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How we collect patient information through Dentally Portal
How we collect patient information through Dentally Portal

Let's take a look at what details are collected from the patient via Portal, and at what stages in their journey.

Hebe Neate-Clegg avatar
Written by Hebe Neate-Clegg
Updated over a week ago

What information is collected when booking an appointment online?

When a new patient goes to book an appointment on the Patient Portal, they will be asked to provide their patient details in two stages.

Stage 1 - Before booking the appointment, they will need to provide just the essential personal information that you need to identify and stay in contact with them. They'll be asked to provide:

  • Name

  • Date of birth

  • Mobile number

  • Marketing consent

This simplified sign-up process makes it quick and easy for the patient to book - increasing online sign-ups and reducing administrative time spent on telephone bookings.

Stage 2 - Once they have booked an appointment and provided the initial information, a patient will be prompted to provide other personal details through the Patient Portal action cards. This is where they will be asked for information like:

  • Address

  • Email address

  • Acquisition source

πŸ’‘ Top tip: We've streamlined the form-filling process even more by adding address look-up for UK patients πŸ”Ž - all they'll need to do is start typing in their address or postcode and a dropdown list of addresses will appear for them to choose from. Please note - this is currently only available for UK addresses πŸ‡¬πŸ‡§

Once the patient has provided all this information, it will instantly pull through to the patient's 'Details' screen on Dentally.

What will patients see when they provide personal information in Portal?

This feature will present to patients as a 'Complete your details' action card on their home screen straight after booking an appointment.

For existing patients who are missing details, they will be prompted via an action card when they log into their Dentally Portal account.

All they have to do is click the action card, provide the information requested and click 'Continue' - then the 'Complete your details' card will show as completed with a green tick βœ…

Follow this step-by-step demo to see this in action! πŸ‘‡

What will I see when a patient completes their details?

To view what's been changed after a patient completes their details, you can view the 'Audit' tab in the patient's record and click 'View change(s)'.

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