Questions & Feature Requests

I would like to know if we can print multiple Provider Invoices on ‘1’ page?It is a waste of paper when patients want a printed receipt, especially when the Statements print out all previous Invoice dates.Also is it possible in the future to add the patient next appointment to their Invoice?

Why can’t you send a bulk communication to the list of patients that come from the lapsed patient, unbooked treatment and other reports? Also, I’ve tried to recreate these reports in “Patients” but can’t filter them correctly to get the same list of patients if that makes sense.

Does anyone have a list of compatable terminals for use with Worldpay in order to integrate with Dentally i.e. send payments directly from Dentally to the card machine please? I have seen A920 Pro mentioned but it is still vague as to whether this would work. I was told if it had a screen then it should be ok. Of course I purchased one with a screen and it didn’t. A list of terminals that would work is impossible to find from the Dentally end unfortunatley so anything that is being used would really be appreciated. Thanks

is there a way to have it stated on an estimate for patients what treatment is private & which is NHS instead of having to open two courses of treatment and print/email two separate estimates? if we can chart NHS and private together it would be handy to be able to print them together clearly so patients understand which is which 

Hello, We are a group of practices from Scotland, that have just moved over to Dentally from SOE Exact and I was looking to feedback some features that I think are crucial and would really appreciate being explored.   When submitting an NHS treatment plan, could the software please be altered to allow number of teeth, restorations needed, BPE and radiographs taken be pulled automatically from the charting as it previously.  Can the display of the pages have improvements when on the chart tab. Could the sidebar be adjusted to be made wider, allowing for more text to be seen. In addition if the treatment tab at the bottom or base chart be allowed to be moved up or down to allow more visibility.  I would also really like to request if the software design can be made more dyslexic and colour blind friendly with tabs being spaced out more, headings bolded or in bubbles. Difficult to process all the information.  Calendar side window display feature to be added on like on SOE where we can be

My colleagues have found that when making an appointment using the calendar, when we enter a patient with an Open Course Of Treatment, and when we click under new appointment where we select the unbooked appointment for example 20 mins - Glass Ionomer (UR7), it selects that fine but under duration it stays at 5mins.I believe normal behaviour should be that when we select the treatment it should also update the duration so we don’t have to manually match it each time.I hope this is the correct place to report minor bugs like this whenever we find them, if someone could let me know and if not then where is best to i would also appreciate it!

Currently the portal says: “Balance due after appointment” but some practices take payment on the way into the appointment - it would be better to say “Balance due at appointment” ...or give the option to choose the preposition in the portal settings

Any help or advice would be greatly appreciated.We have been using Dentally for approximately one month. Since the changeover, we have consistently been losing X-ray images on a daily basis. We are using a Carestream CS 7600 system.We have contacted Dentally, who advised us to use IP image acquisition rather than selecting the CS 7600 unit directly. However, we are still losing images daily. The image appears on the scanner and transfers to the Carestream window launched through Dentally, but when this window is closed, the image does not always transfer into Dentally and is effectively lost. It also does not appear in any recovery folder.It seems that the multiple windows involved in the process may be contributing to the issue. Is there a simpler, more reliable way to take an X-ray, process it, and have it transfer directly into Dentally without needing to open multiple Carestream windows?

Please consider a ‘drag and drop’ layout for online booking. I would like to re-arrange the way it appears in line with our paid advertisement strategy and ease of finding most valued appointment bookings. Right now it isn’t supporting each practice’s growth specifically and generalised for all. 

When I copy my neat notes from Microsoft Word to dentally , dentally automatically changes my notes to simple font and size. Is there anywhere I can override this? My notes are quite long and neat in dentally it looks all over the place.  Many thanks  for your support

*typo in title - should read “how do others cancel whole day list of patients”I’m interested to know how other practices get around the problem of having to reschedule or cancel a clinician’s whole day list due to illness or last min holiday. I think there is feature in Dentally which allows you to send a bulk email or text message for all the patients in one clinician’s diary (someone please remind me how) but that worries as we might lose the details of who those patients were in the system and get complaints later. I prefer to ensure we call them and cancel / reschedule each, one by one so it’s 100% confirmed that the patient is aware in case they didnt see the sms or email and come to the practice and start ranting about the cancelled appointment.  Where we cant get in touch with them, we leave them a voicemail message and send an email / text but still wont remove them.  We cycle through the checkin, in surgery and checkout (tick box) to prevent any further reminder emails going t

