Dentally

Shelley Withington

Amber Morris

Lets take a look at what you need to know about your Appointment calendar

Appointment Calendar

What the appointment status looks like and how patients appear in your Dentally Waiting Room

Appointment Status and Waiting Room

The Practice Diary

An overview of a patient's appointment from start to finish - booking, confirming, reminders, arrived & failed to attend. Patient journey

An Appointment from Start to Finish

An overview of the Appointments Tab, including Unbooked Appointments, editing and changing appointments.

The Appointments Tab

Learn all about appointment status' and the patient journey

Checking patients in and out

Overview of the Diary and the Appointments tab

Overview

How to set up and use the waiting list report to fill your appointment calendar & to see who is next on your list.

Waiting Lists

Telephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites

Setting up a Telephone Triage Diary in Dentally

How to create and display groups of practitioners in the Calendar

Calendar Groups

How to add a new appointment reason to the standard appointment list

Appointment Reasons

How to show certain areas of the calendar are set aside for specific reasons using Appointment Sessions

Appointment Sessions

How to set up your appointment cancellation reasons

Appointment Cancellation Reasons

How to set up recurring appointments in Calendar for lunches, regular working days, change working hours for practitioners

Recurring Appointments in Calendar

How to book family appointments all at once.

Booking Families

When using both the clipboard and cancellation features you can make rebooking an appointment super easy...

How to cancel and rebook an appointment in Dentally?

How to use the controls in the Calendar, including date navigation, room display, Multi-day, appointment colours

Calendar Controls

How to order your Calendar by Rooms rather than by Practitioner

Calendar Rooms

How to see who is in the waiting room, for the practitioner and other practitioners in the practice

Waiting Room

How to quickly find the next available appointment in the Calendar

Appointment Finder

How to use the clipboard to move appointments

Using the Clipboard

Selecting a Date in the Calendar

How to change the colours in your Dentally Diary...

Changing your colours preferences on the Calendar in Dentally

Delve into your calendar customisation here...

Setting up the Calendar

How to turn on Desktop Notifications and Troubleshooting Desktop Notification Error

Notifications

How to edit a group of appointments in one go, such as to inform all patients of a cancellation by the practice.

Bulk Editing Appointments

Settings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo,  Referrals

Site Settings

Use schedules to set up practitioner rotas and holidays in the calendar

Using schedules and rotas in Dentally

How to book an appointment from the calendar and the Treatment Plan

Booking Appointments

How to create block bookings in the Calendar to prevent appointment booking

Booking Time Off

Use Rotas to build practitioner calendars, set working patterns, holidays, cleaning breaks.

Rotas

Let's take a look at how you can audit a specific appointment against a patient to see the journey of that appointment.

How to audit a patients appointment

Use Appointment Reasons to book annual leave and long holidays in the Calendar

Book Annual leave

How to block out your calendar to prepare for meetings, holidays, training etc...

Blocking out the Calendar

A collection of articles to help with your practice admin

Practice Admin

Printing Daylists

How to cancel and Move appointments using the Calendar and the Appointments tab, including using the clipboard

Cancelling and Moving Appointments

How to remind patients of their appointments using SMS and email

Appointment Reminders

How to send patients correspondence from the calendar.

Appointment Specific Correspondence

A collection of articles to help you with your patient admin

Patient Admin

How to print out a list of all future appointments for a patient

How do I print out all new appointments for a patient in Dentally?

How to use Rotas to set up an appointment calendar for a new Dentist

I want to set up a diary for a new Dentist

What does the refresh button against an appointment do?

Appointment book tips - how to pull through your last viewed patient?

FAQ's

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