Here's everything we brought to Dentally this month. Use the table of contents on the right, or scroll to browse the whole round-up!
Plus, we have included some of the exciting feature currently in beta testing at the end of the round-up so you can see what is coming next to Dentally!
Global updates
New: Supernumerary charting
Supernumerary teeth can now be charted, treated and billed directly on the patient odontogram, for all practices. Read more about how this works here.
New: Document scanning
Scan documents straight into a patient’s correspondence record, for all practices. Plus, you can now add these documents directly to your emails from within Dentally for a more streamlines admin workflow.
New: Actionable recall report
Log calls or book recall appointments directly from the Recalls report, for all practices.
New: NexGen API gateway
We’ve launched the NexGen API gateway, a modernised foundation for partner and practice API access. V1 structure and data are unchanged, so there’s no action needed. Further APIs will migrate across through the rest of the year.
Improved: Base chart treatment
Override Base Chart Treatment Colour is now switched on by default for newly created practices, with an opt-out available for those who prefer it off.
Improved: Appointment names preserved in treatment templates
Appointment names set on a treatment plan now carry through when saved and reapplied as a template.
Improved: AI note generation model upgrade
The AI model behind note generation in the new notes experience has been upgraded, lifting clinical accuracy in testing from 79% to 94% and reducing fabricated content.
Improved: Monthly accounts performance
The Monthly accounts report closing calculations now run more reliably at scale
Improved: Clinical note templates
Clinical note templates are now listed alphabetically in the new template modal and templates are now searchable by shortcut name.
Bug fixes
Clinical sidebar: notes in the History tab now show correct paragraph spacing from first load
Patient report filtering performance improved for large practices
Practitioner Activity report: fixed timeouts on the default date range for large practices
Practitioner Activity report: users without a practitioner record now get a clear permission message instead of a server error
Practitioner Activity report: fixed date filters failing with a database error
Clinical notes sidebar: switching between family members no longer shows the wrong patient’s treatment plan
Takings report no longer shows 0.00 after deleting and recreating a payment bundle
Invoices report GST total now sums across all pages
Treatment Plan report exports now complete correctly for all user levels
X-ray notes and grading can be edited from Chart > Images again
Treatment plan templates now assign the correct practitioner when applied
New notes experience (beta): fixed pinned note content briefly showing after switching patients
New notes experience (beta): receptionists can now access the notes experience and patient history without needing permission level 2
Fixed the tooth history hover panel clipping off screen for upper-jaw teeth
Dashboard treatment plan statistics now match the Treatment Plans report
Clinical notes: fixed AI note generation failing to complete
Clinical notes: bold text in lists now displays correctly in patient history
Cloning a treatment plan no longer shares lab completion status with the original
UK/ROI updates
New: NHS contract edit and create page
Adding or editing an NHS or HSC contract now uses a full settings page instead of a modal, laying the groundwork for contract target tracking coming to Wales.
Improved: Clearer Dojo terminal onboarding and management
Onboarding screens explain each step more clearly, and the terminal failure message now includes guidance on what to try next.
Under Terminals in Connect, ‘Manage terminals’ now shows registered partners, so practices can deregister a partner like Worldpay without needing a developer.
Improved: NHS estimate referral wording revised
Estimate wording for NHS England referrals has been updated to match the NHS’s revised FP17DC.
Improved: NHS Complex Care Pathways report
The report now shows NHS contract number and location on every row, and supports CSV export.
Improved: Scotland NHS claim fields now auto-populate
‘Number of teeth in mouth’ is now calculated from charting data and auto-populated on Scottish NHS claims.
Improved: Med Card for Ireland!
Med Card is now available as a payment method for Irish practices.
Improved: Recall report enhancement
Letter dispatch for practices printing their own recall letters from the Recall Report is clearer and more reliable.
