Dentally Hot Topics 🔥 - Effective recalls
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Dentally team, can you add in names of labs where the work was sent to and the date is due back so that we know when it is overdue?
Hello Dentally Community! Refresh your recalls to boost your revenue and retention! Let’s get started 👇 The first rule of recalls – you don’t need recalls if you pre-book! Recalls should be the last resort, not the first step. Getting a patient’s next appointment booked in while they’re in the practice reduces admin and provides more consistent revenue. Educate patients while in surgery, and finalise their next appointment at reception before they leave. What if a patient doesn't book their next visit while still in the practice? That’s where recalls come in. Consistency is key - build a continuous recall workflow A structured and deliberate recall strategy is essential. Sometimes there’s a temptation to only send recalls when your diary is empty, and the minute your diary fills up, your recalls come to a stop. This impacts average revenue and diary management, making it stressful and disheartening for your team. Be consistent and plan ahead! Automate your workflows – and free up y
Hi The charting function has changed recently for retained roots. Restorations previously charted have disappeared from the chart and it is not possible to chart a new filling.The only way I have found to chart a restoration is to remove the retained root status.Can this be fixed, please?
Are the team @Dentally aware that when you add a family member from the patients record, it automatically pulls through information from the family record to the new member, this includes: Payment Plan Dentist Hygienist Recall Dates Email addressThis is far from ideal :-(
I was wondering if there was an option to show the treating dentist when printing a daylist? Our hygienists charge the dentist a fee for seeing their Denplan patients and it would just be quicker if this was written on the daylist instead of checking each patient individually as they keep forgetting and then come pay day, it is my job to go through the entire month and check for them 🙃
Is anyone else having issues with error messages popping up for missing essential information? This appears to be because the Mobile Tel is an essential field but surprisingly not all patients have mobile numbers. One of my team has also reported the same issue when entering Emergency Contacts via the portal, it doesn’t like landline numbers?
We’re kicking off 2025 with some game-changing updates to make your workflows faster, smarter, and easier 💡 You’ve shared your ideas, and we’ve listened — here’s a quick peek at what’s already live and what’s on the horizon: ✨ Lab Tracking (LIVE NOW!) Track lab statuses ('Sent', ‘Received’, or ‘Overdue') effortlessly to keep appointments smooth and stress-free. More on Lab Tracking... 🦷 Age-Based Predictive Dentition (Coming Soon!) Smarter charting that predicts dentition based on age — saving you time and reducing errors. Discover more on predictive dentition... 💰 Improved ‘Accounts’ Tab (Live in Canada, rolling out globally soon!) Easily manage invoices, payments, and family accounts with a cleaner, more intuitive design. Read about the new accounts tab... 📆 New ‘Visits’ Tool (Right around the corner!) Stay on top of patient arrivals and departures with medical history updates, payments, and more, in this handy new side panel. Sneak peek here... And that’s just the beginning!
Hi!My diary is not showing.Can you help please?THanks.Ana
Would it be possible to have the “template notes” button in the text boxes when creating an estimate? (body, footer, payment terms) this would allow addition of treatment specific consent information text to be added to estimates with a few shortcut keystrokes. Would massively streamline getting relevant consent from a signed estimate.
We’ve had patients being booked in with the wrong dentist from the clipboard because empty slots in the appointment book flash as available across all dentists. Is it possible to make the available appointment book slots only flash in the column of the dentist the patient is registered with? This should reduce the risk of booking with the wrong dentist
Top 3 tips to make life easier x
We’re experiencing a couple of issues with the Concierge app that are causing confusion for our patients and staff:Task Incompletion:Patients using the concierge app sometimes see a message stating they still have one pending task, even after completing all required forms. (Please see the attached image for reference.)HC3 Exemption Amount Entry:We’re unable to enter HC3 exemption amounts in decimal values (e.g., £44.50). Only whole numbers seem to be accepted.Any quick solution to these will be helpful. Thanks
Hi - we’ve spotted Correspondences being added as an (undocumented) scope to the API in the OAuth process. Is this a new object and if so how can we access it?Being able to read and write correspondence and/or basic pop-up notes would be a huge help.
Hi allHope everyone is wellWe want to update out CRM to allow us to sync booked leads with denally, but unsure if Dentally’s API is 2 way. We spoke to a company that claims to help, but they didn’t!Does anyone have information on this. Many thanks
This is one for the @Dentally team. Are there any plans this year to repeat the Elevate workshops?
Hi,I’m sure that I can’t be the only dentist frustrated with Dentally’s reticence to provide an extra and intraoral Mouth Map… how else can we record oral pathology each time we see our patients? I’ve been regularly asking for this facility since moving from SOE to Dentally in 2020, but to date, no progress! Perhaps the community could help push Dentally’s software development team to facilitate this extremely important function; it seems crazy to have to revert to separate paper-based records!
Good morning,Is it possible for Dentally to consider a development to the Patient Booking Portal whereby a patient only has the option to book the dental check relevant to their payment plan? We currently have private, Denplan Essentials and Denplan Care with differing length of appointments. So it can cause a bit of issue if the patient selects the wrong type of dental check. However if I’m missing something and there is an option to already isolate these please do let me know!Many thanksKateBHD
HI All I am just wondering if anyone else is experiencing this problem, and if anyone has any solutions, or if Dentally perhaps could roll out my suggested fix. Example. You have a full day of appointments, and the dentist needs to close the day (for some short notice reasson)You close the day using the schedule, but there is nothing to highlight to users that the day now has appointments in a day that is scheduled to close. Our clinic has 12 assoc columuns in the calendar, so the space between them is narrow, and you cannot clearly / easily see the white gap is replaced by grey. Obv, we do alert the team that the day is closed, and that they need to reschedule the day, but as with all staff, sometimes, we can be busy, and takle it later, and then for some reason it is overlooked, forgotten and again their is no prompt to highligt the issue. On a day that is not fully booked, it is very onbious. But also on a day that is very lightly booked, your calendar could be on am view / pm
Hi everyone,Is anyone else using the new Lab Work feature in the diary? I believe it’s still in beta testing, but I introduced it to my team today, and they absolutely love it! It’s such a handy addition to streamline lab case tracking and ensure nothing slips through the cracks.As an aside, @Saymon, can I put in a request for a similar prompt for Consent Forms that may still need signing? It would be incredibly helpful to have this feature available on the Visits screen too!Looking forward to hearing how others are finding the Lab Work feature!
Is it possible to assign tasks to multiple people rather than setting sub tasks?
