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Dentally Settings
Dentally Settings

Getting Started, Dentally Settings & General FAQ's

Getting started as a Receptionist in Dentally

Are you receptionist? Are you new to Dentally? Give yourself a head start with these help articles!

How to use the Takings report in Dentally?The takings report is designed to be run daily to help you keep track of the practice's takings.
How to Link/Unlink appointmentsHow to Link and Unlink appointments through the patient's record
How to cancel an appointment in Dentally?Let's take a look at how you can cancel down an appointment in your diary.
How to move an appointment in Dentally?Let's take a look at how you can adjust and move an appointment in Dentally...
How to search for a dental and hygiene appointment at the same time?Lets take a look at the ideal way to search for availability on both a dentist and hygienist in Dentally...
How to book family appointments in DentallyBooking a family appointment in Dentally is super easy, just link the family together and follow the below...
How to find a patient quickly on Dentally?How to use the search box in Dentally to find a patient's record & how to find an archived patient...
How to process a refund?Let's look at two scenarios, How do I process a refund for patients in credit? & How do I process a refund for work carried out? πŸ‘‡
How to take a deposit in DentallyTaking a deposit for work that is to be carried out in the future is quite simple in Dentally...
How to edit a charged treatment?Wrong tooth or treatment charted or treatment in the wrong appointment? Then take a read on how to edit a charged treatment plan below πŸ‘‡
Practice Settings

Set your practice up to thrive on your Dentally journey with these help articles

How do I remove a practitioner from the calendar once the user is inactive?Need to remove a column of an inactive dentist, follow these instructions...
How to use Dentally Chat function for non-urgent messagesLearn how to turn on Chat, use emojis in chat and delete chat history.
How to set and use single sign-on (SSO) at your practice?Let's take a look at the process of turning on single sign-on or SSO for you practice, and how you can manage this going forward.
What is single sign on or SSO?What is single sign on or SSO and what can it be used for in Dentally?
How to log in with SSO?If you have enabled SSO at your practice (single sign-on) you must make sure you are logging in correctly.
How to add/edit a practitioner - πŸ‡¦πŸ‡Ί AU OnlyThe options seen when adding a practitioner differ in each region, for practices in Australia you should follow this guide...
How to update Date and Time displayUsers can choose whether they would like to view a 12 hour clock or a 24 hour clock in Dentally
How to create, assign and manage Dentally TasksLet's take a look at accessing and creating tasks, and task notifications in Dentally.
How to set up A5 appointment printingHow to set up your appointment printing on A5 paper in the Practice Settings in Dentally. Set up appointment card printer.
How to use Practice Settings - Custom FieldsSet up additional fields for display in the patient's details tab
How to add acquisition sources in DentallyHow to create new acquisition sources in Dentally, and how to add this information to new and existing patients' records...
How to personalise custom email domainsHow to personalise a custom email domain in Dentally
How to set up a default email addressHow to set up a default email address in Dentally
How to add a new user to DentallyHow to add a new user to Dentally, how to set up a new member of staff on Dentally. How a new member of staff can log in to Dentally
How to add/edit a practitioner in DentallyHow to add/edit a new practitioner to Dentally
How to add a Doctor on DentallyLet's take a look at how to add a Doctor / GP to your patient's profile in Dentally.
How to manage your accountHow to manage your account, including address, profile image, two-factor authentication, change password, preferred phone numbers
How to change your Dentally passwordHow to change your Dentally password, what to do if you forget it, and understanding password specifications.
How to set up specialistsHow to set up specialists so that you can add them to referral letters and other documents
How to use Practice Settings - Billing & Export SettingsPractice Settings - Billing, export
How to use Practice Settings - Other SettingsPractice Settings - Other Settings - Security, Custom fields and charting, Support, Internationalisation, Payments, Portal
How to use Practice Settings - NHS settingsPractice settings - NHS settings
How to use Practice settings - Patient CommunicationHow to manage, change or amend your dental practice settings for patient communication, appointment reminders, email footer, tooth name
How to use Practice Settings - Postal SettingsPractice Settings -Postal - Dentally Mail settings
How to use Practice Settings - RecallsPractice Settings - Enable Recalls - enable automated recalls
How to use the Dentally DashboardLet's take a look at all the information you can find on Dentally's homepage dashboard.
How to remove a userHow to remove a user/practitioner so they no longer have access to Dentally
How to use custom fields in DentallyLet's take a look at the different types of custom fields in Dentally/
Managing your treatment settings πŸ‡¨πŸ‡¦Let's take a look at how you can manage your treatment settings in Dentally πŸ‡¨πŸ‡¦

General FAQs such as System requirements, 2FA & GDPR

How to remove/delete a templateHow can I remove a template so it no longer shows to be chosen from in the templates menu.
How to use system requirementsSystem requirements, or what you need, to run Dentally. Windows, Mac and iPad requirements
Dentally ToolkitAre you getting started on your Dentally journey?
How to enable Discounting permissions?Discounting is widely used across Australian πŸ‡¦πŸ‡Ί and Canadian πŸ‡¨πŸ‡¦ practices, therefore you can enable users to be able to apply discounts.
How to set up your practice details in DentallySetting up or amending your dental practice settings including your address and contact details in Dentally.
How to run Dentally - the basicsSome basic information as to how to run Dentally, including using Google Chrome and how to login to the software.
How to manage migrationQuestions about migration of your data to Dentally from an existing patient management system. How we transfer your data to Dentally.
How to use the Task list feature in DentallyUse tasks to ensure that jobs are carried out, and nothing is forgotten, Covering creating, assigning, subtasks, follow-ups and duplicating
Understanding the default permission levels in Dentally - UK only πŸ‡¬πŸ‡§What each default permission level allows users access to in Dentally
How to store data and comply with GDPR in DentallyDentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
How to set up and use Two-Factor AuthenticationHow to set up Two Factor Authentication on a user account. One time password OTP, SMS, 2FA
How to export your dataLeaving Dentally and need to access your data now you are no longer a Dentally customer πŸ‘‡
How to access Dentally SandboxNeed some help accessing your Dentally Sandbox?
How to get your CPD certificate after completing Dentally trainingI have completed my Dentally training and need my CPD certificate...
Understanding the default permission levels in Dentally - AU/CA only πŸ‡¦πŸ‡ΊπŸ‡¨πŸ‡¦What each default permission level allows users access to in Dentally... For AU Only.