For dental and orthodontic practices

A clearer handoff.
A visible next step.

Send a patient to the right practice, see whether the referral was acknowledged, and stay informed through scheduling and completion.

Refer a patient Receive referrals

Send without an account and verify your email. Sign in to save partners and manage your referrals in one workspace.

One referral, a shared view of progress

  1. Choose the receiving practice.
  2. Add the patient and a contact number.
  3. Verify your email to release the referral.
  4. The practice acknowledges, contacts and schedules.
  5. You get an update when the practice records progress.
Example workflow

From referral to appointment

  1. Submitted — referral saved
  2. Email accepted — provider accepted notification
  3. Acknowledged — practice confirmed receipt
  4. Patient contacted — next step underway
  5. Scheduled — appointment recorded by practice

Delivery and acknowledgement are separate. This example illustrates the workflow; it is not a live patient record.

For referring partners

Save practices you work with, reuse your sender details and follow the progress of referrals sent from your account.

Open my workspace

For receiving practices

Share a direct referral link, publish intake instructions and keep a queue with follow-up dates. Record progress to keep your partners informed.

Set up my practice

Resources for your practice

Optional planning kits. Confirm your email before the team receives your request.

Dental Referral Starter Kit

Orthodontics Kit

Oral Surgery Kit

General Dentistry Kit

Hygiene Kit

Patient contact details and referral notes are encrypted at rest. Practices using Tap2Refer with protected health information must arrange a Business Associate Agreement; contact support@tap2refer.com.