Dentist Referral Flow

Parent: Jarvis

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Entry Condition: A Deal becomes visible as a ReferralDeal when:

• customer.terms_accepted = True

• product_type is Aligners, Whitening, or Clear Braces

• cancelled = False

Flow Diagram (Mermaid):

flowchart TD

subgraph entryPoint [Entry Point]

A1[Sale Completed by Salesperson]

A1 --> A2[Deal Created in Jarvis]

A2 --> A3[Terms Email Sent to Customer]

A3 --> A4{Customer Accepts Terms?}

A4 -->|No| A5[Deal not visible to Dentist]

A4 -->|Yes| A6[Deal appears as ReferralDeal]

end

  

subgraph dentistView [Dentist Portal - ReferralDeal Admin]

A6 --> B1[Dentist sees new referral]

B1 --> B2[View patient info and goals]

B2 --> B3[Schedule Scan via Dentally]

B3 --> B4[Patient attends scan]

end

  

subgraph caseAssessment [Case Assessment]

B4 --> C1{Dentally Fit?}

C1 -->|Fit - Needs Specialist| C2[Record: Needs Specialist]

C1 -->|Unsuitable - Not Proceeding| C3[Record: Not Proceeding]

C1 -->|Unfit - Proceeding Anyway| C4[Record: Proceeding with issues]

C1 -->|Fit| C5[Create CasePickup]

C2 --> C6[CasePickup with rejection reason]

C3 --> C6

C4 --> C5

end

  

subgraph alignerCreation [Aligner Case Management]

C5 --> D1[Create Aligner Case]

D1 --> D2[Select Practitioner for Provider]

D2 --> D3[Case submitted to EON/Kline/ALS]

D3 --> D4[Track manufacturing stages]

D4 --> D5[Aligners shipped to practice]

end

  

subgraph completion [Fitment and Payment]

D5 --> E1[Schedule Fitment Appointment]

E1 --> E2[Patient attends fitment]

E2 --> E3[Dentist confirms completion]

E3 --> E4[Upload fitment image]

E4 --> E5[DentistPayment marked as paid]

end

  

subgraph communication [Patient Communication]

B1 -.-> F1[Chat with Patient]

F1 -.-> F2[Unread message count shown]

end

Key Actions Available to Dentists:

• View referral details (patient info, goals, availability)

• Manage appointments (Scan, Fitment)

• Create aligner cases (Kline via create_kline_aligners action)

• Change assigned dentist (refer_to_dentist action)

• Chat with patients (view_messages action)

• Confirm fitment and upload completion images