# Dentally Help Centre > Help center for Dentally ## Dentally Settings & Overview - [How to enable single sign-on \(SSO\) at your practice](https://help.dentally.com/en/articles/9423882-how-to-enable-single-sign-on-sso-at-your-practice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turning on and managing single sign-on \(SSO\) - [How to manage additional custom fields in your practice settings](https://help.dentally.com/en/articles/4315223-how-to-manage-additional-custom-fields-in-your-practice-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Set up additional fields for display in the patient's details tab - [How to personalise custom email domains](https://help.dentally.com/en/articles/5519380-how-to-personalise-custom-email-domains.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to customise your email domain - [How to set up a default email address](https://help.dentally.com/en/articles/5519372-how-to-set-up-a-default-email-address.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - How to set up a default email address in Dentally - [How to manage billing in your practice settings](https://help.dentally.com/en/articles/4297709-how-to-manage-billing-in-your-practice-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - View and manage your billing settings - [How to manage the 'Other' section in your practice settings](https://help.dentally.com/en/articles/4295268-how-to-manage-the-other-section-in-your-practice-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Security, custom fields, custom email domains, payments and region-specific settings - [How to use your NHS practice settings](https://help.dentally.com/en/articles/4295247-how-to-use-your-nhs-practice-settings.md): ๐Ÿฅ 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](https://help.dentally.com/en/articles/3568853-how-to-manage-patient-communications-in-your-practice-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to manage your patient communications from the practice settings. - [How to manage postal settings for your practice](https://help.dentally.com/en/articles/4295260-how-to-manage-postal-settings-for-your-practice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Postal settings for Dentally Mail users - [How to manage recall settings for your practice](https://help.dentally.com/en/articles/4295220-how-to-manage-recall-settings-for-your-practice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Manage your practice's recall settings. - [How to use custom fields in the patient record](https://help.dentally.com/en/articles/7959540-how-to-use-custom-fields-in-the-patient-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use your custom fields for patient details and charting - [How to override/change the base chart treatment colour](https://help.dentally.com/en/articles/14717630-how-to-override-change-the-base-chart-treatment-colour.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - Change how base chart treatments appear by setting a custom colour. Quickly distinguish existing conditions from new treatment at a glance - [How to set up A5 appointment printing](https://help.dentally.com/en/articles/3568897-how-to-set-up-a5-appointment-printing.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - Set up appointment printing on A5 paper in the practice settings - [How to change the practice opening hours](https://help.dentally.com/en/articles/3568938-how-to-change-the-practice-opening-hours.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change your practice's opening/working hours in the settings - [How to add or edit a user](https://help.dentally.com/en/articles/3568910-how-to-add-or-edit-a-user.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add a new user to Dentally, and manage your users - [How to remove a user](https://help.dentally.com/en/articles/3567059-how-to-remove-a-user.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to remove a user/practitioner so they no longer have access to Dentally. - [How to log in with SSO](https://help.dentally.com/en/articles/9424757-how-to-log-in-with-sso.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - If you have enabled SSO at your practice \(single sign-on\), users must log in using SSO - [How to set up and use two-factor authentication \(2FA\)](https://help.dentally.com/en/articles/3859216-how-to-set-up-and-use-two-factor-authentication-2fa.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Enhance your account security and enable MFA/2FA on your Dentally account. - [How to enable single sign-on for an individual user](https://help.dentally.com/en/articles/9423876-how-to-enable-single-sign-on-for-an-individual-user.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Enable single sign-on \(SSO\) for an individual user - [How to amend permission levels in Dentally](https://help.dentally.com/en/articles/7238755-how-to-amend-permission-levels-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Give access to certain features for users at different permission levels in Dentally ๐Ÿ”’ - [Understanding the default permission levels in Dentally - UK only ๐Ÿ‡ฌ๐Ÿ‡ง](https://help.dentally.com/en/articles/3567068-understanding-the-default-permission-levels-in-dentally-uk-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - What each default permission level allows users access to in Dentally - [Understanding the default permission levels in Dentally - APAC/CA only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/8057126-understanding-the-default-permission-levels-in-dentally-apac-ca-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ APAC/CA only - What each default permission level allows users access to in Dentally - [How to enable discounting/adjustment permissions](https://help.dentally.com/en/articles/9317422-how-to-enable-discounting-adjustment-permissions.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ APAC/CA only - You can enable users to be able to apply discounts/adjustments - [How to add/edit a practitioner - APAC only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/7890798-how-to-add-edit-a-practitioner-apac-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ APAC 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 - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/13285202-how-to-add-edit-a-practitioner-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA 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 - UK/ROI only ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช](https://help.dentally.com/en/articles/3582610-how-to-add-edit-a-practitioner-uk-roi-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to add a new practitioner to your practice in Dentally, and how to edit an existing one. - [How to set a practitioner as inactive](https://help.dentally.com/en/articles/7924099-how-to-set-a-practitioner-as-inactive.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Making a provider inactive will remove their column from you appointment calendar - [How to manage your fee schedule and update treatment prices ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000458-how-to-manage-your-fee-schedule-and-update-treatment-prices.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How to access your treatment settings in Dentally and how to ensure updates prices on treatments after new fee schedule. - [How to edit your practice's medical history questions](https://help.dentally.com/en/articles/3566305-how-to-edit-your-practice-s-medical-history-questions.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to add to and edit the medical history questions - [How to add acquisition sources in Dentally](https://help.dentally.com/en/articles/7338627-how-to-add-acquisition-sources-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create new acquisition sources, and how to add this information to new and existing patients' records... - [How to add a doctor on Dentally](https://help.dentally.com/en/articles/3568905-how-to-add-a-doctor-on-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add a doctor/GP to your patient's profile in Dentally - [How to set up and use a specialist as a contact](https://help.dentally.com/en/articles/3563649-how-to-set-up-and-use-a-specialist-as-a-contact.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Set up specialists so that you can send referral letters and other documents - [How to block communications from certain contacts](https://help.dentally.com/en/articles/14652734-how-to-block-communications-from-certain-contacts.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Block unwanted communications from particular email addresses and phone numbers - [How to create, edit and complete tasks in your task list](https://help.dentally.com/en/articles/3992936-how-to-create-edit-and-complete-tasks-in-your-task-list.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Adding, editing and completing tasks in the task list. - [How to update date and time display](https://help.dentally.com/en/articles/6514283-how-to-update-date-and-time-display.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/11848454-how-dentally-backs-up-your-data.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - All you need to know about Dentally's data backup and security - [How to use the internal practice chat](https://help.dentally.com/en/articles/3548826-how-to-use-the-internal-practice-chat.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turn on chat \(for non-urgent internal messages\) - [How to remove/delete a template](https://help.dentally.com/en/articles/9353137-how-to-remove-delete-a-template.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/3568862-how-to-check-if-your-device-system-can-run-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The optimal system requirements for running Dentally on Windows and Mac - [Dentally Toolkit](https://help.dentally.com/en/articles/4153094-dentally-toolkit.md): ๐Ÿ‡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](https://help.dentally.com/en/articles/3568826-how-to-set-up-your-practice-details.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting up/amending your dental practice settings - [How to access Dentally on your computer](https://help.dentally.com/en/articles/3568835-how-to-access-dentally-on-your-computer.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to run Dentally, including using Google Chrome and how to log into the software. - [How to manage migration](https://help.dentally.com/en/articles/3568820-how-to-manage-migration.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Migration of your data to Dentally from an existing patient management system - [How to access and manage your practice /personal task list](https://help.dentally.com/en/articles/4066063-how-to-access-and-manage-your-practice-personal-task-list.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/3567092-how-to-store-data-and-comply-with-gdpr-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How Dentally works with GDPR - marketing consent, patient consent, the right to be forgotten - [How to export your data](https://help.dentally.com/en/articles/7854275-how-to-export-your-data.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/7854725-how-to-access-dentally-sandbox.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access and use Dentally Sandbox - [How to get your CPD certificate after completing Dentally training](https://help.dentally.com/en/articles/7854938-how-to-get-your-cpd-certificate-after-completing-dentally-training.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Gaining a CPD certificate after completing Dentally training - [How to log in and out of Dentally](https://help.dentally.com/en/articles/9827313-how-to-log-in-and-out-of-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Login and logout best practice - [How to use the Dentally dashboard](https://help.dentally.com/en/articles/6817566-how-to-use-the-dentally-dashboard.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/11847949-what-to-do-if-you-are-locked-out-of-your-dentally-account.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Troubleshooting when locked out of your account - [How to change your Dentally password](https://help.dentally.com/en/articles/3883813-how-to-change-your-dentally-password.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/3924446-how-to-manage-your-personal-dentally-preferences.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ 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](https://help.dentally.com/en/articles/11950461-how-and-when-you-can-request-detailed-user-session-audits.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to request detailed user information - [How to add and edit specialisms](https://help.dentally.com/en/articles/13653258-how-to-add-and-edit-specialisms.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Add your specialisms and special interests, and edit them in your settings - [Using webhooks in Dentally](https://help.dentally.com/en/articles/15031727-using-webhooks-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to manage webhooks in Dentally - [What to do if Dentally is running slowly](https://help.dentally.com/en/articles/15055516-what-to-do-if-dentally-is-running-slowly.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Troubleshooting tips for when Dentally is running slowly or not working as expected - [How to get AI support in Dentally](https://help.dentally.com/en/articles/10174104-how-to-get-ai-support-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using Ellie, our AI support agent, to get 24/7 support and answer questions - [How to get support with Dentally](https://help.dentally.com/en/articles/9799225-how-to-get-support-with-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to find the Help Centre, status page and other resources including how to start a support chat. - [How to use Dentally Community](https://help.dentally.com/en/articles/9881833-how-to-use-dentally-community.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Accessing and using Dentally Community to ask questions and get support. - [How to access Dentally Academy for training](https://help.dentally.com/en/articles/11837972-how-to-access-dentally-academy-for-training.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Complete training, refresh your memory, or train new starters in your team, using Dentally Academy ## Dentally Vision - [Dentally Vision product updates](https://help.dentally.com/en/articles/10221252-dentally-vision-product-updates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Read through past and current release notes for Dentally Vision and Dentally Vision AI - [Access the Dentally Vision instructions for sse \(IFU\) compliance document](https://help.dentally.com/en/articles/8185060-access-the-dentally-vision-instructions-for-sse-ifu-compliance-document.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The Dentally Vision IFU provides the official documentation required for the safe and compliant use of Dentally Vision. - [How to acquire images in Dentally Vision](https://help.dentally.com/en/articles/8146106-how-to-acquire-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how you can use Dentally Vision to acquire an image. - [How to use the Dentally Vision tools to enhance and edit your images and x-rays](https://help.dentally.com/en/articles/8124142-how-to-use-the-dentally-vision-tools-to-enhance-and-edit-your-images-and-x-rays.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Discover how to edit and enhance your images using the built-in tools with Dentally Vision. - [How to customise an image acquisition sequence in Dentally Vision](https://help.dentally.com/en/articles/8148492-how-to-customise-an-image-acquisition-sequence-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Customise your acquisition sequences using Dentally Vision, Lets take a look at how this can be done. - [How to delete images in Dentally Vision](https://help.dentally.com/en/articles/8154944-how-to-delete-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to delete an image when using Dentally Vision. - [How to compare images in Dentally Vision](https://help.dentally.com/en/articles/8154942-how-to-compare-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to compare images with Dentally Vision - [How to import images with Dentally Vision](https://help.dentally.com/en/articles/8154388-how-to-import-images-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Importing previously acquired images to your patient's record when using Dentally Vision. - [How to resume an incomplete exam with Dentally Vision](https://help.dentally.com/en/articles/8153493-how-to-resume-an-incomplete-exam-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Resume an examination in Dentally Vision when only some of the images have been acquired. - [How to view images when using Dentally Vision](https://help.dentally.com/en/articles/8123803-how-to-view-images-when-using-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How you can use Dentally Vision to preview images and enhance your charting experience in Dentally. - [How to acquire 3D images in Dentally Vision](https://help.dentally.com/en/articles/8281824-how-to-acquire-3d-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to acquire 3D images when using Dentally Vision. - [How to use the 3D imaging screen](https://help.dentally.com/en/articles/8281966-how-to-use-the-3d-imaging-screen.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Navigating the 3D image preview screen in Dentally Vision - [Which devices are supported in Dentally Vision?](https://help.dentally.com/en/articles/8246066-which-devices-are-supported-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Is my device supported with Dentally Vision? - [How to use Dentally Vision offline](https://help.dentally.com/en/articles/8523380-how-to-use-dentally-vision-offline.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change Dentally Vision to offline mode for use offline or during connection issues. - [How to grade x-rays and images in Dentally Vision](https://help.dentally.com/en/articles/8698982-how-to-grade-x-rays-and-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - How to grade images when using Dentally Vision - [How to update the Acquisition Agent for Dentally Vision](https://help.dentally.com/en/articles/8980460-how-to-update-the-acquisition-agent-for-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to upgrade the acquisition agent for Dentally Vision. - [Acquiring images by charting first with Dentally Vision](https://help.dentally.com/en/articles/9014641-acquiring-images-by-charting-first-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to acquire phosphor plate images with charting the treatment items first. - [Acquire images before charting treatment with Dentally Vision](https://help.dentally.com/en/articles/9014716-acquire-images-before-charting-treatment-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to acquire phosphor plate images BEFORE charting the treatment items on your plan - [Recapturing an image in Dentally Vision](https://help.dentally.com/en/articles/9041833-recapturing-an-image-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to recapture an image in Dentally Vision - [How to resume a phosphor plate image acquisition](https://help.dentally.com/en/articles/9041911-how-to-resume-a-phosphor-plate-image-acquisition.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Resuming an image capture in Dentally Vision. - [How to delete and undelete a phosphor plate image](https://help.dentally.com/en/articles/9042010-how-to-delete-and-undelete-a-phosphor-plate-image.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to delete an image in Dentally Vision? How to undelete an image in Dentally Vision? - [How to recover images in Dentally Vision](https://help.dentally.com/en/articles/9042372-how-to-recover-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send images to and from recovery in Dentally Vision. - [Using recovered images in a resumed exam in Dentally Vision](https://help.dentally.com/en/articles/9042783-using-recovered-images-in-a-resumed-exam-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to resume an exam using recovered images in Dentally Vision - [How to use the images tab in the clinical history sidebar - Dentally Vision only](https://help.dentally.com/en/articles/9305526-how-to-use-the-images-tab-in-the-clinical-history-sidebar-dentally-vision-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Viewing images in the clinical history sidebar for Dentally Vision users ONLY! - [How to add and use a custom procedure in Dentally Vision](https://help.dentally.com/en/articles/9610742-how-to-add-and-use-a-custom-procedure-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add a custom procedure to Dentally Vision to use directly from your treatment list in Dentally. - [Switching between different views in Dentally Vision](https://help.dentally.com/en/articles/10230714-switching-between-different-views-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Explore the capabilities and customisation of exam view vs modality view \(Super FMX\) in Dentally Vision. - [Recovering missing VistaScan images in Dentally Vision](https://help.dentally.com/en/articles/11330954-recovering-missing-vistascan-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Resend lost images from your Duerr Scanner, VistaScan, VistaEasy into the correct patient - [Using the Dentally Vision Audit Trail](https://help.dentally.com/en/articles/11776699-using-the-dentally-vision-audit-trail.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access, filter, and export Dentally Vision audit data. - [Using auto-proceed with acquisition in Dentally Vision](https://help.dentally.com/en/articles/11893732-using-auto-proceed-with-acquisition-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Learn how to use the auto-proceed with acquisition setting to streamline image capture and speed up your imaging workflows - [Images saved to appointments with Dentally Vision in Canada](https://help.dentally.com/en/articles/12257953-images-saved-to-appointments-with-dentally-vision-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA Only - Easier image management with x-rays assigned to visits/appointments not treatment items. - [How to set up a generic intra-oral camera and enable PIN support](https://help.dentally.com/en/articles/12701835-how-to-set-up-a-generic-intra-oral-camera-and-enable-pin-support.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up a generic intra-oral camera for use with Dentally Vision, including how to install PIN support so you can use the cameraโ€™s Capture button to take still i... - [How to export my images from Dentally Vision](https://help.dentally.com/en/articles/9847840-how-to-export-my-images-from-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Share images from Dentally Vision and even include AI findings so other referral associates can see results. - [How to configure the date format in Dentally Vision](https://help.dentally.com/en/articles/10550350-how-to-configure-the-date-format-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to update the date format in Dentally Vision via chrome. - [How to download and install the Dentally Vision acquisition agent](https://help.dentally.com/en/articles/10521803-how-to-download-and-install-the-dentally-vision-acquisition-agent.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to download and install the Acquisition Agent for Dentally Vision. - [How to enable Google Chrome permissions to acquire images in Dentally Vision](https://help.dentally.com/en/articles/14644246-how-to-enable-google-chrome-permissions-to-acquire-images-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Enable 'Apps on device' in Google Chrome to ensure you can acquire images in Dentally Vision - [Acquisition Agent not running? Troubleshoot image acquisition issues](https://help.dentally.com/en/articles/15029122-acquisition-agent-not-running-troubleshoot-image-acquisition-issues.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to resolve the โ€œAcquisition Agent is either not installed or not runningโ€ message in Dentally Vision - [How to calibrate the measuring tool for Dentally Vision](https://help.dentally.com/en/articles/8980472-how-to-calibrate-the-measuring-tool-for-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Follow these simple steps to set up your TWAIN driver to save yourself time in surgery - [Troubleshooting X-ray image quality issues in Dentally Vision](https://help.dentally.com/en/articles/15030629-troubleshooting-x-ray-image-quality-issues-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to resolve and prevent image quality issues. - [How do I submit Dentally Vision images to a claim?](https://help.dentally.com/en/articles/15175967-how-do-i-submit-dentally-vision-images-to-a-claim.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA - You can submit images stored in Vision directly to a Canadian claim or pre-determination. You do not need to export or upload them to the Correspondence tab first - [How to set up and use your iTero Scanner with Dentally Vision](https://help.dentally.com/en/articles/15324772-how-to-set-up-and-use-your-itero-scanner-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The iTero Scanner Bridge lets you connect your iTero CAD/CAM intra-oral scanner to Dentally Vision. - [How to set up and use your Shining 3D scanner with Dentally Vision](https://help.dentally.com/en/articles/15885330-how-to-set-up-and-use-your-shining-3d-scanner-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The Shining software bridge lets you connect your Shining 3D scanner to Dentally Vision. - [How to set up and use your Medit scanner with Dentally Vision](https://help.dentally.com/en/articles/15885467-how-to-set-up-and-use-your-medit-scanner-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The Medit Software bridge lets you connect your Medit CAD/CAM intra-oral scanner to Dentally Vision. - [How to set up and use your 3Shape scanner with Dentally Vision](https://help.dentally.com/en/articles/15885553-how-to-set-up-and-use-your-3shape-scanner-with-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The 3Shape Software bridge lets you connect your 3Shape CAD/CAM intra-oral scanner to Dentally Vision. - [Dentally Vision AI FAQs](https://help.dentally.com/en/articles/9847899-dentally-vision-ai-faqs.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - A few of our most common Dentally Vision AI FAQs - [How to turn on Dentally Vision AI](https://help.dentally.com/en/articles/9843394-how-to-turn-on-dentally-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Turning on Dentally Vision AI at your practice - [How to use AIDE in Dentally Vision AI](https://help.dentally.com/en/articles/9847721-how-to-use-aide-in-dentally-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Using AIDE to help inform and educate your patients of their diagnosis with Dentally Vision AI. - [How to review and configure my findings with Dentally Vision AI](https://help.dentally.com/en/articles/9844076-how-to-review-and-configure-my-findings-with-dentally-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Use your overlay to view your findings and the filters to configure exactly what you want to see. - [How to submit images for diagnosis with Dentally Vision AI](https://help.dentally.com/en/articles/9844019-how-to-submit-images-for-diagnosis-with-dentally-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Acquiring images and submitting them for analysis is all automated with Dentally Vision AI enabled. - [Using the detection confidence slider with Dentally Vision AI](https://help.dentally.com/en/articles/11892295-using-the-detection-confidence-slider-with-dentally-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Learn how to use the detection confidence slider to filter AI findings by certainty. - [Download the Dentally Vision AI user guide here](https://help.dentally.com/en/articles/11929987-download-the-dentally-vision-ai-user-guide-here.