Requirements #442
open(Mile Stone-3) DentPal Configure - Relation between Categories and Three Dot Action Button
Description
DentPal Configure - Relation between Categories and Three Dot Action Button
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Work from Ticket #377 Needs to be implemented
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Removal of "EMPTY CATEGORIES"
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Per discussions with Dev Team and DP Team - For DentPal Configure specifically "ONLY" DentPal SU will be able to "EDIT" Category Names for DentPal Configure. These changes in category name will be pushed to Customer Side. DentPal SU will NOT be able to "Create" or "Delete" categories. Categories are "LOCKED".
Customer will be able to use the Templates in the Template Library (These represent the ones pushed by DentPal) and be able to edit the content. The "RESTORE TO DEFAULT" function still exists. Customer will be able to copy templates to "My Templates" and have access to all "TYPICAL/EXPECTED" functionality with the EXCEPTION of Creating Categories or Editing Category Names.
DEVELOPMENT TEAM please advise if further discussion is needed or if we misunderstood something
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Appointment Cancelled - Change to "Invite to Schedule" and functionality should be the same as Send Appointment Reminder
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Update Three Dot Actions - See ScreenShot Below
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Link Three Dot Actions to appropriate templates, functions, screens, etc...
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Discuss following Action Item Functions:
- Update Tags
- Update Tasks
- Delete Unlinked Patients
- "FORMS" are discussed and included for documentation purposes so that we do not forget. It is a placeholder for everyone. If we can implement "Buttons" but leave them "IN-ACTIVE" for now.
Video Demo Link --->>> https://drive.google.com/file/d/1SKyWv8AuAxd280g26yqNUJjmzLXmaNnr/view?usp=drive_link
Files
| Screen Shot 2025-11-23 at 11.40.33 AM.png (204 KB) Screen Shot 2025-11-23 at 11.40.33 AM.png | Three Dot Action - Functions | ||
| clipboard-202603121847-p5rh9.png (191 KB) clipboard-202603121847-p5rh9.png | |||
| clipboard-202603121849-leagq.png (191 KB) clipboard-202603121849-leagq.png |
Updated by Redmine Admin 5 months ago
- Tracker changed from Bug to Requirements
- Test Phase deleted (
Select Test Phase)
Updated by RishiKesh Tuniki 4 months ago
- Subject changed from DentPal Configure - Relation between Categories and Three Dot Action Button to (Mile Stone-4) DentPal Configure - Relation between Categories and Three Dot Action Button
Updated by Juan Mancera 3 months ago
- Related to Requirements #652: MAILBOX added
Updated by Redmine Admin 3 months ago
- Subject changed from (Mile Stone-4) DentPal Configure - Relation between Categories and Three Dot Action Button to (Mile Stone-3) DentPal Configure - Relation between Categories and Three Dot Action Button
- Due date set to 03/03/2026
- Assignee changed from Juan Mancera to RishiKesh Tuniki
Updated by Redmine Admin 3 months ago
- Project changed from 3 to DentPal Miletone-3
- Category deleted (
Medium) - Test Phase set to Unit Test
Updated by RishiKesh Tuniki 2 months ago
- Status changed from New to In Progress
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Work from Ticket #377 Needs to be implemented - Closed
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Need to Discuss
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Implemented and Ready for Retes t.
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Need to Discuss .
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Will be Implemented as just a button for Reference with no action
Updated by Juan Mancera 2 months ago
A) External Online Review Requests (Google / Facebook)
DentPal must support sending Google and/or Facebook review links to patients via SMS and Email.
DentPal will NOT pull, ingest, store, parse, or display Google/Facebook review content, ratings, or counts. (Outbound-only.)
B) MyPal Performance (MYP) (In-house Reviews)
MYP is DentPal’s in-house review/survey system using DentPal-controlled, non-customizable templates (customers cannot change questions/scoring).
MYP responses feed DentPal analytics/KPIs (nightly refresh) and benchmarking.
