@Harry Leak @RegentStreet85 - I’m wondering if either of you have experiences with utilising friends/family discounts and how you have managed that in Dentally currently?
Yes, although it is all managed outside of Dentally, we use an app called Referabee - the buzzing referral webapp | referabee - this handles the codes / vouchers and you can use their web portal to redeem codes.
Only issue we have found is patients, especially the older generation cant get their head round it and keep doing it wrong, to be fair we have not rebooted it since launch ages ago but will be in 2025 and will be recording guides tailored for our patients and links to knowledge base to get this working better.
If a patient does refer they get a £25 treatment voucher per referee - they have to come in for a new patient exam and redeem it and the voucher gets automatically applied to their app.
We just use a pop up note on dentally to register the credit, as leaving it as unexplained causes issues as it comes off the next item that's charted through automatically, so we now discount the treatment instead using the credit as its charged through.
A better system for this in Dentally would be welcomed!