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Hi, does anyone know if it’s possible to search for a referral that has been sent and is stored on the patients “Referrals” tab. We have received a rejection email for a patient but I can’t locate it on Dentally and would like to be able to search by LAN number. Thanks

Hey ​@clairem 👋

At the moment there isn’t a practice-wide search in Dentally for items on the Referrals tab (including by LAN/URN) unless you’ve saved their this referral code and manually placed it somewhere else in the patient record).

I’ve flagged this thread to our Product Manager as we’ve received similar feedback. I can’t promise timelines, but more detail from you (and others) would really help us shape the solution 😊:

  • Where would you want to search from (global search, a “Referrals” list, within the Referrals tab)?

  • What fields matter most (LAN/URN, patient, status, destination, date range, clinician)?

  • Is the main task finding the patient from a rejection email, or pulling up the specific referral quickly during admin time?

  • Roughly how often does this come up for you?

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


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