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Download the complete Dentally Vision AI user guide in this article. - [How to accept and reject detections with Vision AI](https://help.dentally.com/en/articles/12380562-how-to-accept-and-reject-detections-with-vision-ai.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Using the accept or reject findings button in Dentally Vision AI - [Dentally Vision image conversions: step-by-step guide](https://help.dentally.com/en/articles/10521435-dentally-vision-image-conversions-step-by-step-guide.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Easily transfer patient images to Dentally Vision. This guide covers the process, eligibility, and what to do if some images donโ€™t transfer. - [How to review your Image Conversion Report](https://help.dentally.com/en/articles/12595041-how-to-review-your-image-conversion-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - How to find, read, and search your Dentally Vision Image Conversion Report - including what each patient status means and how to interpret your migration results. - [Understanding your Image Conversion Report](https://help.dentally.com/en/articles/12594949-understanding-your-image-conversion-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - What is the Image Conversion report and why is it important for those new to Dentally Vision - [How to download unmapped or failed images from the Image Conversion report](https://help.dentally.com/en/articles/12595183-how-to-download-unmapped-or-failed-images-from-the-image-conversion-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - Using the Image Conversion report to download unmapped images for a patient. - [Will I lose image annotations and image manipulation changes when I migrate existing images to Dentally Vision?](https://help.dentally.com/en/articles/8102797-will-i-lose-image-annotations-and-image-manipulation-changes-when-i-migrate-existing-images-to-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Information on migrating existing images to Dentally Vision - [Dentally Vision image conversion FAQs](https://help.dentally.com/en/articles/10521537-dentally-vision-image-conversion-faqs.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find quick answers about eligibility, the process, reporting, and more for a smooth image conversion to Dentally Vision. - [How to move / re-assign images between patients when using Dentally Vision](https://help.dentally.com/en/articles/9220083-how-to-move-re-assign-images-between-patients-when-using-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Move / reassign images to different patients during a merge when using Dentally Vision - [Can I include Dentally Vision in my software package?](https://help.dentally.com/en/articles/8102726-can-i-include-dentally-vision-in-my-software-package.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How does the pricing work? - [How secure are my images within the cloud?](https://help.dentally.com/en/articles/8102748-how-secure-are-my-images-within-the-cloud.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - When using Dentally Vision how secure are my images when being saved in the cloud? - [Will I still need to run DI software?](https://help.dentally.com/en/articles/8102762-will-i-still-need-to-run-di-software.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand your options when using Dentally Vision alongside your existing digital imaging software. - [How to get images out of Dentally Vision if no longer using it](https://help.dentally.com/en/articles/8102772-how-to-get-images-out-of-dentally-vision-if-no-longer-using-it.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What if you change your mind and want to get your image back-ups out of Dentally Vision? - [When I edit images within Dentally Vision, are the original images retained?](https://help.dentally.com/en/articles/8102781-when-i-edit-images-within-dentally-vision-are-the-original-images-retained.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Will Dentally Vision keep my original images? - [How to get support for Dentally Vision](https://help.dentally.com/en/articles/8102822-how-to-get-support-for-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Where can I get support when using Dentally Vision? - [What are system requirements for Dentally Vision?](https://help.dentally.com/en/articles/8283066-what-are-system-requirements-for-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - For optimal usage, make sure your equipment meets the following System Requirements. - [Using Medicare codes with Dentally Vision AU ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/9404238-using-medicare-codes-with-dentally-vision-au.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Can I use Medicare codes from the imaging procedure menu in Dentally Vision? - [How to disable 'Check for updates' in Dentally Vision?](https://help.dentally.com/en/articles/10801445-how-to-disable-check-for-updates-in-dentally-vision.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How corporate-managed sites can maintain full control over Dentally Vision software updates. ## Dentally Portal - [How to access the Dentally Portal admin dashboard](https://help.dentally.com/en/articles/9310199-how-to-access-the-dentally-portal-admin-dashboard.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to navigate to the Portal admin dashboard as a Dentally user. - [How to customise Dentally Portal's appearance for your brand - multi-site only](https://help.dentally.com/en/articles/6127700-how-to-customise-dentally-portal-s-appearance-for-your-brand-multi-site-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to customise your Dentally Portal in line with your practice and brand - for multi-site only. - [How to customise Dentally Portal's appearance for your brand - single-site only](https://help.dentally.com/en/articles/9767554-how-to-customise-dentally-portal-s-appearance-for-your-brand-single-site-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to customise your Dentally Portal in line with your practice and brand - for single-site only. - [How to enable and view patient booking notifications in Portal](https://help.dentally.com/en/articles/6829796-how-to-enable-and-view-patient-booking-notifications-in-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - When/how your practice can be notified of patients' booking activity. - [How patients complete action cards on Dentally Portal](https://help.dentally.com/en/articles/6411084-how-patients-complete-action-cards-on-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What happens in Dentally when patients complete actions on the Portal. - [How to amend permission levels in Portal](https://help.dentally.com/en/articles/7043777-how-to-amend-permission-levels-in-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to choose what users in your practice can do within the Dentally Portal's admin dashboard. - [How to turn on task reminders](https://help.dentally.com/en/articles/6890781-how-to-turn-on-task-reminders.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to enable the task reminder feature for your practice. - [How to use task reminders](https://help.dentally.com/en/articles/6890773-how-to-use-task-reminders.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How task reminders work, how to enable them, and how they can increase digital form collections - [How task reminders are prepared and sent via Portal](https://help.dentally.com/en/articles/9317275-how-task-reminders-are-prepared-and-sent-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What criteria cause task reminders to send/not send - [How to make use of Portal's features](https://help.dentally.com/en/articles/8263666-how-to-make-use-of-portal-s-features.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Optimise your Dentally Portal configuration for the best results - [How to use performance reporting in Dentally Portal](https://help.dentally.com/en/articles/8262999-how-to-use-performance-reporting-in-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the performance report to understand your patients and optimise your activity. - [How to customise a practitioner's Portal profile for online booking](https://help.dentally.com/en/articles/9335173-how-to-customise-a-practitioner-s-portal-profile-for-online-booking.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Customising practitioner details for online booking, including profile photo, job title and bio. - [How to find and copy your practice's unique Portal web address](https://help.dentally.com/en/articles/9335293-how-to-find-and-copy-your-practice-s-unique-portal-web-address.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to locate your practice's Portal URL to share with patients. - [How to add your practice's privacy policy to Portal](https://help.dentally.com/en/articles/4322618-how-to-add-your-practice-s-privacy-policy-to-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the 'Privacy policy' feature to share your practice's terms and conditions - [How to use patient acquisition sources on Dentally Portal](https://help.dentally.com/en/articles/9154300-how-to-use-patient-acquisition-sources-on-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to enable acquisition sources and gather source information from new patients via Portal... - [How we collect patient information through Dentally Portal](https://help.dentally.com/en/articles/3668675-how-we-collect-patient-information-through-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Which details are collected from the patient via Portal, and at what stages in their journey. - [How task reminders look in the patient's view](https://help.dentally.com/en/articles/6890775-how-task-reminders-look-in-the-patient-s-view.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How task reminders work for patients - [How to create a new online appointment as a single-site practice](https://help.dentally.com/en/articles/6120917-how-to-create-a-new-online-appointment-as-a-single-site-practice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create and manage different appointments, set pricing and duration - single-site practices only ๐Ÿ‘ค - [How to create a new online appointment as a multi-site brand](https://help.dentally.com/en/articles/9267874-how-to-create-a-new-online-appointment-as-a-multi-site-brand.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create and manage different appointments, set pricing and duration - multi-site practices only ๐Ÿ‘ฅ - [How to edit pricing, duration and other online appointment details](https://help.dentally.com/en/articles/9268063-how-to-edit-pricing-duration-and-other-online-appointment-details.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Edit the details of a new or existing online appointment type, including price and calendar options. - [How to use appointment categories with online appointment booking](https://help.dentally.com/en/articles/6791637-how-to-use-appointment-categories-with-online-appointment-booking.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand how appointments are categorised to streamline the patient booking experience. - [How to use online booking as a new patient](https://help.dentally.com/en/articles/3668485-how-to-use-online-booking-as-a-new-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How a new patient books an appointment using Portal, including paying deposits. - [How to use online booking as an existing patient](https://help.dentally.com/en/articles/3668861-how-to-use-online-booking-as-an-existing-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How an existing patient books an appointment using Portal, including booking recalls and paying deposits. - [How patients can cancel an appointment online via Portal](https://help.dentally.com/en/articles/3668498-how-patients-can-cancel-an-appointment-online-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How a patient cancels and rebooks an appointment online using Dentally Portal. - [How to use online booking for recall appointments](https://help.dentally.com/en/articles/6791631-how-to-use-online-booking-for-recall-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What the patient sees when theyโ€™re due to book a routine appointment through Dentally Portal. - [What your practice sees when a patient books online via Portal](https://help.dentally.com/en/articles/3551448-what-your-practice-sees-when-a-patient-books-online-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - See and report on appointments booked, and payments taken, online. - [How patients use โ€˜Book togetherโ€™ to combine routine appointments via Portal](https://help.dentally.com/en/articles/8062325-how-patients-use-book-together-to-combine-routine-appointments-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to enable and configure โ€˜Book togetherโ€™, to allow patients to combine routine appointments - [How to optimise your online booking configuration](https://help.dentally.com/en/articles/8238342-how-to-optimise-your-online-booking-configuration.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Optimise your Dentally Portal online booking configuration - [How to use practitioner locking with online booking](https://help.dentally.com/en/articles/9230862-how-to-use-practitioner-locking-with-online-booking.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Configure practitioner locking settings - [How to create direct Portal links for different locations - multi-site only ๐Ÿ‘ฅ](https://help.dentally.com/en/articles/8155534-how-to-create-direct-portal-links-for-different-locations-multi-site-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Direct links so patients can access particular sites - [How appointment slots are held during online booking with Portal](https://help.dentally.com/en/articles/11331038-how-appointment-slots-are-held-during-online-booking-with-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How slots are reserved when a patient starts booking an appointment through Dentally Portal - [How patients provide their medical history online via Portal](https://help.dentally.com/en/articles/6411428-how-patients-provide-their-medical-history-online-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What patients see when signing their medical history in the Patient Portal - [How patients can sign treatment estimates digitally via Dentally Portal](https://help.dentally.com/en/articles/4153793-how-patients-can-sign-treatment-estimates-digitally-via-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How a patient signs a treatment estimate using the patient Portal - [How digital NHS FP17 ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ and GP17 ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ forms work](https://help.dentally.com/en/articles/4893961-how-digital-nhs-fp17-and-gp17-forms-work.md): ๐Ÿฅ NHS EN/WA/SC only - How to use NHS PR forms with Dentally Portal - [How patients complete a digital NHS FP17 form with Portal](https://help.dentally.com/en/articles/6495033-how-patients-complete-a-digital-nhs-fp17-form-with-portal.md): ๐Ÿฅ NHS EN/WA only - What patients see when they are prompted to complete an FP17 form through Portal - [How patients complete a digital NHS GP17 form on a tablet through Portal](https://help.dentally.com/en/articles/7832533-how-patients-complete-a-digital-nhs-gp17-form-on-a-tablet-through-portal.md): ๐Ÿฅ NHS SC only - What patients see when they are prompted to complete an GP17 form through Concierge - [How to enable and disable online forms on Portal](https://help.dentally.com/en/articles/9331034-how-to-enable-and-disable-online-forms-on-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand how to select which forms your patients can complete online through the Portal. - [How patients pay for treatment online via Portal](https://help.dentally.com/en/articles/4153789-how-patients-pay-for-treatment-online-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How a patient pays for appointments through Dentally Portal. - [How to edit a payment plan/fee schedule in Portal](https://help.dentally.com/en/articles/9277990-how-to-edit-a-payment-plan-fee-schedule-in-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add and edit payment plans, and what they're used for. - [How to set up deposits for online bookings](https://help.dentally.com/en/articles/9268196-how-to-set-up-deposits-for-online-bookings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add deposits to appointments, and why deposits are important for your business. - [How to refund an online payment made via Portal](https://help.dentally.com/en/articles/8540397-how-to-refund-an-online-payment-made-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to refund or cancel an online payment made through Stripe. - [Can I create discount codes for patients with Dentally Portal?](https://help.dentally.com/en/articles/4194761-can-i-create-discount-codes-for-patients-with-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using promotional or discount codes for online booking on Dentally Portal is not currently supported. - [Can patients use Google Pay and Apple Pay when paying online via Portal?](https://help.dentally.com/en/articles/8582642-can-patients-use-google-pay-and-apple-pay-when-paying-online-via-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How Google Pay works for patients and practices in Dentally Portal. - [How to remind patients about outstanding payments on Portal](https://help.dentally.com/en/articles/9310423-how-to-remind-patients-about-outstanding-payments-on-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Send patients a reminder action card when payments are due. - [How to use the 'Devices' section in Dentally Portal](https://help.dentally.com/en/articles/9454967-how-to-use-the-devices-section-in-dentally-portal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What the 'Devices' section is, where to find it and how to use it. - [How Concierge and Kiosk ensure patient confidentiality](https://help.dentally.com/en/articles/9456356-how-concierge-and-kiosk-ensure-patient-confidentiality.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Ensuring patients only see their own personal data and are not exposed to that of other patients. - [How to select the right device for Concierge and Kiosk](https://help.dentally.com/en/articles/9470072-how-to-select-the-right-device-for-concierge-and-kiosk.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understanding which devices work with Dentally Portal's Concierge. - [How to pair a device for Kiosk](https://help.dentally.com/en/articles/9455055-how-to-pair-a-device-for-kiosk.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - Pair a tablet device with Dentally Portal to use Kiosk so patients can check in digitally - [How patients check in on a tablet using Kiosk](https://help.dentally.com/en/articles/9455864-how-patients-check-in-on-a-tablet-using-kiosk.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - Using Kiosk to confirm arrival in the practice via a tablet - [How to use Kiosk to enable digital patient check-in](https://help.dentally.com/en/articles/12691167-how-to-use-kiosk-to-enable-digital-patient-check-in.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - How to use Kiosk, and where to find further information - [How to set up and mount your device to use Kiosk effectively](https://help.dentally.com/en/articles/13166028-how-to-set-up-and-mount-your-device-to-use-kiosk-effectively.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - Our recommended setup for using Kiosk, to provide a streamlined process for both patients and staff - [How to enable and access Concierge](https://help.dentally.com/en/articles/9454991-how-to-enable-and-access-concierge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use Portal's tablet app to allow patients to complete forms when they arrive at the practice - [How patients complete actions using Concierge](https://help.dentally.com/en/articles/9335965-how-patients-complete-actions-using-concierge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the Portal app with a tablet to complete forms on the day of a patient's appointment - [How to pair a tablet device for Concierge](https://help.dentally.com/en/articles/9335849-how-to-pair-a-tablet-device-for-concierge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Pairing your tablet with Concierge using a pairing code, so patients can complete forms via a tablet on arrival - [How patients log into Portal for the first time](https://help.dentally.com/en/articles/6411470-how-patients-log-into-portal-for-the-first-time.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How patients create a Dentally Portal account, and why it's important for practices. - [How patients access Dentally Portal with an existing account login](https://help.dentally.com/en/articles/6411456-how-patients-access-dentally-portal-with-an-existing-account-login.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How patients log into the Portal once they have a Portal account - [How to help a patient who is experiencing login issues](https://help.dentally.com/en/articles/5818177-how-to-help-a-patient-who-is-experiencing-login-issues.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Helping you solve the most common login problems on Dentally Portal. - [How to help a patient who is locked out of their Portal account](https://help.dentally.com/en/articles/6791665-how-to-help-a-patient-who-is-locked-out-of-their-portal-account.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Follow these steps to help them regain access. ## Patient Record - [How to add a new patient](https://help.dentally.com/en/articles/7668871-how-to-add-a-new-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Add a new patient so that you can record details, book appointments, chart and create treatment plans. - [How to use the 'Details' screen in the patient record - UK/ROI only ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช](https://help.dentally.com/en/articles/3566292-how-to-use-the-details-screen-in-the-patient-record-uk-roi-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Exploring the patient's details screen including navigating, editing, archiving and deleting. - [How to use the 'Details' screen in the patient record - AU only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/11172184-how-to-use-the-details-screen-in-the-patient-record-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Use the patient details screen to add and update patient information such as contact details and family linking. - [How to use the 'Details' screen in the patient record - Canada only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9003597-how-to-use-the-details-screen-in-the-patient-record-canada-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Exploring the patient's details screen including navigating, editing, archiving and deleting. - [How to manage your non-clinical notes in the patient's record](https://help.dentally.com/en/articles/3548778-how-to-manage-your-non-clinical-notes-in-the-patient-s-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to show, hide, customise and delete a non-clinical note - [How to use postcode look-up to enter a patient's address - UK only ๐Ÿ‡ฌ๐Ÿ‡ง](https://help.dentally.com/en/articles/3566268-how-to-use-postcode-look-up-to-enter-a-patient-s-address-uk-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - How to use the postcode finder function to make it easier to enter patient details. - [How to search for a patient in Dentally](https://help.dentally.com/en/articles/3548865-how-to-search-for-a-patient-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to use the search box in Dentally to find a patient, or locate an archived/merged patient - [How to add and edit non-clinical notes](https://help.dentally.com/en/articles/3566270-how-to-add-and-edit-non-clinical-notes.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Use sticky notes for quick non-clinical information, reminders, or comments - [How to view/compare multiple patient records at once](https://help.dentally.com/en/articles/3548852-how-to-view-compare-multiple-patient-records-at-once.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Open patient records in multiple tabs to work without interruption - [How to set a custom title for a patient](https://help.dentally.com/en/articles/3566439-how-to-set-a-custom-title-for-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to add titles which are not part of the default list - [How to archive a patient](https://help.dentally.com/en/articles/3548807-how-to-archive-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to archive a patient, find archived patients - [How to merge patients](https://help.dentally.com/en/articles/3566278-how-to-merge-patients.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to merge duplicate patient records in Dentally, Including how to merge patient images beforehand! - [How to link patients as family members](https://help.dentally.com/en/articles/3566283-how-to-link-patients-as-family-members.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Link and unlink family members to make appointment booking and account management easier for the family. - [How to use the patient's audit trail](https://help.dentally.com/en/articles/3565987-how-to-use-the-patient-s-audit-trail.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to use the general and Dentally Vision audit trails to view all the activity on a patient's record. - [How to access and export treatment history](https://help.dentally.com/en/articles/6317582-how-to-access-and-export-treatment-history.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Access a full list of the patient's treatment history, and export this if the patient ever requests a copy - [Can I add a profile photo to the patient's record?](https://help.dentally.com/en/articles/9311269-can-i-add-a-profile-photo-to-the-patient-s-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to add a profile photo to a patient's record. - [How to manage a patient's medical history information](https://help.dentally.com/en/articles/3566262-how-to-manage-a-patient-s-medical-history-information.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to record, review or invalidate a patient's medical history, and how to set medical alerts - [How to send medical history links via SMS and email](https://help.dentally.com/en/articles/4134362-how-to-send-medical-history-links-via-sms-and-email.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send an SMS or email link for patients to complete their medical history online. - [How to add a medical alert for a patient](https://help.dentally.com/en/articles/9859124-how-to-add-a-medical-alert-for-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Adding a medical alert to a patient's record to flag a medical issue. ## Charting - [How to chart in Dentally](https://help.dentally.com/en/articles/3565932-how-to-chart-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - An overview of how to chart treatments, treatment history, BPE, upload images and radiographs - [How to configure your chart view for separate or condensed charting](https://help.dentally.com/en/articles/3722961-how-to-configure-your-chart-view-for-separate-or-condensed-charting.