May 2025 Changelog Highlights 🌟
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I’d be interested to know some examples of non-standard automations other practices have setup and the rule logic they applied in the settings to get it to work.An example of a few that I have setup include:Missed appointment warning - Automation set to send an email to a patient whose state is DID NOT ATTEND and email them 2 hours afer their missed appointment warning them that essentially 3 strikes and they are off our NHS list if they miss or late cancel (within 48-working hours) 1) their first appointment with us, 2) 2-3 appointments within the last 5 years or 3) a family appointment consisting of 3 or more family members (nearly 45 min of clinic time!)iMOS referral appointments - oral surgery referrals to us where we send them pre-operative instructions for the extractions. We send this T- 48 hours and again T-12 hours as there are various things the patient needs to do e.g. not drink alcohol, eat several hours before, where to find us etcWould like to know more interesting autom
Hello. As the years are going by, the list of paid invoices on patients notes is getting longer and longer, meaning the location of the “Take Payment” button is moving further and further down the page.My suggestion would be to move it to the top, near/next to the “New Invoice/Statement of Account/Bad Debtor” area.I have mentioned this to my superiors in the past who have told me they have submitted it to Dentally but no changes as yet.
I'd like to provide feedback on your DIrect Messages feature. The windows to see the list of contacts is too small, and there is no appropriate signs as to which conversation has been read or not. Perhaps this features requires some reworking, as it is specially frustrating on large practices with dozens of staff texting. In fact, you cannot even read their full names if too long. Please fix this as this is a huge quality of lifeimprovement for a very good platform.
Hi Dentally team and community,Following a recent support exchange, I’d like to propose a feature enhancement that could significantly improve data quality and audit processes for users integrating Dentally data into external systems like data warehouses.Context:Currently, TPIs (Treatment Plan Items) assigned via the “Base Chart” tab are not linked to a treatment plan and therefore have a NULL TP ID in both the API and exported data. While this is expected behaviour—as base charting is intended for documenting baseline dental status—it creates a challenge for downstream systems. Specifically, it becomes difficult to distinguish between:TPIs genuinely missing a TP ID due to ingestion or data quality issues, and TPIs that are correctly linked because they were assigned to a base chart.Feature Request:Could Dentally consider adding an explicit flag or indicator in the API response to identify TPIs that were created via the base chart? This would allow users to:Reliably filter and classify
Hi. What are you using for dentist wages calculations? Is it the practitioner activity report or the payment allocations? We are struggling with errors on the allocation of some treatments and been using practitioner activity. is there a better way to do this?Thanks
With the launch of our new appointment search function, I’m keen to understand how sites are managing diary zones to make sure they're hitting financial goals while seeing patients promptly as well as keeping practitioners happy.I usually stand by the blend of the 3 P’s - Patient, Practitioner & Practice, by taking each into consideration you can achieve the perfect day across your practice.To break down the diary zones into its basic format I normally suggest starting with the below zone groups:- Emergency- Recalls- New Patient consultations- TreatmentI’m keen to understand what other sites are doing to Zone out the diary or what's stopping you from zoning yours out.@Lesley Morgan-Barlow & @Esther Egan I know you both have a great set-ups for making sure each day hits your targeted day rate to ensure success but what does everyone else look at when organising this space?
Hi team,Having the functionality to schedule an SMS or email to go out at a certain time (particularly SMS) would really help in practice management.We find for example, during business hours, as many people are busy or working they do not reply to our calls or messages sometimes.One of my staff members actually tested the theory and found the “golden hour” for confirming appointments etc is after work hours from 6.30 onwards - hence I’d like to propose the ability to schedule SMS’s especially to go out later - so that staff do not have to stay back to do so, but we can catch patients at the optimal time.Even for things like social media, the 7-8pm and beyond window is one of if not the most active period of the day - reflecting people’s behaviours and ability to take in information at this time of the day. I believe sending out correspondence at this time when people have the time/ability to engage with it would be really effective.
Any pointers on creating visually appealing html email templates in Dentally? I’ve tried pasting in some basic html email templates but the styling gets thrown out when I toggle between code view and the visual editor.
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 :-)
HelloJust wondering if is there currently a way to view patient images (e.g. XRays on dentally) and type clinical notes at the same time in Dentally?At the moment, I find myself switching back and forth between the notes section and the image viewer on dentally to cross-reference findings and confirm what I’m writing. It is a bit cumbersome, especially during XRay/OPT interpretation or when reviewing multiple images.Would it be possible to introduce a floating or resizable image window that stays visible while typing notes? I think this would be a really helpful feature for many of us in practice. Keen to hear if others have found a workaround or if this is something already on the roadmap.Thanks.
