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DENTALLY ADMIN
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 to view 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.
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.
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
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.
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
Adding and editing treatment items in Settings at Dentally
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
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
Permission Levels
What each permission level allows users access to in Dentally, additional customised permissions
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