Product News from Dentally
Changelog
Improvement
Product Updates

Read about the June 2024 product updates here! 🎉

Ross avatar
Shared by Ross • June 05, 2024

Your new Changelog is here! Find out what improvements we've added this month across Dentally – including updates to how you manage your calendar!


Here are some highlights! 💫

⭐️ Manage breaks straight from the 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 ✅

⭐️ Brand new patient ‘Details’ screen 🦷

The ‘Details’ screen in the patient record has a new look! Some of the features of the new form include:

  • Patient’s emergency contact details.
  • Ability to expand and collapse the family section for large families.
  • Repositioning of certain fields to help improve the page layout.

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 🦷

Clinical Excellence
Improvement
Product Updates

Manage practitioner breaks with just one click! 📆✨

Kate avatar
Shared by Kate • May 29, 2024

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

So what’s new with breaks?

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.

Why is it important to show availability accurately in the calendar?

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!

Dentally Vision
General

Let’s discuss: The importance of merging patients and their images correctly

Anke avatar
Shared by Anke • May 10, 2024

Have you ever found yourself scratching your head over duplicate patient records?

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.

Step 1: Determine your patients

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.

Step 2: Reassign your Images

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.

Step 3: Complete the patient merge

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’.

It’s as simple as 1, 2, 3

  1. Determine both your ‘Destination’ and ‘Source’ patients.
  2. Reassign or reupload your images from the ‘Source’ to the ‘Destination’.
  3. Complete the merge from the patients' records.

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?


Dentally Vision
Features
Clinical Excellence
Improvement

New upgraded clinical sidebar for Dentally Vision users 🦷

Anke avatar
Shared by Anke • May 10, 2024

Ever wanted to keep sight of your images whilst taking notes and discussing further treatment with patients? Well, now you can 🎉

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 🦷💫

Key features

  • Seamless navigation: You can now use the sidebar to view x-rays and images alongside patient records! You can switch between tabs, chart new treatments, and even make notes while still viewing your patients' images.

  • Enhanced filtering: The clinical sidebar not only allows for easy filtering of clinical history, but also offers you the ability to filter your images by image type.

  • Enhanced filtering: For added flexibility, you can open the sidebar in a new browser tab for larger viewing of images, which can come in handy when showing patients their images up close.

  • Customisable resizing: You can resize your sidebar to meet your preference, with the chosen width being saved against your user, removing the need to set this up each time!

  • Automatic closure: To safeguard patient privacy and prevent inadvertent data exposure, the sidebar closes automatically when switching between different patient records.

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.

Familiarise yourself with this new functionality and learn more about this feature over on our help centre here.

Not yet using Dentally Vision?

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.

Changelog
Improvement
Product Updates

Read about the May 2024 product updates here! 🎉

DentallyBot avatar
Shared by DentallyBot • May 09, 2024

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! 💫🦷

⭐️ Brand new customisable chart settings 🦷

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:

  • ‘Locked Chart’ to help you stay focused - Lets you keep the chart anchored on screen, ensuring it's always in view. Alternatively, unlocking the chart allows you to free up space for more detailed note-taking.
  • ‘Combined chart’ for streamlined efficiency - By using the ‘Combined base and treatment chart’ setting, previously known as ‘Condensed Charting’, you can consolidate the patient's base chart and treatment lines onto the same row, reducing clutter and enhancing readability on your chart screen.
  • ‘Hover Charting’, your customisable assistant - Not only can you enable ‘Hover Charting’ from this menu, but you now have the power to configure which treatments are suggested when you hover over a tooth! You can choose from two different selection options to ensure maximum customisation: Automated and Manual Override.

Find out more about these exciting updates here 🚀

⭐️ New: Dentally Vision 'Clinical History' sidebar 🩺

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:

  • Seamless navigation
  • Enhanced filtering
  • Enhanced filtering
  • Customisable resizing
  • Automatic closure

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. 🦷

Clinical Excellence
Features
Improvement

Unlock your potential with updated charting settings 🚀

Kevin avatar
Shared by Kevin • May 02, 2024

We understand that as a dentist, efficiency is key – especially when it comes to charting!

Every dentist is different, and here at Dentally we have upgraded the tools at your fingertips to maximise the customisation features available to you.

These updates aim to provide you with more control and clarity than ever before by introducing a new settings icon (cog icon ⚙️) to the tabs on your chart. Your new ‘Charting Preferences’ screen offers a trove of options to suit your specific needs without affecting anyone else using the platform.

