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Hello Dentally Community,

Our practice greatly appreciates the ease of clicking a button to put a new referral through the patients file on Dentally. However, we feel it would be beneficial for everyone if your system could pick up any referral activity. Where it currently says “Success” in green, it could say “action needed” (if hospital requires additional info) and be orange or “failed” (if referral rejected) in red. This could also be automatically flagged to the dentist in notifications when the status changes to orange or red. It would make sense to create referral reports based on the referrals.

Many thanks for your consideration.

East Mews

Hi ​@Lucie 👋 welcome to the Community!

Thanks for sharing your feedback. The idea of replacing the single Success label with states like Action needed (amber) or Failed (red), plus nudging the dentist when a status changes, and having referral reports, all makes a lot of sense. I’ve heard similar feedback and I’m going to pass this on to our Product Manager so it can be evaluated for discovery. I can’t promise timelines, but your examples are super helpful! 😊

 

If you can share a quick example of when you’d expect Action needed vs Failed, that’ll help our product team shape it. Also, would you want notifications to go to the submitting dentist?

 

If other practices would find this useful, please add a quick comment below with how you’d use it - demand and context help us prioritise. 🙏

 


Hi Saymon,

Thank you for your reply.

“Action needed” could be for example when the hospital, where the dentist is referring the pt to, needs more information to be able to accept the referral. Sometimes they need additional photos and x-rays.

“Failed” would be for Rejected referrals.

Yes, notifications to the submitting dentist would be great.

all of this would be very helpful because at the moment some referrals that need action are being overlooked as the dentist has to regularly log into REGO to check statuses. It is impossible to keep a track and sometimes when a pt chases their referral and the submitting dentist is not at the practice (maybe working only part time) anyone who goes to pt’s file could see what’s happening to the referral.

Thank you


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