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Today

This month so far: 0 hours. Danielle checks and approves the month before payroll.

Only the stock room and the implant cupboard are counted. When you take something out, choose the surgery it is going to and say it — e.g. "two Lignospan to Surgery 2" — or tap − by hand (½ = half a box). It comes off the stock room count and is logged against that surgery. Red means the stock room is at or below the re-order level: Charlotte is emailed the moment that happens. Tap + when a delivery arrives. To see what a surgery should hold, pick it under "All locations".

Add or edit an item

Weekend on-call number

Over the weekend, Sarah gives this number to registered patients who ring with a dental emergency (callers who are new patients or asking about treatment, she books or passes to Jordan as usual). If a weekend has no number, she tells them to call NHS 111. You can fill in weekends ahead. If it's still empty at noon on Friday, reception and Danielle get a reminder email.

Set a weekend

Team & PINs

Nurses sign in with their name and a 6-digit PIN. Type a PIN next to each nurse (and Sarah on reception) and press Save, then tell her the number in person (it is never emailed). Dentists, hygienists and office staff sign in with the email shown.

Patient contacts

Dentally doesn't send patients' mobile numbers and emails to our system yet. Upload the patient list from Dentally once a week (Reports → Patients, with first name, surname, date of birth, mobile and email; export as CSV or Excel). Sarah then has mobile numbers for her calls, and letters fill in the patient's email. Only names, dates of birth, mobiles and emails are kept; each upload replaces the last.

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Bookings of "New patient offer-£99" made since the win-back emails started (5 Nov 2026), from the Dentally diary. Updates every 10 minutes.

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Each ad is followed like a patient: seen → clicked → page → enquiry → booked → attended → accepted → return. Red flags are listed earliest step first, so fix the first one first. Early steps (ad, page) show problems within days, long before patients do.

Conversion per dentist

Consultations from Meta enquiries in the last 90 days that went on to accept treatment.

Meta key

Targets

Red and amber flags are judged against these. Cost per enquiry is per offer; book and show rates are for all offers.

⏳ Waiting list

Patients who want to come in sooner — especially for hygiene. When a slot frees up (a cancellation or no-show), use Fill a gap and Sarah rings the list one at a time until it's taken, so an empty hygienist chair doesn't cost us.

Add a patient

Fill a gap now

A slot has come free — Sarah rings the waiting list and offers it, hygiene-first, one patient at a time.

Every implant is followed one by one: ordered → box label photographed (records REF, lot, size and expiry: when it arrives, or just before it is used) → used (patient, tooth, dentist, photos of what was used). The "Used" list is the record of which lot went into which patient.

1 · log the case when it goes to the lab (dentist, lab, work, and the appointment the patient needs when it's back)   2 · when it arrives, tap 📷 Arrived and photograph it: a note goes on the patient's next appointment in Dentally and Sarah calls the patient to book   3 · tick Fitted, and tick the invoice when the lab's bill is checked.

Patient photos

1 · find the patient   2 · say what the photo is   3 · take or choose the photo. It goes straight into that patient's folder and drops into the letter builder: X-rays go into the X-ray / OPG box, and a photo of the signed medical history form goes into the medical history box. Afterwards, delete the photo from your phone's camera roll.

Tap a name to see and correct the entries. Approve each person when the month is right; the payroll pack uses the approved hours.