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turning on/off a combined mixed dentition chart and how this affects the rows on your graphical chart. - [How to enable and configure the hover chart](https://help.dentally.com/en/articles/3565895-how-to-enable-and-configure-the-hover-chart.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to enable/disable and configure my hover charting - [How to upload images to the 'Images' tab on the patients 'Chart'](https://help.dentally.com/en/articles/3565989-how-to-upload-images-to-the-images-tab-on-the-patients-chart.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Adding/Importing patient images and x-rays to a patients record. - [How to record a baseline chart](https://help.dentally.com/en/articles/3563965-how-to-record-a-baseline-chart.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to record a base chart for adult and mixed dentition - [How to add new treatment items](https://help.dentally.com/en/articles/3568926-how-to-add-new-treatment-items.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Add new treatments to your treatment list, a full breakdown of each treatment item setting - [Managing Treatment Categories](https://help.dentally.com/en/articles/6817473-managing-treatment-categories.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add, edit and reorder treatment categories - [Multi-Surface Updating - Australia ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/8064313-multi-surface-updating-australia.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Dentists can now opt in to allow easier multi-surface updating - [How to use age-based predictive dentition base charting](https://help.dentally.com/en/articles/10278653-how-to-use-age-based-predictive-dentition-base-charting.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - A look into what age-based predictive dentition is, why it's useful and how it works when base charting - [How to control whether an item appears on an estimate/invoice](https://help.dentally.com/en/articles/9690799-how-to-control-whether-an-item-appears-on-an-estimate-invoice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Stop certain items from appearing on an invoice or estimate, or vice versa - [How to create an estimate/consent form for a patient](https://help.dentally.com/en/articles/3566525-how-to-create-an-estimate-consent-form-for-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create, add images to, print and email estimates and consent forms as well as how to create new forms or edit content of existing forms. - [How to set up the chart for mixed dentition](https://help.dentally.com/en/articles/11018193-how-to-set-up-the-chart-for-mixed-dentition.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Configuring your chart preferences for recommended charting like condensed charting and mixed dentition - [How to use the Clinical History side panel](https://help.dentally.com/en/articles/7041261-how-to-use-the-clinical-history-side-panel.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Discover the clinical history sidebar and how it works in Dentally - [How to hide treatment and fees from estimate templates](https://help.dentally.com/en/articles/13915542-how-to-hide-treatment-and-fees-from-estimate-templates.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บCA&AU - Stop treatment and fees from appearing on patient estimates. - [How to show all planned treatment on the odontogram](https://help.dentally.com/en/articles/14836285-how-to-show-all-planned-treatment-on-the-odontogram.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆUK, IE, APAC, CA - You can show all planned treatment across all treatment plans on the dentally chart at once - [Creating treatment estimates in Canada](https://help.dentally.com/en/articles/14184099-creating-treatment-estimates-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How to create an estimate in Dentally and how insurance/predeterminations impact calculations - [How to chart supernumerary teeth](https://help.dentally.com/en/articles/15531480-how-to-chart-supernumerary-teeth.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Learn how to manage supernumerary teeth in Dentally. - [What microphone should I use for clinical AI notes](https://help.dentally.com/en/articles/11186244-what-microphone-should-i-use-for-clinical-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Microphones marked with tried and tested have been tested by our team and work well when using clinical AI notes. - [Tips for speaking your notes when using clinical AI notes](https://help.dentally.com/en/articles/12984751-tips-for-speaking-your-notes-when-using-clinical-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to talk to AI when using clinical AI notes - [Clinical AI notes FAQs](https://help.dentally.com/en/articles/11186704-clinical-ai-notes-faqs.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - This guide help answer the most common questions surrounding clinical ai notes in Dentally - [How to set your accent settings for better voice recognition with AI notes](https://help.dentally.com/en/articles/11736311-how-to-set-your-accent-settings-for-better-voice-recognition-with-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Set your dialect in 'My Account' to improve AI accuracy when dictating clinical notes. - [How to use appointment level clinical notes - full comprehensive guide](https://help.dentally.com/en/articles/13926644-how-to-use-appointment-level-clinical-notes-full-comprehensive-guide.md): ๐Ÿšจ Rolling out across the UK now - This guide is for use by practices already using the new clinical notes sidebar and appointment level notes in Dentally. - [Clinical AI notes and Ambient Listening regulatory and compliance information](https://help.dentally.com/en/articles/15190698-clinical-ai-notes-and-ambient-listening-regulatory-and-compliance-information.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Clinical AI Notes and Ambient Listening are part of our registered class 1 medical device for clinical documentation. - [How to write a clinical note without AI or dictation](https://help.dentally.com/en/articles/15190819-how-to-write-a-clinical-note-without-ai-or-dictation.md): ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡ฎ๐Ÿ‡ช ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, AU, NZ, CA - Documenting clinical notes in the clinical sidebar for each appointment without using dictation of AI summaries - [How to write a clinical note using dictation](https://help.dentally.com/en/articles/15191190-how-to-write-a-clinical-note-using-dictation.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise your speech straight into your own templates with ease. - [How to record an appointment](https://help.dentally.com/en/articles/15191365-how-to-record-an-appointment.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Record your appointment and summarise your notes in one seamless workflow - [How to make amendments to completed clinical notes](https://help.dentally.com/en/articles/15191444-how-to-make-amendments-to-completed-clinical-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to edit completed notes using the amendement button in the clinical note sidebar - [How to complete clinical notes](https://help.dentally.com/en/articles/15191501-how-to-complete-clinical-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How the saving system works for your appointment level clinical notes - [How to format clinical notes](https://help.dentally.com/en/articles/15191782-how-to-format-clinical-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Using the '/' slash menu and highlight to edit when formatting your clinical notes in clinical sidebar editor - [How to track unlocked clinical notes using the task list](https://help.dentally.com/en/articles/15191903-how-to-track-unlocked-clinical-notes-using-the-task-list.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Keep on top of your unlocked clinical notes directly from your task list - [How to find your clinical note transcripts, recordings, and history](https://help.dentally.com/en/articles/15191960-how-to-find-your-clinical-note-transcripts-recordings-and-history.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - locating and viewing your clinical note audit history and transcripts - [Recommended microphone setup when dictating clinical notes across multiple clinics](https://help.dentally.com/en/articles/15192154-recommended-microphone-setup-when-dictating-clinical-notes-across-multiple-clinics.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - The ideal solution for multiple treatment rooms when using dictation and appointment recording - [Why use AI to summarise your clinical notes?](https://help.dentally.com/en/articles/15192193-why-use-ai-to-summarise-your-clinical-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Want to utilise AI summaries but unsure on the benefits? This guide touches on why AI summaries are the way forward. - [What is the difference between ai note summaries and appointment recording?](https://help.dentally.com/en/articles/15192223-what-is-the-difference-between-ai-note-summaries-and-appointment-recording.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Clinical notes in dentally can be used in various ways to suit your own needs. - [How to create and manage note templates](https://help.dentally.com/en/articles/15202602-how-to-create-and-manage-note-templates.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Clinical AI Notes and Ambient Listening are part of our registered class 1 medical device for clinical documentation - [Why have my clinical notes changed?](https://help.dentally.com/en/articles/15220933-why-have-my-clinical-notes-changed.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Navigating the new clinical note experience in dentally - [How to move a clinical note to a different appointment](https://help.dentally.com/en/articles/15221232-how-to-move-a-clinical-note-to-a-different-appointment.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - If a not is incorrectly saved it should be moved to the correct appointment as soon as possible. - [How to delete a clinical note?](https://help.dentally.com/en/articles/15221635-how-to-delete-a-clinical-note.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to delete a clinical note - this should only be used in emergencies and is only available to level 4 users. - [Appointment level clinical note FAQs](https://help.dentally.com/en/articles/15422195-appointment-level-clinical-note-faqs.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Answers to the most common questions surrounding the new clinical note experience - [How to use clinical AI notes in Dentally- legacy note editor](https://help.dentally.com/en/articles/10717870-how-to-use-clinical-ai-notes-in-dentally-legacy-note-editor.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Dictate your notes, and let AI summarise these against your own templates in the old treatment item note editot. - [Clinical AI note generation is stuck in 'Pending' status](https://help.dentally.com/en/articles/12688585-clinical-ai-note-generation-is-stuck-in-pending-status.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - What to do if my note generation gets stuck as pending - [How to turn on/off Clinical AI notes](https://help.dentally.com/en/articles/13223517-how-to-turn-on-off-clinical-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Turning on/off clinical AI notes for the entire practice - [How to edit clinical notes](https://help.dentally.com/en/articles/4575643-how-to-edit-clinical-notes.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add or edit clinical notes against a completed treatment item. - [How to restore your clinical notes](https://help.dentally.com/en/articles/6902999-how-to-restore-your-clinical-notes.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What to do if you see a message about saving/restoring clinical notes - [How to add new clinical note templates](https://help.dentally.com/en/articles/7269102-how-to-add-new-clinical-note-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How you can add your own clinical notes templates for use in your treatment planning - [How to set up templates for clinical AI notes](https://help.dentally.com/en/articles/11521364-how-to-set-up-templates-for-clinical-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - How to structure and optimise your note templates to get the best results when using clinical AI notes and best practice guidance for using AI n... - [Practice Clinical Notes Templates](https://help.dentally.com/en/articles/3615370-practice-clinical-notes-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create, edit & use clinical note templates across your practice - [How to turn on a practice template for clinical AI notes](https://help.dentally.com/en/articles/11736258-how-to-turn-on-a-practice-template-for-clinical-ai-notes.md): ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ EN, WA, SC, AU, NZ, CA - Enable shared note templates so all users in your practice can access the same templates consistent clinical ai notes. - [How to copy and customise a note template](https://help.dentally.com/en/articles/11521495-how-to-copy-and-customise-a-note-template.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง AU, CA, UK - This guide walks you through duplicating an existing note template and editing it. - [Personal Clinical Notes Templates](https://help.dentally.com/en/articles/4574589-personal-clinical-notes-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up clinical notes templates for personal use by practitioners? - [How to use clinical note templates](https://help.dentally.com/en/articles/7269181-how-to-use-clinical-note-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use clinical notes templates instead of writing your notes from scratch after every appointment - [How to create a treatment plan in Australia](https://help.dentally.com/en/articles/5477809-how-to-create-a-treatment-plan-in-australia.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Creating a new treatment plan - [How to create a treatment plan in the UK and ROI](https://help.dentally.com/en/articles/3565923-how-to-create-a-treatment-plan-in-the-uk-and-roi.md): ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง ROI/UK only - Creating a new treatment plan - [How to create a treatment plan in Canada ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9004765-how-to-create-a-treatment-plan-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Creating a new treatment plan - [How to add a treatment to a treatment plan](https://help.dentally.com/en/articles/9588365-how-to-add-a-treatment-to-a-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Adding treatment codes to a treatment plan - [How to add appointments to a treatment plan](https://help.dentally.com/en/articles/12165237-how-to-add-appointments-to-a-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How practitioners add appointments to a treatment plan, for receptionists to book in later - [How to set up treatment plan templates](https://help.dentally.com/en/articles/3565921-how-to-set-up-treatment-plan-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create personal or shared treatment plan templates - [How to use treatment plan templates](https://help.dentally.com/en/articles/3563930-how-to-use-treatment-plan-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use treatment plans and dental charting templates, chart multiple treatments with a single click - [How to create custom fields in treatment items](https://help.dentally.com/en/articles/3568948-how-to-create-custom-fields-in-treatment-items.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Creating custom fields to populate treatment items with pre-existing information - [How to complete a treatment plan](https://help.dentally.com/en/articles/7273858-how-to-complete-a-treatment-plan.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC, UK, ROI - Completing a treatment plan, from start to finish - [How to reorder appointments and treatment items](https://help.dentally.com/en/articles/3563946-how-to-reorder-appointments-and-treatment-items.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Changing the order of treatments and appointments within a treatment plan - [How to edit treatment items and their prices](https://help.dentally.com/en/articles/5447173-how-to-edit-treatment-items-and-their-prices.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Edit treatment items on your chart screen from your settings, and lock the price - [How to complete treatments and treatment plans - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9587530-how-to-complete-treatments-and-treatment-plans-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Marking individual treatments and whole treatment plans as complete once work has been carried out - [How to edit an existing treatment plan in Canada ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9578059-how-to-edit-an-existing-treatment-plan-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Updating and amending existing treatment plans and treatment plan settings - [Completing treatment assigned to another practitioner](https://help.dentally.com/en/articles/6247400-completing-treatment-assigned-to-another-practitioner.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Completing treatments assigned to a different practitioner - [How to edit an existing treatment plan](https://help.dentally.com/en/articles/15588268-how-to-edit-an-existing-treatment-plan.md): ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK, ROI, APAC - Updating and amending existing treatment plans and treatment plan settings - [How to edit charged treatment](https://help.dentally.com/en/articles/3565909-how-to-edit-charged-treatment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Wrong tooth or treatment charted? Take a read on how to edit a charged treatment plan below ๐Ÿ‘‡ - [How to reopen a treatment plan](https://help.dentally.com/en/articles/6886382-how-to-reopen-a-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to reopen a previously completed treatment plan - [How to record labs in Canada](https://help.dentally.com/en/articles/9031370-how-to-record-labs-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How to create a lab against a treatment item in Dentally - [Sterilisation tracking codes](https://help.dentally.com/en/articles/5966518-sterilisation-tracking-codes.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ APAC/CA only - Provides practices with the ability to document sterilised instrument codes in a patient record - [How your treatments are saved](https://help.dentally.com/en/articles/9984674-how-your-treatments-are-saved.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How we ensure your treatment plans and notes are safe and secure when running a busy dental practice - [How to delete a treatment plan](https://help.dentally.com/en/articles/3565916-how-to-delete-a-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to delete a treatment plan - [How to confirm an unbooked appointment is ready for booking](https://help.dentally.com/en/articles/12555470-how-to-confirm-an-unbooked-appointment-is-ready-for-booking.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let the admin team know an appointment has all the necessary details and is ready to be booked. - [How to set the booking interval for an unbooked appointment](https://help.dentally.com/en/articles/12130559-how-to-set-the-booking-interval-for-an-unbooked-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting a booking interval on an unbooked appointment, so admin staff know when to book. - [How to clone and rename a treatment plan](https://help.dentally.com/en/articles/6824392-how-to-clone-and-rename-a-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Clone a treatment plan when offering multiple treatment options, and rename a plan so it's distinguishable - [How treatment codes can swap in Canada](https://help.dentally.com/en/articles/13935091-how-treatment-codes-can-swap-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Understanding Dentally's "smart" code-swapping mechanism in Canada - [How to create private referrals](https://help.dentally.com/en/articles/14077602-how-to-create-private-referrals.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Create private in-group, in-house and external referrals - [How to create an NHS referral](https://help.dentally.com/en/articles/14077673-how-to-create-an-nhs-referral.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Create NHS referrals via an integration - [How to view and manage in-group referrals you have received](https://help.dentally.com/en/articles/14109687-how-to-view-and-manage-in-group-referrals-you-have-received.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - If you receive an in-group referral from another practice, see how the patient record will display, and how to view the referral - [How to manage pricing with treatment plan templates](https://help.dentally.com/en/articles/15619355-how-to-manage-pricing-with-treatment-plan-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - A close look into the upcoming plan template changes to how pricing and fees are applied. - [BEWE Examinations](https://help.dentally.com/en/articles/3565979-bewe-examinations.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ UK/CA only - How to chart a BEWE examination - [How to chart a BPE - AU only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/5450742-how-to-chart-a-bpe-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to chart a BPE - [Charting a BPE](https://help.dentally.com/en/articles/3565968-charting-a-bpe.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ UK/CA only - How to chart, update, and remove a BPE/BEWE examination - [BEWE Examination in Australia ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/5450726-bewe-examination-in-australia.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to chart a BEWE Examination - [How to create a perio exam](https://help.dentally.com/en/articles/3565934-how-to-create-a-perio-exam.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - Record a periodontal exam, compare results and recording double digits. - [How to configure your perio exam settings](https://help.dentally.com/en/articles/6404493-how-to-configure-your-perio-exam-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - How to edit the workflow order when filling out a perio exam - [Adjusting Perio Exam View](https://help.dentally.com/en/articles/6404356-adjusting-perio-exam-view.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - - [How to compare perio exams](https://help.dentally.com/en/articles/6205931-how-to-compare-perio-exams.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - Find out how you can easily compare perio exams. - [How to allow nurses and dental assistants to create/edit perio exams](https://help.dentally.com/en/articles/14704571-how-to-allow-nurses-and-dental-assistants-to-create-edit-perio-exams.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK, ROI, APAC, CA - Enable nurses and dental assistants to create and edit Perio exams on behalf of practitioners. - [How to enable Root Charting](https://help.dentally.com/en/articles/9432602-how-to-enable-root-charting.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turning on and off your root chart view during surgery - [How items appear on the root chart](https://help.dentally.com/en/articles/9436297-how-items-appear-on-the-root-chart.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How 'Fill Root' treatment items appear in the chart - [Setting up a treatment item to work with Root Chart](https://help.dentally.com/en/articles/9433749-setting-up-a-treatment-item-to-work-with-root-chart.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up a treatment item to fill the root when root charting. - [How to chart Implants](https://help.dentally.com/en/articles/9489443-how-to-chart-implants.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to configure the tooth status of a treatment item to successfully chart an implant. - [How to use the Tooth Status options](https://help.dentally.com/en/articles/8176827-how-to-use-the-tooth-status-options.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to configure the tooth status for a treatment item from the treatment item settings. - [How to use socket selection](https://help.dentally.com/en/articles/9587446-how-to-use-socket-selection.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use quick socket selection to update a tooth status to speed up base charting - [How the Odontogram treatment lines work](https://help.dentally.com/en/articles/9589866-how-the-odontogram-treatment-lines-work.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The odontogram chart reflects tooth statuses on the treatment lines - [How to move images between patients](https://help.dentally.com/en/articles/9531549-how-to-move-images-between-patients.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Let's delve into the correct process for moving images from one patient to another - [How to Archive, Restore, and Delete Images](https://help.dentally.com/en/articles/10174161-how-to-archive-restore-and-delete-images.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - You can manage your images directly from the Images tab in the patients Chart screen. - [What is the Dentally Imaging Bridge](https://help.dentally.com/en/articles/3563706-what-is-the-dentally-imaging-bridge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What is the imaging bridge in dentally and is it different to Dentally Vision? - [How to install the Dentally Imaging Bridge on Mac OS](https://help.dentally.com/en/articles/7021309-how-to-install-the-dentally-imaging-bridge-on-mac-os.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How do I install the Dentally x-ray imaging bridge onto a mac os? - [How to Install the Dentally Imaging Bridge on Windows](https://help.dentally.com/en/articles/7021294-how-to-install-the-dentally-imaging-bridge-on-windows.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Installing the Dentally imaging software bridge on a windows machine - [How to install the Legacy Dentally Bridge? For older operating systems](https://help.dentally.com/en/articles/7034589-how-to-install-the-legacy-dentally-bridge-for-older-operating-systems.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - [Imaging Bridge Install FAQs](https://help.dentally.com/en/articles/9306378-imaging-bridge-install-faqs.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Answering some of your Imaging Bridge install FAQ's - [How to Troubleshoot the Imaging Bridge?](https://help.dentally.com/en/articles/7021302-how-to-troubleshoot-the-imaging-bridge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - What can i do if my imaging bridge isn't working in Dentally? - [Supported third-party imaging software for the Imaging Bridge](https://help.dentally.com/en/articles/7021285-supported-third-party-imaging-software-for-the-imaging-bridge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - These imaging softwares can be connected to your Dentally Software using the Dentally Imaging Bridge chrome extension - [Imaging Bridge Conflict FAQs](https://help.dentally.com/en/articles/9526700-imaging-bridge-conflict-faqs.