Dentally Settings & Overview
All you need to understand and navigate the Dentally settings & general FAQs
By Amber and 2 others3 authors61 articles
Practice Settings
Set your practice up to thrive on your Dentally journey with these help articles
- How to enable single sign-on (SSO) at your practice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Turning on and managing single sign-on (SSO)
- How to manage additional custom fields in your practice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Set up additional fields for display in the patient's details tab
- How to personalise custom email domains🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to customise your email domain
- How to set up a default email address🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to set up a default email address in Dentally
- How to manage billing in your practice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View and manage your billing settings
- How to manage the 'Other' section in your practice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Security, custom fields, custom email domains, payments and region-specific settings
- How to use your NHS practice settings🏥 NHS only - Navigating and using your NHS practice settings to configure your NHS options and contract details.
- How to manage patient communications in your practice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to manage your patient communications from the practice settings.
- How to manage postal settings for your practice🇬🇧🇮🇪 UK/ROI only - Postal settings for Dentally Mail users
- How to manage recall settings for your practice🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Manage your practice's recall settings.
- How to use custom fields in the patient record🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use your custom fields for patient details and charting
- How to override/change the base chart treatment colour🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK, ROI, APAC, CA - Change how base chart treatments appear by setting a custom colour. Quickly distinguish existing conditions from new treatment at a glance
Diary Settings
Settings for your calendar and appointments
User Settings
All you need to know to configure your users, practitioners and permissions
Treatment Settings
Managing your settings for treatments and plans
- How to manage your fee schedule and update treatment prices 🇨🇦🇨🇦 CA only - How to access your treatment settings in Dentally and how to ensure updates prices on treatments after new fee schedule.
- How to edit your practice's medical history questions🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - How to add to and edit the medical history questions
Contacts Settings
Adding doctors, specialists and other sources.
- How to add acquisition sources in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create new acquisition sources, and how to add this information to new and existing patients' records...
- How to add a doctor on Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to add a doctor/GP to your patient's profile in Dentally
- How to set up and use a specialist as a contact🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Set up specialists so that you can send referral letters and other documents
- How to block communications from certain contacts🇬🇧🇮🇪🇨🇦🇦🇺🇳🇿 UK/ROI, CA, APAC - Block unwanted communications from particular email addresses and phone numbers
FAQs
General FAQs such as system requirements & GDPR
- How to create, edit and complete tasks in your task list🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Adding, editing and completing tasks in the task list.
- How to update date and time display🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - You can choose whether you would like to view 12-hour or 24-hour times in Dentally
- How Dentally backs up your data🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - All you need to know about Dentally's data backup and security
- How to use the internal practice chat🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Turn on chat (for non-urgent internal messages)
- How to remove/delete a template🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How can I remove a template so it no longer shows in the template list
- How to check if your device/system can run Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The optimal system requirements for running Dentally on Windows and Mac
- Dentally Toolkit🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Are you getting started on your Dentally journey?
- How to set up your practice details🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up/amending your dental practice settings
- How to access Dentally on your computer🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to run Dentally, including using Google Chrome and how to log into the software.
- How to manage migration🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Migration of your data to Dentally from an existing patient management system
- How to access and manage your practice /personal task list🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Where to find the task list, how to filter the list, and where you'll see notifications about tasks.
- How to store data and comply with GDPR in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How Dentally works with GDPR - marketing consent, patient consent, the right to be forgotten
- How to export your data🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - What to do if you are a current or former Dentally customer needing to export your entire database
- How to access Dentally Sandbox🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to access and use Dentally Sandbox
- How to get your CPD certificate after completing Dentally training🇬🇧🇮🇪 UK/ROI only - Gaining a CPD certificate after completing Dentally training
- How to log in and out of Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Login and logout best practice
- How to use the Dentally dashboard🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The information you can view at a glance in your dashboard
- What to do if you are locked out of your Dentally account🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Troubleshooting when locked out of your account
- How to change your Dentally password🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to reset your Dentally password, what to do if you forget it, and understanding specifications.
- How to manage your personal Dentally preferences🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Managing your account, address, image, two-factor authentication, password, preferred phone numbers
- How and when you can request detailed user session audits🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to request detailed user information
- How to add and edit specialisms🇬🇧🇮🇪 UK/ROI only - Add your specialisms and special interests, and edit them in your settings
- Using webhooks in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to manage webhooks in Dentally
- What to do if Dentally is running slowly🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Troubleshooting tips for when Dentally is running slowly or not working as expected
Getting Support with Dentally
How to find support and ask questions
- How to get AI support in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using Ellie, our AI support agent, to get 24/7 support and answer questions
- How to get support with Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to find the Help Centre, status page and other resources including how to start a support chat.
- How to use Dentally Community🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Accessing and using Dentally Community to ask questions and get support.
- How to access Dentally Academy for training🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Complete training, refresh your memory, or train new starters in your team, using Dentally Academy