Questions about CaseLink, answered.

CaseLink is a HIPAA-compliant dental referral platform. General dentists and specialists send cases, share records, and track every referral in one shared workspace, instead of relying on fax, phone calls, and paper slips.

General dentists who want visibility into every referral they send, specialists who want each incoming case to arrive with full clinical context, and office managers who coordinate referral flow across a practice. Supported specialties include orthodontics, endodontics, periodontics, oral surgery, and prosthodontics.

Under 30 minutes from account creation to first referral. CaseLink runs in the browser, so there is nothing to install. Sending a referral takes under three minutes.

CaseLink works for dental practices anywhere in the US. The company is based in the Washington, DC metro area, and the founding network is concentrated across the District, Northern Virginia, and the Maryland suburbs.

Invite them from the referral screen. The invitation takes under a minute. They get an email, create an account, and can accept or send referrals right away. General dentists join for free.

The general dentist plan is free. The specialist plan is $299 per month, or $269 per month on yearly billing. DSO and multi-location pricing is custom, on an annual contract.

Yes. The GP plan is permanently free, with no trial period and no credit card. It includes unlimited referrals, secure file sharing, encrypted messaging, and real-time updates.

Yes. Specialists get their first month free. After that the plan is $299 per month with monthly billing, or $269 per month with yearly billing.

No. There is no setup fee and no contract on the general dentist or specialist plans. Monthly specialist billing can be cancelled anytime. DSO and multi-location plans run on an annual contract.

Every plan includes HIPAA compliance, a Business Associate Agreement on signup, and unlimited case storage.

Yes. CaseLink is HIPAA compliant from the foundation, with encryption on every referral, message, and file, audit logs on every action, role-based access controls, and automatic session timeouts.

Yes. CaseLink signs a Business Associate Agreement on signup with every practice that holds Protected Health Information, in accordance with HIPAA.

Every referral, message, and file is encrypted in transit and at rest. Multi-factor authentication is required for all accounts with access to patient information, and sessions expire after a period of inactivity.

Yes. CaseLink records the user, the resource, the action, the timestamp, and the source IP address for access and material actions on patient information. Audit records are retained for at least six years.

Data processed by CaseLink is stored in the United States. The current list of subprocessors with access to patient information is published at caselink.net/subprocessors.

Fax and email lose visibility the moment they leave your office. CaseLink keeps every referral in one workspace with full clinical context, real-time status, and outcome reports that move in minutes instead of days.

Patient details, x-rays, insurance information, treatment notes, and supporting attachments. The specialist receives each case with the clinical context already in place.

Yes. Received, patient notified, consult scheduled, and treatment accepted are all timestamped and visible to both the sending and receiving office, so nobody has to call to ask.

If a patient has not booked inside the follow-up window, the case surfaces for outreach. The referral ends with a recorded outcome that both offices can see.

Yes. CaseLink is built for the full front office. Staff can create and accept referrals, message other offices, and track status without the dentist in the administrative steps.

No. CaseLink works alongside Dentrix, Eaglesoft, Open Dental, and others. Scheduling, charting, and billing stay where they are. CaseLink handles the referral and the communication between offices.

There is no data-level integration today. CaseLink runs alongside those systems in the browser. A scheduling integration is on the way.

No. CaseLink runs in any modern web browser, so there is nothing to install on office computers.

Everything in the general dentist plan, plus a referral inbox, an analytics dashboard, and case timelines.

Yes. CaseLink reports on referral volume, source attribution, and completion by referring practice over any time period.

CaseLink is free for general dentists, with no trial, no card, and no limit on sending referrals. Inviting a GP takes under a minute from the referral screen.

Team permissions, multi-location analytics, API access, and a dedicated success manager. Pricing is custom on an annual contract.