📝 Please note: these features will be rolling out across practices, week commencing Monday 6th May. So if you cannot see these settings yet, please don't worry, you will soon!

Let’s break down each new setting to see how you can customise your workflows ✨

‘Locked Chart’ to help you stay focused

The ‘Locked Chart’ feature lets you keep the chart anchored on screen, ensuring it's always in view. Alternatively, unlocking the chart allows you to free up space for more detailed note-taking.

‘Combined chart’ for streamlined efficiency

By using the ‘Combined base and treatment chart’ setting, previously known as ‘Condensed Charting’, you can consolidate the patient's base chart and treatment lines onto the same row, reducing clutter and enhancing readability on your chart screen.

Proposed treatments are distinctly highlighted until completed, offering clarity at a glance. Read more about combining your chart here on the help centre.

‘Hover Charting’ your customisable assistant

One of the standout updates of this release is the revamped ‘Hover Charting’ functionality. Not only can you enable ‘Hover Charting’ from this menu, but you now have the power to configure which treatments are suggested when you hover over a tooth!

You can choose from two different selection options to ensure maximum customisation:

  • Automated: Dentally intelligently suggests the treatments most commonly charted by you, saving you time and streamlining your workflow. It takes time for Dentally to learn your charting habits and these suggestions can change depending on what you are charting most frequently.
  • 🆕 Manual Override: Take full control by individually selecting which treatments appear and in what order, ensuring efficiency and predictability in your workflow.

Now is the perfect time to explore these new features and make them work for you. Experiment with the settings, discover new efficiencies, and let Dentally transform the way you approach charting. Simply navigate to a patient's chart and select the new 'Chart Preferences’ icon ⚙️

Have feedback or ideas for further improvements? You can use the red ‘Give Feedback’ button at the bottom of our chart screen to send notes straight to our development team.

Let's create the future in practice together!

Changelog
Improvement
Product Updates

Read about the April 2024 product updates here! 🎉

DentallyBot avatar
Shared by DentallyBot • April 18, 2024

Our new Changelog is here - and it's a big one! We've added new features and tools across Dentally to enhance and simplify your workflows. Read the full Changelog below👇

Read on for this month's highlights! 💫🦷

🌟 All-new Dentally Vision features! 💡

Including:

Remember! You'll need to update your acquisition agent in order to get the benefit of all these new features 🙌

🌟 New source acquisition capture for Dentally Portal users! 💻

Now it's easier than ever for patients to tell you where they heard about you, so you can optimise your marketing strategies and allocate resources more effectively!

In order to benefit from this feature, you'll need to take a couple of steps to enable it on Portal. Find out more about how to use acquisition sources on Portal with our helpful guide, and start optimising your acquisition strategy!

🌟 Brand new URL for Dentally Portal! 🔗

We've changed the URL for the Dentally Portal Manage App to portal.dentally.com - making it easier to find! We recommend updating any bookmarks you have saved to the new URL - but don't worry, the old links will still work until 1st December 2024! Read more over on our news centre here 🚀

🌟 Linking appointments just got easier! 🗓️

The new 'Link Appointment' button is designed to streamline your workflow and can now be done directly from a treatment plan.

With this improved feature, users can now click the 'Link Appointment' button on the patient chart to access a list of suitable calendar appointments, eliminating the need for navigating between tabs. Find out more about this new small but mighty button here!

🌟 NHS updates 🇬🇧

NHS CCN63 came into effect on 1st April 2024, bringing with it changes to the 'NHS Practitioner settings', which you can read more about here. Plus, we've pushed through the new patient fees for NHS England & Wales for the new financial year - NHS fees will always update automatically, so you don't need to do a thing!

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. 🦷

Dentally Portal
Product Updates

It's easier than ever to track acquisition sources for new patients with Portal! 🚀

Simon avatar
Shared by Simon • April 15, 2024

In order to grow your business, it's essential to keep an eye on where patients are coming from, and what's attracting them to your practice.

With acquisition sources, patients can let you know how they heard about you, so you can identify which marketing channels are most effective. And with Dentally Portal, it's now easier than ever!

You might already be inputting acquisition source data manually, but traditionally this can be time-consuming and difficult to navigate. With our new feature for Dentally Portal users, patients can now select their own acquisition source when they sign up for your practice via Dentally Portal.

If you're a Portal user, you can mark acquisition sources to be visible in Portal - once you do, it'll show up for patients to choose on Portal:

So why gather patients' acquisition sources through Portal?

