Product News from Dentally
Post-payment discounts are now available for all sites! This new feature allows you to apply discounts after the first payment has been processed, offering greater flexibility in managing your claims.
Discover more about adding claim discounts in our handy help guide here.
The process for adding a discount remains identical to the original discounting method, but with the added advantage of reducing the need to cancel and resubmit claims if a discount or adjustment was missed initially. This enhancement aims to streamline your workflow, ensuring a smoother and more efficient claim process.
Stay tuned for more updates as we continue to improve Dentally based on your feedback! 🎉
We are excited to unveil root charting*, designed to enhance your practice’s charting efficiency and accuracy. Here’s how you can get started and make the most of this powerful tool.
*This will slowly be released across all sites with tooth status over the coming week.
Comprehensive patient records: Keep detailed records of all treatments, ensuring no information is missed ever again!
Enhanced visibility: Avoid the risk of root treatments being invisible, ensuring complete transparency even with the roots minimised from view.
Flexible and customisable: Tailor your chart view to your needs. Using the ‘Chart settings’ you can switch between views easily for a flexible charting experience.
Improved clinical efficiency: Quickly access detailed tooth histories and current statuses by hovering over a specific tooth/root.
How to turn on the new Root View
Read our detailed guide for further info on turning on the new root view.
For items to be chartable on the root they must be set up accordingly. Follow our easy-to-use step by step guide here to set up your items for roots.
You can use the ⚙️ ’Chart settings’ to adjust the visibility settings to switch between detailed and condensed views, depending on your preferences.
This accessible button makes it quick and easy to switch your view even during surgery for the optimal charting experience.
We cannot wait for you to give the new root charting in Dentally a go. For more details on utilising this feature, take a read of our dedicated articles over on the help centre.
This is rolling out to all sites already using tooth status over the coming week, if you don't already use tooth status and want to give roots a go, get in touch with Ellie Bot and the support team via Live Chat today to register your interest!
We’re excited to announce some updates to the Dentally chart and introduce the new socket selection feature for users with Tooth status and our Root Charting early adoption users.
These chart updates will be coming next week, so get ready to enhance your entire charting experience 🚀
We have made some strides in enhancing the logic behind your chart screen to enhance your user experience. Based on valuable feedback from you, our users, we've made significant changes to how missing teeth are displayed.
The odontogram view will now* only show teeth where a tooth is present, meaning icons for missing teeth no longer appear on both the base and treatment planning lines. It’s important to note that you can still chart whole tooth treatments, such as implants, bridges, or dentures, over gaps where no tooth is present.
This change aims to reduce confusion and prevent treatments from being accidentally added to the wrong teeth, ensuring a smoother and more accurate charting experience.
Read more about the updated odontogram view over on the Help Centre here.
🚨 Important: *This feature is currently (as of July 2024) in the early adoption phase and is only available to sites using the Tooth Status backfill.
Socket selection is here for root users! Simplify your base charting process with the new socket selection drop down list, This is particularly useful when initially base charting a patient’s permanent dentition or updating their status on subsequent visits.
How to Use Socket Selection:
This feature can be used alongside normal base charting or even while treatment planning, streamlining your workflow and improving accuracy.
Learn more about using socket selection in our handy Help Centre guide here.
🚨 Important: Socket selection is only available to users with Root View enabled.
Want to get involved and be one of our early adopters? Get in touch with Ellie Bot and the support team via Live Chat in Dentally to register your interest.
Stay tuned for more updates as we continue to roll out these updates!
Your new Changelog is here!
Find out what improvements we've added this month across Dentally – including brand new Dentally Portal features and updates to Dentally Vision!
We have launched our newest feature, Concierge 🎉
With Concierge set up, you can enable patients to complete all outstanding actions on a tablet device in the practice. Plus Concierge is supported by both Apple and Android devices! This will create a smoother, more effortless journey for patients, while reducing the administrative burden on your reception team.
We’ve brought in a range of updates across Dentally Vision, to improve features such as image recovery, acquisition agent and image viewing.
Remember you can read the full Changelog here, and you can always reach out to Ellie Bot and the support team with any questions or queries via Live Chat in Dentally 🦷
Concierge is part of our brand-new Portal tablet app for both Apple and Android. It allows patients to self-serve in the practice by completing outstanding actions on a device, giving them more control.
This new feature helps to provide an effortless in-practice experience for your patients, while reducing the administrative burden on your reception team. Find out more about how Concierge will improve your patient experience and reduce your workload in our blog.
Ready to create a smooth patient experience with Concierge? Here are some steps to get you started:
Once your device is set up, you’re ready to start using Concierge in your practice!
Got a question about using Concierge? Reach out to Ellie Bot and our support team via Live Chat 💬
If you’re not using Dentally Portal and want to explore how it can help you reach your business goals, get in touch! 📣
Can't see these features right now? We're in the process of rolling them out, so if it's not visible yet, it will be soon!
Your new Changelog is here! Find out what improvements we've added this month across Dentally – including updates to how you manage your calendar!
We’ve made it easier to add, amend and delete breaks in your practice calendar, whenever you need!
