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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 dashboardHow to navigate to the Portal admin dashboard as a Dentally user.
How to customise Dentally Portal's appearance to match your brandHow to customise your Dentally Portal in line with your practice and brand.
How to enable and view patient booking notifications in PortalLet's take a look at when/how the practice can be notified of important Dentally Portal updates.
How patients complete action cards on Dentally PortalThis article will help you understand what happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in Dentally PortalHow to choose what users in your practice can do within the Dentally Portal's admin dashboard.
How to turn on task remindersHow to enable the task reminder feature for your practice.
How to use task remindersFind out how task reminders work, how to enable them, and how they can increase digital form collections for your practice and save time.
When task reminders are prepared and sent
How to optimise your Portal configurationAre you getting the most out of your patient portal? Have you optimised your Dentally Portal configuration recently?
How to use performance reporting in Dentally PortalUsing the performance report to understand your patients and optimise your activity.
How to customise a practitioner's Portal profile for online bookingCustomising practitioner details for online booking, including profile photo, job title and bio.
How to copy or edit your practice's unique Portal web addressHow 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 PortalHow 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 PortalHow to enable acquisition sources and gather source information from new patients via Portal...
How we collect patient information through Dentally PortalLet's take a look at 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 practiceHow to create and manage different appointments, set pricing and duration, and categorise them - single-site practices only 👤
How to create a new online appointment as a multi-site brandHow to create and manage different appointments, set pricing and duration, and categorise them - multi-site practices only 👥
How to edit pricing, duration and other online appointment detailsHow to edit the details of a new or existing online appointment type, including price, duration, practitioners and calendar options.
How to use appointment categories with online appointment bookingUnderstand how appointments are categorised to streamline the patient booking experience.
Booking a new patient appointment on Dentally PortalHow a new patient books their first appointment using Online Appointment Booking with Dentally Portal
Booking an existing patient appointment on Dentally PortalHow an existing patient books an appointment using Online Appointment Booking, including booking recalls and paying deposits.
How patients can cancel an appointment onlineHow a patient cancels and rebooks an appointment online using Dentally Portal.
How to use Online Booking for recall appointmentsLearn how to use online recall links, and what the patient will see when they’re due to book a routine appointment through Dentally Portal.
Dentally Portal Online Booking, What the Practice SeesHow the Practice sees and Reports on appointments booked, and payments taken using Online Appointment Booking
How patients use ‘Book together’ to combine routine appointmentsUnderstand how to enable and configure ‘Book together’, to allow patients to combine routine appointments.
How to optimise your online booking configurationAre you getting the most out of your online booking system? Have you optimised your Dentally Portal configuration recently?
How to use practitioner locking with online bookingHow to configure Dentally Portals 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 👥What are direct links and how to use them in Dentally Portal?
How patients provide their medical history on PortalTake 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 DentallyHow a patient signs a treatment estimate using the Patient Portal
How patients can sign an NHS FP17 PR on Dentally PortalAn insight into how patients sign the NHS FP17 PR on the portal and what appears in Dentally.
How to sign an FP17 form on the Patient PortalHow to sign an FP17 form on the Patient Portal
Why can't my patients sign the NHS PR form?Advise on when patients ask you why they're unable to sign the NHS PR form on the Portal.
How task reminders look in the patient's viewA 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 PortalUnderstand how to select which forms your patients can complete online through the Portal.
How to pay for treatment using the Patient PortalHow a patient pays for treatment using the Patient Portal including applying promotional codes, view invoices
How to edit a payment plan in PortalHow to add and edit payment plans, and what they're used for.
How to set up deposits for online bookingsUnderstand how to add deposits to appointments, and why deposits are important for your business.
How to refund an online payment made via StripeHow to refund or cancel an online payment made through Stripe.
Can I create discount codes for patients with Dentally Portal?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?How Google Pay works for patients and practices in Dentally Portal.
How to remind patients about outstanding payments on PortalSend 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 timeWhat patients do to create a Dentally Portal account the first time they log in, and why it's important for practices.
How to access Dentally Portal with an existing account loginSee how patients login to the portal once they have a Portal account
How to help a patient who is experiencing login issuesHelping you solve the most common log in problems on Dentally Portal.
How to help a patient who is locked out of their accountIf a patient is locked out of the Dentally Portal, follow these steps to help them regain access.