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FAQs

General FAQs such as System requirements, 2FA & 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 enable Discounting permissions?Discounting is widely used across Australian πŸ‡¦πŸ‡Ί and Canadian πŸ‡¨πŸ‡¦ practices, therefore you can enable users to be able to apply discounts.
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 use the Task list feature in DentallyUse tasks to ensure that jobs are carried out, and nothing is forgotten, Covering creating, assigning, subtasks, follow-ups and duplicating
Understanding the default permission levels in Dentally - UK only πŸ‡¬πŸ‡§What each default permission level allows users access to in Dentally
How to store data and comply with GDPR in DentallyDentally & GDPR. Marketing consent, patient consent, the right to be forgotten.
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 export your dataLeaving Dentally and need to access your data now you are no longer a Dentally customer πŸ‘‡
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...
Understanding the default permission levels in Dentally - AU/CA only πŸ‡¦πŸ‡ΊπŸ‡¨πŸ‡¦What each default permission level allows users access to in Dentally... For AU Only.