Dentally Hot Topics 🔥 - Getting started
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Hi Everyone, I’m looking for feedback from anyone using Chairsyde in their practice.specifically:Are your clinicians actively using it during appointments or when treatment planning, and if so how are they finding it? Do patients seem to engage with or benefit from it? Do you audit its usage to track how often it’s being used and its impact?I’d be grateful to hear about your experiences, both the positives and any challenges so I can assess its effectiveness and how best to make use of it in our practices or decide whether it is an unnecessary business expense in my practices!
Hi Community!We have recently activated recalls on our system. We have 2 problems that we need help to resolve, please:When patients are contacted about a recall, a letter is mailed by Dentally, with a charge to us. Our preference would be to send via email, SMS or if a letter is needed, for us to mail it ourselves as we have plenty of spare stamps! The second problem is that some patients are getting recall letters despite them having future appointments booked according to the dentist set recall interval - how can we resolve these issues? TIA
Does anyone have any advice on how to easily keep on top of patient debts? In my practice it is me who is in charge of collecting any overdue charges from patients. I like to do this once a month but I am yet to find a simple way to keep track of this. Is there a way to bulk send letters to patients? And is there a way to show to patient what it is they owe for without doing it manually. I work in a large practice with around 22,500 patients so an automated bulk system is what I am after. I have attached photos of what I was used to with our previous computer software.
Hey everyone! We know managing consent forms and estimates can sometimes feel like a bit of a chore, but we all know how important it is to get right. It’s not just about ticking boxes—it’s about making sure your patients feel informed, understood, and confident in their treatment. 💬 Here are a few helpful things you can try: • Go Digital: Are you using digital consent forms and estimates? They’re super efficient, reduce errors, and make it easier to track everything in one place.• Save Time with Cloud Storage: Digital forms are saved directly to the cloud, meaning they’re always accessible from the patient’s record. No more spending hours scanning and filing paperwork!• Make It Convenient for Patients: With digital forms, patients can sign electronically via the Portal or the Concierge app, making the process smoother for everyone. What’s been working for you when it comes to consent forms and estimates? Any challenges with Dentally or tips you want to share? We’d love to hear your t
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!
Hi all, HNY. If a patient hasn’t got an email address and you have to print a copy of the estimate for them, then is there a record anywhere that this has been printed? i am doing an audit and we need to assess and it doesn’t seem to keep a digital record of a print out, only that the emailed estimate has been sent? help!
Hey Dentally Community! From finding patients to setting up new users, when it comes to getting started with Dentally, there’s a lot to consider. So we’ve pulled together these hot topics into a single handy article! Here are our tips and tricks for using Dentally. I need to find a patient’s record, how do I search for them in Dentally? Looking to find a patient's record quickly? Remember these pointers! Use the toolbar at the top of the page – it's visible no matter what part of Dentally you’re in! As you start typing, suggestions will appear in a dropdown below the toolbar. You can use a lot of different info to find a patient, not just their name – try their mobile number, email address or date of birth. 💡 Top tip: You can also quickly navigate to a patient you viewed recently - click the ‘Recently Viewed Patients’ icon (the two heads 👥) in the left-hand toolbar. If you need to create a new patient, it’s easy! From anywhere in Dentally, click the ‘+ 👤’ icon in the left-ha
Hey everyone! We’d love to hear your thoughts on how the Dentally Portal’s Online Booking feature is working for your practice. 💬 Is it helping patients easily book appointments? Are there any areas that could be improved? Your feedback will help us refine this feature to better meet your needs and your patients’!
I have a suggestion for the search function under the history tab in a patient’s file/treatment:Is it possible for the word or tooth number being searched for to become highlighted As if the notes for an appointment are quite long it can be more bothersome to try and find what I’m searching for.
Hi everyone, this is probably a really simple question, but does anyone know if there’s a way to permanently change the default appearance on the calendar? Ours is currently set to 'Payment Plan,' which was fine when we had an NHS contract, but I’d now prefer everyone’s default to be set to 'Appointment Type.' This would make it easier to instantly see treatment appointments and ensure they’re booked into the correct zones. At the moment, everyone seems to have theirs set up differently and manually changes it, which can lead to inconsistency. Is there a way to make this change across the board for the whole team
Hi, how can I get my API key for my practice for a custom integration I am building?
Hello! Vision was installed last week and we are keen to use it to it’s full potential. We use an Iris HD IO camera but unfortunately the capture button isn’t working within the vision software….. Anyone else have this issue? Many thanksAnnabel
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
Does anyone know if there is an unallocated payments report?
Hi all, One thing (and most likely the only thing) we miss from SOE Exact is the automated short notice list. We get so much whitespace over weekends and Bank Holidays as pts cancel their appts via sms or the portal. Before Dentally our system automatically filled the gap with someone on the list, now we have to keep a huge list using Microsoft Lists of all the pts wanting a short notice appt and manually call them. For a 10 surgery practice this takes up so much time for my reception teams to be checking the list if they see a gap, it would be so much easier if Dentally did it for us. I spoke to someone at a Elevate a while ago who “assured” me and my colleague that it was in the pipeline but that was nearly 2 years ago. I wondered what other people are doing and if Dentally have any plans to prioritise this over other smaller “non essential” updates they are applying. 😁Dont get me wrong, Dentally is the best investment we made as I can work from anywhere, as Operations Manager, that
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