When every location handles referrals its own way, nobody can see the whole picture. CaseLink gives a group one referral workflow, with team permissions and analytics across every location.
A dental group sends referrals from many front desks to many specialists. Fax logs and spreadsheets at each office make it hard to know which cases were completed and which were lost.
Role-based access controls decide who can see and act on each case, with automatic session timeouts and audit logs on every action.
Referral volume, source attribution, and completion by referring practice, reported across every location in the group.
The DSO plan includes API access. Your success manager can walk your team through what it covers during scoping.
Team permissions, multi-location analytics, API access, and a dedicated success manager. Every plan also includes HIPAA compliance, a Business Associate Agreement on signup, and unlimited case storage.
DSO and multi-location pricing is custom, on an annual contract. Book a call and we will scope it around your locations and referral volume.
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.
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.
Custom pricing on an annual contract, with a dedicated success manager from day one.