Dental Patient Referral Management

Online Dental Referral Software

Managing patient referrals between general dentists, specialists, and medical doctors is one of the most challenging processes to manage in any dental office. Healthcare providers and their teams face substantial workloads every day, making the referral process a complex and challenging task. A large number of practices still don’t have an effective way of managing referrals, while many of the ones that have a process still rely on outdated spreadsheets that offer limited information and lack actionable insights. This inefficiency leads to referrals being lost or overlooked, creating loss of revenue for offices, and sub-optimal clinical outcomes for patients.

CareStack’s dental practice management platform has all the tools built to enable a seamless referral management process at your dental office. With CareStack, general dentists can conveniently refer patients to other specialty providers from within the application, while specialists have built-in capabilities to receive patients directly from other CareStack offices or from their websites. The referring and the referred dentists can also coordinate using a secure portal to ensure the best clinical outcomes for the patient during the course of care. The whole process can be tracked at any time using built-in reports and dashboards within CareStack so that you don’t have to use any other software to keep track of your referral patients anymore.

For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large DSOs and still affordable for small mobile providers and single-office dental practices. Choose CareStack!

A woman with glasses uses a laptop, surrounded by HIPAA compliance and notification icons showing 12 new alerts.

Key Benefits

Why Practices Love CareStack’s Patient Referral Management

Manage your referrals within the practice management platform, eliminating the need to use third-party add-on software.

Improves overall communication between providers and patients with secure built-in messaging tools, thus improving coordination.

Reduces manual data entry and potential errors by automating the patient referral intake process.

Improves efficiency of office staff and providers by streamlining workflows to manage the referral process.

Better visibility into all stages of the referral process across the entire patient database with built-in reports and dashboards.

Main Highlights

Patient Referral Management for Modern Dental Practice Networks

A computer screen displays a list of referrals with names, dates, and status, showing some as "Accepted" on a light green background.

Dentist smiling at a patient in a dental chair. Overlays show notifications and patient engagement stats.

A woman in a dental chair smiles while holding a mirror, surrounded by two dental professionals in teal scrubs. HIPAA compliance symbol visible.

Improved Efficiency for Dental Offices

Streamlined WorkflowCareStack’s referral management system comes built-in with a comprehensive workflow to manage the life-cycle of your referrals coming in or going out, ensuring that your office follows the best practices in referral management.
Increased EfficiencyBy automating tasks like incoming patient creation and maintaining a complete log of the patient activity for both doctors, CareStack’s referral management system boosts the efficiency of the providers and office staff with improved and timely access to information about patients for active care coordination.
Optimized Revenue CycleBy ensuring that referrals are properly tracked and followed up on, CareStack helps prevent revenue loss due to missed or delayed referrals, thus improving the financial health of both referred and referral practices.

Higher Patient Satisfaction

Improved Patient ExperienceWith Caretack’s in-built referral management system, patients benefit from a smoother referral process as there would be fewer delays and better coordination of their care.
Better Clinical OutcomesPatients often perceive dental/medical procedures as discretionary and don’t show up for only 35%+ of referrals made.CareStack’s referral platform helps practices to track and re-engage with patients consistently, bringing them back for their planned treatments and improving the clinical outcomes systematically.
Better CollaborationCareStack’s referral management platform facilitates clear and consistent communication between referring dentists, specialists, and patients. This ensures that all parties are informed and can track the status of referrals in real-time.

Scalability and Security

ScalabilityAs dental practices grow to add more locations and expand their referral network, CareStack’s referral software will scale to accommodate increased referral volumes ensuring efficiency or accuracy.
Enhanced Data SecurityMany providers use email to communicate referrals, which is a violation of HIPAA as email is not a secure channel for transmitting patient information. CareStack’s referral platform comes built-in with secure communication tools to ensure compliance with privacy regulations such as HIPAA.