Practice Settings is the place to go when you need to manage practice details. Site Settings is where you manage settings for your site. You must have Level 4 (Administrator) permissions to alter Practice settings.
Select Settings and click Practice Settings.
Practice Setting is split into 7 tabs:
If you have asked to Export your Dentally data, there will also be an Export tab here.
Practice Settings - Custom Fields
Please note as of July 2020, this feature is in BETA mode.
Custom fields created here will appear in the Custom fields button at the top right of the patient's details tab.
Create New Custom Field
To create a new custom field, select the New Custom Field button
You will now be presented with some field options.
Select the appropriate Field Type for the Field
- Text - will allow you a short line of text
- Number - will allow you to type in a number - or you can use the up and down arrows to change numbers
- Dropdown - will allow you to select an option from a preset list
- Checkbox - will allow you to tick or untick an item (true or false)
- Paragraph - will allow you to enter more text (up to 2000 characters)
- Title - will let you create a Title field to help you section your custom fields screen
- Spacer - will allow you to add additional space on the form
Dropdown multiple options:
If you create a field using the Dropdown list, you obviously need to set what the multiple options are that you are choosing from. Once you have selected 'Dropdown' as the option for the field type, you can then add 'dropdown options'. These can be edited, deleted and re-arranged if required.
This is the name of the field. It is displayed on the Fields screen when completing the fields on a planned treatment. The name should be short but accurately describe the purpose of the field.
You can set a description for the field if you would like to clarify what it’s for. You see the description in the field list when editing the fields, it does not display on a treatment plan.
This allows you to design how your screen of custom fields is laid out.
The width of the overall screen is determined by how many columns you have set, then you can set how much of the screen is taken up by each field and basically works with columns.
You can change the width of a field at any time.
If you had set 4 columns for the overall screen width, then the width against each field will dictate how much of the screen as below:
Example: If you want a field to fill the full width of the screen, or to be the only field on that line, then set the width to '4'. If you wish to have 4 fields in a row on one line, set each of them to '1'.
You can set and re-set the number of columns once you have hit the save button.
You can set a default value if you would like a field to populate with set text or numbers. This will apply that default value when you chart the treatment, you can then overwrite the default with another value if appropriate. This can also be left blank.
Once you are happy with the field just press save to store the details.
Your screen will display the new custom fields and what they will look like in your patient details screen.
Additional Practice Setting web pages
Each tab in Practice Settings has its own helpful web page. Select what you need from this list:
Practice Settings - Other Settings - Security, Custom fields and charting, Support, Internationalisation, Payments, Portal