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Dentally Settings & Overview
Dentally Settings & Overview

All you need to understand and navigate the Dentally Settings & General FAQ's

Practice Settings

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

How to set a practitioner as inactiveMaking a provider inactive will remove their column from you appointment calendar
How to use the internal practice chatLearn how to turn on chat (for non-urgent internal messages), 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.
How to create, edit and complete tasks in your task listAdding, editing and completing tasks in the task list.
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 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 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 your NHS practice settingsNavigating and using your NHS practice settings to configure your NHS options and contract details.
How to use practice settings - Patient CommunicationHow to manage your patient communications from the practice settings.
How to use Practice Settings - Postal SettingsPractice Settings -Postal - Dentally Mail settings
How to use Practice Settings - RecallsUsing 'Practice Settings' to manage recalls.
How to use custom fields in DentallyLet's take a look at the different types of custom fields in Dentally/
Managing your treatment settingsLet's take a look at how you can manage your treatment settings in Dentally.
How to change the practice opening hoursHow to change your practice's opening/working hours in the settings section of Dentally.
User Settings

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

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 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 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 add/edit a practitioner in Dentally - UK/CA only 🇬🇧🇨🇦How to add/edit a new practitioner to Dentally
How to add/edit a practitioner - AU only 🇦🇺The options seen when adding a practitioner differ in each region, for practices in Australia you should follow this guide...
How to change your Dentally passwordHow to reset your Dentally password, what to do if you forget it, and understanding password specifications.
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 manage your accountHow to manage your account, including address, profile image, two-factor authentication, change password, preferred phone numbers
How to remove a userHow to remove a user/practitioner so they no longer have access to Dentally
How to amend permission levelsLets explore how you can give access to certain features for users at different permission levels in Dentally 🔒
How to enable Discounting permissions?Discounting is widely used across Australian 🇦🇺 and Canadian 🇨🇦 practices, therefore you can enable users to be able to apply discounts.
Understanding the default permission levels in Dentally - UK only 🇬🇧What each default permission level allows users access to in Dentally
Understanding the default permission levels in Dentally - AU/CA only 🇦🇺🇨🇦What each default permission level allows users access to in Dentally... For AU Only.
How to log in and out of DentallyHow to log in and out, and login best practice.
How to use the Dentally DashboardLet's take a look at all the information you can find on Dentally's homepage dashboard.
Patient Communication and Automation

All you need to know when it comes to patient comms in Dentally! Set up your reminders and enable your recalls here!

How to use practice settings - AutomationHow to manage your automation from the practice settings.
FAQs

General FAQs such as system requirements & 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 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 access and manage your task listWhere 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 DentallyDentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
How to export your dataLeaving Dentally and need to access your data now you are no longer a Dentally customer 👇
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...
How to use Dentally CommunityAccessing and using Dentally Community to ask questions and get support.