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Requirements #454

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(Mile Stone-3) PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS & "NEW PATIENT" IDENTIFICATION BY DENTPAL

Added by Juan Mancera 3 months ago. Updated 12 days ago.

Status:
New
Priority:
Normal
Assignee:
Juan Mancera
Start date:
11/24/2025
Due date:
01/15/2026 (35 days late)
Test Phase:
Unit Test
Severity:
Medium

Description

This issue stems from the fact that the Auto Notification behaviors do not seem to be as expected. This is specifically focusing on when patient appointments are created in the PMS and then those particular patient appointments are modified such as moved to a different time on the same day or moved to a different day and time. How do such actions by the clinic in the PMS system impact DentPal AUTO NOTIFICATIONS and how should DentPal handle such instances? This protocol is outlined in the document attached.

We also thought through how to best help DentPal determine if a Patient should be Classified as a "NEW PATIENT". This protocol is outlined in the document attached.

Files

PMS & AUTOMATION BEHAVIORS - TICKET #454.xlsx (11 KB) PMS & AUTOMATION BEHAVIORS - TICKET #454.xlsx PMS & AUTOMATION BEHAVIORS - TICKET #454 Juan Mancera , 02/07/2026 12:39 PM
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 #1

Updated by Redmine Admin 3 months ago

  • Tracker changed from Bug to Requirements
  • Due date set to 01/15/2026
  • Test Phase deleted (UAT ( User Acceptance Test))
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 #2

Updated by RishiKesh Tuniki 2 months ago

  • Subject changed from PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS & "NEW PATIENT" IDENTIFICATION BY DENTPAL to (Mile Stone-4) PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS & "NEW PATIENT" IDENTIFICATION BY DENTPAL
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 #3

Updated by Redmine Admin 28 days ago

  • Subject changed from (Mile Stone-4) PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS & "NEW PATIENT" IDENTIFICATION BY DENTPAL to (Mile Stone-3) PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS & "NEW PATIENT" IDENTIFICATION BY DENTPAL
  • Test Phase set to Unit Test
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 #4

Updated by Redmine Admin 28 days ago

  • Project changed from 3 to DentPal Miletone-3
  • Category deleted (Medium)
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 #5

Updated by Juan Mancera 12 days ago

  • File deleted (PMS & DENTPAL BEHAVIORS FOR AUTO NOTIFICATIONS.xlsx)
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 #6

Updated by Juan Mancera 12 days ago

Attached is the UPDATED PMS & DentPal Behavior Matrix for AutoNotifications and "New Patient" Criteria. This was discussed on web meeting between Dev Team and DP Team on 2/5/2026

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