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🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, IE - Add a new patient so that you can record details, book appointments, chart and create treatment plans.
How to use the 'Details' screen in the patient record - UK/ROI only 🇬🇧🇮🇪🇬🇧🇮🇪 UK/ROI only - Exploring the patient's details screen including navigating, editing, archiving and deleting.
How to work on multiple patients at the same time🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, IE - How to open more than one patient record at a time
How to manage your non-clinical notes in the patient's record🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, IE, UK - How to show, hide, customise and delete a non-clinical note
How to use postcode look-up to enter a patient's address - UK only 🇬🇧🇬🇧 UK only - How to use the postcode finder function to make it easier to enter patient details.
How to search for a patient in Dentally🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, IE, UK - How to use the search box in Dentally to find a patient or archived patient
How to add and edit non-clinical notes🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, IE - Use notes for quick non-clinical information, reminders, or comments
Opening Multiple Patient Records🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, IE - How to open multiple patient records
How to use the 'Details' screen in the patient record - CA only 🇨🇦🇨🇦 CA only - Exploring the patient's details screen including navigating, editing, archiving and deleting.
How to use the 'Details' screen in the patient record - AU only 🇦🇺🇦🇺 AU only - Use the patient details screen to add and update patient information such as contact details and family linking.
Patient Admin
Customising and Managing your patients
Customise the Patient's Title🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, IE, UK - How to add Titles into the patient's details
Archiving a Patient🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, IE - How to archive a patient, find archived patients
How to merge patients🇦🇺🇬🇧🇮🇪 AU, UK, IE - How to merge duplicate patient records in Dentally, Including how to merge patient images beforehand!
How to link patient accounts using 'Family Members'🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, IE - Link and unlink family members to make appointment booking and account management easier for the family.
How to locate an archived patient?🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, IE, UK - Struggling to find an archived patient, Cant find an old patient.
Using the Patient's Audit trail🇦🇺🇨🇦🇮🇪🇬🇧 AU, CA, IE, UK - How to use the General and Dentally Vision audit tabs to view all the activity on a patient's record.
How to Access and Export Treatment History🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, IE - Access a full list of the patient's treatment history, and export this if the patient ever requests a copy
Can I add a profile photo to the patient's record?🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, IE - 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 history🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, IE - How to record, review or invalidate a patient's medical history, and how to set medical alerts
How to edit your practice's medical history questions🇦🇺🇨🇦🇬🇧🇮🇪 AU, CA, UK, IE - How to add to and edit the medical history questions on the desktop
How to send medical history links via SMS and email🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, IE - How to send an SMS or email link for patients to complete their medical history online.
How to add a medical alert for a patient🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, IE - Adding a medical alert to a patient's record to flag a medical issue.