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Dentally Portal
Dentally Portal

How to configure your Portal, manage online appointment booking and help patients

Customise Portal

Understand how to edit your settings and configure your Portal admin dashboard.

How to access the Dentally Portal admin dashboard๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How to navigate to the Portal admin dashboard as a Dentally user.
How to customise Dentally Portal's appearance for your brand - multi-site only๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to customise your Dentally Portal in line with your practice and brand - for multi-site only.
How to customise Dentally Portal's appearance for your brand - single-site only๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to customise your Dentally Portal in line with your practice and brand - for single-site only.
How to enable and view patient booking notifications in Portal๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - Let's take a look at when/how the practice can be notified of important Dentally Portal updates.
How patients complete action cards on Dentally Portal๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - What happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in Dentally Portal๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to choose what users in your practice can do within the Dentally Portal's admin dashboard.
How to turn on task reminders๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How to enable the task reminder feature for your practice.
How to use task reminders๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How task reminders work, how to enable them, and how they can increase digital form collections
When task reminders are prepared and sent๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI
How to make use of Portal's features๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - Have you optimised your Dentally Portal configuration recently?
How to use performance reporting in Dentally Portal๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Using the performance report to understand your patients and optimise your activity.
How to customise a practitioner's Portal profile for online booking๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Customising practitioner details for online booking, including profile photo, job title and bio.
How to copy or edit your practice's unique Portal web address๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How to locate your practice's Portal link to share with patients, and how to customise it.
How to add your practice's privacy policy to Portal๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to use the 'Privacy policy' feature to share your practice's terms and conditions
Online Booking

Set your online appointments up to work exactly how you want them with Dentally...

How to create a new online appointment as a single-site practice๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Create and manage different appointments, set pricing and duration - single-site practices only ๐Ÿ‘ค
How to create a new online appointment as a multi-site brand๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Create and manage different appointments, set pricing and duration - multi-site practices only ๐Ÿ‘ฅ
How to edit pricing, duration and other online appointment details๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - Edit the details of a new or existing online appointment type, including price and calendar options.
How to use appointment categories with online appointment booking๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Understand how appointments are categorised to streamline the patient booking experience.
How to use online booking as a new patient๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How a new patient books their first appointment using Online Appointment Booking with Dentally Portal
How to use online booking as an existing patient๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How an existing patient books an appointment using Portal, including booking recalls and paying deposits.
How patients can cancel an appointment online๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How a patient cancels and rebooks an appointment online using Dentally Portal.
How to use online booking for recall appointments๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - What the patient will see when theyโ€™re due to book a routine appointment through Dentally Portal.
Dentally Portal Online Booking, What the Practice Sees๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - See and report on appointments booked, and payments taken using Online Appointment Booking
How patients use โ€˜Book togetherโ€™ to combine routine appointments๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Understand how to enable and configure โ€˜Book togetherโ€™, to allow patients to combine routine appointments
How to optimise your online booking configuration๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Have you optimised your Dentally Portal configuration recently?
How to use practitioner locking with online booking๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - Configure practitioner locking settings and how this affects who your patients can book in with online.
How to create direct links for different practices - multi-site only ๐Ÿ‘ฅ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - What are direct links and how to use them in Dentally Portal?
Online Signing

How patients provide their medical history on Portal๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Take a look at what patients will see when signing their medical history on the Patient Portal
How to sign treatment estimates using Patient Portal at Dentally๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How a patient signs a treatment estimate using the Patient Portal
How patients complete a digital NHS FP17 form with Portal๐Ÿฅ NHS EN/WA only - What patients see when they are prompted to complete an FP17 form through Portal
How NHS FP17 ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ and GP17 ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ forms work with Portal๐Ÿฅ NHS EN/WA and SC only - How to use NHS PR forms with Dentally Portal
How patients complete a digital NHS GP17 form with Portal๐Ÿฅ NHS SC only - What patients see when they are prompted to complete an GP17 form through Portal
How task reminders look in the patient's view๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - A look behind the scenes at how task reminders work hard for your practice and patients to collect forms.
How to enable and disable online forms on Portal๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Understand how to select which forms your patients can complete online through the Portal.
Online Payments

How to pay for treatment using the Patient Portal๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU, CA, UK, ROI - How a patient pays for treatment using the Patient Portal
How to edit a payment plan in Portal๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - How to add and edit payment plans, and what they're used for.
How to set up deposits for online bookings๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Understand how to add deposits to appointments, and why deposits are important for your business.
How to refund an online payment made via Stripe๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to refund or cancel an online payment made through Stripe.
Can I create discount codes for patients with Dentally Portal?๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Using promotional or discount codes for online booking on Dentally Portal is not currently supported.
Can patients pay using Google Pay and Apple Pay online?๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How Google Pay works for patients and practices in Dentally Portal.
How to remind patients about outstanding payments on Portal๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Send patients a reminder action card when payments are due.
Portal Devices

How to integrate devices with Portal