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Having trouble with the bridge pulling through the wrong patients? - [How to use the Image Bridge Overlap Screen](https://help.dentally.com/en/articles/9311235-how-to-use-the-image-bridge-overlap-screen.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How the imaging bridge overlap screen works and why it appears? - [How to clear a patient's Bridge ID](https://help.dentally.com/en/articles/9587948-how-to-clear-a-patient-s-bridge-id.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Rectify the situation if a patient has been accidentally assigned the wrong Bridge ID - [Finding the Origin Site ID for the Imaging Bridge](https://help.dentally.com/en/articles/15030417-finding-the-origin-site-id-for-the-imaging-bridge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to find my site ID - [Troubleshooting Imaging Bridge paths and configuration files](https://help.dentally.com/en/articles/15030457-troubleshooting-imaging-bridge-paths-and-configuration-files.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Locating your imaging software pathways for correct imaging bridge configuration - [Finding the image storage location for the Imaging Bridge](https://help.dentally.com/en/articles/15030538-finding-the-image-storage-location-for-the-imaging-bridge.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use these ways to find the storage location of your practice images. - [DTX not launching](https://help.dentally.com/en/articles/6726577-dtx-not-launching.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - What to do if DTX is not launching. - [How to manage and add users in EXAMINE Pro](https://help.dentally.com/en/articles/11313517-how-to-manage-and-add-users-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - EXAMINE Pro users are set up per machine. - [How to install the the EXAMINE Pro dongle](https://help.dentally.com/en/articles/11313651-how-to-install-the-the-examine-pro-dongle.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to correctly install and manage the EXAMINE Pro dongle to ensure full access across all computers. - [Understanding EXAMINE Pro system requirements](https://help.dentally.com/en/articles/11320750-understanding-examine-pro-system-requirements.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Hardware and software recommendations for running EXPro in a dental practice. - [How to configure grading options in EXAMINE Pro](https://help.dentally.com/en/articles/11320964-how-to-configure-grading-options-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - X-ray grading options in EXAMINE Pro are configured locally per computer. - [How to save and grade x-rays in EXAMINE Pro](https://help.dentally.com/en/articles/11320893-how-to-save-and-grade-x-rays-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - When saving an x-ray in EXAMINE Pro, users can assign key details such as grading, user and image type. - [How to use a PSPIX2 scanner with EXAMINE Pro](https://help.dentally.com/en/articles/11321035-how-to-use-a-pspix2-scanner-with-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to acquire and save radiographs using the PSPIX2 scanner in EXpro. - [How to import/export images and x-rays in EXAMINE Pro](https://help.dentally.com/en/articles/11321084-how-to-import-export-images-and-x-rays-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to import and export individual or multiple images within EXAMINE Pro via the Dentally Bridge. - [How to recover missing images in EXAMINE Pro](https://help.dentally.com/en/articles/11321203-how-to-recover-missing-images-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to recover missing images in EXpro from the original machine used to process the x-ray. - [How to resolve the 'Plug-in Execution Failed' error in EXAMINE Pro](https://help.dentally.com/en/articles/11321303-how-to-resolve-the-plug-in-execution-failed-error-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - This error typically appears when no x-ray module has been selected for image acquisition. - [How to troubleshoot EXAMINE Pro when stuck in demo mode](https://help.dentally.com/en/articles/11321343-how-to-troubleshoot-examine-pro-when-stuck-in-demo-mode.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to identify and resolve dongle connection issues preventing full access to EXAMINE Pro features. - [How to reassign images in EXAMINE Pro](https://help.dentally.com/en/articles/11330831-how-to-reassign-images-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to use the Global Folder in EXAMINE Pro to move images from one patient record to another. - [How to add your EXAMINE Pro images to a patient's record](https://help.dentally.com/en/articles/11331070-how-to-add-your-examine-pro-images-to-a-patient-s-record.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to export images from EXAMINE Pro and upload them to Dentally in a few quick steps. - [How to configure your intra-oral camera for EXAMINE Pro](https://help.dentally.com/en/articles/11383144-how-to-configure-your-intra-oral-camera-for-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Intra-Oral camera configuration - [How to install EXAMINE Pro](https://help.dentally.com/en/articles/11383152-how-to-install-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Installing EXAMINE Pro using the ExPro installer. - [How to set up Acteon Prime OPG \(Owandy Module\)](https://help.dentally.com/en/articles/11383157-how-to-set-up-acteon-prime-opg-owandy-module.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Acteon Prime model OPGs setup - [How to set up Acteon UScan with EXAMINE Pro](https://help.dentally.com/en/articles/11383158-how-to-set-up-acteon-uscan-with-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Acteon UScan setup. - [How to change the default screen for EXAMINE Pro in a multi-screen setup](https://help.dentally.com/en/articles/11383182-how-to-change-the-default-screen-for-examine-pro-in-a-multi-screen-setup.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - What to do when EXAMINE Pro is not loading correctly. - [How to create macros in EXAMINE Pro](https://help.dentally.com/en/articles/11383187-how-to-create-macros-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Creating macros in EXAMINE Pro. - [How to use sensor orientation and image manipulation within EXAMINE Pro](https://help.dentally.com/en/articles/11383191-how-to-use-sensor-orientation-and-image-manipulation-within-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Sensor orientation and image manipulation in EXAMINE Pro. - [How to use mounts within EXAMINE Pro](https://help.dentally.com/en/articles/11383200-how-to-use-mounts-within-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Using the 'Mount' screen in EXAMINE Pro. - [How to determine the greyscale values of images within EXAMINE Pro](https://help.dentally.com/en/articles/11383206-how-to-determine-the-greyscale-values-of-images-within-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to determine greyscale values in EXAMINE Pro. - [How to understand chart x-ray indicator colours in EXAMINE Pro](https://help.dentally.com/en/articles/11383212-how-to-understand-chart-x-ray-indicator-colours-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Understanding indicator colours in EXAMINE Pro. - [How to enable extra viewports in EXAMINE Pro](https://help.dentally.com/en/articles/11383219-how-to-enable-extra-viewports-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to get two viewports in EXAMINE Pro, so you can display more than one image at a time. - [How images are calibrated in EXAMINE Pro](https://help.dentally.com/en/articles/11383241-how-images-are-calibrated-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Three ways to use calibration in EXAMINE Pro. - [How to add patient info to images in EXAMINE Pro](https://help.dentally.com/en/articles/11383246-how-to-add-patient-info-to-images-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Adding patient info to images in EXAMINE Pro. - [How to import a Carestream OPG from the EXAMINE Pro temp folder](https://help.dentally.com/en/articles/11383262-how-to-import-a-carestream-opg-from-the-examine-pro-temp-folder.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Recovering a Carestream OPG image from the EXAMINE Pro temporary folder. - [What to do if EXAMINE Pro is slow to load](https://help.dentally.com/en/articles/11388783-what-to-do-if-examine-pro-is-slow-to-load.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Troubleshooting if EXAMINE Pro is loading slowly. - [What to do if the annotation window is displaying over x-rays](https://help.dentally.com/en/articles/11388814-what-to-do-if-the-annotation-window-is-displaying-over-x-rays.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - If the annotation window is opening on top of your images, this can be resolved. - [What to do if images from your Iris Digidoc are being mirrored](https://help.dentally.com/en/articles/11389055-what-to-do-if-images-from-your-iris-digidoc-are-being-mirrored.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Troubleshooting if your Iris Digidoc images are inverted. - [How to resolve 'Extended attributes are inconsistent' error in EXAMINE Pro](https://help.dentally.com/en/articles/11389099-how-to-resolve-extended-attributes-are-inconsistent-error-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - What to do with an error around extended attributes. - [How to ensure EXAMINE Pro fits to screen](https://help.dentally.com/en/articles/11389119-how-to-ensure-examine-pro-fits-to-screen.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - What to do if EXAMINE Pro is not fitting to screen - [How to view applied filters in EXAMINE Pro](https://help.dentally.com/en/articles/11389207-how-to-view-applied-filters-in-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Viewing filters applied to a modified image in EXAMINE Pro - [How to restore missing Vistascan images from EXAMINE Pro](https://help.dentally.com/en/articles/11389221-how-to-restore-missing-vistascan-images-from-examine-pro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Restoring x-rays which have gone missing during a scan via Duerr Vistascan. - [Can I chart on supernumerary teeth](https://help.dentally.com/en/articles/9335240-can-i-chart-on-supernumerary-teeth.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The best way to chart on a supernumerary tooth - [Charting Tips in Dentally - Changing a treatment's charting icon](https://help.dentally.com/en/articles/5024170-charting-tips-in-dentally-changing-a-treatment-s-charting-icon.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change a treatment's charting icon. - [How to move an appointment to another treatment plan](https://help.dentally.com/en/articles/9344606-how-to-move-an-appointment-to-another-treatment-plan.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how you can easily move appointments to a different plan. - [How to print or email a treatment plan estimate or consent form](https://help.dentally.com/en/articles/9344800-how-to-print-or-email-a-treatment-plan-estimate-or-consent-form.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how you can print and email a treatment plan estimate to your patient. - [Charting Tips in Dentally - Charting a Treatment Across Multiple Teeth](https://help.dentally.com/en/articles/5020982-charting-tips-in-dentally-charting-a-treatment-across-multiple-teeth.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart a treatment across multiple teeth. - [Where can I find my Charting Settings](https://help.dentally.com/en/articles/9271709-where-can-i-find-my-charting-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access your charting preference settings and configure these to your specific needs. - [How to lock your chart to the screen](https://help.dentally.com/en/articles/9272092-how-to-lock-your-chart-to-the-screen.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Lock your chart to the screen & make sure it stays static and sticks to the top when scrolling - [Charting Tips in Dentally - Charting a Filling Across Multiple Surfaces](https://help.dentally.com/en/articles/3565961-charting-tips-in-dentally-charting-a-filling-across-multiple-surfaces.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart a filling across multiple surfaces - [Add a Telephone Assessment to Dentally](https://help.dentally.com/en/articles/4065979-add-a-telephone-assessment-to-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at how to set up a telephone assessment appointment in Dentally. - [Charting Tips in Dentally - Delete a previously charted item](https://help.dentally.com/en/articles/5051340-charting-tips-in-dentally-delete-a-previously-charted-item.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to delete a previously charted treatment item - [Charting Tips in Dentally - Final Tooth Treatments](https://help.dentally.com/en/articles/5024989-charting-tips-in-dentally-final-tooth-treatments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to chart final tooth treatments, reset tooth, tooth no longer present - [Charting Tips in Dentally - Unerupted teeth now present](https://help.dentally.com/en/articles/5019659-charting-tips-in-dentally-unerupted-teeth-now-present.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Tips to make charting easier in Dentally - mark unerupted tooth as now present - [How to favourite treatment items and navigate treatment search](https://help.dentally.com/en/articles/6824602-how-to-favourite-treatment-items-and-navigate-treatment-search.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make sure you are confident with knowing your way around the 'Chart' screen. ## Appointment Calendar - [How to use the new appointment finder tool](https://help.dentally.com/en/articles/9717140-how-to-use-the-new-appointment-finder-tool.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using Dentally's appointment finder tool to search for slots and filter by zones. - [How to update a patient's appointment status](https://help.dentally.com/en/articles/3562889-how-to-update-a-patient-s-appointment-status.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change a patient's appointment status in the calendar. - [How to manage your diary settings in UK/ROI/APAC](https://help.dentally.com/en/articles/4273067-how-to-manage-your-diary-settings-in-uk-roi-apac.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, APAC - How to set up your practice calendar - [Understanding the appointment journey from start to finish](https://help.dentally.com/en/articles/3562926-understanding-the-appointment-journey-from-start-to-finish.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - An appointment from start to finish - booking, confirming, reminders, arrived & failed to attend - [How to use the 'Appointments' tab](https://help.dentally.com/en/articles/3551480-how-to-use-the-appointments-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the 'Appointments' tab to identify unbooked and booked appointments, and take actions. - [What a patient's appointment status means](https://help.dentally.com/en/articles/6709513-what-a-patient-s-appointment-status-means.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The meaning of each stage of the appointment journey. - [How to link or unlink appointments](https://help.dentally.com/en/articles/6705244-how-to-link-or-unlink-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to link and unlink appointments through the patient's record - [How to cancel and rebook an appointment](https://help.dentally.com/en/articles/7156777-how-to-cancel-and-rebook-an-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Cancelling and rebooking appointments - [How to move or alter an appointment](https://help.dentally.com/en/articles/7161019-how-to-move-or-alter-an-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How you can adjust and move an appointment in your appointment calendar - [How to book family appointments](https://help.dentally.com/en/articles/6886286-how-to-book-family-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Booking a family appointment in Dentally - [How to use the old appointment finder](https://help.dentally.com/en/articles/3562920-how-to-use-the-old-appointment-finder.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the old appointment finder to identify availability - [How to prevent appointment booking for a patient](https://help.dentally.com/en/articles/9749411-how-to-prevent-appointment-booking-for-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the feature to disable a particular patient from booking appointments. - [How to manage your calendar settings in Canada](https://help.dentally.com/en/articles/14836533-how-to-manage-your-calendar-settings-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How to set up your practice calendar - [How to use waiting lists](https://help.dentally.com/en/articles/3621351-how-to-use-waiting-lists.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Set up and use waiting lists to fill your appointment calendar - [Setting up a Telephone Triage Diary in Dentally](https://help.dentally.com/en/articles/3825824-setting-up-a-telephone-triage-diary-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Telephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites - [How to use practitioner groups](https://help.dentally.com/en/articles/3551660-how-to-use-practitioner-groups.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create, edit and display specific groups of practitioners in the calendar - [How to create and use appointment reasons](https://help.dentally.com/en/articles/3562910-how-to-create-and-use-appointment-reasons.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add a new appointment reason to your practice's appointment list. - [How to use zones in your calendar](https://help.dentally.com/en/articles/3562897-how-to-use-zones-in-your-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create and use zones โ€“ previously known as session appointments - [How to manage your cancellation reasons](https://help.dentally.com/en/articles/4273580-how-to-manage-your-cancellation-reasons.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add, edit and hide appointment cancellation reasons - [How to add recurring appointments to the practice calendar](https://help.dentally.com/en/articles/3551520-how-to-add-recurring-appointments-to-the-practice-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up recurring appointments in the calendar. - [How to use the calendar controls to adjust your view](https://help.dentally.com/en/articles/3551690-how-to-use-the-calendar-controls-to-adjust-your-view.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the controls in the calendar, including date navigation, room display and multi-day - [How to set up and use rooms in the calendar](https://help.dentally.com/en/articles/3551657-how-to-set-up-and-use-rooms-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up rooms and order your calendar by room - [How to use the 'Waiting Room' for arrived patients](https://help.dentally.com/en/articles/3548877-how-to-use-the-waiting-room-for-arrived-patients.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to see who is in the 'Waiting Room' after they have arrived for their appointment. - [How to use the clipboard for appointments](https://help.dentally.com/en/articles/3551474-how-to-use-the-clipboard-for-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the clipboard to move appointments - [How to change your colour preferences in the calendar](https://help.dentally.com/en/articles/3551537-how-to-change-your-colour-preferences-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change the colours in your calendar - [How to use zone grouping to search for calendar availability](https://help.dentally.com/en/articles/9310501-how-to-use-zone-grouping-to-search-for-calendar-availability.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How zone groups work, why they're important for your booking workflow, and how to set them up. - [How to change a practitioner's position in the calendar](https://help.dentally.com/en/articles/9744071-how-to-change-a-practitioner-s-position-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Choosing the order in which your practitioners appear in the calendar. - [How to mark that a patient did not attend \(DNA/FTA\)](https://help.dentally.com/en/articles/9718000-how-to-mark-that-a-patient-did-not-attend-dna-fta.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Marking a patient as DNA/FTA when they did not attend their appointment, and how to report on FTAs. - [How to enable and use Dentally notifications](https://help.dentally.com/en/articles/3548844-how-to-enable-and-use-dentally-notifications.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to turn on and manage desktop notifications - [Bulk Editing Appointments](https://help.dentally.com/en/articles/3551700-bulk-editing-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Edit a group of appointments in one go, eg to inform all patients of a cancellation by the practice. - [How to use your site settings](https://help.dentally.com/en/articles/3785467-how-to-use-your-site-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Settings for your site, including opening hours, name & address, payment plan/fee schedule and logo - [How to book an appointment](https://help.dentally.com/en/articles/3551725-how-to-book-an-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to book an appointment for new or existing patients - [How to audit a patient's appointment](https://help.dentally.com/en/articles/7854805-how-to-audit-a-patient-s-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to audit a specific appointment for a patient to see the journey of that appointment. - [How to show practitioner availability in the calendar](https://help.dentally.com/en/articles/6702843-how-to-show-practitioner-availability-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Updating your calendar to reflect working patterns, expected and unexpected absences. - [How to use the calendar override to update practitioner availability](https://help.dentally.com/en/articles/3551711-how-to-use-the-calendar-override-to-update-practitioner-availability.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Mark a practitioner as unavailable in the calendar - [How to use schedules to show practitioner availability](https://help.dentally.com/en/articles/4679311-how-to-use-schedules-to-show-practitioner-availability.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use schedules to build practitioner calendars and diaries, and set working patterns - [How to show annual leave/time off in the calendar](https://help.dentally.com/en/articles/3950900-how-to-show-annual-leave-time-off-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use schedules or the calendar override feature to block the calendar off for time off. - [How to edit or delete an existing schedule](https://help.dentally.com/en/articles/9356432-how-to-edit-or-delete-an-existing-schedule.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Editing and deleting schedules which have previously been created. - [How to layer multiple schedules at the same time](https://help.dentally.com/en/articles/9352310-how-to-layer-multiple-schedules-at-the-same-time.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to layer schedules to account for varying availability throughout the month/year. - [How to add and amend practitioner breaks in the calendar](https://help.dentally.com/en/articles/8545214-how-to-add-and-amend-practitioner-breaks-in-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Adding, amending and deleting breaks in the calendar using the schedule and override features. - [How to view today's appointments in the visit management panel](https://help.dentally.com/en/articles/10184030-how-to-view-today-s-appointments-in-the-visit-management-panel.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Manage today's visits and streamline the patient journey from arrival and departure - [How to use lab status to track lab work](https://help.dentally.com/en/articles/10205410-how-to-use-lab-status-to-track-lab-work.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - View and edit lab status to keep track of work for lab-dependent appointments - [How to send a booking confirmation](https://help.dentally.com/en/articles/15868522-how-to-send-a-booking-confirmation.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Send booking confirmations automatically after an appointment is booked in the calendar - [How to set up booking confirmations](https://help.dentally.com/en/articles/15969539-how-to-set-up-booking-confirmations.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting up booking confirmations to send after an appointment is booked - [How to print calendar details and daylists](https://help.dentally.com/en/articles/3551532-how-to-print-calendar-details-and-daylists.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to generate and print a daylist, or the whole calendar view, to see today's appointments - [How to send an appointment reminder from within the calendar](https://help.dentally.com/en/articles/3562891-how-to-send-an-appointment-reminder-from-within-the-calendar.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send correspondence about a specific appointment - [Understanding the difference between deleted and cancelled appointments](https://help.dentally.com/en/articles/9874589-understanding-the-difference-between-deleted-and-cancelled-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Deleting vs cancelling appointments - [How to book unbooked appointments](https://help.dentally.com/en/articles/9857413-how-to-book-unbooked-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Where to find unbooked appointments, and how to book them. - [How to use the short notice filler](https://help.dentally.com/en/articles/12131805-how-to-use-the-short-notice-filler.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the short notice filler to identify gaps in the calendar, and fill them by bringing forward suitable appointments. - [How to view and edit your short notice settings](https://help.dentally.com/en/articles/12495009-how-to-view-and-edit-your-short-notice-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Set up your preferences for the short notice filler - [What a patient sees if they're contacted using the short notice filler](https://help.dentally.com/en/articles/12495061-what-a-patient-sees-if-they-re-contacted-using-the-short-notice-filler.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The SMS text patients receive if contacted to book a slot, and if they're successful/unsuccessful in confirming - [How eligibility and rankings are applied in the short notice filler](https://help.dentally.com/en/articles/12690206-how-eligibility-and-rankings-are-applied-in-the-short-notice-filler.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Which appointments are deemed eligible for short notice, and how they are ranked when sending SMS - [How to view your short notice list](https://help.dentally.com/en/articles/13916251-how-to-view-your-short-notice-list.