difficult if not impossibl

 It would be extremely useful to be able to colour code the different “kinds of correspondance” as it makes it immediately obvious without having to change the filter what is what.  Example: If we attach an incoming referral from the hospital or another dental practice, it would be nice to just scroll down to the latest e.g. red colour knowing that it is a referral, it saves time and navigating would be immedate with less clicks here and there.  Seconds matter when we’re moving around the system It would be useful if we can FORCE a clinician to look at an important “kind of correspondance” when the patient next comes for an exam.  Example: An important referral from the hospital has been added to the correspondance.  Rather than having to create yellow sticky notes etc, if we want to make sure that the dentist sees and does not miss the referral during the next “exam” appointment, it would be nice to add a feature to “upload new document” screen or any of the “kind of correspondance” s

Has there been any known issues with the patient portal this week?  We have had several patients who have been able to access the portal but when clicking on medical history/FP17 forms they will not open.  Our Dental Nurse manager tried from a couple of the patient phones too and she could not open the forms.

Is there any possibility of adding the Dental Activity codes to the NHS Treatment categories listed in the Treatments & Plans Settings page?It would greatly help practices to see what codes are actually attached to each treatment item - rather than us guessing and just having to identify and fix each invalid NHS submission.For example: Antibiotic items prescribed (9358)My conversations with support are long, and then takes extra time to submit claims that we now need done promptly for all our performers to get paid for care packages in a timely manner.It seems such a simple fix would take minutes to implement - and help all practices (certainly in Wales with the changes post-April)

Hi ​@Hebe Lowen ​@Saymon Do you know if Dentally has anything on their roadmap for the Denplan Data Exchange link that we had in in Exact. We have been told that we have the most amount of Denplan patients in the area so managing our Dentally database with any changes on the Denplan Dashbaord can be quite a cumbersome task. I know it means each company talking to each other but I wondered if any progress had been made to streamline our admin?Tom

Hi there, Hopefully in this platform we will be more lucky.For over two years now we have requested to your support team via chat if there is anyway to develop a feature able to run a report that identifies missing dental notes after a visit has been charted and the patient attended, but no notes have been recorded.This is a common feature in other dental softwares but not in Dentally. Sadly today we learned that none of that feedback and requests was passed to your your product team. All fingers crossed throughout this channel to be listen at! 

The xero integration is great and we were so relieved that this was a feature on Dentally, however since turning the xero integration on, we have since learnt it has some flaws.Payments can’t be amended - This is not realistic & as much as we’d like to ensure payments are added onto the patient’s account correctly, this is not always possible. Not being able to amend payments once they’ve been entered creates a huge issue.Daily automation - my suggestion is for there to be a delay with the uploading of the data from Dentally to Xero (even 48 hours). This will allow enough time for any amendments to be made & in order to ensure the accounts are correct.

Good afternoon,I’m interested to see the launch of the new Dentally Kiosk to allow for self check in.  However as we have 2 waiting rooms, it’s not really viable for us at the moment.  Are there any plans to develop Kiosk further so that it is able to direct to more than one waiting room?Interested to hear your thoughts.Many thanksKateBurgess Hill Dental

Hello,It would be useful if the date bar at the top of the diary would have an option to move forward by not just a week, 3 months and 6 months, but also just by a month (as per attached screenshot)Thank you!

Hey everyone! Did you know we’ve recently introduced some exciting updates to make Personal treatment plan templates even more customisable? Now, they’ll retain details like custom pricing, clinical notes, and appointment specifics, all tailored to your exact needs! We’d love to hear how you’ve been using these templates to streamline your charting process. Are there any features you’d like to see added? Let us know how you’re making the most of this update or if you have any ideas for future improvements! 👇 Head over to the blog for more details on the update.

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?

I’ve forgotten to select unscheduled care and accidentally submitted a course of treatment as band 2. What’s the best way to resubmit as unscheduled care?Thanks in advance

Hello, when it comes to any change to the API, can there be communcation on either the community site or  the developer site of any change to API? as a recent example, there was some underlying changes made to the Appointments API on Monday (3rd November), which caused our ETL to timeout repeatedly.