Dentally

Shelley Withington

Anke Michalik

Amber Morris

A collection of articles to help support you with all your patient record related questions

Patient Record

Let's take a look at how you can use the toolbar in dentally to add a new patient record.

How to add a new patient in Dentally?

What details to enter and how to edit a patient's preferences. Archive, delete, call a patient or add custom fields to the patient record

Entering and Editing a Patient's Details

How to open more than one patient record at a time

Working On Multiple Patients at the Same Time at Dentally

How to add, show, hide, customise and delete a non-clinical Note

Adding, Customising and Deleting a Note

How to use notes for quick, non-clinical information, reminders, or comments. Hide all notes in one click, Note audit trail

Patient Notes

Opening Multiple Patient Records

Adding patients, patient notes and more... 

Patient Record Overview

How to add Titles into the patient's details

Customise the Patient's Title

How to archive a patient, find archived patients

Archiving a Patient

How to merge duplicate patient records in Dentally

Merging Patients

How to group family members, link and unlink family members to make appointment booking easier for the family

Family Members

How to use the audit tab to view all the activity on a patient's account.

Using the Audit Trail

You can access a full list of the patient's treatment history, and even export this if the patient ever requests a copy.

How to Access and Export Treatment History

Patient Admin

How to record and review a patient's medical history on the desktop, set a medical alert, and set medical text alert.

Recording a Patient's Medical History

How to add to and edit the medical history questions on the desktop

Editing the Medical History Questions

How to send an SMS or email link for patients to complete their medical history online. Medical History Link Settings

SMS & Email links for Medical History

Clare Levy

Recording, editing and sending a medical history

Patient Medical History Tab

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