Healthengine's Dentally integration syncs with your Dentally online availability, allowing you to manage appointments efficiently and display availability online.
If you're not set up for online appointments with Dentally, you’ll need to use one of our non-integrated solutions, which you can read more about here. For practices using the Dentally software, below you'll find a complete overview of the integration and its benefits.
Contents
- Benefits of the Integration for Your Practice
- How Does it Work?
- Linking to Healthengine
- Troubleshooting
Benefits of the Integration for Your Practice
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We connect to your Dentally software via API, meaning we do not require access to any server computers, and there is no software to install. This eliminates issues that can arise from hardware or server connections.
- The integration will automatically read and publish your availability and insert booked appointments into your Dentally diary.
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Allows online cancellations/reschedules, saving your team time taking phone calls from patients.
How Does it Work?
Dentally Requirements
Our connection to your Dentally software is established via an API key. The connection is completed during your setup call, following these steps:
Log in to the Dentally dashboard and click ‘Settings’. Navigate to the ‘Developer’ tab.
Please Note: If your practice operates multiple locations or has multiple Healthengine profiles/practice IDs, each location must be set up as a separate entity in Dentally.
Click ‘Generate new token’ to create your API token.
Update the permissions on the token. Although the minimum permissions are displayed, it’s easier to select ‘all’ for future-proofing functionality
Make sure to copy the token before refreshing the page, as the token will no longer be visible after that. The token will be added to your Healthengine listing in the back end during setup.
Payment Plan Setup
Next, we need to retrieve a default payment plan name to use when creating new patients.
From the Settings dashboard, click the ‘Treatment & Plans’ tab.
Navigate to the ‘Payment Plans’ tab.
Copy the exact name of your desired payment plan - it is usually labelled as 'Private'.
This payment plan is used when creating patients in Dentally through Healthengine. If we cannot match a patient to an existing plan, this default plan is applied.
Linking to Healthengine
Once the API key and Payment Plan are added to your Healthengine listing, it takes around 10 minutes for the connection to be established. After this, you’ll be able to link appointment books and begin publishing availability within the next 14 days.
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Appointment Details: The patient’s chosen appointment type will be entered into the ‘Reason’ free text field in the Dentally appointment with the prefix ‘HE - ’ to indicate it was booked via Healthengine. You also have the option to link Healthengine types to Dentally types using our Linked PMS Type feature.
Troubleshooting
Availability Pull:
- Availability beyond 14 days will take about an hour after initial setup to pull through and publish online.
Timezone Matching:
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The integration sets a timezone that must match the timezone configured for your practice in Dentally. Dentally’s API returns a non-standard timezone, so ensure that the timezone in Dentally is correct to avoid mismatches with Healthengine's location-based timezone.
Session Appointments:
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We can enable the ability for Dentally session appointments (known as zones) to block availability from showing online. If you would like to enable this feature, let us know. When enabled, any session appointments that overlap with regular appointment times will block that availability from being shown online. For more details, please refer to Dentally's article, How to Use Zones in Your Calendar.
Publishing Limits:
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By default, your availability can be published up to 30 days in advance. However, we can extend this limit, often up to 90 days, particularly for practices with fewer practitioners. If you’d like this extended, please contact us.
Appointment Slot Length:
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Your appointment books will pull through at a default length (e.g., 10 or 15 minutes), matching your Dentally setup. If you need to update the time intervals shown online, this should be done in our back end. Reach out to us anytime for adjustments.
If you have any questions, experience any issues or need assistance with troubleshooting, please reach out to our friendly Healthengine Support Team via phone, live chat or email support@healthengine.com.au.
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