Dentally Portal
How to configure your Portal, manage online appointment booking and help patients
By Hebe and 2 others3 authors58 articles
Customise Portal
Understand how to edit your settings and configure your Portal admin dashboard.
- How to access the Dentally Portal admin dashboard๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to navigate to the Portal admin dashboard as a Dentally user.
- How to customise Dentally Portal's appearance for your brand - multi-site only๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - 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 only๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - 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 Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - When/how your practice can be notified of patients' booking activity.
- How patients complete action cards on Dentally Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What happens in Dentally when patients complete actions on the Portal.
- How to amend permission levels in Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to choose what users in your practice can do within the Dentally Portal's admin dashboard.
- How to turn on task reminders๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to enable the task reminder feature for your practice.
- How to use task reminders๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How task reminders work, how to enable them, and how they can increase digital form collections
- How task reminders are prepared and sent via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What criteria cause task reminders to send/not send
- How to make use of Portal's features๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Optimise your Dentally Portal configuration for the best results
- How to use performance reporting in Dentally Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Using the performance report to understand your patients and optimise your activity.
- How to customise a practitioner's Portal profile for online booking๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Customising practitioner details for online booking, including profile photo, job title and bio.
- How to find and copy your practice's unique Portal web address๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to locate your practice's Portal URL to share with patients.
- How to add your practice's privacy policy to Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - 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 Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to enable acquisition sources and gather source information from new patients via Portal...
- How we collect patient information through Dentally Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Which details are collected from the patient via Portal, and at what stages in their journey.
- How task reminders look in the patient's view๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How task reminders work for patients
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 practice๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - 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 brand๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Create and manage different appointments, set pricing and duration - multi-site practices only ๐ฅ
- How to edit pricing, duration and other online appointment details๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Edit the details of a new or existing online appointment type, including price and calendar options.
- How to use appointment categories with online appointment booking๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Understand how appointments are categorised to streamline the patient booking experience.
- How to use online booking as a new patient๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How a new patient books an appointment using Portal, including paying deposits.
- How to use online booking as an existing patient๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How an existing patient books an appointment using Portal, including booking recalls and paying deposits.
- How patients can cancel an appointment online via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How a patient cancels and rebooks an appointment online using Dentally Portal.
- How to use online booking for recall appointments๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What the patient sees when theyโre due to book a routine appointment through Dentally Portal.
- What your practice sees when a patient books online via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - See and report on appointments booked, and payments taken, online.
- How patients use โBook togetherโ to combine routine appointments via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to enable and configure โBook togetherโ, to allow patients to combine routine appointments
- How to optimise your online booking configuration๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Optimise your Dentally Portal online booking configuration
- How to use practitioner locking with online booking๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Configure practitioner locking settings
- How to create direct Portal links for different locations - multi-site only ๐ฅ๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Direct links so patients can access particular sites
- How appointment slots are held during online booking with Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How slots are reserved when a patient starts booking an appointment through Dentally Portal
- How patients provide their medical history online via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - What patients see when signing their medical history in the Patient Portal
- How patients can sign treatment estimates digitally via Dentally Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How a patient signs a treatment estimate using the patient Portal
- How digital 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 work๐ฅ NHS EN/WA/SC only - How to use NHS PR forms with Dentally 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 patients complete a digital NHS GP17 form on a tablet through Portal๐ฅ NHS SC only - What patients see when they are prompted to complete an GP17 form through Concierge
- How to enable and disable online forms on Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Understand how to select which forms your patients can complete online through the Portal.
- How patients pay for treatment online via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How a patient pays for appointments through Dentally Portal.
- How to edit a payment plan/fee schedule in Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to add and edit payment plans, and what they're used for.
- How to set up deposits for online bookings๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to add deposits to appointments, and why deposits are important for your business.
- How to refund an online payment made via Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How to refund or cancel an online payment made through Stripe.
- Can I create discount codes for patients with Dentally Portal?๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Using promotional or discount codes for online booking on Dentally Portal is not currently supported.
- Can patients use Google Pay and Apple Pay when paying online via Portal?๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How Google Pay works for patients and practices in Dentally Portal.
- How to remind patients about outstanding payments on Portal๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - 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 time๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How patients create a Dentally Portal account, and why it's important for practices.
- How patients access Dentally Portal with an existing account login๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - How patients log into the Portal once they have a Portal account
- How to help a patient who is experiencing login issues๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Helping you solve the most common login problems on Dentally Portal.
- How to help a patient who is locked out of their Portal account๐ฌ๐ง๐ฎ๐ช๐ฆ๐บ๐ณ๐ฟ๐จ๐ฆ UK/ROI, APAC, CA - Follow these steps to help them regain access.