Are you receptionist? Are you new to Dentally? Give yourself a head start with these help articles!
By Amber and 1 other2 authors10 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.
How to Link/Unlink 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 DentallyBooking 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? ๐
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 ๐