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Dentally Settings & Overview

All you need to understand and navigate the Dentally settings & general FAQs

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
User Settings

All you need to know to configure your users, practitioners and permissions

How to add or edit a user🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to add a new user to Dentally, and manage your users
How to set up and use two-factor authentication (2FA)🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Enhance your account security and enable Multi-Factor Authentication (MFA) on your Dentally account.
How to add/edit a practitioner in Dentally - UK/ROI only 🇬🇧🇮🇪🇬🇧🇮🇪 UK/ROI only - How to add a new practitioner to your practice in Dentally, and how to edit an existing one.
How to add/edit a practitioner - APAC only 🇦🇺🇦🇺🇳🇿 APAC only - How to add a new practitioner to your practice in Dentally, and how to edit an existing one.
How to enable single sign-on for an individual user🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Enable single sign-on (SSO) for an individual user
How to log in with SSO🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - If you have enabled SSO at your practice (single sign-on), users must log in using SSO
How to remove a user🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to remove a user/practitioner so they no longer have access to Dentally.
How to amend permission levels in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Give access to certain features for users at different permission levels in Dentally 🔒
How to enable Discounting permissions🇦🇺🇳🇿🇨🇦 APAC/CA only - You can enable users to be able to apply discounts.
Understanding the default permission levels in Dentally - UK only 🇬🇧🇬🇧 UK only - What each default permission level allows users access to in Dentally
Understanding the default permission levels in Dentally - APAC/CA only 🇦🇺🇳🇿🇨🇦🇦🇺🇳🇿🇨🇦 APAC/CA only - What each default permission level allows users access to in Dentally
How to set a practitioner as inactive🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Making a provider inactive will remove their column from you appointment calendar
How to add/edit a practitioner in Dentally - CA only 🇨🇦🇨🇦 CA only - How to add a new practitioner to your practice in Dentally, and how to edit an existing one.
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 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