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Patient Record
A collection of articles to help support you with all your patient record related questions
Patient Record Overview
Adding patients, patient notes and more...
How to add a new patient in Dentally?Let's take a look at how you can use the toolbar in dentally to add a new patient record.
How to use the 'Details' screen in the patient recordExploring the patient's details screen including navigating, editing, archiving and deleting.
How to work on multiple patients at the same timeHow to open more than one patient record at a time
Adding, Customising and Deleting a NoteHow to add, show, hide, customise and delete a non-clinical Note
How to use postcode look-up to enter a patient's address - UK only 🇬🇧How to use the postcode finder function to make it easier to enter patient details.
How to search for a patient in DentallyHow to use the search box in Dentally to find a patient or archived patient
Sticky NotesHow to use notes for quick, non-clinical information, reminders, or comments. Hide all notes in one click, Note audit trail
Opening Multiple Patient RecordsHow to open multiple patient records
Patient Details - Canada Only 🇨🇦Let's explore entering and editing the patient's details within Dentally 🇨🇦
Patient Admin
Customising and Managing your patients
Customise the Patient's TitleHow to add Titles into the patient's details
Archiving a PatientHow to archive a patient, find archived patients
How to merge patientsHow to merge duplicate patient records in Dentally, Including how to merge patient images beforehand!
Family MembersHow to group family members, link and unlink family members to make appointment booking easier for the family
How to locate an archived patient?Struggling to find an archived patient, Cant find an old patient.
Using the Audit TrailHow to use the audit tab to view all the activity on a patient's account.
How to Access and Export Treatment HistoryYou can access a full list of the patient's treatment history, and even export this if the patient ever requests a copy.
Can I add a profile photo to the patient's record?How to add a profile photo to a patient's record.
Patient Medical History Tab
Recording, editing and sending a medical history
How to manage a patient's medical historyHow to record, review or invalidate a patient's medical history, and how to set medical alerts
How to edit your practice's medical history questionsHow to add to and edit the medical history questions on the desktop
How to send medical history links via SMS and emailHow to send an SMS or email link for patients to complete their medical history online.
How to add a medical alert for a patientAdding a medical alert to a patient's record to flag a medical issue.