I have been asked to pass some feedback regarding booking appointments via the diary.When we book an appointment from the diary and click on the diary whilst viewing the calendar, it comes up with that appointment details box for us to start typing the patients name as normal, and now whenever a patient is chosen, it wont let you edit or change the patient, its stuck with that patient and we have to cancel and then click in the diary again to make a new appointment.We used to be able to click back on the name and change it, now we have to cancel it and click in the diary again. Is this because of a new update to dentally? Is this something others prefer?

A suggestion for an automatic email/SMS to patients when their Medical History needs updating, instead of having to do them individually.

When a day has been cancelled (short notice or otherwise) by a clinician, the appointments that need rearranging are really difficult to spot. On SOE, a cancelled day would turn all appointments red on the appointment diary. This was a really valuable feature for reception staff to identify which appointments still need cancelling. Without it, a busy reception team can easily overlook cancelling a day as there is no visual cue. This will lead to annoyed patients who either don’t get enough notice to rearrange appointments, or don’t get called at all and show up anyway! It doesn’t help the management team either as at a glance it looks like the diary has been badly managed and not booked efficiently. You can’t see why without searching. Please bring in this simple feature. It will really help the workflow for the team.

Really disappointed at the lack of effort in adapting the software for Scottish users. The software has clearly been optimised for English users privately or in the UDA system and while we pay the same for the same software, it is shamefully lacking in functionality and clunkier than older softwares especially for use within the Scottish NHS SDR.

Hi everyoneIt would be great if there was a way we could input the lists of patients we receive from the Welsh DAP onto Dentally in bulk in a similar fashion to how inward migration is handled. We currently receive lists in Excel format and it takes a lot of staff hours to input all of the details manually with the added risk of transcription errors.There would be a welcome in the hillside for years if you could do it!!  

For clinicians, to streamline treatment plans, please make it so that when I mark a treatment as complete or charge or submit an NHS claim that it marks the appointment as complete

We use a 3rd party that takes direct debit payments on our behave that is not integrated with Dentally. Therefore, we are manually doing this at the moment. Instead of putting these payments against a generic payment  method, it would be helpful to have “GoCardless” as a method.the exact payment method you want added - GoCardless why it’s important for your practice - help isolate these payments from others for tracking and account management how many practices you think would benefit - lots of practices use GoCardless, a full integration would be ideal.

As a practice, we find the option of lunch and tea breaks being in the diary as movable appointment blocks.Our superiors want us to use the break blocks that are fixed in place when added as part of the clinicians schedule. Would it be possible to make these moveable from the diary page, without having to delete and re-add for a different time? We often shift the breaks to fit around patients.Hope that makes sense.

Please make the clipboard an individual feature, like SOE. Having a single clipboard for the whole practice does not work. We run a 9 surgery practice with a large reception team, across 2 floors. When you put an appointment on the clipboard, it often disappears as a colleague pinches it by mistake.A personal clipboard, per staff member, works so much better and we really miss this feature from SOE.

Please could the systems team have a look at this?  If a clinician books a day holiday and their column is blocked, it isn’t visible when looking at the diary and so it’s down to us to let people know that appointments need to be moved.  In other systems, the appointments booked in blocked diaries would show in bright red, which is much more user friendly!  Could this be done in Dentally? Thanks Anita

On the new form, is it possible to make the acquisition source a drop down?We’d love for the acquisition source to become a required field option also!Thanks

I am trying to fill out patient’s occupation in line with the notes audits we do, which covers occupation being listed. I am finding it hard to select and option for all patients as the occupation is a drop down menu of set ideas of an occupation.There is a lot of occupations that aren’t on the list, nor have something similar. How do other people manage this, and doe we feel as though it should be a free entry section, rather than a selection of prewrittten options. A lot of patients don’t want to give this information, so would be handy to have an option to put this down too. 

Hi  Does anyone know if Dentally hold a training session for new practices, either in person or remotely? I am trying to set up a training session for a new practice were 90% of the staff haven’t used Dentally before. I was hoping to hold an afternoon training session with all staff members. Is this something Dentally will offer?

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?