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Requirements #585

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( MileStone-3) Org Structure Automatic Calculations by Customer Type - SOLO, GROUP, DSO

Added by Juan Mancera about 2 months ago. Updated 28 days ago.

Status:
New
Priority:
Normal
Start date:
12/21/2025
Due date:
03/03/2026 (Due in 12 days)
Test Phase:
Unit Test
Severity:
Medium

Description

Automatic Calculations by Customer Type for Org Structures. This way it limits manual input by DentPal User during onboarding. The ability to override will still exist but with this logic the system can establish baseline protocols.

  • We need a way to "RESTORE TO DEFAULT" in the case a DentPal User makes a mistake. The Restore to Default would reset user counts to Automatic Calculations that have been described.
  • See attached Word Document for Protocol
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