  • Save time while gathering accurate data: setting sources up to show in Portal will take you minutes, and patients can provide the info with just one click! Portal takes all the hassle out, so that you can gather useful data more quickly, and focus your energy on other parts of your business.
  • Decide what's worth spending your money on: the more data you have to work with, the better! If you can see that more patients are coming to you from a feature in a regional newspaper than from a local bus advert, you can make an informed decision on which advert is worth paying for in the future.
  • Analyse sources within a particular timeframe: if you've recently run a campaign that lasted one month, you can filter your reporting down to that specific month to see if there was any increase, and compare it to a similar campaign you ran the year before.

You'll save time and learn more about how you're attracting patients - so you can improve your practice's growth through optimising your marketing strategies and allocating your resources more effectively.

But keep in mind! In order to benefit from this brilliant new feature, you'll need to make some changes in Dentally to link this feature with Portal.

Want to learn more about acquisition sources?

To find out more about how to use acquisition sources to optimise your marketing strategies, take a look at our handy guides on:

Clinical Excellence
Improvement

Have you seen the new personal treatment plan templates function?

Kevin avatar
Shared by Kevin • April 10, 2024

A recent update to treatment plan templates enhances your user experience and efficiency with the ability to create personal treatment plan templates 🎉

Previously, treatment plan templates were uniform across the practice, leading to a long list which every clinician had access to, often resulting in accidental deletions and unwanted clutter.

But with our new feature, it couldn't be smoother! When you save a treatment plan template going forward, you will be prompted to choose whether you want it to be personal. This means that only the user who created the template can view and access it, and ensures that each practitioner has access to their preferred templates without interference. For more information on how to add treatment plan templates take a read of our help centre article here.

Please note 💡 - all treatment plan templates that existed prior to the change in April 2024 will be marked as shared.

You can utilise the 'Favourites' ⭐️ feature to keep your preferred templates readily accessible; by pinning favourites to the top of your list via the menu button, or by simply viewing the 'Favourites' category, you can quickly and easily find your desired plans.

Why should I be using treatment plan templates?

Treatment plan templates offer a streamlined solution for charting multiple treatments and appointments for patients with just a single click, significantly reducing the time required for documenting complex and lengthy treatment plans.

This efficiency not only enhances productivity but also allows practitioners to allocate more time to patient care. The utilisation of templates ensures consistency within the practice, because standardised procedures can be added as practice-wide templates for everyone to use.

By adopting treatment plan templates, practices can optimise workflows, minimise errors, and provide a consistent level of care, ultimately leading to improved patient outcomes and satisfaction. For those eager to explore these updates further, the Help Center provides detailed guidance on how to add and use personalised treatment plan templates.

This innovative update underscores our commitment to improving user experience and optimising efficiency in your practice. Stay tuned for more updates to come soon!

Australia
Improvement

Enhanced HICAPS payment experience with the latest Dentally improvement updates 🎉

Kathryn avatar
Shared by Kathryn • April 03, 2024

We are thrilled to share that we have successfully addressed the prevalent issues with ongoing crashes and timeout errors that affected sites using electronic payments in their practice management systems across Australia 🚀

Our resolution—which only affected background services—was shipped automatically to 88% of practices and updated for the remaining 12%. With this update, timeout errors have been completely eliminated. This ensures a seamless transaction process, preventing crashes mid-transaction and discrepancies between terminal payments and Dentally's accounts.

Exploring the benefits of HICAPS

Our integration with HICAPS brings forth a multitude of benefits for your dental practice:

  1. Seamless integration for effortless claiming: Bid farewell to manual input errors and unnecessary delays. With Dentally's integration, transaction details are effortlessly transmitted to the HICAPS terminal, ensuring accurate and efficient payment processing. Read all about how you can do this over at our help centre here.
  2. Flexible patient journey: Patients can conveniently make payments from anywhere within the practice! This not only reduces departure times but also helps minimise paperwork at the front desk, enhancing overall efficiency.
  3. Refunds made easy: The integrated system facilitates hassle-free refund processing, providing practitioners with the capability to initiate refunds seamlessly when necessary. This contributes to a seamless payment workflow for both practitioners and patients.

Dentally is dedicated to supporting dental practices in embracing the future of payment processing. To learn more about how Dentally and the HICAPS terminal can revolutionise your practice, reach out to our team via Live Chat in Dentally or read more about electronic payments over at our help centre here.

Join us in embracing the future of practice!