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Dentally Portal
Patient portal + Online appointment booking = Dentally Portal
By Simon and 3 others4 authors35 articles
Setting up Dentally Portal
Maximise your use of Dentally portal with the help articles
How to customise the appearanceHow to customise your Dentally Portal to make it on brand with your practice.
How to use Dentally Portal practice notificationsLet's take a look at when/how the practice can be notified of important Dentally Portal events.
How to use Dentally Portal's direct linksWhat are direct links and how to use them in Dentally Portal?
How to optimise your online bookingAre you getting the most out of your online booking system? Have you optimised your Dentally Portal configuration recently?
How patients can complete actions on Dentally PortalThis article will help you understand what happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in the portal manage appHow to choose what users can do within the Dentally Portal Manage App
How to turn on task remindersHow to enable the task reminder feature for your practice.
How to use task remindersFind out how task reminders can increase digital form collections for your practice and save your practice time.
How to use patient acquisition sources on Dentally PortalHow to enable acquisition sources and gather source information from new patients via Portal...
How to share your practice's privacy policy and booking termsHow to use the 'Privacy policy' feature to share your practice's terms and conditions
Patient View
What to know how your patients use Dentally Portal and how you can make their lives easier? then your in the right place...
How to access Dentally Portal with an existing account loginSee how patients login to the portal once they have a Portal account
How to sign an FP17 form on the Patient PortalHow to sign an FP17 form on the Patient Portal
How to help if your patient is locked out of Dentally PortalIf a patient is locked out of the Dentally Portal, this will be because of 2 scenarios. Below is the information for these.
How patients can sign their medical historyTake a look at what patients will see when signing their Medical History on the Portal
How we collect patient information through Dentally PortalLet's take a look at what details are collected from the patient via Portal, and at what stages in their journey.
How to sign treatment estimates using Patient Portal at DentallyHow a patient signs a treatment estimate using the Patient Portal
How to pay for treatment using the Patient PortalHow a patient pays for treatment using the Patient Portal including applying promotional codes, view invoices
How patients can sign an NHS FP17 PR on Dentally PortalAn insight into how patients sign the NHS FP17 PR on the portal and what appears in Dentally.
How task reminders workA look behind the scenes at how task reminders work hard for your practice and patients to collect forms.
How patients log into Portal for the first timeWhat patients do to create a Dentally Portal account the first time they log in, and why it's important for practices.
Online Appointment Booking
Set your online appointments up to work exactly how you want them with Dentally...
Dentally Portal appointment categoriesThis describes the category view of appointments on Dentally Portal
Booking a new patient appointment on Dentally PortalHow a new patient books their first appointment using Online Appointment Booking with Dentally Portal
Using Online Appointment Booking as an Existing PatientHow an existing patient books an appointment using Online Appointment Booking, including booking recalls and paying deposits.
How patients can cancel an appointment onlineHow a patient cancels and rebooks an appointment online using Dentally Portal.
How to use Online Booking for recall appointmentsLearn how to use online recall links, and what the patient will see when they’re due to book a routine appointment through Dentally Portal.
Dentally Portal Online Booking, What the Practice SeesHow the Practice sees and Reports on appointments booked, and payments taken using Online Appointment Booking
Creating a new appointmentInformation for Appointment setup instructions in Dentally Portal
How patients use ‘Book together’ to combine routine appointmentsUnderstand how to enable and configure ‘Book together’, to allow patients to combine routine appointments.
Refunding a Stripe PaymentHow to refund an online payment made via stripe.
Can I create discount codes for patients with Dentally Portal?Using promotional or discount codes for online booking on Dentally Portal is not currently supported.
Dentally Portal FAQs
All your FAQs answered here...
Why can't my patients sign the NHS PR form?Advise on when patients ask you why they're unable to sign the NHS PR form on the Portal.
Dentally Portal: Login ProblemsHelping you solve the most common log in problems on Dentally Portal.
How to use performance reporting in Dentally PortalUsing the performance report to understand your patients and optimise your activity.
How to optimise your Patient Portal configurationAre you getting the most out of your patient portal? Have you optimised your Dentally Portal configuration recently?
Can patients pay using Google Pay and Apple Pay online?How Google Pay works for patients and practices in Dentally Portal.