Why does the 'Details' screen look different?
We have given the 'Details' screen a refresh! Not only does this new look modernise your workflow for a sleeker user experience, but it also gives us room to grow.
The new layout gives us the space to develop new features in the future - all aimed towards helping you maintain best practice workflows and aiding you in delivering an exceptional patient experience.
How do I find the patient's 'Details' screen?
When you have selected a patient's record, go to the 'Details' tab at the top of the screen.
Here you will see a summary of key patient details including:
Identity and personal details (eg name, date of birth).
Contact information (eg address, email address, phone number).
Practice details (eg preferred site, acquisition source, recall info, payment plan).
🚨 Important to remember: Whenever you make changes to any fields, ensure you click 'Save' before closing or navigating to a different page.
💡 Top tip: You can add custom fields in your settings too! If you add more than two, they will appear in the top right-hand corner of the 'Details' screen.
What information can I update on the patient's 'Details' screen?
Many fields can be edited from within this screen, and work as you would expect.
Here are some tips to help you understand certain fields:
Family - Link family members' accounts, by using the link 🔗 icon and selecting the correct patient from the dropdown. You can also hide the full list of linked family members if there are a lot.
Marketing consent - Indicate whether the patient has opted in or out of marketing communications (such as practice news), or whether this is unknown. When you mark that they have opted in or out, the date will be noted and can be viewed by clicking the ℹ️ icon.
Communication methods - Tick whether the patient is happy to be contacted by email and/or SMS. If a text or email is undeliverable due to the number or email being unavailable, the preference is automatically set to not use that contact method.
Location - This field will only show for multi-site practices and is used to identify the patient's preferred site.
Recall method - The patient's preferred contact method for routine appointment reminders.
Dentist/Hygienist - Select the patient's main dentist/hygienist. Adding the dentist/hygienist ensures continuity of care and automatically assigns the patient to that practitioner for recalls.
Dentist/hygienist recall interval - This is set at the end of each course of treatment by the dentist or hygienist. If it is not set, it is automatically changed to 6 months for a new patient, but can easily be edited here.
Next dentist/hygienist recall - Updates automatically or can be changed here.
Acquisition source - How the patient found your practice. The dropdown list is configured in your settings.
📝 Please note: SMS messages will only be sent if there is a phone number in the 'Mobile phone' field.
You can also use the 'More...' button in the top right corner of the 'Details' screen to...
Merge patient - This allows you to merge two patient records if a duplicate has been created. This is available for users with Permission Levels 3 and 4 only.
Archive patient - This allows you to archive a patient's record and provide a reason (eg the patient is lapsed). Their information will be stored in Dentally, and they can be unarchived if required.
Delete record - This allows those with Permission Level 4 to delete the patient record.
How can I tell when a patient's record was last updated?
Along the bottom of the patient’s 'Details' tab, you will see who last updated the record and when, along with the option to view the update history.
