Questions & Feature Requests

I have a question about NHS claims on the API.There are several claim state but do you have a definition of these states by any chance? “The status of the claim new, queued, submitted, completed, error, invalid, received, queried, withdrawn” -  this is from the API docs do you have any definition by any chance? In addition when I query the API for approval_date I always get null values is this normal?Any advice is appreciated!

On the concierge app it will only show the MH if it is due to be completed (older than 6 months)- sometime we get patients that have had medical changes and need to complete the MH again before the 6 month mark. It is fine doing it in surgery verbally but when there has been big changes we really need to be able to give them the iPad and get them to do it themselves. I understand that we can email the patient a link etc but when they are elderly or don't have their phone on them extra it is much easier doing on the tablet.  Please can you look into if there is a way of the pt updating their MH even if it is less than 6 months.

Hi, We are trying to figure out the most streamline way of patients signing consent forms digitally on our iPads. It would be great if there was a ‘consent tab’ available on the dentally templates, so they can sign consent just like they would sign an estimate. Can anyone shed some light on what you currently do with this. Thanking you in advance :-)

Could the medical history be updated with options for anxiety and depression on med history form please

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 All Our dentists have come looking to see if its possible to have  2PA option on dentally vision, and wondering if any other clinics know of workaround, of it is something that perhaps Dentally can roll out.  We have an option for 1pa and 3pa, but no 2pa.   

Would it be possible to update the new search bar…If you input all the information required such as 45mins for a new patient examination with dentist X. if you go to the diary and the patient then can’t do that time etc. If you go to search again you need to re-input all the information. It would be really helpful if it could save your last search.

Is there a way to change the payment allocation settings? At present they seem to allocate once the treatment is completed, but I was hoping there could be a way to allocate payments to specific dentists at the time of payment as we have a lot of treatments, Invisalign for example, that can take up to 6+ months and the dentist isn’t getting paid for the treatment until the whole course is complete. It would be nice to be able to filter it monthly. 

Hey Dentally Community! 👋 We know recalls can be a bit of a headache sometimes, so we want to hear from you. What’s tripping you up the most, and what nifty tricks have you discovered to get your patients in the door? Drop your vote and any extra tips or stories in the comments. If you want more info, check out our Help Centre and revisit our recalls tips post for some extra inspiration. Thanks for sharing your experience!

Hi Dentally team,We’re currently working with a number of practices who use Dentally and are exploring ways to streamline appointment workflows through external automation tools.I understand that partnerships are currently on hold, but I wanted to ask whether it’s possible to gain access to a Dentally sandbox environment for testing purposes, ideally with read-only API access to appointment and patient data.We’re not looking to make any changes within Dentally itself, just to better understand how data flows and how we might support mutual clients in the future.Any guidance or direction on how to proceed with sandbox access would be greatly appreciated.Thanks in advance!WesleyCo-founder, Setterlysetterly.co

Will it be possible to add a dropdown field in the patients notes? For example, we want to include the reason code when a patient has a scan taken and want to make this simple to do (and difficult to omit). There is a list of standard responses we want the clinicians to use rather than free text/personal choice. In other forms packages you can set these up as a dropdown selection, I wonder if Dentally will go this way. 

Is there a way to change the setting so a press of the ‘enter’ key inserts a <br> (single line) rather than a <p> (double line)?

Would it be possible to have an individual login set up so when that individual puts treatment on the plan it auto populate with their associated template notes?

Is there a way to be able to view all created consent forms for a family from a single log in of the dentally app. when we’ve got large families in and 3-4 kids in for short appointments entering each child’s DoB to retrieve the relevant forms they need to sign is slowing us down as a practice. Given that the adult accompanying them will need to sign all the forms anyway it would speed us up so much if they could see all the forms they need to sign for their family together rather than one at a time. 

Small feature that could use a very easy update. I have a large volume of template notes to slot into the discussion portion of my exam notes for different situations but every time I insert a new template note it automatically gets placed at the top of the exam note rather than where my cursor is (ie where I want it inserted). Barring making shortcuts for all of my template notes this means a lot of copying and pasting to get the inserted note where I want it on the page. 

If ‘Prevent Price Change’ is set for a treatment item, is there any level of user that can override it in the chart? For example, can a Level 4 user override it?We’d like to prevent clinicians from changing the prices in general, but allow administrators to override them in the chart.

How are people please tracking their revenue/the practice position?As far as I am aware there are at least 3 different reports which all give slightly different amounts:Takings Allocated payments InvoicesAs many do, we work to a target each month so it would be really useful to know what other practices do which gives the best overview of practice performance on a monthly basis. Many thanks.

 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

Hi is it possible to do a lab work tab within dentally (maybe next to chart) . The little feature you have is ok but a tab would be great. somewhere you could document:tooth/prosthesis - lab sent to - date sent/received/ completed with an area to upload the lab docket: Would be great if all this information was stored together so that if there was a future issue we could find the information instantly.  If this linked to reports, even better.  Thanks 

We have noticed if a patient has more than 5 appointments, they don’t all print out. Is there a way to get it print all appointments when there are more than 5? I dealt with a patient who had to book 9 appointments and i was unable to print them all out.Many thanks.

Can I ask how people are managing the X-ray information when the nurse is the operator and takes the X-rays. The dentist is logged in to dentally but the nurses are not listed in the practitioner drop down. This means they are not being audited on their exposures…. Is the only way around this to make them practitioners? (Which is a Bit of a pain as then they come up on diary settings etc) 

Hi ​@Saymon ​@Molly H ​@Simon Guiver Is there a way within Dentally/Portal that we can send people a password reset link. A few pts have said they cannot get onto the portal because the 2FA codes that come through dont come straight away and also if they are on a mobile they have to leave thta screen to get the code. Unfortunatley not everyone is tech savvy so I feel there needs to be an easier way for them to logon and/or reset their passwords and I think more people would use it then. Does anyone else have problems with people using (or refusing to use) the portal 

Is there a tab within dentally where you can document the hygiene prescription from a dentist that enables you at a glance to see when the prescription expires? 

Hey Dentally Team,I have encountered a possible bug during my workflow. Patient has booked in online for a recall, paid a deposit. However, when I charged the patient for the account we were unable to do electronic HICAPS claim. I have checked the date of charge and it is correct. There is no bug for the deposit as it is unallocated and it did jump into the invoice.Or if I did something wrong please let me know. Joe

Hello, I have just been in a meeting regarding FTA Fees and deposits. We are in 2 minds what to do….Charge a deposit to pts who pay for treatment - the only downside to this, if the pt has an outstaanding amount from a previous course of treatment, Dentally automatically allocates the payment to that treatment, which will cause problems further down the line.  Start taking a charge for missed appointments through charitng a “Missed Appt Fee” which will show on pt notes. The only slight drawback to that is that if a pt doesnt ever come back we wont get the money. Is there a way to automatically take a payment through something like GoCardless. Obvisouly none of the above can be used on Denplan Care pts as they pay monthly but for Essentials pt and PFPI then it will work. I just wondered what other practices do to reduce FTA’s Tom