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - View a full list of all patients you've added to your short notice list, whose appointment falls within the eligible window - [How to add patients to the short notice list](https://help.dentally.com/en/articles/14996148-how-to-add-patients-to-the-short-notice-list.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Add patients to the short notice filler so they can be informed when slots become available - [How to search for a dental and hygiene appointment at the same time](https://help.dentally.com/en/articles/7233533-how-to-search-for-a-dental-and-hygiene-appointment-at-the-same-time.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to search for availability on both a dentist and hygienist - [How to print upcoming appointment details for a patient](https://help.dentally.com/en/articles/4664765-how-to-print-upcoming-appointment-details-for-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to print out a list of all future appointments for a patient - [How to add your last viewed patient's details when booking an appointment](https://help.dentally.com/en/articles/6886372-how-to-add-your-last-viewed-patient-s-details-when-booking-an-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the arrow button in the appointment card to auto-fill a recently viewed patient ## Accounts - [How to use the 'Account' tab](https://help.dentally.com/en/articles/9690921-how-to-use-the-account-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the 'Account' tab in the patient record to manage payments and invoices. - [How to create and manage family accounts](https://help.dentally.com/en/articles/9691192-how-to-create-and-manage-family-accounts.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Managing a family account from the 'Account' tab in the patient record - [How to configure sundry items for sale](https://help.dentally.com/en/articles/3568947-how-to-configure-sundry-items-for-sale.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to configure sundry items for sale in Dentally, including adding a description and default prices - [How to create and edit payment plans/fee schedules](https://help.dentally.com/en/articles/3567147-how-to-create-and-edit-payment-plans-fee-schedules.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create a new payment plan and edit an existing payment plan - [How to update payment plan pricing in bulk](https://help.dentally.com/en/articles/3568944-how-to-update-payment-plan-pricing-in-bulk.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Changing and updating your payment plan & fee schedule pricing. - [How to enable GST/VAT](https://help.dentally.com/en/articles/5517174-how-to-enable-gst-vat.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง AU/NZ/UK only - How to enable and report on goods and service tax \(AU\) and value added tax \(UK\) - [How to create an invoice for a completed treatment](https://help.dentally.com/en/articles/3566626-how-to-create-an-invoice-for-a-completed-treatment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create an invoice from within the charting tab. - [How to add something to an invoice](https://help.dentally.com/en/articles/4660875-how-to-add-something-to-an-invoice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to edit an invoice to add a sundry item or add a discount - [How to print invoices and receipts](https://help.dentally.com/en/articles/3566738-how-to-print-invoices-and-receipts.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to print an invoice to a patient, and create an itemised receipt - [How to send invoices and estimates as email attachments](https://help.dentally.com/en/articles/3548835-how-to-send-invoices-and-estimates-as-email-attachments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send invoices and estimates, created in Dentally, as email attachments - [How to add an invoice discount/adjustment ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/6474338-how-to-add-an-invoice-discount-adjustment.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡จ๐Ÿ‡ฆ AU/CA only - How to add discounts/adjustments to an invoice - [How to refund against a 0 balance ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9352273-how-to-refund-against-a-0-balance.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Using adjustments to complete a refund against a zero balance patient account - [How to create, edit, delete or unlock an invoice](https://help.dentally.com/en/articles/11829844-how-to-create-edit-delete-or-unlock-an-invoice.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create a new invoice from within the account screen, and make edits to existing invoices - [How to delete a payment](https://help.dentally.com/en/articles/3566437-how-to-delete-a-payment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Deleting payments from the 'Account' tab in the patient record - [How to refund a patient](https://help.dentally.com/en/articles/6884746-how-to-refund-a-patient.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to process a refund for patients in credit/not in credit - [How to manage payments in the patient record](https://help.dentally.com/en/articles/3566591-how-to-manage-payments-in-the-patient-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Where to find and manage payments and invoices - [How to change the details of a payment after it is taken](https://help.dentally.com/en/articles/3566909-how-to-change-the-details-of-a-payment-after-it-is-taken.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to change payment details - [How to send payment links to patients](https://help.dentally.com/en/articles/4062947-how-to-send-payment-links-to-patients.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Pay for treatment online with a payment link sent straight from the practice to the patient. - [How to refund a patient via an integrated payment terminal](https://help.dentally.com/en/articles/5945334-how-to-refund-a-patient-via-an-integrated-payment-terminal.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to process a refund in Dentally using if you have an integrated terminal - [Multi-Merchant - AU](https://help.dentally.com/en/articles/8276953-multi-merchant-au.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - A guide to HICAPS and Tyro multi-merchant. - [How to show pending payments in a patient's account - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9570942-how-to-show-pending-payments-in-a-patient-s-account-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Recording and managing pending payments on a patient's account, for incoming insurance payments - [When to record a pending payment ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9748522-when-to-record-a-pending-payment.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Knowing when to record your pending payment will vary from claim to claim, every scenario is different! - [How to take and manage deposits](https://help.dentally.com/en/articles/11477624-how-to-take-and-manage-deposits.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Taking advanced payments to be held against an account and later allocated to a specific invoice. - [How to take a payment](https://help.dentally.com/en/articles/11829780-how-to-take-a-payment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Process a payment new payment, either for a specific invoice or to allocate later. - [How payment allocations work](https://help.dentally.com/en/articles/4661627-how-payment-allocations-work.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How payments are allocated - [How to use payment allocations](https://help.dentally.com/en/articles/9733979-how-to-use-payment-allocations.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understanding payment allocations, and the tools offered in Dentally to manage allocations. - [How to use automatic allocations of payments](https://help.dentally.com/en/articles/4660518-how-to-use-automatic-allocations-of-payments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Automatically allocating payments against invoices, and how to enable/disable this automation. - [How to allocate or unallocate a payment](https://help.dentally.com/en/articles/6886396-how-to-allocate-or-unallocate-a-payment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Allocating and unallocating payments to the correct invoices, to ensure accurate reporting. - [How to record payments made by finance companies](https://help.dentally.com/en/articles/5230921-how-to-record-payments-made-by-finance-companies.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to record payments on finance, and manage subsidies - [A comprehensive guide to the payment allocations reports](https://help.dentally.com/en/articles/9728618-a-comprehensive-guide-to-the-payment-allocations-reports.md) - [How to create, link and delete opening balance after conversion](https://help.dentally.com/en/articles/6714993-how-to-create-link-and-delete-opening-balance-after-conversion.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - View, apply and delete an opening balance, when dealing with balances imported from previous softwares - [How to write off a patient's debt](https://help.dentally.com/en/articles/6886443-how-to-write-off-a-patient-s-debt.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง APAC/ROI/UK only - How to write off the debt of a patient - [How to connect and use Stripe with Dentally](https://help.dentally.com/en/articles/8263279-how-to-connect-and-use-stripe-with-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Link Dentally to your Stripe account, and how to get online payments and deposits to work. - [How to add a discount - UK only ๐Ÿ‡ฌ๐Ÿ‡ง](https://help.dentally.com/en/articles/9847611-how-to-add-a-discount-uk-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - Adding a discount to a patient's invoice - [How to bundle your payments](https://help.dentally.com/en/articles/7732148-how-to-bundle-your-payments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Bundling takings, which locks the payments so they can't be edited or deleted. - [How to generate a statement of account](https://help.dentally.com/en/articles/11823329-how-to-generate-a-statement-of-account.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Generating a statement of account for a patient or family - [How to avoid discrepancies in patient payments and balances](https://help.dentally.com/en/articles/12332672-how-to-avoid-discrepancies-in-patient-payments-and-balances.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Steps you can take to reduce the chance of payment and balance discrepancies in your patients' accounts. - [How the 'unusual login' email works](https://help.dentally.com/en/articles/10294172-how-the-unusual-login-email-works.md): If 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. - [How to troubleshoot discrepancies in a patient's balance or payments](https://help.dentally.com/en/articles/15058041-how-to-troubleshoot-discrepancies-in-a-patient-s-balance-or-payments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Troubleshooting steps for when a patient's balance is not as expected ## Recalls - [Getting started with recalls in Dentally](https://help.dentally.com/en/articles/11874989-getting-started-with-recalls-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Common FAQs for understanding, using and tracking success of recalls. - [How to understand recall markers, recall status and the 'Recalls' tab](https://help.dentally.com/en/articles/3565993-how-to-understand-recall-markers-recall-status-and-the-recalls-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - How to use the 'Recalls' tab to keep track of patients' recalls using recall markers in the patient record - [What to do when recalls are not sending as expected](https://help.dentally.com/en/articles/3563852-what-to-do-when-recalls-are-not-sending-as-expected.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Troubleshooting issues when recall communications are not sending to patients as expected. - [How patients gets picked up for recalls](https://help.dentally.com/en/articles/9749482-how-patients-gets-picked-up-for-recalls.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - When and why patients get picked up for recalls and recall workflows. - [Which appointment types will trigger recalls](https://help.dentally.com/en/articles/9777251-which-appointment-types-will-trigger-recalls.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI, CA, APAC - Which types of appointment will trigger a recall, and how to customise them. - [How to measure your pre-booking rate](https://help.dentally.com/en/articles/9789942-how-to-measure-your-pre-booking-rate.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Measuring your pre-booking rate to understand where you can improve. - [How to understand recall flags](https://help.dentally.com/en/articles/9789954-how-to-understand-recall-flags.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understanding what recall flags are, what they mean and when they appear. - [How to set a patient's recall preferences](https://help.dentally.com/en/articles/3563875-how-to-set-a-patient-s-recall-preferences.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting up a patient's recall preferences including interval and date. - [How to enable and disable practice recalls](https://help.dentally.com/en/articles/3563867-how-to-enable-and-disable-practice-recalls.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Turn on recalls to run the 'Recalls' report, send manual/automated recalls and complete other actions - [How to skip a recall](https://help.dentally.com/en/articles/3563892-how-to-skip-a-recall.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Skipping a patient's recall without removing the recall completely. - [How a patient's recall date is updated](https://help.dentally.com/en/articles/3563906-how-a-patient-s-recall-date-is-updated.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How a patient's recall date is updated manually or automatically. - [How to delete a recall](https://help.dentally.com/en/articles/9539803-how-to-delete-a-recall.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Deleting a recall to stop a patient receiving a recall communication in the next round of recalls. - [How to create a new recall automation workflow](https://help.dentally.com/en/articles/3563915-how-to-create-a-new-recall-automation-workflow.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up recall workflows to run automatically. - [How to pause and restart sending automated recalls](https://help.dentally.com/en/articles/3808442-how-to-pause-and-restart-sending-automated-recalls.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to temporarily stop Dentally from sending automated recalls, and what happens when you restart. - [How to turn on recall automation](https://help.dentally.com/en/articles/7262923-how-to-turn-on-recall-automation.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Enable automated recalls to then set up recall workflows. - [How to manage existing recall workflows](https://help.dentally.com/en/articles/9791091-how-to-manage-existing-recall-workflows.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Viewing and managing existing recall workflows. - [How to duplicate an existing recall workflow](https://help.dentally.com/en/articles/10617678-how-to-duplicate-an-existing-recall-workflow.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the 'Duplicate workflow' feature to save time by copying the stages of an existing workflow. - [How to send manual recall communications](https://help.dentally.com/en/articles/3563895-how-to-send-manual-recall-communications.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send recall communications manually using the 'Recalls' report ## Reports - [How to access reports in Dentally](https://help.dentally.com/en/articles/9317584-how-to-access-reports-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access the 'Reports' menu in Dentally and find the report you're looking for. - [How to add reports to your favourites](https://help.dentally.com/en/articles/7262294-how-to-add-reports-to-your-favourites.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make sure your most used reports stay at the stop of your 'Report' menu - [How to export and print reports](https://help.dentally.com/en/articles/9317639-how-to-export-and-print-reports.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand how to export and print data from reports in Dentally. - [How to use the 'Takings' report in Dentally](https://help.dentally.com/en/articles/7237809-how-to-use-the-takings-report-in-dentally.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC, UK, ROI only - The 'Takings' report is designed to be run daily to help you keep track of the practice's takings. - [How to use the 'Payment Allocation Totals' report](https://help.dentally.com/en/articles/5783037-how-to-use-the-payment-allocation-totals-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to access and understand the 'Payment Allocation Totals' report. - [How to use the 'Payment Allocations' report](https://help.dentally.com/en/articles/5783030-how-to-use-the-payment-allocations-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand how payments are being allocated in your practice. - [How to use the 'Takings' report to view online payments taken](https://help.dentally.com/en/articles/4170901-how-to-use-the-takings-report-to-view-online-payments-taken.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC, UK, ROI only - How to use the 'Takings' report to check online payments received - [Invoice Timeline Report](https://help.dentally.com/en/articles/3566904-invoice-timeline-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to get the best from the Invoice timeline report - [How to identify patients who owe money](https://help.dentally.com/en/articles/4602158-how-to-identify-patients-who-owe-money.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find patients who are in debt and who have no further treatment booked, and send debt communications - [How to ensure the 'Income' report shows the correct values](https://help.dentally.com/en/articles/4617937-how-to-ensure-the-income-report-shows-the-correct-values.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make sure the Income Report shows the correct values of income - [How to view your takings for a specific item over the year](https://help.dentally.com/en/articles/4621737-how-to-view-your-takings-for-a-specific-item-over-the-year.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the Income and Practitioner Activity Reports to find annual takings or activity. - [How to use the 'Payment Allocation Totals' report to pay associates](https://help.dentally.com/en/articles/4601844-how-to-use-the-payment-allocation-totals-report-to-pay-associates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using the 'Payment Allocation Totals' report to pay your associates. - [How to view what you will be paid](https://help.dentally.com/en/articles/4602775-how-to-view-what-you-will-be-paid.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to see what practitioners have earned during a set period - [How to track bad debtors](https://help.dentally.com/en/articles/4579338-how-to-track-bad-debtors.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the 'Patients' report to track all bad debtors - [The Private Forecast Report](https://help.dentally.com/en/articles/4730563-the-private-forecast-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The Private Forecast Report - [Using the UDA Forecast Report](https://help.dentally.com/en/articles/3563274-using-the-uda-forecast-report.md): ๐Ÿฅ NHS EN/WA only - Track the status of NHS treatments & identify claims that are in danger of being late. - [Why does the Income Report in Dentally show different information from the takings report?](https://help.dentally.com/en/articles/4617844-why-does-the-income-report-in-dentally-show-different-information-from-the-takings-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to help explain differences comparing totals in the income report and takings report - [How to use the 'Invoices' report](https://help.dentally.com/en/articles/3566747-how-to-use-the-invoices-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the 'Invoices' report to view and filter invoices - [The Income Report](https://help.dentally.com/en/articles/4621302-the-income-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the Income Report for total income, NHS patient charges, UDAs and unexplained payments. - [How to use the 'Sundries' report](https://help.dentally.com/en/articles/7733702-how-to-use-the-sundries-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - View all sundry items that have been invoiced in a specified time frame - [How to use the 'Monthly Accounts' report to pay associates](https://help.dentally.com/en/articles/7866192-how-to-use-the-monthly-accounts-report-to-pay-associates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The best report for calculating practitioner pay and paying your associates. - [How to use the 'Collections' report](https://help.dentally.com/en/articles/8581506-how-to-use-the-collections-report.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How and when to use the 'Collections' report - [How to use the 'Monthly Accounts' report in UK/Ireland/APAC](https://help.dentally.com/en/articles/10531548-how-to-use-the-monthly-accounts-report-in-uk-ireland-apac.md): ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡ฎ๐Ÿ‡ช ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ณ๐Ÿ‡ฟ UK/ROI/APAC only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay. - [How to use the 'Monthly Accounts' report in Canada](https://help.dentally.com/en/articles/13608731-how-to-use-the-monthly-accounts-report-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Using the 'Monthly Accounts' report to manage accounts and practitioner pay. - [How to use the 'Day End' report](https://help.dentally.com/en/articles/15502024-how-to-use-the-day-end-report.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Day-end reporting to support your practice's daily financial close - [How to view your newest patients](https://help.dentally.com/en/articles/3567072-how-to-view-your-newest-patients.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - See how many new patients have registered with you each month - [How to use the 'Birthdays' report](https://help.dentally.com/en/articles/7669420-how-to-use-the-birthdays-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the 'Birthdays' report - [How to use the 'Patients' report to identify effective acquisition sources](https://help.dentally.com/en/articles/4601634-how-to-use-the-patients-report-to-identify-effective-acquisition-sources.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to find out how many new patients you have and how you acquired them - [How to report on patient age groups](https://help.dentally.com/en/articles/3568933-how-to-report-on-patient-age-groups.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Identify and understand your patient age demographics - [How to use the 'Patients' report in Dentally](https://help.dentally.com/en/articles/3567139-how-to-use-the-patients-report-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Customise, run and save the 'Patients' report based on various patient information - [How to use filters in the 'Patients' report](https://help.dentally.com/en/articles/9318733-how-to-use-filters-in-the-patients-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Understand how filters work and how to make the most out of them in the 'Patients' report. - [How to use the Patients Report and bulk messaging to contact patients in Dentally](https://help.dentally.com/en/articles/3807714-how-to-use-the-patients-report-and-bulk-messaging-to-contact-patients-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Create a group of patients and send an email to those patients using a template within Dentally - [How to view all patients with no appointment](https://help.dentally.com/en/articles/8731469-how-to-view-all-patients-with-no-appointment.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find patients who have registered but never had an appointment - [How to find lapsed patients](https://help.dentally.com/en/articles/3567077-how-to-find-lapsed-patients.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI only - Identify patients that have not had an appointment since a specified date. - [How to identify patients who have received high-value treatments](https://help.dentally.com/en/articles/8731418-how-to-identify-patients-who-have-received-high-value-treatments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Identify high-value treatment patients to target your marketing efforts - [How many patients were seen in surgery last month using Dentally](https://help.dentally.com/en/articles/4645112-how-many-patients-were-seen-in-surgery-last-month-using-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find out how many patients were seen in surgery over a given period of time. - [How the Chair Utilisation Report is Calculated](https://help.dentally.com/en/articles/7731256-how-the-chair-utilisation-report-is-calculated.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Look at chair availability, versus chair usage over a specified date range... - [How to view how many appointments were booked per month](https://help.dentally.com/en/articles/7731285-how-to-view-how-many-appointments-were-booked-per-month.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Report on the number of hours that were booked for appointments per month - [How to use the 'Appointments' report](https://help.dentally.com/en/articles/4643720-how-to-use-the-appointments-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Fill your diary, track cancelled appointments, online bookings, and patient waiting times - [How to report on wait time and time in surgery on Dentally](https://help.dentally.com/en/articles/4640211-how-to-report-on-wait-time-and-time-in-surgery-on-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Show patients waiting times and how long they spent in surgery. - [How to find cancelled or FTA appointments](https://help.dentally.com/en/articles/3745161-how-to-find-cancelled-or-fta-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find patients that cancelled and FTA an appointment, including where no future appointment is booked - [How to use the Analytics Dashboard - Practitioner Utilisation Report](https://help.dentally.com/en/articles/8894513-how-to-use-the-analytics-dashboard-practitioner-utilisation-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's explore the Analytics dashboard and the practitioner utilisation report. - [How to use the practitioner utilisation dashboard](https://help.dentally.com/en/articles/9010550-how-to-use-the-practitioner-utilisation-dashboard.