If you need to set up a telephone triage diary to manage patients with a rota of staff, you can do this easily in Dentally.

We would advise that the telephone assessment appointments that are to be booked with patients are placed in either the relevant practitioner's diary, or if they are to be carried out by another member of staff, you might consider creating a new diary specifically for this purpose that can be archived when no longer needed.

We would advise 3 simple actions.
1 Set up a New Appointment Reason - Telephone Triage
2 Create a new Practitioner from an existing user (typically a reception user)
3 Ensure you have an appropriate treatment in your services list to record the outcome of the triage call

You need to have Level 4 (administrator) permissions to perform these actions.

To Set up a New Appointment Reason:

  • Go to Settings > Diary > Appointment Reasons > Expand
  • Select New Appointment Reason
Dentally Add new appointment Reason
  • From the New Appointment Reason box
  • Give your reason a name - Telephone Assessment, for example
  • Give it a colour
  • Give it a position in the list - we suggest 1 at this time so it is easily accessible at the top of your list of reasons, but you can alter it at any time. There may be other Appointment Reasons also set to 1. Leave them as they are.
  • Leave Exam, Hidden and Hygiene set to No
  • Save
Dentally Edit appointment reason

To add a new Practitioner from an existing user:

To create an additional diary in your calendar, you need to create a new practitioner. Practitioners are linked to users who log into Dentally, so you can achieve this by choosing one of your reception team to create a new diary for.

This will help to keep these telephone appointments separate from the other appointment diaries.

These are the steps to add a new practitioner/diary to your calendar:

  • Go to Settings > Users > Practitioners
  • Select Add a New Practitioner
  • Choose the user to add the practitioner to
  • Select the calendar Position (position 1 will display to the left of your screen - if not already in use)
  • Select Save
  • You do not need the NHS Number or PIN because you will not be submitting claims.
Dentally add practitioner to calendar
  • To see the Appointment Diary go to the Calendar.
  • Refresh Dentally
  • If you cannot see the appointment book, ensure that the Show/Hide calendar is set to show the calendar.
Dentally Show / Hide Calendar button

To add a New Treatment to your Treatment List

  • Go to Settings > Treatments and Plans > New
  • Set up the Treatment as "Telephone Assessment" for example.
  • You need to complete the fields
  • Nomenclature > Telephone Assessment, for example
  • Patient Friendly name > Telephone Assessment, for example
  • Treatment Code > Needs to be under 15 characters - this is how you can find the new treatment code quickly in your list of services
  • Region > Patient
  • Category > Diagnostic (or similar)
  • Scroll up and Save.

Dentally Add new treatment

In Description you can enter a preset notes template with questions you often ask so that you can simply type in the answers.


You can also add custom fields to make answers easier to record while you are on the phone.

The tab to enter Custom fields will only appear after you have saved the new Treatment.

  • Edit Treatment
  • The Fields tab
  • New Custom Field
  • Enter the field name
  • The Description is what you see on the screen
Dentally add new custom field
  • The field type defines what you can do with the field.
  • Field type Text allows you to type in the answers the patient gives
  • Field type Dropdown enables you to choose from a list of pre-typed options. You will find this type useful if you find you are typing in the same answers over and over again. If you use a Dropdown list, you might find it useful to add an option "Other" just to cover all eventualities.
  • Save
Dentally Add new Custom fields

Your new Treatment is now ready to use. You will need to refresh your browser, before it is available to use on a treatment plan.

Using the custom fields:

Dentally use Custom Fields

You might find it helpful to add this treatment to your list of favourite treatments.

Favourite Treatments

To make a Treatment into a favourite

  • Select the Treatment from the Treatment List
  • Click on the Star to the left of the Treatment
  • This will now appear on your Favourites
Dentally how to make a treatment a favourite

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