Simply click on the practitioner’s name at the top of the calendar, and use the override feature to edit or delete existing breaks, or click ‘+ Add break’ to add a new break – it's as simple as that ✅
The ‘Details’ screen in the patient record has a new look! Some of the features of the new form include:
Remember you can read the full Changelog on our Help Centre here, and you can always reach out to Ellie Bot and the support team with any questions or queries via Live Chat in Dentally 🦷
Simply click on the practitioner’s name at the top of the calendar, and use the override feature to edit or delete existing breaks, or click ‘+ Add break’ to add a new break – it's as simple as that ✅
You might already use schedules to add regular breaks like practitioner lunch breaks, surgery cleaning or school pick-up into the calendar. But what if you want to add an unexpected break at the last minute? Or want to make quick one-off changes to your normal schedule?
With this handy new addition to the normal override feature, it’s easy to manage breaks straight from the calendar – no need to go in and edit the schedule!
Once you’ve added or updated a break, it will immediately reflect in the calendar as greyed out and it’ll stop you booking appointments during that time, ensuring you have complete visibility and can give patients accurate availability. Plus, if you make amendments to breaks, they’ll only apply to that day – leaving all your normal schedules running smoothly.
Keeping your calendar up-to-date to reflect practitioner availability is vital for every practice, to ensure appointments aren’t booked when practitioners are busy, and to maintain accurate practitioner utilisation reporting.
Want to know more about using schedules and the override feature to show practitioner availability in the calendar? Read our guide on the different ways to show availability, and when you should use them. Don’t forget – with these methods, there’s no need for booking ‘empty’ recurring appointments to show practitioners are unavailable – which can impact the accuracy of your reporting.
Read our dedicated guide to learn all about adding and amending breaks in the calendar, and start making the most of this brand new feature!
Got a question? Get in touch with Ellie Bot and the support team via Live Chat in Dentally 📣
Can't see the feature right now? We're in the process of rolling it out, so if it's not visible right away, it will be soon!
Well, there is no need to scratch your head anymore, let’s discuss how you can master the entire merging process in three simple steps! First, let's talk about responsibility. Merging patients is a big deal, and an irreversible process. That's why only users with Level 3 security access or higher can perform a merge in Dentally.
If you are just beginning your journey with Dentally, to merge patients and their images in your previous practice management system. This ensures the bulk of your duplicate patients will be resolved before they are transferred into your Dentally database. However, we understand this isn’t always feasible, so we have tried to make the process of merging patients as easy and seamless as possible.
When you end up with two of the same patients, you must first choose which one you will keep, we call this the ‘destination patient’. Generally, you will want to pick the patient with the most up-to-date, accurate information. The second patient record will now be your ‘source patient’. After the merge is complete the source patient will be made inactive.
Before you go ahead and merge the patient records, it’s important to note that any images and x-rays associated with the ‘source patient’ need to be manually moved to the ‘destination patient’.
This step is very important! If you forget to move/reassign patient images to the ‘destination patient’, you are risking having to retake x-rays resulting in a potential patient safety issue due to re-exposure to radiation. This is where Dentally Vision can come in handy!
Dentally Vision allows you to quickly move images from one patient to another with its built-in ‘reassign’ feature, making it easier than ever for you to stay on top of housekeeping.
For those not yet using Dentally Vision, you will have to manually export and import your images from the ‘source patient’ to the ‘destination patient’. This can be time consuming and adds an extra step to the patient merging process, but it is a must do step to ensure an efficient merging process.
After moving your images and x-rays to the 'destination patient’ you are now ready to go ahead and complete the merge from the patients record. Remember this is irreversible and cannot be undone so make sure you are 100% sure you have selected the correct patients before continuing.
Once you have merged the patients the ‘source patient’ will now be archived and all information attached including appointments, correspondence and accounts will be moved to the ‘destination patient’.
You will find everything you need to know on the entire process over on our help centre in our dedicated help articles linked below. If you encounter any issues merging your patients, then get in touch with Ellie Bot and out support team via Live Chat in Dentally for further assistance.
Useful Help Articles:
How to merge patients
How to move / re-assign images between patients when using Dentally Vision
How to locate an archived patient?
Our new sidebar is launching across all practices using Dentally Vision! With a brand-new tab added to your clinical sidebar you can now seamlessly view your images whilst taking notes or checking medical history, without any need to reload them!
Let's delve into some of the benefits of your upgraded sidebar and how it can elevate your daily operations and enrich patient care 🦷💫
This introduction of cloud image access within the clinical sidebar not only helps to optimise your workflows, but also offers the ability for you to elevate your efficiency and enhance patient care with easy image and clinical history access across the entire patient record.
If you’re interested in finding out more about Dentally Vision and how our integrated imaging software can help enhance your entire surgery experience, get in touch with us on hello@dentally.co to arrange a demo!
You can use the red ‘Give Feedback’ button at the bottom of the chart screen to send notes or provide further insight into how we can continue to improve our chart screen.
Our new Changelog is here! Find out what we've been up to and how we've improved your experience across Dentally.
... or stay with us whilst we dive into this month's highlights! 💫🦷
This new feature allows you to configure the chart screen to your requirements, with a new settings icon (the cog symbol ⚙️) in the tabs on your chart.
Introducing:
Find out more about these exciting updates here 🚀
This feature will allow Dentally Vision users to easily view patient images in the 'Clinical history' sidebar at the same time as they are completing notes for the appointment.
Users will benefit from:
Read more about using the 'Clinical history' panel here 💡
Remember you can read the full Changelog on our help centre here, and you can always reach out to Ellie Bot and the support team with any questions or queries via Live Chat in Dentally. 🦷