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How patients log into Portal for the first time
How patients log into Portal for the first time

What patients do to create a Dentally Portal account the first time they log in, and why it's important for practices.

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

πŸ’‘ Top tip: What if a patient isn't able to proceed with logging in because they entered their details incorrectly, or used the wrong link? If a patient is having any issues logging, generate a new link for them and ask them to try again with the new one. If the problem persists, please get in touch with support.

How do patients create an account on Portal?

  1. The patient will enter their name, date of birth, email address and mobile number, and then confirm the details are correct.

  2. They will be sent a code via SMS as part of our two-factor authentication process.

  3. Once received, the patient will enter this code on Portal.

  4. They then will be prompted to create a password.

  5. The patient must click the link sent to their email address, and enter the password they created.

  6. They will then be prompted to accept the terms.

And with that, the patient will be fully registered on Portal! Their record in Dentally will automatically update to reflect these changes.

πŸ’‘ Top tip: Make sure the patient's mobile number is in the mobile field in Dentally - if this is entered into the home or work fields, Portal will not work for the patient. Portal requires a valid mobile number to verify when a patient is logging in. This adds an extra level of security for patient data. It is not possible to use a landline instead.

Why do patients need to register for an account on Portal?

Patients need to verify they are who they say they are, to ensure we do not expose important patient information to the wrong person.

It will make it easier for patients to book appointments and update their details - saving them time and helping you to gather accurate information.

Why do we ask patients for two-factor authentication?

This protects patients' medical information and contact details from hacking and phishing. Plus, it helps practices to ensure contact details are up-to-date.

Portal users have seen a big improvement in gathering accurate authenticated details from patients since implementing two-factor authentication - preventing SMS communications from going to the wrong number.

πŸ“ Please note: Two-factor authentication texts sent to patients may incur a charge for your practice.

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