Specialist feedback
Read the specialist's report and integrate findings into the patient's chart.
Overview
When a specialist completes the referred work, they upload their report and findings. Use the report to update your patient record — chart, treatment plan, follow-up.
Prerequisites
- Clinical role
- A
COMPLETEDreferral with attached report
Steps
Open the referral. Top nav → Referrals → click row.
Read the specialist report. Panel shows uploaded documents (X-rays, written report, photographs). Open each.
Update the patient's dental chart. If the specialist extracted a tooth or placed an implant, mark it on the patient's odontogram. See Annotating teeth.
Integrate findings into the treatment plan. Open the patient's active treatment plan; add or update items based on the specialist's recommendations.
Schedule follow-up. Often after referred work, the patient needs a check-up at your clinic. Create follow-up appointment from the referral detail.
Add a clinical note. Summarise the specialist's findings in the patient's notes for future reference.
Mark referral closed. Close to lock the referral record. Re-opening requires Admin/Owner.
Send a thank-you to the specialist. Optional but professional — quick message via the referral detail's communication panel.
Expected outcome
- The specialist report is archived against the patient and the referral
- Chart and treatment plan reflect specialist findings
- Follow-up appointment booked if needed
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Report won't open | File format unsupported | Ask specialist to re-upload as PDF |
| Chart didn't update | You didn't make the edits | Manual update is required — system doesn't infer from text |
| Follow-up booking blocked | Referral closed | Re-open referral first |
| Want to share report with another dentist | Use the document share feature | Export from referral, send via email or chat |
| Specialist report uploaded twice | First was wrong file | Delete the wrong one; the latest stays |