Product News from Dentally
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. 🦷
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: