Questions & Feature Requests

Hi I tried to add another new “dentist “ option for the online booking. the new dentist option is still “setting up loading.” It looks like there is an error in loading. Can you have a look please? 

Dentally needs to have a simple tracking system from the unbooked treatment of how many times the patient was contacted, how they were contacted, etc. I’d highly suggest, they do research into Max Assist https://maxassist.com/Before moving to Ireland from Canada, I used this software, and it was fantastic in tracking everything from Recare to Treatment planning, KPIs etc. At a glance, I could see how many times I contacted the patient to book their pending tx, how many times I contacted a patient to book their recare, etc.  

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. 

HiI’d like to make a feature request please. We have no use for the ‘Ready to book’ toggle on the appointments- would it be possible to add the ability to switch this feature off in the settings or at least set the switch to ‘on’ as default? If someone forgets to tick the box it causes delays at reception Many thanks!

Hello,Is there any scope for dentally to have an integration with the national Patient Flag ServicePatient Flags Service - FHIR API - NHS England DigitalVisility across EPRs has obvious benefits and I’m wondering if this has been covered previously and how  dental serrvices that operate as part of a wider NHS provision using other EPRs manage these patient groups.Feel free to contact me directly if useful[Email redacted]Leeds Community Healthcare NHS Trust

Can the “appointment status” be moved next to the “when” column. Also from this screen, if you pick an appointment to send an SMS reminder, go to edit, if they have an earlier appointment than the one you are sending the SMS for, it comes up with that earlier date, can this be rectified please? 

Hi Dentally, I’m reaching out to ask whether you offer any support or guidance for tracking bookings related to Google Ads campaigns. It is essential for our marketing to have accurate data on the effectiveness of our ads and patient booking numbers through our Dentally booking system. Without this data, it’s challenging to optimise our campaigns effectively and ensure a strong return on investment. Google Ads tracking is normally set up through Google Tag Manager and GA4, however, it doesn’t look like you currently have those available as integrations. Is this something you are going to be offering soon? In the meantime, is there an alternative method for setting up Google Ads conversion tracking that you could provide a step-by-step guide for, or help us implement? Lastly, I can see that we have a Tag Manager added to our Dentally booking system. Please could you

We have just bought a Samsung Tablet for the practice, but it only appears as if it can be run as a concierge and not for signing estimates. Can this be done with an Android tablet? We are not fans of apple products. 

We should be able to direct share patient photos with the patient by the portal and email without having to export them to the desktop. 

Please can the clinics function be worked on, it takes forever to add a clinic, having to refresh the page a billion times before it works. Also not being able to adjust the clinic, from the diary page, it should be much more simpler than the way it is set up. Please can this be worked on?

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?

I have found that when I am viewing a patient’s details, if i click on another patient through the “Recently Viewed Patients” section, it will keep stuff the same like the patient ID, and other things like dropdown selections such as who their dentist is etc.Most of the time its data that has been changed on patient X for example, then you view patient Y and those details yoyve changed are on their profile, however if you refresh the page, you will find these changes have not been saved onto anyone else you view after (phew).But it can create a lot of confusion for multiple people and multiple reasons, are we aware of this mini-bug and is it being worked on to improve? Is there anything internally we can do, any settings to change to make that run smoother? Obviously when loading a patient, refreshing the page is easy to do to make sure its all correct, but its not ideal.Im not sure if anyone else has encountered this or reported it but any feedba

Please change 'LINK APPOINTMENTS' default to OFF.  As a new user from Exact if the link is defaulted to on sending through/making appointments becomes very confusing.

 Hi there,I was hoping to see in the correspondence, who was the user that sent the email or email to the patient. Would it be possible to add  that

The takings and income reports keep timing out or giving an error or returning no data - it is intermittent and does not always occur but this never used to happen. The issue is exacerbated when I do a wider date range or more practitioners however I never used to have this issue

Hiya, Is there anywhere we can log a voicemail left for the patient, in corrospondence it only has a log a phonecall and i don’t want to do it in notes ideally. Thanks  

Hello, When receiving webhook events for ‘appointment.created’, it often provides fake/default values. For example: finish time is null, when in reality, this can never be the case. Also duration is 0 and start time is also null. Other information such as patient information and reason are filled in.Is this a known issue? Do i need to fetch the just created appointment again by id (id is provided in the body). I did not previously do this due to not wanting to hit the API rate limit. Thank you!

Hi All We are using the chat feature on dentlally and it is great, especially when chatting between clinics. Wondering if anyone knows if the below is possoible, or if support have it in pipeline for rollout.  Group chat. We have 8 reception staff, and if I need to bubble them for anything, I have to copy and paste it into each seperate chat. Would be great if able to create groups  (REC) (supervisors) etc..   so that group chats would be possible.  Delete chat. I have in error once / twice send a chat to the wrong person  (dentist  and admin with same first name) and jsut select wrong name. Is it posisble to delete a chat (even if only by manager?) RegardsEamonn

Hi there, I’m trying to create a patient in Dentally from a Zap. The zap will pull patient data from a form on our website and then create that patient in Dentally. The first part is working correctly pulling the form data via a webhook, however the patient creation step isn’t working. I’m using the Dentally 1.3.0 version in Zapier.I’ve tried multiple variants for submitting patient data, including copying data straight out of Dentally (so that the target field matches), but whenever I test it, it returns:“Failed to create a patient in Dentally (1.3.0)The app returned "The patient could not be processed".”I wanted to check:is the Dentally Zapier app still supported? Any ideas on general issues with creating patients? Am I better using the API?Thanks for any thoughts,Tom 

Is there a feature were appointment confirmation can be automatically  sent once booked in diary

Hello,I have to agree with the comments of Kate T and RegentStreet85 about whether Dentally Portal is fit for purpose in servicing the needs of Plan Practices. Kate T wrote the following to the Community.“Hi Simon, the problem is with booking dental checks from our point of view.  It would be ideal if a private patient only had the option to book a private dental check, a Denplan Care patient only had the option to book a Denplan Care dental check etc.  Many thanks

HI Allwant to see if any other clinics are having the issue we are having of late. on the dentally invoices,   under the invoice date, it says DUE by and another date +7 days in future  We been having patients of late, stating when we go to collect payment, that the balance is not due for 7 days as per invoice. (esp on large treatments).  Unless pre-approved or on payment plan, all invoices are due on day of treatment. This text on top of invoice, is now causing some issues, esp with patients being able to get invoice on dentally portal, and it clearly saying a DUE date that is not the date of invoice. Eager to see if any other clinics have noticed same?RegardsEamonn

I am very happy with the addition of the new Orthodontic Assessment tab within the patient chart.  To further refine Dentally’s orthodontic functionality and better reflect the differences between general dental and orthodontic workflows, I would like to propose the following features under the ortho tab on the patient chart.  1. Modifiable Orthodontic Assessment The new assessment layout is a great start but appears tailored toward a UK-style orthodontic examination. I would appreciate the ability to customise this tab, similar to how custom fields in treatments can be configured. If the existing tab is required for automated UK claims submission, perhaps a separate custom orthodontic assessment option could be introduced for other users. 2. Orthodontic Progress AppointmentsProgress appointments in orthodontics are typically brief, focusing on key clinical details such as: B

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?

If a patient has multiple appts in one day, when you click on one of them on the scheduler, there should be some indication the patient has multiple appts Same if a family is coming in. Easily see on one patient (i.e. the mom) if there’s any other family members due for recare/treatment/hygiene On the appt tab, see other family members appts at once (especially children)