Save Hours Every Week with Cloud-Based Dental Referrals
Simplify the referral process to give patients smoother transitions between specialists and reflect your practice's professionalism.
Key Referral Features
From diagnosis to Referral in seconds
One-click referral creation
Move from treatment planning to specialist referral in a single click. iDentalSoft auto-fills patient, provider, and procedure details instantly. No retyping or missed information, just accurate, ready-to-send information every time.
Approve and send referrals with built-in e-Sign, keeping your workflow paperless and HIPAA-compliant.
Referral status visibility
Staff can view referral status directly from the Patient profile or Treatment planning tab, keeping everyone aligned on each patient’s progress. Our cloud dental software supports auto-sync, ensuring updates are instant across multi-location practices.
Save time with centralized settings
Consistent letter templates
Customize and save letter templates for different specialists or procedures. This helps your providers save valuable time on repetitive tasks while maintaining a professional tone.
Organized referrer directory
Keep every specialist contact organized in one searchable, easy-to-manage directory. Simple to add or edit, so staff can quickly update the referrer list.
Track and manage referral activity
Generate detailed reports listing all patients referred by or to your office. Filter results by date range, specialty, or provider type, allowing your practice to analyze referral activity to spot patterns, top referrers, and segment patients for mail blast campaigns that support retention strategies.
Our Integrated Features
Frequently Asked Questions
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Yes. The patient outreach (mail blast) feature is included as part of the cloud dental software package, along with other practice management features. This combination eliminates the need for multiple third-party tools and provides a more cost-effective, unified workflow for dental practices.
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Yes. The dental referral software includes merge-field functionality, allowing you to insert dynamic placeholders (such as $PatientFirstName or $ProviderName) into your referral letters emails. When the document or email is sent, the system automatically replaces each placeholder with the correct patient or provider information. This ensures every referral communication is personalized and time-efficient.