All Collections
Dentally Settings
Dentally Settings

Getting Started, Dentally Settings & General FAQ's

Amber Morris avatarShelley Withington avatarC
4 authors64 articles

Getting started as a Receptionist in Dentally

Are you receptionist? Are you new to Dentally? Give yourself a head start with these help articles!


How to use the Takings report in Dentally?The takings report is designed to be run daily to help you keep track of the practice's takings.
Linking/Unlinking AppointmentsHow to Link and Unlink Appointments through the patient's record.
How to cancel an appointment in Dentally?Let's take a look at how you can cancel down an appointment in your diary.
How to move an appointment in Dentally?Let's take a look at how you can adjust and move an appointment in Dentally...
How to search for a dental and hygiene appointment at the same time?Lets take a look at the ideal way to search for availability on both a dentist and hygienist in Dentally...
How to book family appointments in Dentally?Booking a family appointment in Dentally is super easy, just link the family together and follow the below...
How to find a patient quickly on Dentally?How to use the search box in Dentally to find a patient's record & how to find an archived patient...
How to process a refund?Let's look at two scenarios, How do I process a refund for patients in credit? & How do I process a refund for work carried out? πŸ‘‡
How to take a deposit in dentally?Taking a deposit for work that is to be carried out in the future is quite simple in Dentally...
How to edit a charged treatment?Wrong tooth or treatment charted or treatment in the wrong appointment? Then take a read on how to edit a charged treatment plan below πŸ‘‡

Practice Settings

Set your practice up to thrive on your Dentally journey with these help articles


How do I remove a practitioner from the calendar once the user is inactive?Need to remove a column of an inactive dentist, follow these instructions...
ChatHow to use Dentally Chat for non-urgent messages. Turn on Chat. Use Emoji in chat. Delete chat history
How to add/edit a practitioner - πŸ‡¦πŸ‡Ί AU OnlyThe options seen when adding a practitioner differ in each region, for practices in Australia you should follow this guide...
Date and Time display optionsUsers can choose whether they would like to view a 12 hour clock or a 24 hour clock in Dentally
Dentally TasksLet's take a look at accessing and creating tasks, and task notifications in Dentally.
Set up A5 appointment printingHow to set up your appointment printing on A5 paper in the Practice Settings in Dentally. Set up appointment card printer.
Practice Settings - Custom FieldsSet up additional fields for display in the patient's details tab
Acquisition sources in DentallyLets take a look at how to add new acquisition sources in Dentally...
Personalising Custom Email DomainsHow to personalise a custom email domain in Dentally
Setting up Default Email AddressHow to set up a default email address in Dentally
Add a new user to DentallyHow 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
How to Add/Edit a PractitionerHow to add/edit a new practitioner to Dentally
Adding a DoctorLet's take a look at how to add a Doctor / GP to your patient's profile in Dentally.
Manage My AccountHow to manage your account, including address, profile image, two-factor authentication, change password, preferred phone numbers
Change PasswordHow to change your Dentally password? What to do if I forget my password? Are there password specifications for my Dentally account?
SpecialistsHow to set up specialists so that you can add them to referral letters and other documents
Practice Settings - Billing & Export SettingsPractice Settings - Billing, export
Practice Settings - Other SettingsPractice Settings - Other Settings - Security, Custom fields and charting, Support, Internationalisation, Payments, Portal
Practice Settings - NHS settingsPractice settings - NHS settings
Practice settings - Patient CommunicationHow to manage, change or amend your dental practice settings for patient communication, appointment reminders, email footer, tooth name
Practice Settings - Postal SettingsPractice Settings -Postal - Dentally Mail settings
Practice Settings - RecallsPractice Settings - Enable Recalls - enable automated recalls
Dentally DashboardLet's take a look at all the information you can find on Dentally's homepage dashboard.
Removing a UserHow to remove a user/practitioner so they no longer have access to Dentally
Custom fields in DentallyLet's take a look at the different types of custom fields in Dentally/

FAQ's

General FAQ's such as System requirements, 2FA & GDPR


System requirementsSystem requirements, or what you need, to run Dentally. Windows, Mac and iPad requirements
Dentally ToolkitAre you getting started on your Dentally journey?
Setting up your practice details in DentallySetting up or amending your dental practice settings including your address and contact details in Dentally.
Running Dentally - some basicsSome basic information as to how to run Dentally, including using Google Chrome and how to login to the software.
Migration FAQsQuestions about migration of your data to Dentally from an existing patient management system. How we transfer your data to Dentally.
Using the Task list feature in DentallyUse tasks to ensure that jobs are carried out, and nothing is forgotten, Covering creating, assigning, subtasks, follow-ups and duplicating
What are the default permission levels in Dentally?What each default permission level allows users access to in Dentally...
Dentally and GDPRDentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
Two-Factor AuthenticationHow to set up Two Factor Authentication on a user account. One time password OTP, SMS, 2FA
Need to export your data?Leaving Dentally and need to access your data now you are no longer a Dentally customer πŸ‘‡
FAQ's - Accessing Dentally SandboxNeed some help accessing your Dentally Sandbox?
Dentally Training - CPD hoursI have completed my Dentally training and need my CPD certificate...
What are the default permission levels in Dentally? For AU only.What each default permission level allows users access to in Dentally... For AU Only.