Resources

Educational Content

Best practices for referrals, compliance, and coordinated care.

Referral Best Practices
  • Writing a clear clinical reason
  • Setting the right urgency level
  • Closing the loop with referring dentists
HIPAA & Privacy
  • Handling PHI in referrals
  • Secure document sharing
  • Audit trails and access controls
Provider Codes
  • How provider codes work
  • Sharing your code with referrers
  • Connecting patients to specialists
Full-Arch & Implant Referrals
  • What specialists need up front
  • Imaging and records checklist
  • Coordinating multi-visit care
Front-Desk Workflows
  • Intake without the phone tag
  • Reducing no-shows on consults
  • Tracking status for patients
Measuring Referral ROI
  • Conversion rate basics
  • Spotting overdue follow-ups
  • Reporting to your practice

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