Product News from Dentally
Product Updates
Features
Improvement
Changelog

Read about the August 2024 product updates here! 🎉

Ross avatar
Shared by Ross • August 07, 2024

Your new Changelog is here - find out what we've added to Dentally this month, including updates to payment allocations and clinical notes!


Here are some highlights! 💫

Improved clinical notes recovery 📲

We know the accuracy of your clinical notes is essential. With our improved clinical note recovery, we’ll show a preview of the recovered notes so you can keep or discard!

Grouping zones to aid booking search 🦷

With a brand new booking search tool coming soon, get ready by grouping your zones to make it smoother and easier to find what you need! Zone grouping allows you to link zones of a similar type, accounting for discrepancies with spelling or practitioner/day/payment plan.

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 🦷

And don’t forget you can keep up with all the latest updates on getting the most out of your Dentally experience on our blog!

NHS

🚨 Stay in the know: NHS Scotland’s August 2024 Changes

Al avatar
Shared by Al • July 31, 2024

Hello NHS Scotland Practitioners! We wanted to let you know that Dentally has been updated in order to support the NHS’s changes coming into effect on 1st August 2024, referred to as Continuation of the November 2023 Dental reform implementation.

These changes are split into 4 categories:

  • Annotation/material information to support clinical governance
  • Oral health metrics
  • Provision of reason for item 1-(c) Unscheduled care assessment and treatment
  • eDental validation rules

Let’s walk you through how the changes impact Dentally 🚀

Annotation/material information to support clinical governance

The first change is related to the information we transmit to the NHS alongside your claim. NHS Scotland now requires us to send additional annotations and material codes for certain treatments.

To support this change, we have added additional treatment codes to those affected, replacing the more generic versions of those treatments.

You will need to transition to using these new NHS codes, allowing you to specify the annotation and material at the point of charting.

For a full list of code changes see our help center guide here.

Oral health metrics

This second NHS change requires additional information when you submit a claim, this includes:

  • The number of teeth present
  • The number of teeth requiring restoration or extraction
  • Highest sextant BPE scores for the patient

You will be able to select these values as part of the claim submission process and the values you select will be transmitted along with the claim.

Provision of reason for item 1-(c) Unscheduled care assessment and treatment

The third change relates to the charting of ‘item 1-(c)’ in Dentally. You will now be required to provide a reason for this care. At the point of claim submission, where an unscheduled care assessment is charted, you'll see this additional field with a list of options provided by the NHS.

An option must be selected to successfully complete this claim. Should none of the options be applicable, please select "Other", and the NHS suggests that you keep a note of the reason for care separately, should they request it.

eDental validation rules

The final change for NHS Scotland is around the implementation of additional validation rules, applied to claims submitted to the NHS.

Should a claim be rejected due to one of these new rules, Dentally will record the claim status change and the reason in the NHS Claims report. This information should be used to correct the claim and resubmit as normal.

Features
General

Post-payment discounting now available in Australia 🎉

Al avatar
Shared by Al • July 22, 2024

Exciting news for our Australian Dentally users!

Post-payment discounts are now available for all sites! This new feature allows you to apply discounts after the first payment has been processed, offering greater flexibility in managing your claims.

Discover more about adding claim discounts in our handy help guide here.

The process for adding a discount remains identical to the original discounting method, but with the added advantage of reducing the need to cancel and resubmit claims if a discount or adjustment was missed initially. This enhancement aims to streamline your workflow, ensuring a smoother and more efficient claim process.

Stay tuned for more updates as we continue to improve Dentally based on your feedback! 🎉

Product Updates
Features
Improvement
Changelog

Read about the July 2024 product updates here! 🎉

Ross avatar
Shared by Ross • July 08, 2024

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!


Here are some highlights! 💫

⭐️ Dentally Portal Devices 📲

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.

⭐️ Dentally Vision improvements 🦷

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 🦷

Product Updates
Features
Dentally Portal

Introducing Concierge: the new way for patients to self-serve 🎉

Simon avatar
Shared by Simon • July 03, 2024

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.

Getting started

Ready to create a smooth patient experience with Concierge? Here are some steps to get you started:

  • When prompted to add a pairing code, remember it’s unique to you and you’ll need to type it exactly as it appears

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!

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. 🦷