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A secure, compliant workflow for patient onboarding, referrals, and custom practice-specific medical forms—going beyond generic industry templates.


SouthWestern Oral & Maxillofacial Surgical Centres Case Study

CLIENT OVERVIEW

SouthWestern Oral & Maxillofacial Surgical Centres provide specialized dental surgery services supported by trusted referrals from dental professionals across the region. With multiple locations and a growing volume of patient referrals, the organization required a secure, modern, and efficient way to collect, manage, and access patient information and medical documentation.



SouthWestern Oral & Maxillofacial Surgical Centres Mindmap

CHALLENGE

SWORAL relied heavily on manual, paper-based workflows for both patient referrals and new patient registrations. These processes posed several challenges:

  • Handling sensitive medical forms without a secure digital infrastructure

  • Time-consuming manual onboarding, printing, and x-ray data association workflows

  • Lack of a centralized, accessible history for past referral records

  • Maintaining a consistent, professional brand experience across forms and submissions

  • Ensuring secure file upload, transmission and long-term protection of sensitive medical form and x-ray files


OUR SOLUTION



1. Secure Online Referral Form

Digital referral system that allows dental professionals to submit patient information from any device. The system includes:

  • A visual tooth extraction chart, allowing referring doctors to mark required procedures with clarity
  • Secure X-ray and medical file uploads, supporting multiple file types
  • Automated organization of attachments linked directly to each referral submission
  • Accessibility across desktop, tablet, and mobile for convenience

This system ensures that clinical teams receive complete, accurate information the moment a referral is submitted.


2. Digital Patient Registration & Medical Questionnaire

To replace lengthy in-office paperwork, NYN created a comprehensive online registration form that includes:

  • Full patient demographics and contact information
  • Detailed medical and surgical history questionnaire
  • Health disclosures and risk assessment prompts
  • Integrated e-signature for patient authorization and consent
  • Guided, mobile-friendly form flow for ease of completion

This ensures patients can complete all necessary documentation before their appointment, improving efficiency and accuracy.

3. Pixel-Perfect Branded PDF Generation

Every submitted form—whether a referral or a registration—automatically generates a:

  • Clean, professionally branded PDF, styled to match SouthWestern Oral & Maxillofacial Surgical Centres’ visual identity
  • Print-ready format ideal for office filing or clinical charts
  • Consolidated attachment package, including uploaded X-rays and supporting documents

This eliminates inconsistent scans or handwritten forms while preserving a polished professional standard.


4. Secure Delivery & Encrypted TransmissioN

All submissions are instantly delivered to the surgical centres via:

  • Secure, compliant email delivery
  • Attached PDFs and uploaded files included automatically
  • Encrypted transmission to protect sensitive medical data
  • Fail-safe delivery architecture to ensure no submission is lost

5. Historical Record Lookup System

NYN implemented a secure, dedicated, hosted environment that provides:
A centralized archive of all past form submissions

  • Quick lookup and filtering for staff
  • Auto-purging of sensitive files while retaining a helpful historical reference footprint

This ensures staff can easily retrieve past submissions without storing unnecessary sensitive data long-term.



RESULTS




Streamlined Referral Workflow:

Dental professionals can submit complete referrals in minutes, improving clarity and reducing back-and-forth communication.


Improved Patient Experience:

Patients complete medical forms at their convenience, creating smoother in-office visits.


Operational Efficiency:

Automated PDF generation, secure delivery, and central record access significantly reduce administrative workload


Enhanced Security & Compliance:

All data is transmitted and handled through encrypted, privacy-compliant systems with controlled retention policies.


Professional Brand Consistency:

Pixel-perfect, custom-branded PDFs create a polished, uniform presentation across all patient and clinical documentation

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