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to find the dashboard, when it is useful and how to get the most out of it - [How to use the 'Recalls' report](https://help.dentally.com/en/articles/3563878-how-to-use-the-recalls-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Run the recalls report and use filters - [How to use the 'Recall Effectiveness' report](https://help.dentally.com/en/articles/11389968-how-to-use-the-recall-effectiveness-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Accessing the 'Recall Effectiveness' report and understanding the success and conversion of your recalls. - [How to use the 'Unbooked Treatment' report](https://help.dentally.com/en/articles/3566931-how-to-use-the-unbooked-treatment-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to navigate to and use the 'Unbooked Treatment' report - [How to view practitioner productivity using the Practitioner Activity report in Dentally](https://help.dentally.com/en/articles/4618493-how-to-view-practitioner-productivity-using-the-practitioner-activity-report-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find out how many treatments a practitioner completed - [Practitioner Activity Report in Dentally](https://help.dentally.com/en/articles/3567067-practitioner-activity-report-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the Practitioner Activity report in Dentally - [How to find open/incomplete treatment plans](https://help.dentally.com/en/articles/3566935-how-to-find-open-incomplete-treatment-plans.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Find and address open/incomplete treatment plans, or NHS treatment plans that haven't been claimed? - [How to use the 'Radiograph' report](https://help.dentally.com/en/articles/3567062-how-to-use-the-radiograph-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - How to use the 'Radiograph' report, for both Dentally and Dentally Vision - [How to use the 'Completed but not closed' report](https://help.dentally.com/en/articles/7668798-how-to-use-the-completed-but-not-closed-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How and why to use the 'Completed but not closed' report - [Use NHS Claims Report to track progress- NHS Scotland Claims](https://help.dentally.com/en/articles/3651096-use-nhs-claims-report-to-track-progress-nhs-scotland-claims.md): ๐Ÿฅ NHS SC only - Use the NHS Claims Report for tracking Scottish claims status and payments. - [Practitioner Allocations Report - APAC/CA only ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/6204942-practitioner-allocations-report-apac-ca-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ APAC/CA only - This is a global report that can be used by anyone with Practitioner Allocations turned on. - [Ortho Submissions Report](https://help.dentally.com/en/articles/3622081-ortho-submissions-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to handle errors with E-Ortho. Orthodontic claims and submission - [How to find the number of treatments a dentist has referred to a hygienist](https://help.dentally.com/en/articles/4622841-how-to-find-the-number-of-treatments-a-dentist-has-referred-to-a-hygienist.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use the 'Practitioner Activity' report to track referrals from a dentist to a hygienist - [How to manage referrals with the 'Patient referrals' report](https://help.dentally.com/en/articles/14134262-how-to-manage-referrals-with-the-patient-referrals-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - View all incoming and outgoing referrals, as well as notifications for new incoming referrals - [How to report on insurance claims ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000523-how-to-report-on-insurance-claims.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Reporting on your claims ## Multi-sites - [An overview of multi-site features](https://help.dentally.com/en/articles/4775477-an-overview-of-multi-site-features.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - An overview of multi-site features, calendar, correspondence, sundries, tasks, permissions - [Multisite practitioner management](https://help.dentally.com/en/articles/7308226-multisite-practitioner-management.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Logging in as and reporting on a practitioner working across multiple dental practices ... - [Multi-site access for non-clinical users in Dentally](https://help.dentally.com/en/articles/7310271-multi-site-access-for-non-clinical-users-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Let's take a look at using Dentally as a multi-site non-clinical user - [How to use the location switcher - multi-site practices only ๐Ÿ‘ฅ](https://help.dentally.com/en/articles/4774883-how-to-use-the-location-switcher-multi-site-practices-only.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the multi-site switcher to assign patient and practitioner records to the correct location. - [Setting up practitioners who work in multiple practices](https://help.dentally.com/en/articles/4211249-setting-up-practitioners-who-work-in-multiple-practices.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to set up Practitioner accounts for working across multiple practices. ## Patient Communications - [How to use data tags in your patient messages](https://help.dentally.com/en/articles/3566530-how-to-use-data-tags-in-your-patient-messages.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use data tags or merge fields in your patient correspondence - [How to manage your inbox and incoming correspondence](https://help.dentally.com/en/articles/3566506-how-to-manage-your-inbox-and-incoming-correspondence.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Unassigned correspondence. Multi-site correspondence. Filter correspondence. Undelivered correspondence - [How to use the 'Correspondence' tab](https://help.dentally.com/en/articles/3566449-how-to-use-the-correspondence-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - The patient's correspondence tab, New correspondence, correspondence history and incoming correspondence. - [How to manage correspondence templates](https://help.dentally.com/en/articles/3615150-how-to-manage-correspondence-templates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to manage templates for emails, letters, SMS & Word documents - [How to create and edit a correspondence template](https://help.dentally.com/en/articles/9759379-how-to-create-and-edit-a-correspondence-template.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Creating and editing correspondence templates, including editing content and adding data tags. - [How to use the 'Automation' settings](https://help.dentally.com/en/articles/4219481-how-to-use-the-automation-settings.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting up automated communications including appointment reminders. - [How to set up automated reminders and confirmations in 'Patient Communications'](https://help.dentally.com/en/articles/3566498-how-to-set-up-automated-reminders-and-confirmations-in-patient-communications.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Setting up automatic appointment reminders and confirmation messages. - [How to use 'Automation' to send appointment reminders](https://help.dentally.com/en/articles/9707151-how-to-use-automation-to-send-appointment-reminders.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send appointment reminders and correspondences - [How to use 'Automation' to send invoices](https://help.dentally.com/en/articles/9707244-how-to-use-automation-to-send-invoices.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send treatment invoices. - [How to use 'Automation' to send estimates](https://help.dentally.com/en/articles/9707218-how-to-use-automation-to-send-estimates.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Using Dentally's built-in automated communications to send treatment estimates. - [How to compose a new email in the 'Correspondence' tab](https://help.dentally.com/en/articles/3566575-how-to-compose-a-new-email-in-the-correspondence-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to compose a new email from the correspondence tab - [How to send out marketing emails to patients using the 'Patients' report](https://help.dentally.com/en/articles/4601471-how-to-send-out-marketing-emails-to-patients-using-the-patients-report.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to send marketing emails to patients who have opted in using the 'Patients' report - [How to add an attachment to an email](https://help.dentally.com/en/articles/5541009-how-to-add-an-attachment-to-an-email.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to add an attachment to a new email correspondence, and what file types are supported - [How patients can opt in and out of SMS messages](https://help.dentally.com/en/articles/6726347-how-patients-can-opt-in-and-out-of-sms-messages.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How patients opt in or out of SMS communications - [How to compose a new SMS from the 'Correspondence' tab](https://help.dentally.com/en/articles/3566565-how-to-compose-a-new-sms-from-the-correspondence-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to compose a SMS message - [How to use Dentally Mail](https://help.dentally.com/en/articles/3566473-how-to-use-dentally-mail.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - Check your print list, remove letters to stop them being printed & sent - [How to compose a new letter in the 'Correspondence' tab](https://help.dentally.com/en/articles/3566571-how-to-compose-a-new-letter-in-the-correspondence-tab.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to compose a new letter - [How to use Word document templates in Dentally](https://help.dentally.com/en/articles/5076207-how-to-use-word-document-templates-in-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to use Word documents in Dentally, for correspondence - [How to record the details of a phone call](https://help.dentally.com/en/articles/3566503-how-to-record-the-details-of-a-phone-call.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Make a record of the details of a phone call in a patient's record - [Can I make a phone call from Dentally?](https://help.dentally.com/en/articles/3858462-can-i-make-a-phone-call-from-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - Dentally's original outbound calling system was discontinued on 1st June 2025. - [Bulk Patient Messaging](https://help.dentally.com/en/articles/3566578-bulk-patient-messaging.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Send an email, SMS, or letter to a big group of people. Compose messages & save for sending later - [How to set yourself up to send patient correspondences](https://help.dentally.com/en/articles/3566496-how-to-set-yourself-up-to-send-patient-correspondences.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Prepare your setup for patient messaging - [How to create a prescription](https://help.dentally.com/en/articles/7549440-how-to-create-a-prescription.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฎ๐Ÿ‡ช CA, UK/ROI and NZ - Let's take a look at how you can create a prescription in Dentally? - [How to upload scanned documents to a patient's record](https://help.dentally.com/en/articles/3566476-how-to-upload-scanned-documents-to-a-patient-s-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to upload scanned documents to the patient record and download them from there - [How to show payment plan/fee schedule price comparisons in an estimate](https://help.dentally.com/en/articles/3566493-how-to-show-payment-plan-fee-schedule-price-comparisons-in-an-estimate.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to create a comparison estimate of different payment plans for patients to sign - [How to send calendar invites for upcoming appointments](https://help.dentally.com/en/articles/8290825-how-to-send-calendar-invites-for-upcoming-appointments.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Sending calendar invites in patient communications to enhance the patient experience. - [How to add a link to an email template](https://help.dentally.com/en/articles/9336881-how-to-add-a-link-to-an-email-template.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - How to embed a URL in the body of an email template in Dentally - [How to scan directly into the patient's record](https://help.dentally.com/en/articles/15480684-how-to-scan-directly-into-the-patient-s-record.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Scan documents directly into the patient 'Correspondence' tab as an alternative to uploading documents. ## NHS - UK Only - [How to turn on/off the NHS payment plan](https://help.dentally.com/en/articles/9620596-how-to-turn-on-off-the-nhs-payment-plan.md): ๐Ÿฅ NHS EN, WA, SC, NI only - Deactivate if you no longer need to submit treatment plans using the NHS payment plan - [SNOMED](https://help.dentally.com/en/articles/4816137-snomed.md): ๐Ÿฅ NHS EN, WA, SC, NI only - How to add SNOMED codes to treatment items - [How to contact the NHS directly](https://help.dentally.com/en/articles/7854698-how-to-contact-the-nhs-directly.md): ๐Ÿฅ NHS EN, WA, SC, NI only - Contact information for your regional NHS services - [How to use the patient's NHS tab](https://help.dentally.com/en/articles/3566023-how-to-use-the-patient-s-nhs-tab.md): ๐Ÿฅ NHS EN, WA, SC, NI only - How to use the patient's NHS tab and what information can be found there - [An overview of NHS claiming in Dentally](https://help.dentally.com/en/articles/3563546-an-overview-of-nhs-claiming-in-dentally.md): ๐Ÿฅ NHS EN, WA, SC, NI only - An Overview of how NHS claims work in Dentally, including NHS Reports - [How to resubmit an NHS claim](https://help.dentally.com/en/articles/6886312-how-to-resubmit-an-nhs-claim.md): ๐Ÿฅ NHS EN, WA, SC, NI only - How and why claims should be resubmitted - [How to add a previous band payment to an NHS claim](https://help.dentally.com/en/articles/6886342-how-to-add-a-previous-band-payment-to-an-nhs-claim.md): ๐Ÿฅ NHS EN only - How to correct an NHS claim when the patient has paid part \(or all\) of the payment in your previous software. - [Different stages of an NHS claim](https://help.dentally.com/en/articles/6709664-different-stages-of-an-nhs-claim.md): ๐Ÿฅ NHS EN/WA only - Learn about the different NHS claim statuses and Where you can monitor them from in Dentally - [Do I need to update NHS fees manually?](https://help.dentally.com/en/articles/9113713-do-i-need-to-update-nhs-fees-manually.md): ๐Ÿฅ NHS EN, WA, SC, NI only - How NHS fee changes work in Dentally - [How to manage a patient's NHS exemption](https://help.dentally.com/en/articles/3563613-how-to-manage-a-patient-s-nhs-exemption.md): ๐Ÿฅ NHS EN/WA/SC only - How to add or Remove an NHS exemption for patients who do not pay for some or all of their NHS treatment. - [NHS Wales ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ - April 1st 2026 - How treatment plans will work before/after](https://help.dentally.com/en/articles/13769480-nhs-wales-april-1st-2026-how-treatment-plans-will-work-before-after.md): ๐Ÿฅ NHS WA only - How you can prepare yourself and your practice for the upcoming April 1st 2026 changes from NHS Wales - [NHS Wales ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ - April 1st 2026 - What's changed in Dentally?](https://help.dentally.com/en/articles/14058243-nhs-wales-april-1st-2026-what-s-changed-in-dentally.md): ๐Ÿฅ NHS WA only - How we've updated Dentally workflows to accommodate the new NHS Wales changes from April 1st 2026 - [NHS England ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ - April 1st 2026 - What's changed in Dentally?](https://help.dentally.com/en/articles/14058302-nhs-england-april-1st-2026-what-s-changed-in-dentally.md): ๐Ÿฅ NHS EN only - How we've updated Dentally workflows to accommodate the new NHS England changes from April 1st 2026 - [NHS Wales ๐Ÿด๓ ง๓ ข๓ ท๓ ฌ๓ ณ๓ ฟ - April 1st 2026 - FAQs](https://help.dentally.com/en/articles/14121658-nhs-wales-april-1st-2026-faqs.md): ๐Ÿฅ NHS WA only - Common questions relating to the NHS April 1st changes, and how they work in Dentally - [NHS Changes - April 2023](https://help.dentally.com/en/articles/7222483-nhs-changes-april-2023.md): ๐Ÿฅ NHS EN/WA only - Updates on the latest NHSBSA claim changes for both England & Wales. Information on upcoming NHS England fee increase... - [NHS Claim Changes 1st October 2022 - Part 3: Orthodontic Assess & Debond \(Overseas Patients\)](https://help.dentally.com/en/articles/6579312-nhs-claim-changes-1st-october-2022-part-3-orthodontic-assess-debond-overseas-patients.md): ๐Ÿฅ NHS EN/WA only - NHS Claims rules update CCN52 - [NHS Claim Changes 1st October 2022 - Part 2: Personalised Recall Intervals, New Endodontic Codes and Additional Clinical Information](https://help.dentally.com/en/articles/6573478-nhs-claim-changes-1st-october-2022-part-2-personalised-recall-intervals-new-endodontic-codes-and-additional-clinical-information.md): ๐Ÿฅ NHS EN/WA only - NHS Claims rules update CCN50 - [NHS Claim Changes 1st October 2022 - Part 1: Promoting Skills Mix](https://help.dentally.com/en/articles/6573301-nhs-claim-changes-1st-october-2022-part-1-promoting-skills-mix.md): ๐Ÿฅ NHS EN/WA only - NHS Claims rules update CCN49 - [NHS England CCN46 Changes](https://help.dentally.com/en/articles/5763297-nhs-england-ccn46-changes.md): ๐Ÿฅ NHS EN/WA only - The new options on NHS Claims when submitting as of the 1st December 2021. - [Overview of NHS England Band 2 changes โ€“ November 2022](https://help.dentally.com/en/articles/6751567-overview-of-nhs-england-band-2-changes-november-2022.md): ๐Ÿฅ NHS EN/WA only - Take a read of the latest NHSE changes to the way band 2 treatment is awarded. - [NHS Wales April 1st Changes - CCN47](https://help.dentally.com/en/articles/6069537-nhs-wales-april-1st-changes-ccn47.md): ๐Ÿฅ NHS WA only - Changes to NHS Wales claims following regulatory updates from 1st April 2022 - [NHS Scotland 'Under 26' Age Related Exemption](https://help.dentally.com/en/articles/5516298-nhs-scotland-under-26-age-related-exemption.md): ๐Ÿฅ NHS SC only - [NHS Scotland Changes 1st February 2022](https://help.dentally.com/en/articles/5930207-nhs-scotland-changes-1st-february-2022.md): ๐Ÿฅ NHS SC only - Update to NHS Scotland fees and changes to examinations. - [NHS Additional UDA Notification - Feb 2024](https://help.dentally.com/en/articles/8999353-nhs-additional-uda-notification-feb-2024.md): ๐Ÿฅ NHS EN/WA only - Details on the announcement surrounding the ability to receive additional UDAs against claims. Eligibility rules apply. - [Updates to NHS Practitioner settings for the CCN63 changes](https://help.dentally.com/en/articles/9043088-updates-to-nhs-practitioner-settings-for-the-ccn63-changes.md): ๐Ÿฅ NHS EN, WA, SC, NI only - What has changed to support the CCN63 changes from the NHS. - [NHS Scotland treatment codes for restorative treatments](https://help.dentally.com/en/articles/9679696-nhs-scotland-treatment-codes-for-restorative-treatments.md): ๐Ÿฅ NHS SC only - NHS Scotland restorative treatment codes for charting in Dentally - [NHS 'Other Treatment' Category Guidance](https://help.dentally.com/en/articles/12052451-nhs-other-treatment-category-guidance.md): Following NHS guidance which came into effect 1st August 2025 some treatment items should no longer use the 'Other Treatment' category. - [How to claim for repairing a denture](https://help.dentally.com/en/articles/12898967-how-to-claim-for-repairing-a-denture.md): ๐Ÿฅ NHS EN only - What you can claim for a repair to a denture on the NHS England and Wales - [How to record Complex Care Pathways](https://help.dentally.com/en/articles/15056191-how-to-record-complex-care-pathways.md): ๐Ÿฅ NHS EN only - Set appointments as Complex Care Pathways when - [How to set up my Practice for NHS Submissions](https://help.dentally.com/en/articles/3563355-how-to-set-up-my-practice-for-nhs-submissions.md): ๐Ÿฅ NHS EN/WA only - How to set up a Practice for NHS Submissions, Compass & NHS Scotland help desk phone number - [How to adjust the clinical data set of NHS treatment items](https://help.dentally.com/en/articles/6065584-how-to-adjust-the-clinical-data-set-of-nhs-treatment-items.md): ๐Ÿฅ NHS EN/WA only - How to apply and edit the NHS 'Treatment Category' and 'Band' on your treatments - [Setting a Patient's Plan to NHS](https://help.dentally.com/en/articles/3563372-setting-a-patient-s-plan-to-nhs.md): ๐Ÿฅ NHS EN/WA only - How to set a patient's plan to NHS - [Add NHS PDS Plus to your NHS contract details in Dentally](https://help.dentally.com/en/articles/5057509-add-nhs-pds-plus-to-your-nhs-contract-details-in-dentally.md): ๐Ÿฅ NHS EN/WA only - How to add PDS Plus support to your NHS contract details in Dentally - [How-to add a Guaranteed/Free Repair/Free Replacement NHS Treatment](https://help.dentally.com/en/articles/3565904-how-to-add-a-guaranteed-free-repair-free-replacement-nhs-treatment.md): ๐Ÿฅ NHS EN/WA only - How to request free repair, free repair as continuation of treatment - [Submitting Orthodontic NHS Claims - England & Wales](https://help.dentally.com/en/articles/6040345-submitting-orthodontic-nhs-claims-england-wales.md): ๐Ÿฅ NHS EN/WA only - Submitting Orthodontic Claim - England & Wales - [Understanding your NHS England NHS claim form](https://help.dentally.com/en/articles/6040209-understanding-your-nhs-england-nhs-claim-form.md): ๐Ÿฅ NHS EN only - Submitting NHS England claims - [How to do NHS referral claims in England](https://help.dentally.com/en/articles/5695063-how-to-do-nhs-referral-claims-in-england.md): ๐Ÿฅ NHS EN only - Explaining NHS referral claims. - [How to send an incomplete claim for NHS England](https://help.dentally.com/en/articles/3563381-how-to-send-an-incomplete-claim-for-nhs-england.md): ๐Ÿฅ NHS EN only - How to send a successful incomplete or FTR NHS claim in England - [Add or Remove Exemption from an Existing Claim at Dentally](https://help.dentally.com/en/articles/3563636-add-or-remove-exemption-from-an-existing-claim-at-dentally.md): ๐Ÿฅ NHS EN/WA only - Add an exemption to an open Treatment Plan. Remove, take off, delete an exemption from an existing NHS claim. - [How to withdraw an NHS England/Wales claim](https://help.dentally.com/en/articles/3563385-how-to-withdraw-an-nhs-england-wales-claim.md): ๐Ÿฅ NHS EN/WA only - How to withdraw a claim for NHS England/Wales - [How to submit an NHS England claim](https://help.dentally.com/en/articles/6886324-how-to-submit-an-nhs-england-claim.md): ๐Ÿฅ NHS EN only - A step-by-step guide to submitting an NHS claim - [Orthodontic Case Assessment](https://help.dentally.com/en/articles/3621741-orthodontic-case-assessment.md): ๐Ÿฅ NHS EN/WA only - How to record an Orthodontic assessment. How to enable the Ortho tab for non-NHS sites - [How to claim for NHS continuations, referrals and regulation 11 claims](https://help.dentally.com/en/articles/3563626-how-to-claim-for-nhs-continuations-referrals-and-regulation-11-claims.md): ๐Ÿฅ NHS EN only - How to manage Continuation of treatment, Treatment on referral, and Regulation 11 claims in Dentally. - [How to send claims for a locum dentist - NHS England/Wales only](https://help.dentally.com/en/articles/8106110-how-to-send-claims-for-a-locum-dentist-nhs-england-wales-only.md): ๐Ÿฅ NHS EN/WA only - Locum dentist claims - [How to complete a Case Mix assessment for a patient?](https://help.dentally.com/en/articles/9648086-how-to-complete-a-case-mix-assessment-for-a-patient.md): ๐Ÿฅ NHS EN/WA only - Where to fill out a Case Mix form for a patient and how to report on your past Case Mix assessments, for NHS practices. - [Understanding adjustments to dentures and bridges](https://help.dentally.com/en/articles/10441484-understanding-adjustments-to-dentures-and-bridges.md): ๐Ÿฅ NHS EN/WA only - Providing an adjustment to a bridge or denture and the appropriate bands to use - [How to record Unscheduled Care treatments](https://help.dentally.com/en/articles/14431329-how-to-record-unscheduled-care-treatments.md): ๐Ÿฅ NHS EN only - Set appointments as Unscheduled Care when completing urgent work - [How to use the 'NHS UDAs/UOAs' report](https://help.dentally.com/en/articles/4711703-how-to-use-the-nhs-udas-uoas-report.md): ๐Ÿฅ NHS EN only - How to use the NHS Reports to find out your total or forecasted UDAs/UOAs for a time period - [How to use the 'NHS Claims' report in England and Wales](https://help.dentally.com/en/articles/4706947-how-to-use-the-nhs-claims-report-in-england-and-wales.md): ๐Ÿฅ NHS EN/WA only - Use the 'NHS Claims' report for tracking NHS Claims status and payments for claims in NHS England and Wales - [What to do if you encounter an NHS England claim error](https://help.dentally.com/en/articles/4710866-what-to-do-if-you-encounter-an-nhs-england-claim-error.md): ๐Ÿฅ NHS EN only - Let's take a look at how to deal with invalid NHS England claims... - [How to deal with queried NHS claims](https://help.dentally.com/en/articles/4710606-how-to-deal-with-queried-nhs-claims.md): ๐Ÿฅ NHS EN/WA only - How to deal with an NHS claims returned as a query - UDAs/value not as expected or claim more than 2 months late - [Dealing with NHS England Claim Problems](https://help.dentally.com/en/articles/3563621-dealing-with-nhs-england-claim-problems.md): ๐Ÿฅ NHS EN/WA only - How to understand the NHS England error codes encountered when submitting NHS Claims - [NHS Claim Error - Invalid XML Error](https://help.dentally.com/en/articles/6530768-nhs-claim-error-invalid-xml-error.md): ๐Ÿฅ NHS EN/WA only - How to deal with the NHS claim error - Invalid XML - [NHS Claim Error - Treatment dates are outside the period of the contract or the performer's tenure](https://help.dentally.com/en/articles/5120503-nhs-claim-error-treatment-dates-are-outside-the-period-of-the-contract-or-the-performer-s-tenure.md): ๐Ÿฅ NHS EN/WA only - How to resolve the NHS Claim error - Treatment dates are outside the period of the contract or the performer's tenure - [NHS Claim Error - Duplicate or overlapping claims](https://help.dentally.com/en/articles/5119666-nhs-claim-error-duplicate-or-overlapping-claims.md): ๐Ÿฅ NHS EN/WA only - How to fix NHS Claim Error duplicate or overlapping claims in Dentally - [NHS Claim Error - Invalid location ID](https://help.dentally.com/en/articles/5119747-nhs-claim-error-invalid-location-id.md): ๐Ÿฅ NHS EN/WA only - How to resolve NHS Claim Error Invalid location ID in Dentally - [NHS claim error - no significant treatment on a claim - England and Wales](https://help.dentally.com/en/articles/5099100-nhs-claim-error-no-significant-treatment-on-a-claim-england-and-wales.md): ๐Ÿฅ NHS EN/WA only - How to resolve the NHS claim error - no significant treatment on a claim - England and Wales - [NHS Claim Error - Further treatment within 2 months](https://help.dentally.com/en/articles/4730016-nhs-claim-error-further-treatment-within-2-months.md): ๐Ÿฅ NHS EN/WA only - How to resolve NHS Claim Error - further treatment within 2 months invalid - [NHS Claim Error - Invalid PIN](https://help.dentally.com/en/articles/5119629-nhs-claim-error-invalid-pin.md): ๐Ÿฅ NHS EN/WA only - Where to amend the NHS Claim Error Invalid PIN and how to resubmit claims in Dentally. - [NHS Claim Error - SQ Ind claim where original has already been deleted or is in error](https://help.dentally.com/en/articles/5099040-nhs-claim-error-sq-ind-claim-where-original-has-already-been-deleted-or-is-in-error.md): ๐Ÿฅ NHS EN/WA only - How to resolve the error message NHS Claim Error - SQ Ind claim where original has already been deleted or is in error - [NHS Claim Error - Invalid or missing contract name and/or performer number](https://help.dentally.com/en/articles/5119588-nhs-claim-error-invalid-or-missing-contract-name-and-or-performer-number.md): ๐Ÿฅ NHS EN/WA only - How to resolve the NHS Claim Error - invalid or missing contract name or performer number in Dentally. - [NHS Claim Error - Free Repair / Replacement](https://help.dentally.com/en/articles/5081712-nhs-claim-error-free-repair-replacement.md): ๐Ÿฅ NHS EN only - How to Resolve NHS Claim Error - Free Repair / Replacement - [NHS claim