Tooth charts, pet details, and risk factors

Every referral form shares the same sections: who it is for, the specialty, the reason with its notes, the files, and the recipients. Your category adds its own part. Dental: the Tooth Selection chart, in the Reason section. Veterinary: a Patient section for the animal, under Owner. Mental health: a Risk question in Reason. The General category has no clinical part at all; its context lives in the notes.

The chart and the animal's age are optional; the species, a dog's or cat's breed, and the risk answer are asked for. What you do fill in reaches the receiving practice the moment they can open the referral, as structured fields rather than a paragraph of notes.

The Tooth Selection block draws the mouth so you can show the receiving practice which teeth the referral is about. Its marks depend on the specialty you're referring to, so pick the specialty first. Until you do, the chart reads Select a specialty to mark teeth.

The magnifier button in the corner of the chart, labeled Open large chart, opens the same chart larger in a dialog, and the two stay in sync. Your view, numbering, and default teeth all come from your own settings.

Syncroly numbers teeth in Universal (ADA) or Palmer. There is no notation picker on the referral form, because notation is a per-person setting rather than part of the referral. You mark the chart in your numbering, and every reader sees it in theirs: an orthodontist who works in Palmer reads your Universal-numbered chart in Palmer.

On a veterinary referral the animal has its own Patient section, because the animal is the patient; the owner's name and email are in Owner above it. The section collects Pet name, Species (Canine, Feline, or Other), Breed, Birth date, Sex, Weight, and Coat color.

Species is a three-way switch, and Breed is required for a dog or cat, with suggestions as you type. Choosing Other swaps the breed field for a species of your own wording, along the lines of e.g., Hamster, Rabbit, Bird, and asks you to describe it.

The remaining fields carry their own conveniences. Birth date is optional and opens on Age: enter years and months, and the specialist sees it as an estimate, such as ~3 yrs. If you know the date, switch to Date, and tick Estimated when the date you type is itself a guess. Sex distinguishes Male (Intact), Male (Neutered), Female (Intact), and Female (Spayed). Weight takes a decimal with a point or a comma, rounds to one place, and pairs the number with a unit, lbs or kg; enter both or neither.

Which unit the form starts on is yours to set: in Settings, under PREFERENCES, open Display & Defaults and choose Default weight unit, Pounds (lbs) or Kilograms (kg).

On a mental health referral the Reason section asks a Risk question with four options you select, each with its purpose written under it:

• None known, for no known risk factors.
• Suicidal ideation, to flag that the provider should triage urgently.
• Homicidal ideation, to flag concern for others' safety.
• Other, which opens a Describe the risk factor field for anything the first three do not cover.

It opens with nothing chosen; Send asks you to answer (Choose one, or None known.). None known stands alone: selecting it clears the others, and selecting any other clears it. Other will not save without its description.

The clinical block arrives on the received referral as its own card: the tooth chart drawn with your marks in the reader's own notation, the animal details laid out field by field, the risk factors listed. If something changes after you send, the clinical context is one of the things a post-send correction can update. Fix or cancel a referral after sending covers how.