We were hoping to be able to automate aftercare instructions, eventually for all treatment items, but initially to start with extractions. So when a patient has an extraction done, they would immediately have after care instructions emailed to them. We trialled this, however, it was only possible to send the automated email, to be initiated by the appointment reason. This caused several issues, such as patient booked in for urgent, who had an extraction, wouldnt get the aftercare instructions. Or, patient booked for extraction, but then changed their mind on the day, would then get aftercare instructions even though the treatment hasn’t gone ahead. I have been told that it is not possible to have automations run of the actual treatment item. Has anyone managed to automate aftercare instructions / information successfully? Or, has anyone used something like Zapier to automate emails from their own practice emails rather than relying on dentallys email system?
Hello Community! 👋 We’ve made a small but meaningful update to improve your experience with us. 🕗 Our 🇬🇧 weekday support hours are now 8:00–18:00! 🥳 That means you can reach out earlier in the morning, perfect for quick questions before the first patient arrives, or get a little extra help in the evening as you prep for the week ahead. It’s all part of our commitment to providing smoother, more responsive support for your team. As always, we’re just a message away. Start a support chat or post your question right here in the Community. We’re here to help!
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!
Are there any plans to add the UDA tracker as is in EXACT to dentally ?- much needed
We use the log a call drop down in the correspondence tab for about half of phone conversations that we have with patients. For example if a patient is phoning up because they are in pain or have lost a filling we have a list of questions that we ask to be able to triage them. It would be really useful to be able to pull across a template for this type of conversation to save us typing it up every time.
Has anyone else had an issue with the Bot closing a conversation with one of the help desk team without the person actually answering the question or is it just me?
Hi team,I was really glad to see the Lab work icons introduced - it really helps our team track at a glance where our jobs are at, and be on the front foot to manage this in advance of clients coming in.However, we offer Invisalign and many patients have short 15minute appointments booked in to change over their aligners.The problem here is, Lab work icons only show on appointments say 30min long - the icon is showing underneath the pending/confirmed/seated/complete icon.So therefore, we cannot glance at our diary and check lab jobs ie Invisalign retainers for many of our patients with shorter appointments.Can we have a fix for this?
Hello all! We have changed our plate scanner / processor from Apixia to Durr Vista Scan Mini The processed images are now pixilated around dense areas i.e amalg fillings, we have been advised to increase dosage which has helped but not resolved. It seems bonkers that we need to radiate patients more now we have upgraded the unit. Have any other practices had similar issues?Many thanksAnnabel
We often have patients booking in for a series of appointments such a dentures which are 5-6 appointments in our diary and they ask for a list of appointments. We then have to type them all separately. A data tag for all future appointments would save so much time.
Hello Community! We’re excited to share this month's latest developments with you as we take a look at what the Dentally team have been working on recently. Explore the full Changelog here and check out some of the highlights below! 💫 ⭐🌎 Dentally Vision v118 release 🦷 The latest Dentally Vision updates have been released, which include improved custom code workflows! 👉 Read more ⭐🌎 Treatment plan renaming is now easier ✍️ We’ve added a new menu at the top of treatment plans, so you can easily rename them, along with other actions such as reordering and cloning. 👉 Read more ⭐🏴 Digital GP17s are now available for Scottish NHS practices! 📝 NHS practices in Scotland, your patients can now quickly and easily complete their GP17 forms on a tablet! 👉 Read more ⭐🇬🇧 NHS UK users can now search by NHS number 🏥 If you’re an NHS user, you can now search by NHS number! Type a % symbol, followed by the patient's NHS number – e.g. %12345678. 👉 Read more You can read the
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
A patients invoice is showing up on takings report but not under the individual practitioners report. Any ideas on how to rectify this?
This morning I had some great feedback from a patient that it would be faster and more convenient to be able to book online with Apple pay (when paying a deposit - which we have found has helped immensely with managing cancellation/DNA rates). I can see the value in this as some people when booking online on their mobile (the majority of people, I assume from general desktop vs mobile device activity) are on the go, and being able to leave their payment details quickly with Apple pay would be really useful. Potentially even secure some extra patients if we can make it more convenient and quick for them to book...
Good Afternoon, Would anyone know how to get the PRSI report for practioners. I have gone into reports and used all filters but the report keeps coming up blank. I need it to cross reference list of patients who were charged PRSI. Thanks
Hi Community! We recently interviewed Matt Collins at Eclipse Dental Care to find out more about life inside the practice; now it’s time for some insider knowledge about working at Dentally. Take a glimpse behind the scenes as we chat to Product Design Lead, @Chris Behr, about what he’s working on, what’s coming up and what he’s learnt about Dentally since joining us just a few months ago. Name: Chris Behr Job title: Product Design Lead Year joined: 2025 What are you working on currently? My role is split between two main areas; building our onboarding service out so it's easier to get started with Dentally, and helping the design team to work more effectively on problems. As a lead designer this means a lot of talking to people - customers, other designers, our onboarding and training team - so I can better understand the problems users are having and help to solve them. What’s coming up at Dentally? We're looking closely at the Dentally interface and how we can make it easier to
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