Bug fixes
NHS: fixed claim practitioner dropdown selection not registering without switching practitioners first
NHS: treatment plans no longer fail to update when exemption dates or Northern Ireland fee values are missing
England/Wales: fixed Complex Care Pathway claims failing with invalid XML
Wales: fixed New Urgent Referral not recalculating to the Urgent Care Package
Wales: fixed urgent claims incorrectly receiving a Did Not Attend code
NHS Scotland: acceptance signature date on the Patient Declaration panel now saves correctly
NHS Scotland: removed an unnecessary signature obtained field from the Patient Declaration section
NHS Scotland: fixed the Patient/Representative dropdown resetting and leaving fields mismatched
NHS Scotland: mandatory fields on the Patient Declaration section are now clearly marked
Wales: lab fees now show correctly in estimate totals
Wales: fixed a ghost uncharged balance on split care package charging
Northern Ireland: fee code 2863 and Item 28 proviso caps updated to the April 2026 SDR
Terminals: fixed a false failure message when re-registering an existing Worldpay terminal (UK/ROI)
Ireland: practices with integrated terminals can now manage Worldpay and Paymentsense settings
Contacts: exporting doctors and specialists no longer returns an empty CSV
Canadian updates
Improved: Show or hide archived insurance plans
A new toggle lets practices show or hide archived insurance plans on the patient record.
Improved: Billing provider now defaults automatically
Billing provider is now selected automatically on claims and predeterminations when the choice is obvious.
Improved: Takings and Collections report performance
Backend improvements mean fewer timeouts and faster loading, including for longer date ranges.
Improved: Lab fees
Lab fees now carry through when applying a treatment plan template.
Bug fixes
Selecting primary-only for a dual-coverage patient no longer sends full secondary policy data
Secondary carriers without coordination of benefits support remain payable on the claim
Removed an incorrect NHS section from consent and estimate templates
Claim rejection notices now print correctly instead of freezing the Insurance/Claims tab
Fixed a dependent date of birth time zone issue on insurance policies
Request all outstanding transactions no longer hangs on an unsupported carrier
Monthly Accounts PDF export no longer hides linked breakdown values
Day End PDF export always renders the month to date column for provider view
Predetermination printing now opens the print dialog correctly
Multi-page predetermination amounts and acknowledgment totals now include every page
Fixed a lock-up when an insurance policy has a missing patient member
Practitioner totals now load in time on the Monthly Accounts report
APAC updates
New: Co-pay rollout in New Zealand
Co-payments have rolled out in New Zealand to support ACC and other payments.
Improved: Claims manager renamed and reorganised
Claims Management is now Claims manager, with clearer labelling throughout the claims form.
Bug fixes
Health fund claim payments no longer redistribute unevenly after re-explanation
HICAPS claim reversals no longer fail when attempted after an hour
Coming soon
These updates affect features that are currently in beta testing or early rollout. They’re not yet available to all practices, but here’s what to expect from us over the coming months as these features roll out across our users.
Beta Improved: Estimate preview
See a live preview of an estimate as you create or edit it, so you can check layout and wording before printing, emailing or sharing with a patient.
In Canada, a ‘Hide insurance details’ toggle will keep the insurance breakdown off the patient-facing document.
In Australia, health fund estimates will only preview once the patient’s health fund card is swiped.
Beta Improved: Edit estimated insurance amounts on the chart
Canadian practices can override primary and secondary estimated insurance amounts directly from the chart.
Beta Improved: Patient phone number formatting
Patient phone numbers are automatically formatted to industry-standard rules for each country.
Beta Improved: Treatment planning redesign with inline editing and reordering
A redesigned treatment plan with reordering and inline editing for payment plans and practitioner.
Beta Improved: Improved clinical note review and amendment flow
Complete a note when ready, then amend it inline if a correction is needed, with amendments tracked in the audit panel. More on this can be found here.
Beta New: Prescriptions
A new way to create, track and manage prescriptions is coming with full support for Australian workflows.
No current plans to tackle the NHS handwritten prescriptions, but creating a digital record will become easier than ever before!
Beta Improved: Recall with payments
Patients can pay deposits for recall appointments online via Stripe in the new Portal v2 experience.
As always, reach out to our support team via chat in Dentally with any questions.