All Collections
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 inactive🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Making a provider inactive will remove their column from you appointment calendar
How to use the internal practice chat🇨🇦🇦🇺🇬🇧🇮🇪 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?🇬🇧🇨🇦🇦🇺🇮🇪 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 list🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Adding, editing and completing tasks in the task list.
How to set up A5 appointment printing🇨🇦🇦🇺🇬🇧🇮🇪 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 Fields🇮🇪🇦🇺🇬🇧🇨🇦 ROI, AU, UK, CA - Set up additional fields for display in the patient's details tab
How to personalise custom email domains🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to personalise a custom email domain in Dentally
How to set up a default email address🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to set up a default email address in Dentally
How to use Practice Settings - Billing & Export Settings🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Practice Settings - Billing, export
How to use Practice Settings - Other Settings🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Security, Custom fields and charting, Support, Internationalisation, Payments, Portal
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 use practice settings - Patient Communication🇮🇪🇦🇺🇬🇧🇨🇦 ROI, AU, UK, CA - How to manage your patient communications from the practice settings.
How to use Practice Settings - Postal Settings🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Practice Settings -Postal - Dentally Mail settings
How to use Practice Settings - Recalls🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Using 'Practice Settings' to manage recalls.
How to use custom fields in Dentally🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Let's take a look at the different types of custom fields in Dentally/
Managing your treatment settings🇦🇺🇬🇧🇨🇦🇮🇪 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 hours🇨🇦🇦🇺🇬🇧🇮🇪 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 display🇮🇪🇦🇺🇬🇧🇨🇦 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 Dentally🇦🇺🇬🇧🇨🇦🇮🇪 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 Authentication (2FA)🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Enhance your account security and enable Two-Factor Authentication (2FA) on your Dentally account.
How to add/edit a practitioner in Dentally - UK/CA only 🇬🇧🇨🇦🇨🇦🇬🇧 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 🇦🇺🇦🇺 AU only - The options seen when adding a practitioner differ in each region
How to change your Dentally password🇦🇺🇬🇧🇨🇦🇮🇪 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?🇨🇦🇦🇺🇬🇧🇮🇪 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?🇬🇧🇨🇦🇦🇺🇮🇪 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 account🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Manage your account, address, image, two-factor authentication, password, preferred phone numbers
How to remove a user🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - How to remove a user/practitioner so they no longer have access to Dentally
How to amend permission levels🇮🇪🇦🇺🇬🇧🇨🇦 ROI, AU, UK, CA - Give access to certain features for users at different permission levels in Dentally 🔒
How to enable Discounting permissions🇦🇺🇨🇦 AU/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 - AU/CA only 🇦🇺🇨🇦🇦🇺🇨🇦 AU/CA only - What each default permission level allows users access to in Dentally
How to log in and out of Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to log in and out, and login best practice.
How to use the Dentally Dashboard🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Let's take a look at all the information you can find on Dentally's homepage dashboard.
How the 'Risky Login' email worksIf we notice suspicious activity on your account, you will receive this email. Take a look at the why, what and how behind these emails here.
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 - Automation🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to manage your automation from the practice settings.
Contacts Settings
Adding doctors, specialists and other sources.
How to add acquisition sources in Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Create new acquisition sources, and how to add this information to new and existing patients' records...
How to add a Doctor on Dentally🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Let's take a look at how to add a Doctor / GP to your patient's profile in Dentally.
How to set up specialists🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How to set up specialists so that you can add them to referral letters and other documents
FAQs
General FAQs such as system requirements & GDPR
How to remove/delete a template🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How can I remove a template so it no longer shows to be chosen from in the templates menu.
Understanding Dentally's system requirements🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - 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 in Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Setting up/amending your dental practice settings including your address and contact details in Dentally.
How to run Dentally - the basics🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to run Dentally, including using Google Chrome and how to login to the software.
How to manage migration🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Migration of your data to Dentally from an existing patient management system
How to access and manage your task list🇦🇺🇬🇧🇨🇦🇮🇪 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 Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Dentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
How to export your data🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Leaving Dentally and need to access your data now you are no longer a Dentally customer 👇
How to access Dentally Sandbox🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - Need some help accessing your Dentally Sandbox?
How to get your CPD certificate after completing Dentally training🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Completed Dentally training and need a CPD certificate...
How to use Dentally Community🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI - Accessing and using Dentally Community to ask questions and get support.