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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:
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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