DENTALLY ADMIN

Practitioners who work in multiple practices

How to set up Practitioner accounts for working across multiple practices.

Written by Rosie Diver
Updated over a week ago

Dentally Tasks

Keep track of tasks, for reminders, for keeping on top of things to do, assign tasks to staff, complete tasks, recurring tasks

Written by Rosie Diver
Updated over a week ago

Two-Factor Authentication

How to set up Two Factor Authentication on a user account. One time password OTP, SMS, 2FA

Written by Rosie Diver
Updated over a week ago

Adding a new Practitioner

How to add a new practitioner to Dentally

Written by Rosie Diver
Updated over a week ago

Configure sundry items for sale

How to configure sundry items for sale in Dentally, including adding a description and default prices. Add multi-site locations

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Written by Clare Levy
Updated over a week ago

Creating custom fields in Treatment Items

Creating custom fields to populate treatment items with pre-existing information. Save time with charting.

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Written by Clare Levy
Updated over a week ago

Changing treatment prices

Changing and updating treatment prices.

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Written by Clare Levy
Updated over a week ago

Changing the working hours

How to change the dental practice working hours in the settings section of Dentally. Opening hours

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Written by Clare Levy
Updated over a week ago

Age groups report

The age groups report can help you identify demographics of your patient list.

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Written by Clare Levy
Updated over a week ago

Adding and editing treatment items in Settings

Adding and editing treatments and treatment plans. How to add to your treatment list.

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Written by Clare Levy
Updated over a week ago

Add a new user to Dentally

How to add a new user to Dentally, how to set up a new member of staff on Dentally. How a new member of staff can log in to Dentally

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Written by Clare Levy
Updated over a week ago

Add a Doctor

Add a doctor / GP to your patient's profile in Dentally.

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Written by Clare Levy
Updated over a week ago

Set up A5 appointment printing

How to set up your appointment printing on A5 paper in the Practice Settings in Dentally. Set up appointment card printer.

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Written by Clare Levy
Updated over a week ago

Creating/editing payment plans

Create a new payment plan. Edit an existing payment plan

Written by Rosie Diver
Updated over a week ago

The Patients report

The customisable Patients report in Dentally allows you to create & run reports based on every piece of data held on a patient's record.

Written by Rosie Diver
Updated over a week ago

Dentally and GDPR

Dentally & GDPR. Marketing consent, patient consent, the right to be forgotten.

Written by Rosie Diver
Updated over a week ago

Estimate Templates

How to create, use and remove an estimate template

Written by Rosie Diver
Updated over a week ago

Lapsed Patients

Use the Lapsed Patients Report to identify patients that have not had an appointment since a specified date.

Written by Rosie Diver
Updated over a week ago

New Patients per Month Report

Use the New Patients per Month Report to see how many new patients have registered with you each month and acquisition source.

Written by Rosie Diver
Updated over a week ago

Permission Levels

What each permission level allows users access to in Dentally, additional customised permissions

Written by Rosie Diver
Updated over a week ago

Practitioner Activity

How to use the Practitioner Activity report to see all treatment carried out by each practitioner over time.

Written by Rosie Diver
Updated over a week ago

Radiograph Report

How to use the Radiograph Report

Written by Rosie Diver
Updated over a week ago

Takings Report

How to use the Takings Report to see the practice's takings for a set period

Written by Rosie Diver
Updated over a week ago

Removing a User

How to remove a user so they no longer have access to Dentally

Written by Rosie Diver
Updated over a week ago

Treatment Plan Reporting

How to use the Treatment Plan report, completed but not claimed, courses of treatment started but not finished, completed Treatment plans

Written by Rosie Diver
Updated over a week ago

Unbooked Treatments Report

An overview of Unbooked Treatments Report

Written by Rosie Diver
Updated over a week ago