C) Sending Google/FB links together with MYP
Google/FB review links are stored in Practice Settings (per clinic).
When an MYP request is sent, DentPal should optionally include Google/FB links pulled from Practice Settings.
If a clinic does not provide one or both links, those links are simply omitted from the MYP message.
D) Clinics must still be able to send Google/FB links manually (outside MYP)
Dental offices can manually send Google/FB review links via:
Instant Messages (1:1 or Bulk) - Able to Create Premade Templates with Links inside those Templates
Email Campaigns (1:1 or Bulk) - Able to creae Premade Templates with Links inside thos Templates
DentPal does not impose special limitations on these messages beyond existing rules.
SMS/Email opt-outs apply the same as all other DentPal communications.
QUESTION for DEV TEAM - How can me make it so that the FB LINK and GOOGLE LINK can be easily inserted into Communications (Instant Messages or example). Can we have a variable code insert that pulls the link from practice settings to make it efficient for customer.
Updated by Juan Mancera 2 months ago
- Related to Requirements #422: REFINEMENTS added
Updated by Juan Mancera 2 months ago
- Assignee changed from RishiKesh Tuniki to Juan Mancera
DentPal Patient UNLINK-RELINK Protocol Document
Document --->>> https://docs.google.com/document/d/1Si1fQ1udDfsZjlnWiFuJfAR-4JOOuIFy/edit?usp=sharing&ouid=111013928159967401526&rtpof=true&sd=true
Updated by Juan Mancera 2 months ago
Per Dev Team and DP Team conversation on 2/8/2026 MYP and Online Reviews will have to be separated to be functional. Functional documentation has been defined for Online Reviews and can be found in the Ticket Update.
!!!!!PLEASE DISREGARD PRIOR UPDATE/EDIT!!!!!
Documentation can be found here for Online Reviews --->>> https://drive.google.com/drive/folders/1OfaGvaDuxqxLfpG2vTZfduSRQPUXHqD3?usp=drive_link
Updated by Juan Mancera 2 months ago
!!!!! TO AVOID GAPS BETWEEN MYPAL PERFORMANCE AND ONLINE REVIEWS BOTH WILL NEED TO BE BUILT IN PARALLEL. THIS WILL AVOID CONFUSION AND REWORK !!!!!
Updated by RishiKesh Tuniki about 1 month ago
- Assignee changed from Juan Mancera to Madhu Kampati
Updated by Madhu Kampati about 1 month ago
- File clipboard-202603121847-p5rh9.png clipboard-202603121847-p5rh9.png added
- File clipboard-202603121849-leagq.png clipboard-202603121849-leagq.png added
- Status changed from In Progress to Resolved
- Assignee changed from Madhu Kampati to Juan Mancera
A) External Online Review Requests (Google / Facebook) (Ready For Retest)
D) Clinics must still be able to send Google/FB links manually (outside MYP) (Ready For Retest)
Instant Messages (1:1 or Bulk) - Able to Create Premade Templates with Links inside those Templates ( This point is addressed as a separate feature, based on the UI and the meeting discussions. )
Email Campaigns (1:1 or Bulk) - Able to create Premade Templates with Links inside those Templates ( This point is addressed as a separate feature, based on the UI and the meeting discussions .)
B) MyPal Performance (MYP) (In-house Reviews): (This Point will be Taken as MyPal performance)
C) Sending Google/FB links together with MYP : (This Point will be Taken as MyPal performance)
-- DentPal Patient UNLINK-RELINK Protocol Document (This Point will be Handled in Separate Ticket)
!!!!! TO AVOID GAPS BETWEEN MYPAL PERFORMANCE AND ONLINE REVIEWS BOTH WILL NEED TO BE BUILT IN PARALLEL. THIS WILL AVOID CONFUSION AND REWORK !!!!! (The manual sending of review links has been implemented, and automation will be aligned with MyPal performance)