Logging into your admin page, you will see a section called Settings.

Under Settings you can manage your Patient Portal and Online Appointment Booking options.

Here you will manage Appointments/Cancellations Policy, Communications, Features, Calendar Sessions, Text, Branding and Practice settings. Click on features to see what patient functionality you currently have enabled or disabled.

Here's a list of all the features currently available.

Medical History

  • To enable patients to complete and sign their Medical History.

  • Select how many days the Medical History is valid for.


Forms

  • Allow patients to complete their NHS PR form online.

    • England and Wales only.


Check-in

  • To allow patients to check-in remotely, marking them as arrived in Dentally.


Accounts - Invoices

  • To allow patients to see their invoices enable invoices here.

  • Select how far back into a patient's accounts record you would like to allow.

  • Display due by date.

  • Allow patients to download pdf versions of invoice details here.


Promotional codes

  • Allows you to create promo codes to offer discounts to your patients when booking an appointment.


Pre Appointment Booking

  • Allow patients to send a message or ask a question, to the practice when booking an appointment.


Additional Web pages to support Managing Patient Portal and Online Appointment Booking

Set up

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Setting up Patient Portal and Online Appointment Booking

Patient Treatments

Managing Patient Treatments in the Patient Portal

Managing Treatment Booking Terms and Conditions - Online Appointment Booking

Settings

Managing Patient Portal Appointment and cancellation settings

Managing Communication settings in the Patient Portal

Managing Calendar Sessions for Online Appointment Booking

Managing Text Settings for Online Appointment Booking

Managing Branding settings in the Patient Portal

Managing Analytics in the Patient Portal

Promotional codes

Managing Patient Promotional Codes in the Patient Portal

Manage Practitioners

Managing the Practitioners in the Patient Portal

Manage Stripe Payments

Managing Stripe Payments in Patient Portal

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