DENTALLY ADMIN

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

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

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

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

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
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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.
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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

Lapsed Patients

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

Practitioner Activity

How to use the Practitioner Activity report to see all treatment carried out by each practitioner over time.
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Written by Rosie Diver
Updated over a week ago

Radiograph Report

How to use the Radiograph Report
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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
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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

Treatment Plan Reporting

How to use the Treatment Plan report, completed but not claimed, courses of treatment started but not finished, completed Treatment plans
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Written by Rosie Diver
Updated over a week ago

Unbooked Treatments Report

An overview of Unbooked Treatments Report
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Written by Rosie Diver
Updated over a week ago