Product News from Dentally
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. 🦷
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 ✨
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.
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.
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:
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!
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👇
Including:
Remember! You'll need to update your acquisition agent in order to get the benefit of all these new features 🙌
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!
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 🚀
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 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. 🦷
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:
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.
To find out more about how to use acquisition sources to optimise your marketing strategies, take a look at our handy guides on:
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.
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!
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.
Our integration with HICAPS brings forth a multitude of benefits for your dental practice:
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!
As part of the latest update to Dentally Vision, we have introduced new features for phosphor plate image capture as well as new ways to recover images and resume exams. Today, we want to focus on the enhancements made to your 'Radiograph Audit' report.
Images acquired and uploaded through Dentally Vision and saved in your Cloud Gallery can now be reported on directly through your 'Radiograph Audit' report within Dentally. Simply change the 'Source' filter to 'Dentally Vision' to report on those images instead! You will be able to seamlessly report on all your images in one report, resulting in less admin time and more time dedicated to your patients 🦷✨
You may also notice that the report has had a bit of a makeover; a new refined layout with greater detail has been introduced, for a more pleasing reporting experience. You will see the percentage bar is still present across the top of the report, however a detailed breakdown has been added underneath for advanced reporting capabilities.
To discover more about how to navigate and use the 'Radiograph Audit' report, head over to our dedicated help article here.
If you are already a Dentally Vision user, you can benefit from these changes right now 🎉 Simply make sure your Acquisition Agent is updated to the most recent version and off you go! You can check if you are up-to-date by following the instructions in our help guide here.
Please get in touch with Ellie Bot and the support team via Live Chat in Dentally with any questions or feedback you may have.
The new 'Link Appointment' button is designed to streamline your workflow and will be rolling out across all sites over the coming weeks.
This small but mighty button (which looks like a small link or chain 🔗) is found on the patient's chart screen. It is located on the right side of the screen, next to each appointment. See below 👇
This new button aims to simplify the process of linking appointments, meaning streamlined workflows for both reception and clinical users!
To read more about how you can link appointments in Dentally head over to our help centre here.
You may be asking yourself...
Linking appointments is not only the best practice when it comes to housekeeping but it also has a host of other benefits, such as:
With this improved feature, users can now click the 'Link Appointment' button directly on the patient chart to access a list of suitable calendar appointments, eliminating the need for navigating between tabs.
We understand that managing appointments has been somewhat of a complex task in the past. However, this enhancement is here to revolutionise those workflows.
We have built this to offer you new ways to quickly and effortlessly link your appointments directly from the chart, contributing to smoother practice operations for you and your colleagues.
Don't worry if you cant see this button just yet, this feature is being slowly released across sites worldwide over the coming weeks and it will be with you soon!
You can use the red 'Give Feedback' at the bottom of the chart screen to let us know what you think of the new way to link appointments.
Stay tuned for more exciting updates coming soon!