An Overview of Charting in Dentally

Dentally makes dental charting easy, allowing you to document a patient's dentition and proposed treatment in a way that works for you. 

Dental charting your way 

Dentally’s charting tools are intuitive and fully customisable, so whether you're creating a new treatment plan or reviewing past work, every tool is designed to meet your own unique needs as a dental practitioner. 

Use condensed mixed dentition charting for a cleaner, clearer view of base and planned treatment across both adult and child dentitions in just 2 rows! Access your most-used treatments instantly with our intelligent and customisable hover chart. Use this alongside your favourite treatment list and treatment plan templates for a speedy planning process, giving you back surgery time to connect with your patients.

Build treatment plans directly from your chart tab! They can be broken down into appointments and supported with treatment estimates and consent forms – all in one place. Patients can complete these forms digitally with Dentally Portal and Concierge, our tablet app. 

Smarter note-taking 

We understand surgeries can be busy, so we have worked hard to make your clinical note-taking process as flexible and easy as possible. Lock your dentition on the screen whilst charting, and when ready, simply unlock it to use the screen space for making detailed treatment notes.   

You can create consistent, professional records with clinical note templates, or take it a step further with clinical AI notes — simply dictate though a microphone straight from your templates and let our AI build seamless, structured notes for you in seconds! 

Everything you need, in one tab 

With Dentally, the chart tab brings everything together — from treatment planning through to claims and even BPE/BEWE — it’s all in one place. And with your clinical side bar, visibility is even easier! 

View treatment notes, access patient images and x-rays and stay on top of patient clinical history all via the clinical side-bar, which opens alongside your chart screen. No more flicking between planning treatments and viewing images, as you can have them both visible at once! It’s a streamlined, central hub that supports your workflow from diagnosis through to treatment completion. 

As treatments are completed, they’re automatically recorded on the base chart, giving you a clear, visual history. This means when patients return, you can quickly see what’s been done previously and what’s up next — no digging through notes, just immediate insight to support the best ongoing care.  

💡 Top Tip – Did you know that one treatment item can be charted across multiple teeth or tooth surfaces by using your mouse’s right click, or by holding the control or alt key on your keyboard to link the surfaces/teeth together!  

Claims made easy 

Once treatment is marked as complete, Dentally ensures everything is ready for the final steps. Whether you're managing UK NHS claims or private insurance, submitting the right information is simple and integrated. 
 

For UK NHS practices, submitting NHS claims upon completion is done directly from the chart screen upon completion of the course of treatment, offering a seamless journey from start to finish.  

For practices located in Australia and Canada claims are handled slightly different, so insurance claims should be submitted through the accounts and insurance screens — keeping financial tasks located in a place that is in sync with your practice workflows. 

Want to learn more about your charting tools in Dentally? Check out our help centre collection or email us at hello@dentally.com