error - Inappropriate treatment code used](https://help.dentally.com/en/articles/5081403-nhs-claim-error-inappropriate-treatment-code-used.md): ๐Ÿฅ NHS EN/WA only - How to resolve a '128 - Inappropriate treatment code' claim error on NHS claims. - [Setting up the ACORN assessment template in Dentally](https://help.dentally.com/en/articles/4217983-setting-up-the-acorn-assessment-template-in-dentally.md): ๐Ÿฅ NHS WA only - How to download and install custom fields for ACORN treatment template custom fields, and how to access ACORN info. - [NHS Wales Claims CCN46](https://help.dentally.com/en/articles/5763301-nhs-wales-claims-ccn46.md): ๐Ÿฅ NHS WA only - The new options on NHS Wales Claims when submitting as of the 1st December 2021. - [How to submit an NHS Wales claim](https://help.dentally.com/en/articles/14321094-how-to-submit-an-nhs-wales-claim.md): ๐Ÿฅ NHS WA only - Submitting a claim to NHS Wales for Care Package work - [How Care Packages work](https://help.dentally.com/en/articles/14321073-how-care-packages-work.md): ๐Ÿฅ NHS WA only - How to view and claim for Care Packages - [How to chart warranty work for NHS Wales](https://help.dentally.com/en/articles/14430322-how-to-chart-warranty-work-for-nhs-wales.md): ๐Ÿฅ NHS WA only - Recording work under warranty for NHS Wales claims - [How to record lab fees for NHS Wales](https://help.dentally.com/en/articles/14430429-how-to-record-lab-fees-for-nhs-wales.md): ๐Ÿฅ NHS WA only - Recording lab fees which can be claimed with the NHS or charged to the patient - [How to send an NHS claim in Wales for incomplete work](https://help.dentally.com/en/articles/14321104-how-to-send-an-nhs-claim-in-wales-for-incomplete-work.md): ๐Ÿฅ NHS WA only - Claiming for incomplete work - [How NHS urgent and non-urgent referral claims work in Wales](https://help.dentally.com/en/articles/14432281-how-nhs-urgent-and-non-urgent-referral-claims-work-in-wales.md): ๐Ÿฅ NHS WA only - Urgent and non-urgent referrals for Welsh NHS practices - [How to use the 'NHS Activity' report](https://help.dentally.com/en/articles/14534682-how-to-use-the-nhs-activity-report.md): ๐Ÿฅ NHS WA only - Use the 'NHS Activity' report to understand your Care Packages - [Updating my ePractitioner Verification Certificates ready for 24 March 2024 - NHS Scotland](https://help.dentally.com/en/articles/9043430-updating-my-epractitioner-verification-certificates-ready-for-24-march-2024-nhs-scotland.md): ๐Ÿฅ NHS SC only - What do I need to do to update my ePractitioner Verification Certificates ready for 24 March 2024? - [How to submit an additional support needs capitation claim?](https://help.dentally.com/en/articles/13003699-how-to-submit-an-additional-support-needs-capitation-claim.md): ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟSC NHS Only - submit additional support needs capitation claims successfully by enabling the special needs toggle in the patientโ€™s record. - [The CHI Number - NHS Scotland only](https://help.dentally.com/en/articles/3563317-the-chi-number-nhs-scotland-only.md): ๐Ÿฅ NHS SC only - What the CHI number is, and how to deal with unsuccessful searches - [NHS Scotland SIMD Score](https://help.dentally.com/en/articles/3563499-nhs-scotland-simd-score.md): ๐Ÿฅ NHS SC only - What the SIMD score is and how to search for it - [How to submit an NHS Scotland claim ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ](https://help.dentally.com/en/articles/3651022-how-to-submit-an-nhs-scotland-claim.md): ๐Ÿฅ NHS SC only - Let's explore the claims creation and submission process from start to finish! - [Incomplete NHS Treatment - Scotland](https://help.dentally.com/en/articles/6884626-incomplete-nhs-treatment-scotland.md): ๐Ÿฅ NHS SC only - How to claim and resolve incomplete NHS treatment in Scotland. - [How to withdraw an NHS Scotland claim](https://help.dentally.com/en/articles/3651088-how-to-withdraw-an-nhs-scotland-claim.md): ๐Ÿฅ NHS SC only - What to do if you want to withdraw a claim NHS Scotland - [Create & Submit a Prior Approval](https://help.dentally.com/en/articles/3649900-create-submit-a-prior-approval.md): ๐Ÿฅ NHS SC only - How to create & submit a Prior Approval. - [Managing Prior Approvals - NHS Scotland only](https://help.dentally.com/en/articles/3649968-managing-prior-approvals-nhs-scotland-only.md): ๐Ÿฅ NHS SC only - Use the NHS Prior Approvals Report to track and manage your Prior Approvals. How to go from Prior Approval to a claim - [Set a Practitioner Prior Approval Limit](https://help.dentally.com/en/articles/3649948-set-a-practitioner-prior-approval-limit.md): ๐Ÿฅ NHS SC only - How to set a new practitioner Prior Approval Limit - [Upload Evidence for Prior Approvals - NHS Scotland only](https://help.dentally.com/en/articles/3649939-upload-evidence-for-prior-approvals-nhs-scotland-only.md): ๐Ÿฅ NHS SC only - How to upload evidence for Prior Approvals - [Understanding Prior Approval Error messages at Dentally - NHS Scotland only](https://help.dentally.com/en/articles/3649986-understanding-prior-approval-error-messages-at-dentally-nhs-scotland-only.md): ๐Ÿฅ NHS SC only - How to understand and deal with Prior Approval Error messages - [The Prior Approval Process - NHS Scotland only](https://help.dentally.com/en/articles/3649937-the-prior-approval-process-nhs-scotland-only.md): ๐Ÿฅ NHS SC only - The NHS Scotland Prior Approval Process. - [Submit Ortho Prior Approval NHS Scotland](https://help.dentally.com/en/articles/3635173-submit-ortho-prior-approval-nhs-scotland.md): ๐Ÿฅ NHS SC only - NHS Scotland E-ortho. Submit Prior Approval for Ortho claims. Orthodontic Claims. - [Submit an Ortho Exam in NHS Scotland](https://help.dentally.com/en/articles/3621368-submit-an-ortho-exam-in-nhs-scotland.md): ๐Ÿฅ NHS SC only - How to submit an orthodontic exam claim. NHS Scotland e-ortho system. Displacement error. Annotations. Discontinued items. - [NHS Scotland - Submitting a regulation 9 claim](https://help.dentally.com/en/articles/8407172-nhs-scotland-submitting-a-regulation-9-claim.md): ๐Ÿฅ NHS SC only - How to send a regulation 9 claim in Dentally - [NHS Scotland - Dental Reform Filling Charting Assistance](https://help.dentally.com/en/articles/8504674-nhs-scotland-dental-reform-filling-charting-assistance.md): ๐Ÿฅ NHS SC only - Charting filling codes NHS Scotland - SDR 161 - Nov 2023 - [How to deal with Scottish NHS Continuation Cases](https://help.dentally.com/en/articles/10457968-how-to-deal-with-scottish-nhs-continuation-cases.md): ๐Ÿฅ NHS SC only - Instructions for processing continuation claims for NHS Scotland. - [How to deal with Scottish NHS Ortho Transfer Cases](https://help.dentally.com/en/articles/3789325-how-to-deal-with-scottish-nhs-ortho-transfer-cases.md): ๐Ÿฅ NHS SC only - Instructions for processing NHS Scotland orthodontic transfer cases. - [Daybook report - Scotland NHS practices](https://help.dentally.com/en/articles/7668937-daybook-report-scotland-nhs-practices.md): ๐Ÿฅ NHS SC only - The Daybook report has been specifically design for NHS Scottish dental practices using Dentally... - [Managing NHS Scotland claim errors ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ](https://help.dentally.com/en/articles/3651067-managing-nhs-scotland-claim-errors.md): ๐Ÿฅ NHS SC only - How to deal with NHS Scotland claim errors ๐Ÿด๓ ง๓ ข๓ ณ๓ ฃ๓ ด๓ ฟ - [NHS Scotland Claim Error - E000852](https://help.dentally.com/en/articles/5187746-nhs-scotland-claim-error-e000852.md): ๐Ÿฅ NHS SC only - How to understand and resolve NHS Scotland Claim Error - E000852 - [NHS Scotland claim error - no significant treatment on a claim](https://help.dentally.com/en/articles/5120137-nhs-scotland-claim-error-no-significant-treatment-on-a-claim.md): ๐Ÿฅ NHS SC only - How to resolve the NHS Scotland claim error - no significant Treatment on a Claim - [Common CHI Error from NHS Systems](https://help.dentally.com/en/articles/8407150-common-chi-error-from-nhs-systems.md): ๐Ÿฅ NHS SC only - What to do when getting an error from trying to get information from the NHS systems online. - [How to add multiple NHS pin and performer numbers in Northern Ireland?](https://help.dentally.com/en/articles/6909240-how-to-add-multiple-nhs-pin-and-performer-numbers-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Add multiple NHS pin/performer numbers to your dentists, and how to submit claims for dentist with multiple panel numbers - [How to add an NHS NI contract to Dentally?](https://help.dentally.com/en/articles/6899235-how-to-add-an-nhs-ni-contract-to-dentally.md): ๐Ÿฅ NHS NI only - If you are a Northern Irish NHS dental practice, then follow these steps to successfully add your NHS contract to Dentally. - [How to add an NHS performer number and pin to practitioners in Northern Ireland?](https://help.dentally.com/en/articles/6899704-how-to-add-an-nhs-performer-number-and-pin-to-practitioners-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow these steps to successfully add your practitioner's performer number and pin to dentally - [How to set a prior approval tier amount for NHS dentists - NI only](https://help.dentally.com/en/articles/6903776-how-to-set-a-prior-approval-tier-amount-for-nhs-dentists-ni-only.md): ๐Ÿฅ NHS NI only - Follow these steps to add your practitioner's prior approval tier limit to Dentally. - [How to add a Patient's Health and Care number in Dentally?](https://help.dentally.com/en/articles/6899950-how-to-add-a-patient-s-health-and-care-number-in-dentally.md): ๐Ÿฅ NHS NI only - Follow these steps to successfully add your patient's HCN to Dentally. - [How to send an NHS claim in Northern Ireland](https://help.dentally.com/en/articles/6900713-how-to-send-an-nhs-claim-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow these steps on how to send your NHS claims in Dentally. - [NHS exemptions in Northern Ireland](https://help.dentally.com/en/articles/6904627-nhs-exemptions-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow this guide on how to set an exemption against a patient. - [How to send an incomplete NHS claim in Northern Ireland](https://help.dentally.com/en/articles/6903851-how-to-send-an-incomplete-nhs-claim-in-northern-ireland.md): ๐Ÿฅ NHS NI only - To send an incomplete claim follow these steps - [How to send an NHS prior approval claim in Northern Ireland?](https://help.dentally.com/en/articles/6902872-how-to-send-an-nhs-prior-approval-claim-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow these steps on how to send your NHS prior approval claims in Dentally. - [NHS NI Manually Reconcile Claims](https://help.dentally.com/en/articles/8407876-nhs-ni-manually-reconcile-claims.md): ๐Ÿฅ NHS NI only - How to manually reconcile your NHS claims in Northern Ireland - [Re-Registration without Treatment Claims - NHS Northern Ireland](https://help.dentally.com/en/articles/8646166-re-registration-without-treatment-claims-nhs-northern-ireland.md): ๐Ÿฅ NHS NI only - [How to use the NHS Claims Report in Northern Ireland](https://help.dentally.com/en/articles/6909201-how-to-use-the-nhs-claims-report-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow this guide to learn all about the Filters on the NHS Claims report - [How to check an NHS claim status from the patient's record - NI only](https://help.dentally.com/en/articles/6909162-how-to-check-an-nhs-claim-status-from-the-patient-s-record-ni-only.md): ๐Ÿฅ NHS NI only - Follow this guide on how to check the patients claim status from their record. - [How to check claim status on all NHS claims in Northern Ireland?](https://help.dentally.com/en/articles/6909183-how-to-check-claim-status-on-all-nhs-claims-in-northern-ireland.md): ๐Ÿฅ NHS NI only - Follow this guide on how to report on you NHS claims ## CDAnet, Insurance and Housekeeping - CA Only - [How to set up a CDAnet certificate for billing doctors \(practitioners\) - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/8999838-how-to-set-up-a-cdanet-certificate-for-billing-doctors-practitioners-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Set up and manage your CDAnet certificates ๐Ÿ‡จ๐Ÿ‡ฆ - [How to access your insurance settings ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/8999932-how-to-access-your-insurance-settings.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Navigating to your insurance settings in Dentally - [How to set up an insurance carrier ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/8999969-how-to-set-up-an-insurance-carrier.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - To process claims, you will need to set up a list of the current insurance companies that process claims through CDAnet. - [How to edit an insurance carrier ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000040-how-to-edit-an-insurance-carrier.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Editing or deleting an existing insurance carriers. - [How to create or edit an insurance plan ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000112-how-to-create-or-edit-an-insurance-plan.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Set up, edit or duplicate an insurance plan. - [How to set the CDAnet office number ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000428-how-to-set-the-cdanet-office-number.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Setting up the CDAnet office number for each site - [How to submit an insurance claim in Canada ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9000592-how-to-submit-an-insurance-claim-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Submitting an insurance claim and the 'Claims' tab. - [How to submit electronic attachments for predeterminations and claims - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9570951-how-to-submit-electronic-attachments-for-predeterminations-and-claims-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Submitting electronic attachments for predeterminations and claims - [How to use the claims management tool in Canada ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9577451-how-to-use-the-claims-management-tool-in-canada.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Managing and reconciling claims in Dentally Canada, using the claims management tool. - [How to reverse an insurance claim ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9005130-how-to-reverse-an-insurance-claim.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Reversing an insurance claim if you have made a mistake - [How to add insurance to a patient's record - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9003854-how-to-add-insurance-to-a-patient-s-record-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Adding and editing insurance policies in a patient's record. - [How to create a predetermination ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9577434-how-to-create-a-predetermination.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Creating a predetermination claim in Canada when charting a treatment. - [How to record an insurance payment using the claim management tool](https://help.dentally.com/en/articles/10570470-how-to-record-an-insurance-payment-using-the-claim-management-tool.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Using the claim management side panel to reconcile insurance payments. - [How do I assign a mouth area when charting?](https://help.dentally.com/en/articles/15175998-how-do-i-assign-a-mouth-area-when-charting.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA - Canadian practices can assign a mouth area \(such as, an arch or quadrant\) when charting certain treatments. This is automatically included in claims and predeterminations. - [How to delete or edit an invoice if a claim was already submitted - CA only](https://help.dentally.com/en/articles/15231318-how-to-delete-or-edit-an-invoice-if-a-claim-was-already-submitted-ca-only.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Steps to reverse a claim if an invoice needs editing after the claim has been submitted - [How to deal with rejected insurance claims ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9005084-how-to-deal-with-rejected-insurance-claims.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - What you can do when dealing with rejected insurance claims - [How to print a manual insurance claim form ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9005112-how-to-print-a-manual-insurance-claim-form.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - How to print a manual insurance claim form - before or after the claim has been submitted - [How to add a billing provider ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9005172-how-to-add-a-billing-provider.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - What to do if you encounter issues when adding a billing provider to a predetermination or claim. - [How to interpret different insurance claim responses๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9026729-how-to-interpret-different-insurance-claim-responses.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Understanding what insurance claim responses mean - [How to use the claims management tool to review claims that need attention](https://help.dentally.com/en/articles/10697093-how-to-use-the-claims-management-tool-to-review-claims-that-need-attention.md): ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Use the claims management tool to track insurance payments and make sure you are collecting payment. - [How to keep on top of daily, weekly and monthly tasks in Dentally - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9978750-how-to-keep-on-top-of-daily-weekly-and-monthly-tasks-in-dentally-ca-only.md): Housekeeping jobs to be done on a regular basis, to ensure you're keeping on top of your accounts. - [Which tasks you should do at the end of each day - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9983917-which-tasks-you-should-do-at-the-end-of-each-day-ca-only.md): Daily housekeeping tasks to help you keep on top of your accounts. - [Which tasks should be completed daily/weekly - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9998116-which-tasks-should-be-completed-daily-weekly-ca-only.md): Tasks you should complete on a regular basis, to make month-end reporting smoother. - [What you need to do prior to month-end - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9993021-what-you-need-to-do-prior-to-month-end-ca-only.md): The tasks to complete before the end of the month, so you're prepared for month-end reporting. - [How to complete tasks at the end of the month using the month-end spreadsheet - CA only ๐Ÿ‡จ๐Ÿ‡ฆ](https://help.dentally.com/en/articles/9800849-how-to-complete-tasks-at-the-end-of-the-month-using-the-month-end-spreadsheet-ca-only.md): Using the month-end spreadsheet to assist with housekeeping and report on your monthly accounts. ## Health Fund Claims - AU Only - [How to add a Claim Discount - AU only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/6119983-how-to-add-a-claim-discount-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to add discounts to a claim - [Hygienist Treatment Claiming - AU Only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/6247201-hygienist-treatment-claiming-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Practitioners who don't have a provider number can now use a "Claim Practitioner" provider number for Health Fund Claims - [How to submit a claim for an individual patient in Australia](https://help.dentally.com/en/articles/5477595-how-to-submit-a-claim-for-an-individual-patient-in-australia.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Sending an electronic health fund claim or manually saving a health fund claim for Australian practices ๐Ÿ‡ฆ๐Ÿ‡บ - [How to create PBS prescriptions for Australian practices ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/6739414-how-to-create-pbs-prescriptions-for-australian-practices.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Generate and print Pharmaceutical Benefits Scheme \(PBS\) prescriptions in Dentally - [Medicare - Adding / Editing a patient CDBS Balance](https://help.dentally.com/en/articles/6630620-medicare-adding-editing-a-patient-cdbs-balance.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - The ability to add CDBS balance amounts to eligible patients - [Medicare - Add Additional Family Members](https://help.dentally.com/en/articles/6894792-medicare-add-additional-family-members.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to add additional family members to a CDBS Medicare card - [How to claim a Medicare CDBS treatment](https://help.dentally.com/en/articles/6894823-how-to-claim-a-medicare-cdbs-treatment.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to claim for a Medicare CDBS treatment, using the bulk bill method. - [Medicare - Adding Medicare Card Details](https://help.dentally.com/en/articles/6559787-medicare-adding-medicare-card-details.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - The ability to add Medicare card details to patient details - [Medicare - CDBS Bulk Bill](https://help.dentally.com/en/articles/6843582-medicare-cdbs-bulk-bill.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Medicare CDBS Links - [How to cancel a health fund claim - AU only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/9329532-how-to-cancel-a-health-fund-claim-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Deleting/Cancelling a health fund claim for Australian practices ๐Ÿ‡ฆ๐Ÿ‡บ - [How to submit a claim for a family in Australia](https://help.dentally.com/en/articles/12189594-how-to-submit-a-claim-for-a-family-in-australia.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - Submit claims for multiple family members in a single submission. - [How to upgrade to HICAPS Connect Version 4 - AU Only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/8180509-how-to-upgrade-to-hicaps-connect-version-4-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to upgrade your HICAPS Connect software to version 4 in order to use the new Trinity Terminal - [How to use Health Fund estimates - AU Only ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/5477540-how-to-use-health-fund-estimates-au-only.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to process and submit a Health Fund Estimate ## Ministry of Health - NZ only - [How to manage prior approval for under 18 Ministry of Health \(MoH\) patients](https://help.dentally.com/en/articles/13158519-how-to-manage-prior-approval-for-under-18-ministry-of-health-moh-patients.md): ๐Ÿ‡ณ๐Ÿ‡ฟ NZ only - Request and update prior approval for MoH treatments on under 18 patients - [How to use the Ministry of Health \(MoH\) claim management tool](https://help.dentally.com/en/articles/13159017-how-to-use-the-ministry-of-health-moh-claim-management-tool.md): NZ only ๐Ÿ‡ณ๐Ÿ‡ฟ - Use the claim management tool to view and manage MoH claims and prior approvals for under 18s - [How to chart for Ministry of Health \(MoH\) patients](https://help.dentally.com/en/articles/13158558-how-to-chart-for-ministry-of-health-moh-patients.md): ๐Ÿ‡ณ๐Ÿ‡ฟ NZ only - Charting for under 18 patients with MoH fee schedules - [How to record Ministry of Health \(MoH\) details for patients who are under 18](https://help.dentally.com/en/articles/13158925-how-to-record-ministry-of-health-moh-details-for-patients-who-are-under-18.md): NZ only ๐Ÿ‡ณ๐Ÿ‡ฟ - How MoH registration works in Dentally, and how to add patient details - [How to submit a Ministry of Health \(MoH\) claim](https://help.dentally.com/en/articles/14137410-how-to-submit-a-ministry-of-health-moh-claim.md): ๐Ÿ‡ณ๐Ÿ‡ฟ NZ only - Submitting MoH claims using the claim management tool - [How to chart and claim for MoH High Caries](https://help.dentally.com/en/articles/14734574-how-to-chart-and-claim-for-moh-high-caries.md): ๐Ÿ‡ณ๐Ÿ‡ฟ NZ only - How the charting and claiming processes vary for OHSA/HC compared to normal workflows - [How to reopen a treatment plan in New Zealand](https://help.dentally.com/en/articles/14734419-how-to-reopen-a-treatment-plan-in-new-zealand.md): ๐Ÿ‡ณ๐Ÿ‡ฟ NZ only - How and when you can reopen a treatment plan ## PRSI - ROI Only - [Reconciling PRSI Claims](https://help.dentally.com/en/articles/6544978-reconciling-prsi-claims.md): ๐Ÿ‡ฎ๐Ÿ‡ช ROI only - Using the PRSI claims report to manually update PRSI claims as paid, rejected, etc. - [The PRSI Claims Report](https://help.dentally.com/en/articles/6544869-the-prsi-claims-report.md): ๐Ÿ‡ฎ๐Ÿ‡ช ROI only - Report on PRSI claims by Status, allowing you to reconcile, report on PRSI Income, etc. - [PRSI Claims](https://help.dentally.com/en/articles/6544844-prsi-claims.md): ๐Ÿ‡ฎ๐Ÿ‡ช ROI only - Creating a PRSI claim in Dentally to reflect when a claim has been submitted to the Welfare Partners Portal. - [Recording PRSI Eligibility](https://help.dentally.com/en/articles/6544475-recording-prsi-eligibility.md): ๐Ÿ‡ฎ๐Ÿ‡ช ROI only - Recording PRSI eligibility checks in Dentally - [Configuring PRSI Treatments](https://help.dentally.com/en/articles/6545683-configuring-prsi-treatments.md): ๐Ÿ‡ฎ๐Ÿ‡ช ROI only - Setting up the patient pricing for your PRSI Treatments. ## Integrations - [How to connect with Dentally Partners](https://help.dentally.com/en/articles/9027165-how-to-connect-with-dentally-partners.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ APAC/UK/RO/CA - What is the 'Marketplace' section in Dentally? - [iPad Estimates](https://help.dentally.com/en/articles/3563794-ipad-estimates.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - How to use the iPad app to show and sign estimates - [Signing an NHS FP17 form on Dentally iPad](https://help.dentally.com/en/articles/7857561-signing-an-nhs-fp17-form-on-dentally-ipad.md): ๐Ÿฅ NHS EN, WA, NI only - How to sign an FP17 form on Dentally iPad... - [iPad Medical Histories](https://help.dentally.com/en/articles/3563764-ipad-medical-histories.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - How to set up the iPad app for patients to update their Medical History - [Dentally iPad](https://help.dentally.com/en/articles/3563775-dentally-ipad.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How you can utilise the Dentally iPad app? - [Dentally iPad AU](https://help.dentally.com/en/articles/8057750-dentally-ipad-au.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How you can utilise the Dentally iPad app? - [How to configure Dentally Mail](https://help.dentally.com/en/articles/3563680-how-to-configure-dentally-mail.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to set up Dentally Mail and manage your settings - [Setting Up Dental Referrals - NHS England/Wales only](https://help.dentally.com/en/articles/3563681-setting-up-dental-referrals-nhs-england-wales-only.md): ๐Ÿฅ NHS EN/WA only - Set up dental referrals so that you can refer, finalise and track the referral on the referral provider's website. - [Getting started with integrated payments](https://help.dentally.com/en/articles/5707602-getting-started-with-integrated-payments.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How integrated payment terminals work? What terminals do we integrate with? Setting up Dentally Payments for Tyro or Hicaps? - [How to set up a preferred terminal for payments - UK/AU](https://help.dentally.com/en/articles/9215296-how-to-set-up-a-preferred-terminal-for-payments-uk-au.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - If you use multiple payment terminals at your practice you can choose a preferred terminal for each user. - [Setting up Dojo](https://help.dentally.com/en/articles/8982902-setting-up-dojo.