Hi Lesley,

Thanks for pointing this out! Yes, when you add a family member from an existing patient’s record, some details are pre-filled. This is designed to save time by carrying over certain details. You can review and adjust these pre-filled details before saving the new family member’s record. When you’re on the ‘Add Patient’ screen, take a moment to double-check and update any information to make sure it’s accurate for the new family member.

That said, I’d love to hear more about why this isn’t ideal for your workflow and what changes would make it better in your opinion. I’ll make sure to share your thoughts with the Product team. Thanks!

Hi Saymon

Where shall I start??? There is so much room in this feature for human error.

1. It brings forward the original patients payment plan, this is a massive issue if it isn’t checked as Plan fees will automatically be applied to the the added patient who at this stage would be private so there is the potential for loss of income.
2. Recall intervals are also set as per original patient, I would like to think that once the new patient has been seen this would be changed by a team member but again there is room for error
3. I am less concerned about the treating clinicians.
4. Email is also duplicated 
5. The postcode and city but not the address

It all seems very random and leaves lots of room for human error.

I hope this makes sense but if not do call me

Hi Lesley!

I really appreciate you taking the time to break this down. It definitely makes sense, and I can see why this can be a concern, especially with payment plans and recalls carrying over when they might not apply.

Dentally does pre-fill certain details (like Payment Plan, Recall Intervals, and Email) when adding a new family member to streamline the process, but I get that this can lead to errors if not caught during setup. The good news is that these fields can be updated before saving the new patient. 

Maybe a prompt or pop-up could help flag these details before saving, making it easier to double-check everything is correct. I’ll pass this on to our Product team and see what they think! If there’s anything else that would make this process smoother for you, let me know and I’ll share that too.

Don’t start me on pop ups ​@Saymon! There has to be a better way to solve this?

Hey Lesley,

Totally hear you on the pop-ups, no one wants to deal with a barrage of interruptions! I was thinking that instead of a pop-up, maybe the team could implement an inline review or summary section on the ‘Add Patient’ screen. Imagine a clear, unobtrusive panel that shows all the auto-filled details (like Payment Plan, Recall Dates, etc.) so you can quickly review and adjust them without an extra step. That way, everything’s right in front of you, and you can simply edit any fields that don’t apply.

Does that sound like it might work better for your workflow? If you have any tweaks or alternative ideas, I’d love to hear them. I’ll make sure to pass your feedback along to our Product team so we can explore a solution that minimises risk and fits naturally into the process.

Thanks again for all the insights!

That sounds like it might work ​@Saymon, how would this work?

Hey Lesley,

Glad to hear that could be a step in the right direction! Right now, I don’t have all the technical details on how this would work, but I’ve passed the idea over to our Product team so they can take a closer look. They’ll need to assess how it could be implemented in a way that fits smoothly into the existing workflow without causing any unintended issues.

If they come back with any insights or updates, I’ll make sure to share them here!