Questions & Feature Requests

Has anyone else experienced taking a payment, and then it loads and processes it to the users account but rather than getting rid of the payment box it keeps it on the screen, occasionally causing confusion as we think we just haven’t clicked record payment yet but we have and it successfully went onto the patient profile, so sometimes we end up putting a payment through twice as a result.We have very good internet, but this happens occasionally and has done for a few weeks now, is anyone else aware of this happening when taking payments, has this happened to anyone else before?

I would love to see headings and subheadings implemented into Dentally. Where we could file correspondence under Insurance, Referrals, Financial, Ortho, etc to make it a little more easier to navigate. Right now everything is messy and hard to find things. It would also be nice once the feature becomes available if we could add our own headings in settings, bc every office will have different things to file under. Thanks! 

is there a way to set up automatic emails to patients (both private and NHS) a day or so before their appointment to update their medical history without having to send them all separately or have them fill in the form when they arrive on the tablet which takes at least a good few minutes 

Currently if we forget to set a room when booking an appointment, the appointment won’t show anywhere in the room diary view.It would be good if we could set a default room per practitioner, and/or via a schedule ...and when editing the availability per day in the diary. This would preselect the room for all appointments being booked for the practitioner that day.Another (easier but less useful) option/addition would be to make room a required field when booking appointments.

when submitting a course of treatment in Wales that includes an Acorn, it is being rejected if it has ‘prescription of fluoride toothpaste’ in the claim.the prescription is generating a ‘miscellaneous’ claim, which is not ‘compatible’ with the claim.does this item need to be ‘miscellaneous’? could it just have no claim attached so we can use it in a course of treatment?

Hi new to dentally (over the last 10 months) and i couldn't find this question in archive. When writing notes i am finding the cursor seems to jump around, occasionally i’ll be editing my template and the cursor would randomly have jumped to a different line, or end of the line or a different position and its making note writing difficult as i am consistently having to correct its positioning. I have tried multiple keyboards and wired to see if it was a keyboard issues but it seems to be a constant problem with all surgeries here. Is this a known bug with the library used? Is there any fix for this? Thanks in anticipation. Sim

Hi ThereI have built a voice AI receptionist designed for businesses including dental practices. It handles inbound calls, captures patient details, and manages appointment booking.We're exploring the integration with Dentally's API to support live appointment booking and availability checks for practices using Dentally. We'd love to discuss becoming an approved integration partner and understand the process for gaining access to a sandbox environment to begin development.We are also currently working with practices that serve NHS patients and would be keen to understand how Dentally supports NHS practices, particularly where it could be a stronger fit for their workflows alongside our AI receptionist.Would someone be able to point us in the right direction? Thanks!

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 let me know how that’s possible, given that Tag Manager is not currently available as an integration? Thank you,TwentyOneD

We had been using Vantage Rego to send across NW London referrals for our NHS patients, this was integrated into dentally We have been told by the ICB that we need to use eRS now, they have requested details on a form to ask for the APIM id, what should we be adding here? If not how do we send referrals now?

It would be good if we could use newlines, as well as bold, italic, underline - ideally just hmtl/css including hyperlinks - in portal appointment descriptions.Currently we are using brackets to section/demarcate second and third paragraphs but this is a pretty bad user experience, and not great for effective communication.Example“Description of appointment type. (Cancellation policy) Information about discounts and offers.“

We recently switched to Dentally and wondering why we can’t have multiple “416” codes?I’ll click of 416 and it REQUIRES me to click a tooth for the treatment plan. Said tooth needs 3 x 416 codes and it won’t allow me to do it. Everytime I try to add the second 416 code, it deletes the first one. I have video proof of this happening. I also waited until the “saved” tab in the corner disappears after adding the first 416 code. The same thing happens with the 418 codes.Please rectify this ASAP!!!

Dentally update idea - make Email the default option for recalls rather than Letter.Are any other practices finding this to be time consuming? Having to manually change each patients recall option to email (or SMS should you choose) rather than letter is rather tedious.Are many practices still opting to send letters given the cost and inconvenience? Email is surely the preferred option!My idea is for the default selection to be updated to email so any new patients moving forward would automatically have email selected for recalls and further selections can be manually made from there. 

Hi there,Would be so great to have voice perio charting for hygienists?

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?