Hi ​@Lisa  

At the moment, Dentally doesn’t offer a specific feature to automatically colour-code appointments where patients switch from one provider to another. But there are a few workarounds that I thought might help you make these transitions easier to spot:

Audit Trail: this logs all updates, including provider changes. Look for blue (Updated) entries in the Audit Trail to track when a patient has been moved to a different practitioner. Clicking on these entries shows a side-by-side view of the change, including who the provider was before and after.

🪑 Waiting Room: this groups patients by provider and uses colour coding based on arrival time (green, orange, red). While not specific to provider switches, this can help highlight when a patient appears under a different practitioner than expected.

Custom Fields: If this is something your practice tracks regularly, you could create a custom patient field for ‘Crossover’ or similar. Adding a quick note when a patient moves between providers can help flag this manually for the team.

I’ve logged this feedback internally and passed it along to our Product team for future consideration . It’s a great suggestion that could really improve visibility across the appointment book, and I appreciate you sharing it in the Community!

Thanks Saymon

I think I have worded what I was asking poorly, sorry for this.

I’m a hyg and for eg. I have a pt in my book at 10am and then at 10.40 they are going to the dentist for tx. I was hoping we could colour code this in the same colour in each book so it is obvious to the providers but also reception. An example of this is I had white space in my book so they moved the pt forward but were not able to easily see they were going to the dentist after seeing me. currently we use an emoji but they are difficult to see and also disappear when you put item codes in etc