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to connect your Dojo terminal to Dentally for full payment integration - [Activating integration mode on your Dojo terminal](https://help.dentally.com/en/articles/8982935-activating-integration-mode-on-your-dojo-terminal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to activate integration mode on your Dojo terminal - [How to take a payment using your integrated terminal](https://help.dentally.com/en/articles/9117106-how-to-take-a-payment-using-your-integrated-terminal.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - Take payments through your integrated terminal directly from Dentally - [Getting started with integrated payments - UK ๐Ÿ‡ฌ๐Ÿ‡ง](https://help.dentally.com/en/articles/7548734-getting-started-with-integrated-payments-uk.md): ๐Ÿ‡ฌ๐Ÿ‡ง UK only - How integrated payment terminals work? What terminals do we integrate with? Setting up Dentally Payments? - [How to use the matching screen to reconcile/resume payments on your card machine](https://help.dentally.com/en/articles/9119172-how-to-use-the-matching-screen-to-reconcile-resume-payments-on-your-card-machine.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - Use the matching screen to resume or reconcile a previous payment. - [How to use Paymentsense with Dentally](https://help.dentally.com/en/articles/9344546-how-to-use-paymentsense-with-dentally.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to set up your Paymentsense payment terminals to be integrated with Dentally - [How to set up Worldpay](https://help.dentally.com/en/articles/9344561-how-to-set-up-worldpay.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to set up your Worldpay payment terminals to be integrated with Dentally - [How to process a payment on my terminal when my Worldpay integration isn't working](https://help.dentally.com/en/articles/9974743-how-to-process-a-payment-on-my-terminal-when-my-worldpay-integration-isn-t-working.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - If your integration happens to be down you can still process standalone payments on your device. - [How to troubleshoot your Worldpay terminal](https://help.dentally.com/en/articles/9974268-how-to-troubleshoot-your-worldpay-terminal.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - For troubleshooting problems with your Worldpay terminal - [How to sign up for MPC](https://help.dentally.com/en/articles/9611997-how-to-sign-up-for-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Want to get started with My Practice Cloud? Get in touch to get started - [How to use the MPC Action Today Dashboard](https://help.dentally.com/en/articles/9596283-how-to-use-the-mpc-action-today-dashboard.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Understanding the My Practice Cloud's dashboard and the information and insights it can provide you with. - [What to do if MPC is out of date](https://help.dentally.com/en/articles/9612023-what-to-do-if-mpc-is-out-of-date.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - What to do if you see an out of date message against your practices listed in My Practice Cloud. - [MPC NHS reports overview](https://help.dentally.com/en/articles/10098066-mpc-nhs-reports-overview.md): ๐Ÿฅ NHS practices only - A brief breakdown of the available reports in the NHS section on My Practice Cloud. - [MPC Performance reports overview](https://help.dentally.com/en/articles/10098055-mpc-performance-reports-overview.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - A brief breakdown of the available reports in the performance section in My Practice Cloud. - [MPC Patient and Clinical reports overview](https://help.dentally.com/en/articles/10098061-mpc-patient-and-clinical-reports-overview.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - A brief breakdown of the available reports in the patient and clinical section in My Practice Cloud. - [How to use the Practice Management dashboard in MPC](https://help.dentally.com/en/articles/9614707-how-to-use-the-practice-management-dashboard-in-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Navigating and understanding the My Practice Cloud's practice management dashboard - [MPC financial reports overview](https://help.dentally.com/en/articles/10097946-mpc-financial-reports-overview.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - A brief breakdown of the available reports in the financial section in My Practice Cloud. - [How to use Cash Sheets in MPC](https://help.dentally.com/en/articles/10097945-how-to-use-cash-sheets-in-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Navigating to and using Cash Sheets in My Practice Cloud - [How to use Custom Dashboards in MPC](https://help.dentally.com/en/articles/10091191-how-to-use-custom-dashboards-in-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Navigating and understanding the My Practice Cloud's custom dashboard to measure case acceptance. - [How to use your MPC reports](https://help.dentally.com/en/articles/9615071-how-to-use-your-mpc-reports.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to export, print and schedule My Practice Cloud reports. Where can I find a detailed breakdown of each report. - [How to add your NHS contract to MPC](https://help.dentally.com/en/articles/9615757-how-to-add-your-nhs-contract-to-mpc.md): ๐Ÿฅ NHS practices only - For the UDA reports to work in My Practice Cloud you need to add your contract to your MPC settings. - [How to turn on MPC email notifications](https://help.dentally.com/en/articles/9615133-how-to-turn-on-mpc-email-notifications.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - My Practice Cloud's email notifications are handy for those busy days where you don't log into MPC - [What to do if your having trouble logging into MPC](https://help.dentally.com/en/articles/9615076-what-to-do-if-your-having-trouble-logging-into-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to reset your forgotten password for My Practice Cloud and how to unlock your MPC account - [How to add and edit users in MPC](https://help.dentally.com/en/articles/9614966-how-to-add-and-edit-users-in-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to add a new user to your My Practice Cloud account and how to edit existing MPC users. - [How to get the most out of Dentist Portal on MPC](https://help.dentally.com/en/articles/10774739-how-to-get-the-most-out-of-dentist-portal-on-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - Exploring Dentist Portal, what it can do and how to utilise this as a dental practitioner. - [Discover MPC Pay](https://help.dentally.com/en/articles/11495448-discover-mpc-pay.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - MPC Pay: A smarter way to manage associate payments. - [Creating a Custom Dashboard for Case Acceptance in MPC](https://help.dentally.com/en/articles/11497101-creating-a-custom-dashboard-for-case-acceptance-in-mpc.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to use MPC's custom dashboards to track case acceptance and treatment conversion - [How to set up Xero](https://help.dentally.com/en/articles/3563652-how-to-set-up-xero.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช UK/ROI only - How to authorise Xero accounting software to work with Dentally - [How to integrate Zapier with Dentally](https://help.dentally.com/en/articles/4992722-how-to-integrate-zapier-with-dentally.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - How to link the Dentally and Zapier apps - [Dentally "Buy Now Pay Later" Payment Providers - AU ๐Ÿ‡ฆ๐Ÿ‡บ](https://help.dentally.com/en/articles/6459481-dentally-buy-now-pay-later-payment-providers-au.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - There are a number of payment providers that allow dental patients to pay for their treatment with different financing options in Australia - [How to integrate Working Feedback with Dentally](https://help.dentally.com/en/articles/7924141-how-to-integrate-working-feedback-with-dentally.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช APAC/UK/ROI only - How to set up and connect working feedback to my dentally account - [HealthEngine Integration](https://help.dentally.com/en/articles/7325522-healthengine-integration.md): ๐Ÿ‡ฆ๐Ÿ‡บ AU only - HealthEngine can now be connected for Australian Dentally practices - [How to integrate with DenGro](https://help.dentally.com/en/articles/7549376-how-to-integrate-with-dengro.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช AU/UK/ROI only - Integrating Dentally with DenGro to allow lead management. - [NexGen API - Practice FAQs](https://help.dentally.com/en/articles/15174786-nexgen-api-practice-faqs.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฆ๐Ÿ‡บ UK/ROI/APAC/CA - With the upcoming changes to the NexGen API here are some of our FAQ's to support you through this change. - [Dentally Partner API FAQ's](https://help.dentally.com/en/articles/15956843-dentally-partner-api-faq-s.md): ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡ฆ๐Ÿ‡บ UK/ROI/APAC/CA - As we move to the NexGen API here are some of our FAQ's to support you through this change ## Monthly Product Round-Ups - [Product Round-Up - February 2026](https://help.dentally.com/en/articles/13628282-product-round-up-february-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product Round-Up - March 2026](https://help.dentally.com/en/articles/13924264-product-round-up-march-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product round-up - April 2026](https://help.dentally.com/en/articles/14495695-product-round-up-april-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product round-up - May 2026](https://help.dentally.com/en/articles/15011024-product-round-up-may-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product round-up - June 2026](https://help.dentally.com/en/articles/15374534-product-round-up-june-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product round-up - July 2026](https://help.dentally.com/en/articles/15885717-product-round-up-july-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [Product round-up - August 2026](https://help.dentally.com/en/articles/16188902-product-round-up-august-2026.md): ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Our round-up of all the new features and updates this month - [January 2025 - Changelog](https://help.dentally.com/en/articles/10368948-january-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [February 2025 - Changelog](https://help.dentally.com/en/articles/10508183-february-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [March 2025 - Changelog](https://help.dentally.com/en/articles/10660675-march-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [April 2025 - Changelog](https://help.dentally.com/en/articles/11053891-april-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [May 2025 - Changelog](https://help.dentally.com/en/articles/11320951-may-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update round-up is here to keep you informed on what is happening at Dentally. - [June 2025 - Changelog](https://help.dentally.com/en/articles/11477675-june-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update round-up is here to keep you informed on what is happening at Dentally. - [July 2025 - Changelog](https://help.dentally.com/en/articles/11736884-july-2025-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update round-up is here to keep you informed on what is happening at Dentally. - [Product Round-Up - August 2025](https://help.dentally.com/en/articles/11904766-product-round-up-august-2025.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our round-up of all the new features and updates this month. - [Product Round-Up - September 2025](https://help.dentally.com/en/articles/12156943-product-round-up-september-2025.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our round-up of all the new features and updates this month. - [Product Round-Up - October 2025](https://help.dentally.com/en/articles/12548175-product-round-up-october-2025.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our round-up of all the new features and updates this month. - [Product Round-Up - November 2025](https://help.dentally.com/en/articles/12767538-product-round-up-november-2025.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our round-up of all the new features and updates this month. - [Product Round-Up - December 2025](https://help.dentally.com/en/articles/13006159-product-round-up-december-2025.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our round-up of all the new features and updates this month. - [January 2024 - Changelog](https://help.dentally.com/en/articles/8794901-january-2024-changelog.md): Welcome to 2024! Join us as we delve into this month's top new features! Read the full January 2024 product update below ๐Ÿ‘‡ - [February 2024 - Changelog](https://help.dentally.com/en/articles/8908621-february-2024-changelog.md): Join us as we delve into this month's top new features! Read the full February 2024 product update below ๐Ÿ‘‡ - [March 2024 - Changelog](https://help.dentally.com/en/articles/9027466-march-2024-changelog.md): Join us as we delve into this month's new features! Read the full March 2024 product update below ๐Ÿ‘‡ - [April 2024 - Changelog](https://help.dentally.com/en/articles/9158901-april-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [May 2024 - Changelog](https://help.dentally.com/en/articles/9273366-may-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [June 2024 - Changelog](https://help.dentally.com/en/articles/9415326-june-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [July 2024 - Changelog](https://help.dentally.com/en/articles/9539590-july-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [August 2024 - Changelog](https://help.dentally.com/en/articles/9673941-august-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [September 2024 - Changelog](https://help.dentally.com/en/articles/9771665-september-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [October 2024 - Changelog](https://help.dentally.com/en/articles/9874400-october-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [November 2024 - Changelog](https://help.dentally.com/en/articles/10079798-november-2024-changelog.md): Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [December 2024 - Changelog](https://help.dentally.com/en/articles/10199108-december-2024-changelog.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡จ๐Ÿ‡ฆ AU, UK, ROI, CA - Our monthly product update and newsletter are here to keep you informed on what is happening here at Dentally. - [December 2023 - Changelog](https://help.dentally.com/en/articles/8675263-december-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in December 2023. Read the full product update below ๐Ÿ‘‡ - [November 2023 - Changelog](https://help.dentally.com/en/articles/8560002-november-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in November 2023. Read the full product update below ๐Ÿ‘‡ - [October 2023 - Changelog](https://help.dentally.com/en/articles/8423990-october-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in October 2023. Read the full product update below ๐Ÿ‘‡ - [September 2023 - Changelog](https://help.dentally.com/en/articles/8266299-september-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in September 2023. Read the full product update below ๐Ÿ‘‡ - [July 2023 - Changelog](https://help.dentally.com/en/articles/8078250-july-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in July 2023. Read the full product update below ๐Ÿ‘‡ - [June 2023 - Changelog](https://help.dentally.com/en/articles/7972945-june-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in June 2023. Read the full product update below ๐Ÿ‘‡ - [May 2023 - Changelog](https://help.dentally.com/en/articles/7882614-may-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in May 2023. Read the full product update below ๐Ÿ‘‡ - [April 2023 - Changelog](https://help.dentally.com/en/articles/7261980-april-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in April 2023. Read the full product update below ๐Ÿ‘‡ - [March 2023 - Changelog](https://help.dentally.com/en/articles/7063647-march-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in March 2023. Read the full product update below. - [February 2023 - Changelog](https://help.dentally.com/en/articles/6959522-february-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in February 2023. Read the full product update below. - [January 2023 - Changelog](https://help.dentally.com/en/articles/6880898-january-2023-changelog.md): Details of all the Dentally features and changes you can expect to see in January 2023. Read the full product update below. - [December 2022 - Changelog](https://help.dentally.com/en/articles/6772000-december-2022-changelog.md): Please find below the changelog for December 2022 which summarises our latest product developments and updates. - [November 2022 - Changelog](https://help.dentally.com/en/articles/6693278-november-2022-changelog.md): Please find below the changelog for November 2022 which summarises our latest product developments and updates. - [October 2022 - Changelog](https://help.dentally.com/en/articles/6596250-october-2022-changelog.md): Please find below the changelog for October 2022 which summarises our latest product developments and updates. - [September 2022 - Changelog](https://help.dentally.com/en/articles/6538053-september-2022-changelog.md): Please find below the changelog for September 2022 which summarises our latest product developments and updates. - [August 2022 - Changelog](https://help.dentally.com/en/articles/6441432-august-2022-changelog.md): Please find below the changelog for August 2022 which summarises our latest product developments and updates. - [July 2022 - Changelog](https://help.dentally.com/en/articles/6361493-july-2022-changelog.md): Please find below the changelog for July 2022 which summarises our latest product developments and updates. - [June 2022 - Changelog](https://help.dentally.com/en/articles/6281805-june-2022-changelog.md): Please find below the changelog for June 2022 which summarises our latest product developments and updates. - [May 2022 - Changelog](https://help.dentally.com/en/articles/6193395-may-2022-changelog.md): Please find below the changelog for May 2022 which summarises our latest product developments and updates. - [April 2022 - Changelog](https://help.dentally.com/en/articles/6114576-april-2022-changelog.md): Please find below the changelog for April 2022 which summarises our latest product developments and updates. - [March 2022 - Changelog](https://help.dentally.com/en/articles/6021834-march-2022-changelog.md): Please find below the changelog for March 2022 which summarises our latest product developments and updates. - [February 2022 - Changelog](https://help.dentally.com/en/articles/5945076-february-2022-changelog.md): Please find below the changelog for February 2022 which summarises our latest product developments and updates. - [January 2022 - Changelog](https://help.dentally.com/en/articles/5870986-january-2022-changelog.md): Please find below the changelog for January 2022 which summarises our latest product developments and updates. - [December 2021 - Changelog](https://help.dentally.com/en/articles/5779281-december-2021-changelog.md): Please find below the changelog for December 2021 which summarises our latest product developments and updates. - [November 2021 - Changelog](https://help.dentally.com/en/articles/5698047-november-2021-changelog.md): Please find below the changelog for November 2021 which summarises our latest product developments and updates. - [October 2021 - Changelog](https://help.dentally.com/en/articles/5623644-october-2021-changelog.md): Please find below the changelog for October 2021 which summarises our latest product developments and updates. - [September 2021 - Changelog](https://help.dentally.com/en/articles/5527224-september-2021-changelog.md): Please find below the changelog for September 2021 which summarises our latest product developments and updates. - [August 2021 - Changelog](https://help.dentally.com/en/articles/5455422-august-2021-changelog.md): Please find below the changelog for August 2021 which summarises our latest product developments and updates. - [July 2021 - Changelog](https://help.dentally.com/en/articles/5362943-july-2021-changelog.md): Please find below the changelog for July 2021 which summarises our latest product developments and updates. - [June 2021 - Changelog](https://help.dentally.com/en/articles/5276770-june-2021-changelog.md): Please find below the changelog for June 2021 which summarises our latest product developments and updates. - [May 2021 - Changelog](https://help.dentally.com/en/articles/5194690-may-2021-changelog.md): Please find below the changelog for May 2021 which summarises our latest product developments and updates. - [April 2021 - Changelog](https://help.dentally.com/en/articles/5103909-april-2021-changelog.md): Please find below the changelog for April 2021 which summarises our latest product developments and updates. - [March 2021 - Changelog](https://help.dentally.com/en/articles/5001813-march-2021-changelog.md): Please find below the changelog for March 2021 which summarises our latest product developments and updates. - [February 2021 - Changelog](https://help.dentally.com/en/articles/4871081-february-2021-changelog.md): Please find below the changelog for February 2021 which summaries our latest product developments and updates. - [January 2021 - Changelog](https://help.dentally.com/en/articles/4765881-january-2021-changelog.md): Please find below the changelog for January 2021 which summarises our latest product developments and updates. - [December 2020 - Changelog](https://help.dentally.com/en/articles/4693509-december-2020-changelog.md): Please find below the changelog for December 2020 which summarises our latest product developments and updates. - [November 2020 - Changelog](https://help.dentally.com/en/articles/4592920-november-2020-changelog.md): Please find below the changelog for November 2020 which summarises our latest product developments and updates. - [October 2020 - Changelog](https://help.dentally.com/en/articles/4518803-october-2020-changelog.md): Please find below the changelog for October 2020 which summarises our latest product developments and updates. - [September 2020 - Changelog](https://help.dentally.com/en/articles/4437206-september-2020-changelog.md): Please find below the changelog for September 2020 which summarises our latest product developments and updates. - [August 2020 - Changelog](https://help.dentally.com/en/articles/4318955-august-2020-changelog.md): Please find below the changelog for August 2020 which summarises our latest product developments and updates. - [July 2020 - Changelog](https://help.dentally.com/en/articles/4210688-july-2020-changelog.md): Please find below the changelog for July 2020 which summarises our latest product developments and updates. - [June 2020 - Changelog](https://help.dentally.com/en/articles/4153014-june-2020-changelog.md): Please find below the changelog for June 2020 which summarises our latest product developments and updates. - [April and May 2020 - Changelog](https://help.dentally.com/en/articles/3982634-april-and-may-2020-changelog.md): Please find below the changelog for April and May 2020 which summarises our latest product developments and updates. - [March 2020 - Changelog](https://help.dentally.com/en/articles/3849569-march-2020-changelog.md): Please find below the changelog for March 2020 which summarises our latest product developments and updates. - [February 2020 - Changelog](https://help.dentally.com/en/articles/3752616-february-2020-changelog.md): Please find below the changelog for February 2020 which summarises our latest product developments and updates. - [January 2020 - Changelog](https://help.dentally.com/en/articles/3687591-january-2020-changelog.md): Please find below the changelog for January 2020 which summarises our latest product developments and updates. - [December 2019 - Changelog](https://help.dentally.com/en/articles/3622509-december-2019-changelog.md): Please find below the changelog for December 2019 which summarises our latest product developments and updates. - [November 2019 - Changelog](https://help.dentally.com/en/articles/3568892-november-2019-changelog.md): The changelog for November 2019 summarises all the latest product developments, updates and new features introduced to Dentally. - [October 2019 - Changelog](https://help.dentally.com/en/articles/3568890-october-2019-changelog.md): The changelog for October 2019 summarises all the latest product developments, updates and new features introduced to Dentally. - [September 2019 - Changelog](https://help.dentally.com/en/articles/3568888-september-2019-changelog.md): The changelog for September 2019 summarises all the latest product developments, updates and new features introduced to Dentally. - [July 2019 - Changelog](https://help.dentally.com/en/articles/3568883-july-2019-changelog.md): The changelog for July 2019 summarises all the latest product developments, innovation, updates and new features introduced to Dentally. - [June 2019 - Changelog](https://help.dentally.com/en/articles/3568881-june-2019-changelog.md): The changelog for June 2019 summarises all the latest product developments, innovation, updates and new features introduced to Dentally. - [May 2019 - Changelog](https://help.dentally.com/en/articles/3568870-may-2019-changelog.md): The changelog for May 2019 summarises all the latest product developments, innovation, updates and new features introduced to Dentally. ## Getting Started - [Getting started with Dentally](https://help.dentally.com/en/articles/9681521-getting-started-with-dentally.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of Dentally ๐Ÿš€ - [Getting started with NHS](https://help.dentally.com/en/articles/9681888-getting-started-with-nhs.md): New to Dentally? Then this guide is a great place to start when it comes to using NHS features, reports and claims in Dentally ๐Ÿš€ - [Getting started with patient communications](https://help.dentally.com/en/articles/9681568-getting-started-with-patient-communications.md): New to Dentally? Then this guide is a great place to start when it comes to understanding patient communications and how they work - [Getting started with treatment planning](https://help.dentally.com/en/articles/7267892-getting-started-with-treatment-planning.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge in Dentally - [Getting started with reports](https://help.dentally.com/en/articles/9681435-getting-started-with-reports.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of Dentally's reports! - [Getting started with charting](https://help.dentally.com/en/articles/7266785-getting-started-with-charting.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of charting in Dentally - [Getting started with accounts](https://help.dentally.com/en/articles/9674229-getting-started-with-accounts.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of accounts in Dentally - [Getting started with appointments](https://help.dentally.com/en/articles/9673956-getting-started-with-appointments.md): New to Dentally? Then this guide is a great place to start when it comes to expanding your knowledge of appointments in Dentally - [Using the EXACT health checker report](https://help.dentally.com/en/articles/11940262-using-the-exact-health-checker-report.md): ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - A step-by-step guide for practices preparing to move from EXACT to Dentally