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Scan directly into the patient's record

Anke avatar
Shared by Anke • August 05, 2026

Getting paper forms and important documents into Dentally has often meant extra steps and added admin. That's why we're excited to introduce the ability to scan documents directly into a patient's record.

No need to save files locally and upload them later. Simply scan documents straight into the patient's correspondence tab inside Dentally.

Built for a smoother front-desk workflow

Whether you're processing referrals, insurance paperwork, or signed forms, scanning directly into Dentally helps your practice move information from paper to patient record in just a few clicks.

No downloading. No saving files locally. No searching through folders later.

Just scan and continue with the next task.

Get started

Once enabled, you'll find the option to scan documents directly into a patient's correspondence record.

Read the help guide to learn how to set up and start scanning today