Questions & Feature Requests

Adding a Duration filter to Appointment reports would make it easier to identify appointments above a specified length.This would be particularly useful for Dental Therapists who perform both Exams and Hygiene appointments.If a Hygiene appointment is mistakenly booked as an Exam, it could trigger incorrect recall automation. By filtering for appointments in the report with a minimum duration (e.g. a typical Hygiene appointment duration), users could quickly identify and correct these booking errors before they affect patient recalls.

Please add a 'Fit Day to Screen' or 'Compressed Timeline' diary view. Reception staff need to see the entire working day for multiple practitioners at a glance to identify availability without scrolling. This functionality existed in systems like SOE and greatly improves diary management.

 Description:At the moment, we have to manually select sections and copy and paste to carry forward monitoring points from the last visit. A one-click “duplicate last clinical note/history” button would save a lot of time and help ensure nothing is missed.Suggested workflow:Open a patient’s clinical notes Click “Duplicate last note” (or similar) The previous note is inserted into a new note for today, ready to amendThis would be especially useful for ongoing monitoring (e.g. “still monitoring X”, “reassess Y”).  

When corresponding with patient’s, it would be nice to be able to refer to them not just by name but with (he or she). The option of which pronoun they prefer could be included within the medical history or elsewhere within the program.Kindly let us know if this has or will be addressed.

Hi, Is there any way to see a log of changes that have been made to a specific appointment, eg if the appointment has been moved last minute (but not cancelled) or if the time of the appointment has been lengthened. On SOE there was a function where all the changes to a specific appointment were logged. It is very helpful when there is a patient who is a constantly cancelling or changing appointments last minute as it provides evidence.Many thanksMarian, Bupa Windsor

Hi all, I'm Luke, a product designer working with the Dentally team. We're reworking one of the parts of Dentally you spend the most time in: writing up your clinical notes, and we'd love your input to help shape it.We're keen to hear from NHS and private practices from any region.Who I'm looking forDentally users who write up (or help write up) clinical notes day to day: dentists, associates and nurses. You don't need to be a power user or have any technical knowledge. If you've ever rushed to finish notes between patients, hunted back through a patient's history to find an old note, or had a view on templates and custom fields, you're exactly who I want to hear from.I'm keen to hear from a mix, dentists and nurses, people who type everything out and people who live in custom fields, because how each of you works isn't always the same, and the notes need to work for all of it.What's involvedA short, informal video call, 30 to 45 minutes, where I show you some early designs and you tel

Hi,When an NHS patient is exempt because they claim Pension Credit / Universal Credit etc - the GP17 form asks if this is the patient or someone else who qualifies for the benefit.  When it is the patient there should be a box to tick to state it is the patient.Instead it then asks to type the patient name and DOB or National Insurance number.  If this is the patient then this is so time consuming and very annoying.  If the patient is the one who claims the benefit we should be able to just tick the box and not have to type out all their information again.

When patients have 2 consecutive appointments in one day, they are receiving 2 txt messages. The second text has on the later apt time and numerous patients see that and ignore the first one. There needs to be an automation to ensure that patients with consecutive apts only recieve one sms. It is costing us more in txts and in missed chair time. Does anyone have a solution for this?

What seems to be a new update, putting the dentally support in a bubble on the bottom right of the page.Please can we get an option to remove this and keep the support where it was.

Hi all, just wondering if you have a practice plan and how you pay your associates in regard to this? We are having to create a penny payment and then charge an invoice through as a penny - very confusing. Thank you :)

It would be very helpful to have a group messaging option like there used to be on SOE Exact. 

Hi   Has anybody been able to report on items in custom fields on the radiograph treatment item? We are looking to report on how many small radiographs had “acceptable” in the evaluation box etc.Our x-ray images are stored on a separate system to Dentally so Ellie bot’s suggestion of using the radiograph audit report would not work.Thank you

Hi  Are there any sedation checklist custom screens available on Dentally, or have any other services had one created?We currently use a paper form (see attached) and want to use a digital version. Thank you.    

Could I suggest doubling the size of the signature box on dentally portal for tablets. Many patients have difficulty signing within the box, or don’t even notice it so the medical history times out

Hi! I have noticed there was an update with the way dentally displays images that are attached to emails. While it is nice having a thumbnail of the image displayed, it is now more tedious/difficult to download these images. Previously, you could click on the image name and it would automatically download from dentally. Now, you have to click on a teeny tiny little arrow on the bottom right hand side of the image thumbnail, select “download” or “preview” (since these options do the same thing), the image will then open in a new browser tab, and from there you will need to right click the image and save as. Is there any way this can be circumvented or rectified? Even if the “download” option actually downloaded the image properly, the options are very small and it is easy to accidentally select the wrong thing from the drop down!  

We have moved from exact to dentally and we are finding it quite clunky. I wondered if anyone had found an easier way to view the appointment book, In exact you could open it and see gaps no problem. In dentally we are having to scroll through the days or use the search which isn't exactly ideal and its just all quite a faff.  Or an easier way to process refunds - Having to release deposits and put it on as a negative payment or invoice. It just very long winded. Thanks

Hi Dentally team,I submitted a partner / marketplace request for Aimee LLC on 2 July, but I haven’t received a confirmation or response yet.We’re building Aimee, an AI phone receptionist for dental practices. Aimee helps front-desk teams handle missed and after-hours calls, answer basic patient questions, and book or reschedule appointments directly in the practice management system.We would like to build the Dentally integration correctly and safely from day one, so I wanted to check:1. Has our partner request been received?2. Is there a way to get access to a Dentally sandbox practice for API testing?3. What is the correct process for API credentials and partner approval?For the first stage, read-only access to patients, appointments, practitioners, locations, and appointment types would be enough. Later, we would like to test appointment create/update/cancel in sandbox only.Company: Aimee LLCWebsite: [REDACTED]Contact: [REDACTED] / [REDACTED]Thanks,Aleksandr

The system does not allow for GP17 part 2 to be signed when a treatment plan is finished on the tablets. It makes users in Scotland a high risk for having claims rejected which could massively impact on earnings. This should be addressed as an immediate issue please. Other systems flag when a plan is finishing and prompts for a second signature. 

Is there any submission/progress for existing patients to use the online booking portal for booking outstanding treatment? 

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. 

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