CaseLink is a HIPAA-compliant dental referral management platform where general dentists and specialists refer to each other. Every referral, x-ray, message, and outcome report lives in one shared case record that both offices can see.
A dental referral is a handoff between two offices and a patient. Referral management is everything that has to happen for that handoff to end in treatment, and for both offices to know it did.
The referring office attaches patient details, x-rays, insurance, and treatment notes. The specialist receives the case with the clinical context already in place.
Received, patient notified, consult scheduled, and treatment accepted are timestamped and visible to the sending and the receiving office.
If a patient has not booked inside the follow-up window, the case surfaces for outreach, so the referral ends with a recorded outcome.
Offices message each other inside the case, organized by patient and by practice, instead of trading phone calls.
Treatment notes and reports return to the referring dentist in the same case record, in minutes instead of days.
Specialists see referral volume, source attribution, and completion by referring practice over any time period.
Send unlimited referrals, share records, and see where every patient you refer stands. Free, with no credit card.
Learn moreSpecialistsOne inbox for incoming cases across endodontics, orthodontics, periodontics, oral surgery, and prosthodontics.
Learn moreDSOs and groupsTeam permissions, multi-location analytics, API access, and a dedicated success manager.
Learn moreComparing options? Read how to choose dental referral software
More answers on setup, security, and workflow live on the FAQ page.
Dental referral management software replaces fax, phone calls, and paper referral slips with one secure system for sending, receiving, and tracking referrals between dental practices. The referring dentist sends the case with x-rays and notes attached, the specialist receives it in an inbox, and both offices see the status and the outcome.
Yes. CaseLink is built for both sides of the referral. General dentists send cases to specialists, specialists accept them and send outcome reports back, and both offices see the same timestamped status. If a practice you work with is not on CaseLink yet, you can invite them from the referral screen in under a minute.
On CaseLink, general dentists use the platform for free with unlimited referrals. The specialist plan is $299 per month, or $269 per month on yearly billing, with the first month free. DSO and multi-location pricing is custom. There is no setup fee and no contract on the GP or specialist plans.
Read the guide: Free dental referral software for general dentistsYes. Every referral, message, and file is encrypted in transit and at rest, with audit logs on every action, role-based access controls, and automatic session timeouts. CaseLink signs a Business Associate Agreement on signup with every practice.
CaseLink runs in the browser alongside Dentrix, Eaglesoft, Open Dental, and other practice management systems. Scheduling, charting, and billing stay where they are. There is no data-level integration today, and a scheduling integration is on the way.
Yes. Instead of a paper slip the patient carries or a fax the specialist may never confirm, the referral goes to the specialist with the clinical context attached, and both offices can see when it was received, when the patient was contacted, and when the consult was scheduled.
Read the guide: Paperless dental referrals: replacing the fax and the referral padYes. The DSO and multi-location plan adds team permissions, multi-location analytics, API access, and a dedicated success manager, with custom pricing on an annual contract.
Free for general dentists. Specialists get one month free. No setup fee, no contract.