Dentist Zone

Referrals

Send and track your referrals in one place, from the letter AI Notes drafts to the outcome.

2 minEnglish captions

What this film covers

  • A referral letter drafted by AI Notes for you to check
  • A specialist near you by treatment and distance, or a hospital referral tracked by hand
  • Where each referral is up to, with emails, messages, X-rays and reports
  • A reminder after a week, and your referrals behind your own PIN
  • Taking referrals yourself: your profile on the map and a referral form for your website
Read the transcript

After the patient comes the referral. Referrals keeps the ones you send in one place, from the letter to the outcome. Talk through the appointment, and AI Notes drafts the referral letter for you to check. Pick a specialist near your dental practice by treatment and distance, and send it straight to their referral inbox, with the letter attached as a PDF.

Referring to a hospital, or someone not on Dentistry Dashboard? Track the referral here too, so it never drops out of sight. Sending and tracking referrals is free, for every dentist. Your referrals open with your own PIN, so nobody can read them on a computer you've left signed in.

Every referral shows where it's up to, from new to booked to completed. Search, filter or print any of them. When the specialist accepts or books it, you get an email and a notification. The patient's details stay in the app. Message each other on the referral, and add X-rays, photos or reports at any time.

If a referral is still new after a week, you get a reminder to follow it up. Take referrals yourself? Publish your profile, and dentists nearby can find you on the map. Accept or decline each one. If you decline, add a reason, so the referring dentist knows why.

Add the referral form to your own website. Dentists without an account can refer too, and get an email each time the status changes. Referrals sits alongside AI Notes, Lab Tracker, patient education, your finances, and so much more. Referrals is part of Dentist Zone, from Dentistry Dashboard. Start your 14-day free trial.