Summer School Week Five: Manage Payments with Ease

Managing invoices and payments needs to be accurate and effortless – with Dentally’s improved account management tools, you can ensure payments are taken, allocated and managed with ease. 

Enhanced deposit management 

Taking deposits regularly secures future bookings, improving your practice’s cashflow and patient retention. When you take deposits in Dentally, they'll automatically be held against the patient’s account, and they're visible at a glance – so you can identify and allocate instantly.  

Deposits will remain unallocated until you manually allocate them, ensuring the money goes towards the right invoice. No need for separate spreadsheets or tracking – it's all in one place!

Take family payments all in one go 

When families come in for their appointments, busy parents often want to handle all their invoices in a single transaction. Our family account management allows you to view all family members’ balances, invoices and payments in the same screen, and take a single payment for everyone. 

The patient only has to make one payment, providing a smoother departure process for them, and less admin burden on you. 

Settle multiple invoices in a single payment 

Whether it’s an individual patient or a whole family, they can pay as many invoices as they need within a single transaction. Simply tick all the invoices you want to settle – we’ll calculate the total and allocate it automatically, ensuring payments are processed accurately, without the headache. No mental maths or calculator needed! 

With more accurate payment processing, you’ll ensure your practitioner allocations are accurate, reducing the need for reallocations because of human error! 

Optimise your account management 

These tools will ensure you’re providing a streamlined payment experience for your patients, while keeping tedious tasks to a minimum. Less admin and fewer errors = a happier team and happier patients! 

New to our improved ‘Account’ tab? Find out more about these handy features and many more - start exploring here 👉