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!