How it works
One referral, followed end to end.
Everything OrthoDocs does is measured against one outcome: a patient who actually sits in the chair.
1. Intake without friction
A QR code on the referral pad and a link on your website both open the same short form. Referring dentists can send a patient in under a minute; patients can enter themselves.
Fields collected
- First and last name
- Date of birth
- Contact — phone or email
- Responsible party if the patient is a child
- Referral source
2. Instant welcome text
The moment a referral is received, the patient gets a message. No waiting for the morning list to be compiled.
3. Coordinator ownership
Each referral is assigned to a treatment coordinator with tasks attached. Call first, text if there's no answer. The whole team sees pending vs. done per person.
Tracking
- Assignment per referral
- Activity log on every patient
- Flag when there's no response after three days
- Goal on every record: a complimentary consultation
4. Booked, then backfilled
Name and contact are enough to hold a slot. Insurance and the rest of the chart are collected at or before the in-person visit — so intake friction never costs you the appointment.
Today 9:14 AM
Sent automatically on referral receipt
Templates are yours to edit — practice name, doctors, and tone included.
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