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.
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, attach notes/x-rays, 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
Automated reminders and status updates reduce no-shows and keep everyone aligned.
4) Close the Loop
Receiver posts outcomes and next steps; 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
- Attach pano/ceph and notes once—no re-faxing or re-emailing.
- Auto updates when the patient schedules and starts records.
- Documented referral trail for quality and risk management.
For Orthodontists
- Instant intake with imaging checklist; request missing items in-app.
- Automated reminders reduce missed records/consult visits.
- Close-the-loop messages back to the GP (e.g., extraction requests).
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
- Attach radiographs, clinic notes, and medical history in one step.
- Get confirmation the referral was received—no more "did they get it?"
- Status pings when consult is scheduled and surgery is complete.
For OMS Teams
- Secure intake with required fields to cut phone-backlog.
- Reminders reduce consult no-shows; easy follow-ups for clearance.
- Post-op summary back to the GP to close the loop.
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 notes & files.
- Patient-friendly reminders improve 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.
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
- One-tap "Recommend" to the dentist with photos/notes.
- Automated patient education links after the visit.
- 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.
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.
Join the Platform Sign InTap2Refer supports secure, documented handoffs. Configure according to your compliance needs.