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 π‘ - all treatment plan templates that existed prior to the change in April 2024 will be marked as shared.
You can utilise the 'Favourites' βοΈ 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!
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 π¦·β¨

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 π 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 π) is found on the patient's chart screen. It is located on the right side of the screen, next to each appointment. See below π

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!
In this update, we are delivering you a range of new features aimed at simplifying your workflow and empowering your practice through useful tools and advanced reporting capabilities.
To benefit from these new features as soon as possible, you MUST update your acquisition agent. To do this, please follow the instructions in the dedicated help guide here π How to check for Dentally Vision updates?
The biggest highlight of this update is the ability to capture and stack additional phosphor plate images through the Dentally Vision workflow βοΈ But the changes do not end there! Other new features include:
This entire update aims to help you further streamline your imaging processes while delivering exceptional patient care. To delve further into the details of this update you may find the following articles useful as you get started using the new tools:
If you have any questions, please reach out to Ellie Bot and the support team for further help and guidance as you familiarise yourself with these new features.
Not yet using Dentally Vision? Speak with one of the team today to find out how we can help you up your imaging game π
Then look no further! Dentally's latest Beta feature, the Practitioner Utilisation Report, is here to help you understand how well your practice is running.
This report is accessible under the new drop-down menu on the practice dashboard. Simply change the drop-down to 'Analytics.' This innovative tool offers invaluable insights into practitioners' upcoming workloads, empowering you to maximise patient care and revenue generation.
Utilisation is a critical metric to measure when running a successful dental practice. It helps determine the extent to which practitioners' schedules are occupied with patient appointments.
With the Practitioner Utilisation Report, practice managers gain a comprehensive overview of each practitioner's availability, up to four weeks in advance. You can use the report to visualise your Dentally calendar through colour-coded charts, making it easy for managers to swiftly identify underutilised time slots and take proactive measures to optimise scheduling ahead of time.
The report not only highlights the percentage of time allocated to patient appointments but also offers a breakdown of utilised and unutilised hours, empowering practices to make data-driven decisions to help reach business goals.
Access the Practitioner Utilisation Report and leverage its benefits directly from your dashboard today! π
With this report, we want to empower you to anticipate and address scheduling gaps in advance, enabling you to deliver exceptional patient care whilst maximising efficiency and revenue.
As this is a Beta feature, we strongly encourage users to use the red 'Give Feedback' button. This feedback goes straight to our development team and helps us facilitate ongoing improvements tailored to our users.
If you have any questions, please reach out to Ellie Bot and the support team via Live Chat in Dentally.
We've added new features and tools across Dentally to enhance and simplify your workflows. Read the full changelog belowπ
... or stay with us whilst we dive into this month's highlights! π«π¦·
Apple Pay is now available for all appointment deposits and payment links!
These updates give your patients a more efficient payment process, enabling them to complete transactions swiftly. For you this means, an increase in appointments booked online and a reduction in patient debt! Read more about Apple Pay here!
This new forecast report provides you with a bird's eye view of your practitioner utilisation over the next four weeks.
Use it to quickly assess where the gaps are in your diaries, so you can take action to fill unutilised space before it's too late! Read more about this report here.
Incoming chat messages will now be minimised and highlighted in blue. π This addresses three issues raised by users:
Ahead of the NHS changes which come into effect on 1st April 2024, which will allow DCP users to submit NHS claims, we have made changes to the Practitioner Settings screen in Dentally. These changes enable the entry of newly assigned Personal Numbers and PINs for DCPs in preparation for submitting claims. Read more about these changes 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.
We have also worked on enhancing and optimising the entire checkout experience, ensuring a seamless, efficient, and user-friendly platform for patients and practices alike.
Patients accessing Dentally Portal can now enjoy the convenience of Apple Pay for settling outstanding balances and paying appointment deposits. This addition offers a swift, secure, and hassle-free payment method right at their fingertips.
By incorporating Apple Pay, Dentally aims to streamline transactions and encourage more patients to book appointments conveniently through their mobile devices. What's more, Dentally offers full transparency and affordability as Stripe, our trusted payment processing partner, guarantees no additional charges for payments made via Apple Pay.
Whilst working on adding Apple Pay to our payment methods, we have collaborated with Stripe to implement a series of optimisations to the entire checkout process. These enhancements are meticulously crafted in the background of our app to simplify payment procedures, for a more intuitive and secure experience for patients.
With the introduction of a dedicated secure checkout domain, checkout.portal.dental, patients are seamlessly directed during checkout to a safe and reliable payment environment, upholding the highest standards for data protection and security throughout every transaction.
Patients can expect nothing short of excellence in their dental care journey when you use Dentally. Please reach out to Ellie Bot and the support team with any questions you may have.
We want to introduce you to our new, industry-specific URL: portal.dental
This transition is part of our ongoing commitment and dedication to enhancing the overall customer experience and solidifying trust in our online dental solutions. Practices already using Dentally Portal do not need to do anything to receive the benefits of this update once it goes live. Let's delve a little deeper into a few of the key features of this URL transition:
This update aligns with our mission to create a more secure, efficient, and patient-focused online environment. By prioritising enhanced communication and user-centric solutions, Dentally can continue to set a high standard in dental healthcare technology.
Once this update goes live, it will happen automatically in the background and requires no additional action from you at the practice.
Have any questions? Reach out to Ellie Bot and the support team via Live Chat in Dentally.
Bringing you a host of updates and features, from game-changing tools to user-friendly tweaks, we're here to make your experience smoother and simpler.
... or stay with us whilst we dive into a couple of this month's highlights! π«π¦·
Our electronic payment system has now been enhanced to also accept American Express cards for a patient to make a payment.
The team for Dentally Portal are excited to announce some new changes including routine appointment action cards and a new dental specific URL to help boost patient confidence in Portal services.
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.
Bringing you a host of updates and features, from game-changing tools to user-friendly tweaks, we're here to make your experience smoother and simpler.
... or stay with us whilst we dive into a few of this month's highlights! π«π¦·
Hover charting is enabled for new users by default and will now produce better treatment suggestions for all users as soon as you start charting. Discover more on our News Centre.
Now when you make an error when charting you can simply click again to remove the item! This works for both base charted treatment or incomplete treatment plan items. Find out more
Treatment items listed in the chart screen can now be ordered by treatment code or treatment name to help find your treatment. Meanwhile, your Favourite treatments can now be pinned to the top of your treatment list on the chart screen. Read more
Our revamp of the schedules list screen makes it easier to see the practitioner's working schedules. If a practitioner has more than one schedule, these are now grouped together. We've also made all new schedules active by default. Visit the help centre to read more.
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.