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Patient Record
A collection of articles to help support you with all your patient record related questions
Patient Record Overview
Adding patients, patient notes and more...
How to add a new patient in Dentally?Let's take a look at how you can use the toolbar in dentally to add a new patient record.
Your Patient's Details TabExploring the patient's details screen including, archiving & deleting patient records, as well as editing & updating details and images.
Working On Multiple Patients at the Same Time at DentallyHow to open more than one patient record at a time
Adding, Customising and Deleting a NoteHow to add, show, hide, customise and delete a non-clinical Note
How to use postcode look-up to enter a patient's address - UK only 🇬🇧How to use the postcode finder function to make it easier to enter patient details.
Patient NotesHow to use notes for quick, non-clinical information, reminders, or comments. Hide all notes in one click, Note audit trail
Opening Multiple Patient RecordsHow to open multiple patient records
Patient Admin
Customising and Managing your patients
Customise the Patient's TitleHow to add Titles into the patient's details
Archiving a PatientHow to archive a patient, find archived patients
How to merge patientsHow to merge duplicate patient records in Dentally, Including how to merge patient images beforehand!
Family MembersHow to group family members, link and unlink family members to make appointment booking easier for the family
Using the Audit TrailHow to use the audit tab to view all the activity on a patient's account.
How to Access and Export Treatment HistoryYou can access a full list of the patient's treatment history, and even export this if the patient ever requests a copy.
Patient Medical History Tab
Recording, editing and sending a medical history
Recording a Patient's Medical HistoryHow to record, review or invalidate a patient's medical history on Dentally. We will also look at how to set medical alerts.
Editing the Medical History QuestionsHow to add to and edit the medical history questions on the desktop
How to send SMS & email links for medical historyHow to send an SMS or email link for patients to complete their medical history online.