Treatment planning FAQs
"How to" questions on all things treatment planning
By Amber and 1 other2 authors14 articles
- How to edit charged treatment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Wrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below 👇
- How to reopen a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to reopen a previously completed treatment plan
- How to record labs in Canada🇨🇦 CA only - How to create a lab against a treatment item in Dentally
- Sterilisation tracking codes🇦🇺🇳🇿🇨🇦 APAC/CA only - Provides practices with the ability to document sterilised instrument codes in a patient record
- How your treatments are saved🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How we ensure your treatment plans and notes are safe and secure when running a busy dental practice
- How to delete a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to delete a treatment plan
- How to confirm an unbooked appointment is ready for booking🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Let the admin team know an appointment has all the necessary details and is ready to be booked.
- How to set the booking interval for an unbooked appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting a booking interval on an unbooked appointment, so admin staff know when to book.
- How to clone and rename a treatment plan🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Clone a treatment plan when offering multiple treatment options, and rename a plan so it's distinguishable
- How treatment codes can swap in Canada🇨🇦 CA only - Understanding Dentally's "smart" code-swapping mechanism in Canada
- How to create private referrals🇬🇧🇮🇪 UK/ROI only - Create private in-group, in-house and external referrals
- How to create an NHS referral🇬🇧🇮🇪 UK/ROI only - Create NHS referrals via an integration
- How to view and manage in-group referrals you have received🇬🇧🇮🇪 UK/ROI only - If you receive an in-group referral from another practice, see how the patient record will display, and how to view the referral
- How to manage pricing with treatment plan templates🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - A close look into the upcoming plan template changes to how pricing and fees are applied.