How do I select a location when working in Dentally?
If you're a multi-site practice, it's important that you carry out actions for the correct location, to ensure records and reporting are accurate.
To set your location for a multi-site practice:
When you log into Dentally, a pop-up window will appear with the header 'Where are you working today?' and the multi-site switcher tool.
In the 'Location' dropdown, select the site that you are working from and wish to assign activity to.
When you have selected, click 'Done'. Any actions carried out during this session will be assigned to your chosen location (unless you change it manually at a later time).
Your chosen location will be displayed in the top right-hand corner of your Dentally screen, next to your name.
You can change this manually at any point, or if it doesn't pop up when you first log in. Simply click the location that is displayed in the top right corner - the multi-site switcher window will appear and you can select a new location from the dropdown as before.
💡 Top tip: This is ideal if you work across multiple sites, and works for both practitioners and non-practitioners. Find out more about other multi-site features here.
Switching sites for practitioners
A practitioner has one login with a default site that selects their location when they log in.
Practitioners need to have an identity for each site they are working at, so that patient records, treatment plan items, payments etc are all recorded at the correct location (Dr Smith - London, Dr Smith - Newcastle etc). This is important for reporting purposes.
When a practitioner logs in to Dentally, they are asked to select which site they are working at so that Dentally can assign the correct location.
📝 Please note: If your practitioners have more than one login, more than one user in 'Settings' > 'Users', and more than one email address for Dentally, this is not recommended best practice and should be changed - see this guide for help on how to do this.
Switching sites for non-practitioners
Non-practitioners who work at multiple sites, also use the multi-site switcher to select their correct location, so that they see the correct appointment book and patients for that site, and can assign payments and run reports accurately.
Users can switch the location view in the calendar to view and book appointments, but this only applies to the calendar - the user still stays logged into their current location. If they have no access to the other sites, they can't see the diary or run reports and the patient search does not display the patients from those other sites.