How do dental referrals work on Tap2Refer?

The referring practice finds the receiving practice by name or specialty, adds the reason for referral and notes, and submits. The patient, sender, and receiver are all notified instantly, and the referral is tracked by status through to the first appointment.

Is patient information secure on Tap2Refer?

Patient contact details and referral notes are encrypted at rest, access to each referral is restricted to the sending and receiving practice, and every view of patient details is audit-logged. Practices handling protected health information can request a Business Associate Agreement.

Which dental specialties does Tap2Refer support?

Orthodontics, oral and maxillofacial surgery, general dentistry, and hygiene-driven referrals, with pre-built referral reasons for each specialty.

How much does Tap2Refer cost for a dental practice?

Creating an account, sending referrals, and receiving referrals are free. A practice can claim its dashboard and start tracking referrals in under two minutes.

🦷 Dental • Referrals • Tracking • Follow-ups

Dental referrals, done right.

Send and track referrals by specialty. Keep patients moving, keep referrers in the loop, and stop losing cases to paper, voicemail, and missed follow-ups.

Orthodontics Oral & Maxillofacial Surgery General Dentistry Hygiene

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Free: Dental Referral Starter Kit

Templates for referral notes, imaging checklists, no-show scripts, and patient follow-up messages.

How Tap2Refer works for dental handoffs

1) Search & Select

Find the receiving practice by name or specialty, add referral notes, and submit in seconds.

2) Notify All Parties

Patient, sender, and receiver are notified instantly. No more paper slips or phone tag.

3) Track to First Appointment

Status updates and follow-up logs keep everyone aligned through the first appointment.

4) Close the Loop

Receiver updates status and logs follow-ups; sender keeps continuity of care and records.

Orthodontics — grow case starts with better dentist handoffs

Most ortho patients are referred by general dentists. Tap2Refer makes those handoffs effortless, documented, and two-way.

For Referring Dentists

Send documented referrals with clinical notes—no re-faxing or phone tag.
See status updates as the patient is contacted and scheduled.
Documented referral trail for quality and risk management.

For Orthodontists

Instant intake with referral reason and notes captured up front.
Track every referral from received to completed in one dashboard.
Close the loop with the GP by logging outcomes and follow-ups.

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What's inside the Ortho Referral Kit

Editable GP→Ortho referral note + records checklist
Missed-appointment text/email scripts for multi-visit ortho
"Extraction coordination" template back to the GP

Oral & Maxillofacial Surgery — secure referrals with the right files

Many OMS practices require a referral and radiographs before scheduling. Tap2Refer makes that simple and trackable.

For Referring Dentists

Capture the reason for referral and clinical notes in one step.
Get confirmation the referral was received—no more "did they get it?"
Status updates when the consult is scheduled and treatment is complete.

For OMS Teams

Secure intake with required fields to cut phone-backlog.
Log follow-ups against each referral and track no-shows.
Record outcomes on the referral to close the loop with the GP.

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OMS Referral Kit

Encrypted referral form checklist
Radiograph & documentation requirements cheatsheet
Pre-/post-op patient instruction templates

General Dentistry — keep continuity of care (and your reputation)

When you do refer out, document it well, keep the patient engaged, and stay informed on outcomes.

Your Benefits

One place to send to your trusted specialists with documented notes.
Patients are notified instantly, improving appointment follow-through.
A complete referral record for your chart and risk management.

Build Your Network

Invite specialists you already trust—no vendor lock-in.
See which partners follow up fast and deliver results.
Turn great patient outcomes into more inbound referrals.

Start Free See a 3-min demo

General Practice Referral Kit

Specialist selection checklist by case complexity
Referral note templates (endo, perio, oral surgery, ortho)
Patient education one-pagers to reduce anxiety & no-shows

Hygiene — flag, educate, and trigger the handoff

Hygienists are often first to spot issues and influence patient acceptance. Make it simple to trigger a referral with educational follow-ups.

From the Chair

Quickly flag a recommended referral with notes for the dentist.
Patients get an instant email confirming the recommended next step.
Track whether the patient scheduled with the specialist.

Practice Impact

Reduce leakage on perio/endo/ortho handoffs.
Analytics on referral sources and completion rates.
Templates for recall texts for multi-visit treatments.

Start Free See a 3-min demo

Hygiene Toolkit

Chairside talking points for common referrals
No-show reduction scripts and SMS templates
Educational links for patient follow-through

Ready to stop losing dental referrals?

Create your free account. Send your first referral in under a minute.

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Patient contact details and referral notes are encrypted at rest. Using Tap2Refer with protected health information requires a Business Associate Agreement — contact support@tap2refer.com to request one.