DENTALLY ADMIN

Learn all about the admin functionality in Dentally in this section.

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19 articles in this collection
Written by Clare Levy and Rosie Diver

How can I find out practitioner productivity for the last 3 months?

How to find out how many treatments a practitioner completed, and how long they spent on those treatments in a set time period.
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Written by Rosie Diver
Updated over a week ago

Practitioners who work in multiple practices

How to set up Practitioner accounts for working across multiple practices.
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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
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Written by Rosie Diver
Updated over a week ago

Correspondence Templates

How to create & edit templates for emails, letters , SMS & Word documents. Add logo. Add data tags. Change page size. Add to Recalls Report.
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Written by Rosie Diver
Updated this week

Two-Factor Authentication

How to set up Two Factor Authentication on a user account. One time password OTP, SMS, 2FA
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Written by Rosie Diver
Updated over a week ago

Adding a new Practitioner

How to add a new practitioner to Dentally
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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

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
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Written by Rosie Diver
Updated over a week ago

Dentally and GDPR

Dentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
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Written by Rosie Diver
Updated over a week ago

Estimate Templates

How to create, use and remove an estimate template
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Written by Rosie Diver
Updated over a week ago

Permission Levels

What each permission level allows users access to in Dentally, additional customised permissions
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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
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Written by Rosie Diver
Updated over a week ago