Let's explore entering and editing the patient's details within Dentally for Canadian users 🇨🇦
The Details tab is where the patient’s personal details are stored and edited. It is split into sections to make things easy to find.
Patient Details screen
The Patient details screen is split into the following sections:
Let's take a look at a breakdown of each section...
Patient Identity
You can enter and edit the following patient's personal details here:
Title
First Name
Middle Name
Last Name
Preferred Name
DOB
Sex
Has a disability?
Student?
Preferred language
Occupation
*Adding Family Members
This section enables you to see any Family members linked to the patient, including their first name, last name and age.
Linking family members together can be done in two ways:
You can use the Link button highlighted below if the family member is already in your database. Simply type there name and select them from the list.
Or if the family member is a new patient, just click the '+create new patient' icon, and it will pull in info such as last name, address, and dentist.
Custom fields
There are two available text-only custom fields available on the patient details tab.
The titles of these can be changed in Settings -> Practice -> Other and under Custom Fields & Charting
You also have the ability to set up further custom fields, which can be entered for each patient through the custom fields button in the top right of their patient record.
Contact details and preferences
You can enter and edit the following patient's personal details here:
Address
Phone Numbers (Mobile/Home/Preferred)
Email
Consents - opt-in email / opt-in to SMS and Marketing consent
💡 Please note, that SMS messages will only be sent to the number in the Mobile field.
Practice and Recalls
This final section on the Patient Details screen includes the following fields:
Dentist
Dentist recall interval
Next dentist recall
Hygienist
Next hygienist recall
Account
Fee schedule
Recall method
*Setting up Doctors in Dentally
Doctors are selected from a pre-populated list.
If the available Doctor is not listed, you can use the '+' button to the right of the field to add a new Doctor, this will also be added to your available list of Doctors going forward.
*Setting up Acquisition sources in Dentally
By adding an acquisition source to each patient, you can track your most successful stream for gathering new patients.
These are selected from a pre-populated list that you can set up and edit accordingly in your practice settings.