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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 inactive๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Making a provider inactive will remove their column from you appointment calendar
How to use the internal practice chat๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - 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?๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - The process of turning on single sign-on or SSO, and how you can manage this going forward.
How to create, edit and complete tasks in your task list๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Adding, editing and completing tasks in the task list.
How to set up A5 appointment printing๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Set up appointment printing on A5 paper in the Practice Settings. Set up appointment card printer.
How to use Practice Settings - Custom Fields๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ ROI, AU, UK, CA - Set up additional fields for display in the patient's details tab
How to personalise custom email domains๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to personalise a custom email domain in Dentally
How to set up a default email address๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to set up a default email address in Dentally
How to use Practice Settings - Billing & Export Settings๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Practice Settings - Billing, export
How to use Practice Settings - Other Settings๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Security, Custom fields and charting, Support, Internationalisation, Payments, Portal
How to use your NHS practice settings๐Ÿฅ NHS only - Navigating and using your NHS practice settings to configure your NHS options and contract details.
How to use practice settings - Patient Communication๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ ROI, AU, UK, CA - How to manage your patient communications from the practice settings.
How to use Practice Settings - Postal Settings๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Practice Settings -Postal - Dentally Mail settings
How to use Practice Settings - Recalls๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Using 'Practice Settings' to manage recalls.
How to use custom fields in Dentally๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Let's take a look at the different types of custom fields in Dentally/
Managing your treatment settings๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Let's take a look at how you can manage your treatment settings in Dentally.
How to change the practice opening hours๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How 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 display๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ ROI, AU, UK, CA - Users 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 Dentally๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to add a new user to Dentally, and set up a new member of staff on Dentally
How to set up and use Two-Factor Authentication๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How 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 ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง CA/UK 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 - AU only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ AU only - The options seen when adding a practitioner differ in each region
How to change your Dentally password๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to reset your Dentally password, what to do if you forget it, and understanding specifications.
What is single sign on or SSO?๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - What is single sign on or SSO and what can it be used for in Dentally?
How to log in with SSO?๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - If you have enabled SSO at your practice (single sign-on) make sure you are logging in correctly.
How to manage your account๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Manage your account, address, image, two-factor authentication, password, preferred phone numbers
How to remove a user๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to remove a user/practitioner so they no longer have access to Dentally
How to amend permission levels๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ ROI, AU, UK, CA - Give access to certain features for users at different permission levels in Dentally ๐Ÿ”’
How to enable Discounting permissions๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ AU/CA only - You can enable users to be able to apply discounts.
Understanding the default permission levels in Dentally - UK only ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฌ๐Ÿ‡ง UK only - What each default permission level allows users access to in Dentally
Understanding the default permission levels in Dentally - AU/CA only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ AU/CA only - What each default permission level allows users access to in Dentally
How to log in and out of Dentally๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to log in and out, and login best practice.
How to use the Dentally Dashboard๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Let's take a look at all the information you can find on Dentally's homepage dashboard.
FAQs

General FAQs such as system requirements & GDPR


How to remove/delete a template๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How can I remove a template so it no longer shows to be chosen from in the templates menu.
How to use system requirements๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - System requirements, or what you need, to run Dentally. Windows, Mac and iPad requirements
Dentally Toolkit๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Are you getting started on your Dentally journey?
How to set up your practice details in Dentally๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Setting up/amending your dental practice settings including your address and contact details in Dentally.
How to run Dentally - the basics๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - How to run Dentally, including using Google Chrome and how to login to the software.
How to manage migration๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Migration of your data to Dentally from an existing patient management system
How to access and manage your task list๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - 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 Dentally๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Dentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
How to export your data๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Leaving Dentally and need to access your data now you are no longer a Dentally customer ๐Ÿ‘‡
How to access Dentally Sandbox๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช UK, CA, AU, ROI - Need some help accessing your Dentally Sandbox?
How to get your CPD certificate after completing Dentally training๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Completed Dentally training and need a CPD certificate...
How to use Dentally Community๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Accessing and using Dentally Community to ask questions and get support.