Stop Losing Referrals.
Start Closing the Loop.
Phone tag, lost faxes, no tracking, no confirmation, no report back. Dental referrals are broken. Dental Refer fixes the entire loop — from send to specialist report — in one platform.
Free during early adopter program. No credit card required.
The referral black hole
Referrals sent by fax and phone leave no shared record. The referring practice cannot see whether the patient ever booked, and the specialist cannot see what prompted the referral. Patients fall through the gap, and nobody finds out.
No tracking
You send a referral and hope for the best. No confirmation it was received, no way to check status.
No confirmation
Did the specialist accept? Was the patient contacted? Was an appointment made? You have no idea.
No report back
Treatment happens — or it doesn't — and the referring dentist is the last to know. The loop never closes.
Patient drops off
Without follow-through, patients get lost between offices. They delay care or seek treatment elsewhere.
One platform, three workflows
Send smarter referrals. Know what happens next.
- Find the right specialist in seconds (153,000+ directory)
- Send complete referrals with one click
- Know exactly what happened — track every step
- Get the specialist's report back automatically
Receive organized referrals. Build stronger GP relationships.
- Receive complete, organized referrals with all clinical details
- Convert more referrals to scheduled patients
- Build stronger GP relationships with partner analytics
- Share your branded referral link — capture referrals 24/7
One dashboard for everything. Never lose a referral.
- Triage queue with SLA tracking and priority sorting
- Bulk actions and team assignment
- Stale referral alerts — automatic follow-up reminders
- One dashboard for every referral across the practice
Four steps to closed-loop referrals
Find a specialist
Search by specialty, location, insurance, language, and availability. 153,000+ providers.
Send the referral
Smart forms with clinical fields, x-ray upload, and templates. Sent via platform, email, or fax.
Track to completion
Follow every referral through a 20-stage workflow. Get notified at every milestone.
Get the report back
Specialist sends structured report with diagnosis, treatment, and follow-up. Loop closed.
What happens after you click Send
Every referral passes through a 20-stage workflow. Each step either office records is visible to both sides the moment it happens.
Everything your practice needs
Built by dental professionals, for dental professionals. Every feature designed for real office workflows.
Smart Provider Directory
Search 153,000+ U.S. dental providers by specialty and location, built from the public CMS NPI registry. Interactive map with provider pins.
Intelligent Referral Forms
20-stage workflow engine. Tooth numbers, quadrant selection, clinical findings, sedation preferences. Template-based auto-fill.
X-Ray & Document Sharing
Drag-and-drop upload for radiographs, CBCT scans, clinical photos, and PDFs. Encrypted storage with signed URLs.
Secure Case Messaging
Office-to-office communication tied to each referral. Internal notes, voice messages, and email forwarding.
Specialist Return Reports
Structured report-back with diagnosis, treatment, prognosis, and follow-up. The closed-loop workflow dentists need.
Referral Analytics
Track completion rates, response times, and referral patterns. Stale referral alerts and reminders.
Digital Signatures (eSign)
eSign referrals with legal consent tracking. IP address, timestamp, and signer identity recorded and audited.
Fax & Email Bridge
Send referrals via fax or email to offices not yet on the platform, and see whether each send was accepted or failed. Faxed replies arrive in our monitored account and are withheld until they pass a malware scan. Our team routes the replies sent to our shared fax number to you, and a practice with its own receiving fax number sees its faxes in its Fax Inbox.
Smart Clinical Assist
Rule-based specialty detection from clinical notes. Missing information alerts. Specialist matching by distance and insurance.
Referral Templates
Save and reuse referral templates for common procedures. Pre-fill clinical fields in seconds.
Triage Queue
Prioritize incoming referrals by urgency, SLA tracking, bulk actions, and assignment to team members.
Network Invites
Invite offices to the platform. Invitations to listed directory providers link up to your network once that office joins and claims its listing.
Built with HIPAA-conscious safeguards
Security-first architecture designed for sensitive healthcare referral coordination from day one. Not a retrofit — built in from the foundation.
Works with your existing workflow
No rip-and-replace. Dental Refer integrates alongside whatever you already use.
Fax & Email Bridge
Send referrals to any office — even those not on the platform — via fax or email, and see whether each one was sent or failed at send.
Open Dental Compatible
Adapter built for Open Dental integration. Additional PMS integrations planned.
No Software Change Needed
Use Dental Refer alongside your existing PMS. No disruption to your current workflow.
Apply for an early-adopter spot
Free during our early adopter program. Register your practice and we review it by hand, then email you the moment it is activated — so this is a waitlist, not an instant sign-up. No credit card required. No long-term commitment.