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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 dashboard🇦🇺🇨🇦🇬🇧🇮🇪 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 only🇨🇦🇦🇺🇬🇧🇮🇪 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 only🇦🇺🇬🇧🇨🇦🇮🇪 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 Portal🇦🇺🇨🇦🇬🇧🇮🇪 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 Portal🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - What happens in Dentally when patients complete actions on the Portal.
How to amend permission levels in Dentally Portal🇦🇺🇬🇧🇨🇦🇮🇪 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 reminders🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - How to enable the task reminder feature for your practice.
How to use task reminders🇨🇦🇦🇺🇬🇧🇮🇪 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 sent🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI
How to make use of Portal's features🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - Have you optimised your Dentally Portal configuration recently?
How to use performance reporting in Dentally Portal🇨🇦🇦🇺🇬🇧🇮🇪 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 booking🇦🇺🇬🇧🇨🇦🇮🇪 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 address🇦🇺🇨🇦🇬🇧🇮🇪 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 Portal🇨🇦🇦🇺🇬🇧🇮🇪 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 Portal🇦🇺🇬🇧🇨🇦🇮🇪 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 Portal🇦🇺🇨🇦🇬🇧🇮🇪 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 practice🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Create and manage different appointments, set pricing and duration - single-site practices only 👤
How to create a new online appointment as a multi-site brand🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Create and manage different appointments, set pricing and duration - multi-site practices only 👥
How to edit pricing, duration and other online appointment details🇦🇺🇨🇦🇬🇧🇮🇪 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 booking🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Understand how appointments are categorised to streamline the patient booking experience.
How to use online booking as a new patient🇦🇺🇬🇧🇨🇦🇮🇪 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 patient🇦🇺🇨🇦🇬🇧🇮🇪 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 online🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How a patient cancels and rebooks an appointment online using Dentally Portal.
How to use online booking for recall appointments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - What the patient will see when they’re due to book a routine appointment through Dentally Portal.
Dentally Portal Online Booking, What the Practice Sees🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - See and report on appointments booked, and payments taken using Online Appointment Booking
How patients use ‘Book together’ to combine routine appointments🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Understand how to enable and configure ‘Book together’, to allow patients to combine routine appointments
How to optimise your online booking configuration🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Have you optimised your Dentally Portal configuration recently?
How to use practitioner locking with online booking🇦🇺🇨🇦🇬🇧🇮🇪 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 👥🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - What are direct links and how to use them in Dentally Portal?
How patients provide their medical history on Portal🇦🇺🇬🇧🇨🇦🇮🇪 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 Dentally🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - How a patient signs a treatment estimate using the Patient Portal
How patients can sign an NHS FP17 PR on Dentally Portal🏥 NHS EN/WA only - An 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 Portal🏥 NHS EN/WA only - How to sign an FP17 form on the Patient Portal
Why can't my patients sign the NHS PR form?🏥 NHS EN/WA only - 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 view🇨🇦🇦🇺🇬🇧🇮🇪 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 Portal🇬🇧🇨🇦🇦🇺🇮🇪 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 Portal🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, ROI - How a patient pays for treatment using the Patient Portal
How to edit a payment plan in Portal🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How to add and edit payment plans, and what they're used for.
How to set up deposits for online bookings🇦🇺🇬🇧🇨🇦🇮🇪 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 Stripe🇨🇦🇦🇺🇬🇧🇮🇪 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?🇦🇺🇬🇧🇨🇦🇮🇪 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?🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How Google Pay works for patients and practices in Dentally Portal.
How to remind patients about outstanding payments on Portal🇦🇺🇬🇧🇨🇦🇮🇪 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 time🇦🇺🇬🇧🇨🇦🇮🇪 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 login🇨🇦🇦🇺🇬🇧🇮🇪 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 issues🇦🇺🇬🇧🇨🇦🇮🇪 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 account🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - If a patient is locked out of the Dentally Portal, follow these steps to help them regain access.