The medical history form is surfaced to the patient for completion every 2 weeks, as long as the patient has a future appointment booked.

The questions shown to the patient in the Portal are the same questions that you set in Dentally. Any changes that need to be made to the medical history questions will need to be done in Dentally.

No, Dentally will store the previous answers and comments that the patient completed previously. This should allow the patient to review the answers and only update where appropriate quickly. New questions or amended questions will need to be answered.

Once the patient has completed the medical history form and signed it, the form can be seen under the patient's record from the 'Medical' tab.

The alert for the patient needing to complete a medical history form will also disappear. You can quickly see this by hovering the patient's name at the top of an appointment in the diary. If the patient has not completed a medical history form yet, the red box will display.

The option to complete an NHS Practice Record (PR) form is displayed when the following criteria is met:

It's the same as the paper version of the PR that's set by the NHS.

Yes, we currently support the English & Welsh PR forms. There is also an option to convert English to Welsh.

The signed PR form will now display under the 'Correspondence' tab for the patient.

If an exemption has been added, this will appear in the 'NHS' tab.

Currently, the details that the patient can update via the Portal are:

The patient details will be updated. To view what's been changed, you can view the 'Audit' tab of the patient and see what's been changed by clicking 'View change(s)'.

This allows patients to view proposed treatment plans for signing. They will appear in the Portal whenever a new estimate is created in Dentally.

Patients can view estimates for both open and closed treatment plans for the past 5 years. If an estimate has been created, the patient will see the following:

Once signed, the signed estimate can be viewed in the 'Correspondence' tab for the patient.

If you have a Stripe account linked to your Portal, patients can make payments for any outstanding balances from their Portal.

The patient will be able to view the total amount outstanding on their account. They will also be able to change the amount they wish to pay. By default, the amount to pay will be set to the full outstanding amount.

The payment will be recorded under the 'Account' tab of the patient, with details of payment and Stripe references.

The balance overview will also be updated.