Phase two unveiled: Your treatment planning experience just got better!

Phase 2 of your NEW Treatment Planning screen is here! 🎉

Building on the success of the first phase which saw improvements such as a more user-friendly interface, enhanced appointment details, and smarter navigation options, this next update continues the changes to improve your experience.

As you know. Phase one has been slowly activated on sites over the past month and it's important to note that some sites will see both Phases one and two take affect at the same time going forward. With that in mind, let’s take a quick look at our highlights of Phase one:

• Improved Interface: A sleeker and more user-friendly design.
• Context Enhancement: Appointment details and status side by side.
• Accident Prevention: Repositioned delete and clip appointment options.
• Streamlined Navigation: Easier access to notes and change options.
• Status View: A new appointment status view for better tracking.
• Clarity in Options: Clearer treatment options.
• Error Management: Improved error messaging for seamless operation.

Looking for more insights into the Phase One changes? Click here to read about the initial wave of improvements to your treatment planning experience.

What to expect in Phase two ⭐️

1. Pinned Favourites

Each user can now choose to pin their favourite treatment items to the top of their treatment list, facilitating quick navigation when time matters most! When you switch this on, you will see your favourites at the top, no matter which category you are viewing.

You can quickly mark new treatment items as favourites by clicking the star on the left in the selection list.

2. Your Preference Matters!

You can now quickly switch between ordering your treatments by their number code or by nomenclature (their name). Easily toggle between code order and nomenclature via the drop-down menu on the right of your list.

3. Swift Shortcuts

You can use the new blue circle shortcut links on the right side of the treatment list to jump between codes quickly. Simply click on the starting letter or number to swiftly move to that section, saving time and effort.

4. Adding Appointments with ease

Say goodbye to the hassle of reordering and adding additional appointments! You can now do this with ease using the new inline button directly on your treatment plan. Use the button between each appointment to place the new appointment exactly where you want it.

Ready to explore the new features? Keep an eye on your treatment planning screen, as these changes will be coming to every practice soon!

For further help or guidance on these latest changes, please contact our support team via Live Chat in Dentally. Alternatively, you can access a wealth of information on our help centre here!

Stay tuned for further updates coming soon in 2024!