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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 dashboard๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 only๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช 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 only๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 Portal๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 Portal๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - What happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in Dentally Portal๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 reminders๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - How to enable the task reminder feature for your practice.
How to use task reminders๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช 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 sent๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI
How to make use of Portal's features๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - Have you optimised your Dentally Portal configuration recently?
How to use performance reporting in Dentally Portal๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช 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 booking๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 address๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 Portal๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - How to use the 'Privacy policy' feature to share your practice's terms and conditions
Patient Details
How to collect patient information and record it in Dentally
How to use patient acquisition sources on Dentally Portal๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - How to enable acquisition sources and gather source information from new patients via Portal...
How we collect patient information through Dentally Portal๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - What details are collected from the patient via Portal, and at what stages in their journey.
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 practice๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - Create and manage different appointments, set pricing and duration - single-site practices only ๐ค
How to create a new online appointment as a multi-site brand๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI - Create and manage different appointments, set pricing and duration - multi-site practices only ๐ฅ
How to edit pricing, duration and other online appointment details๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 booking๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - Understand how appointments are categorised to streamline the patient booking experience.
How to use online booking as a new patient๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 patient๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 online๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - How a patient cancels and rebooks an appointment online using Dentally Portal.
How to use online booking for recall appointments๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - What the patient will see when theyโre due to book a routine appointment through Dentally Portal.
Dentally Portal Online Booking, What the Practice Sees๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - See and report on appointments booked, and payments taken using Online Appointment Booking
How patients use โBook togetherโ to combine routine appointments๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - Understand how to enable and configure โBook togetherโ, to allow patients to combine routine appointments
How to optimise your online booking configuration๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI - Have you optimised your Dentally Portal configuration recently?
How to use practitioner locking with online booking๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช 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 ๐ฅ๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - What are direct links and how to use them in Dentally Portal?
How patients provide their medical history on Portal๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 Dentally๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - How a patient signs a treatment estimate using the Patient Portal
How patients complete a digital NHS FP17 form with Portal๐ฅ NHS EN/WA only - What patients see when they are prompted to complete an FP17 form through Portal
How NHS FP17 ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐ด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ and GP17 ๐ด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ forms work with Portal๐ฅ NHS EN/WA and SC only - How to use NHS PR forms with Dentally Portal
How patients complete a digital NHS GP17 form with Portal๐ฅ 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 view๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช 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 Portal๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI - Understand how to select which forms your patients can complete online through the Portal.
How to pay for treatment using the Patient Portal๐ฆ๐บ๐จ๐ฆ๐ฌ๐ง๐ฎ๐ช AU, CA, UK, ROI - How a patient pays for treatment using the Patient Portal
How to edit a payment plan in Portal๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI - How to add and edit payment plans, and what they're used for.
How to set up deposits for online bookings๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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 Stripe๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช 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?๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช 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?๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - How Google Pay works for patients and practices in Dentally Portal.
How to remind patients about outstanding payments on Portal๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - Send patients a reminder action card when payments are due.
Portal Devices
How to integrate devices with Portal
How patients log into Portal for the first time๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - Creating a Dentally Portal account the first time patients log in, and why it's important for practices.
How to access Dentally Portal with an existing account login๐จ๐ฆ๐ฆ๐บ๐ฌ๐ง๐ฎ๐ช CA, AU, UK, ROI - See how patients login to the portal once they have a Portal account
How to help a patient who is experiencing login issues๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - Helping you solve the most common log in problems on Dentally Portal.
How to help a patient who is locked out of their account๐ฌ๐ง๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช UK, CA, AU, ROI - If a patient is locked out of the Dentally Portal, follow these steps to help them regain access.