Orthodontics

Referral software for orthodontists.

General dentists see children and adults long before an orthodontic evaluation. CaseLink turns that recommendation into a tracked referral, so the consult actually happens and the referring office hears back.

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The referral

What arrives, and what it should include.

Orthodontic referrals are rarely urgent, which makes them easy to forget. Families put off the call, and the recommendation fades until the next recall. A tracked referral with a follow-up prompt keeps the consult from slipping, and it shows the referring GP that their recommendation turned into a visit.

Common reasons GPs refer to orthodontists

  • Crowding, spacing, or bite concerns noticed at a recall visit
  • Early evaluation for a child with developing bite issues
  • Adult orthodontic treatment or clear aligner consults
  • Orthodontic preparation before implant or restorative work
  • Impacted or missing teeth that need orthodontic management

What a complete referral includes

  • The concern the GP noticed, in plain terms
  • Recent radiographs, such as a panoramic image, and any photos
  • The patient's age and dental development stage
  • Relevant medical history
  • Parent or guardian contact details for minors
  • Any restorative plans that depend on orthodontic treatment
How CaseLink helps

One inbox, one shared status.

Cases arrive complete

Referring GPs attach patient details, x-rays, insurance, and treatment notes. Each case lands in your referral inbox with the clinical context already in place.

Both offices see the status

Received, patient notified, consult scheduled, treatment accepted. Every step is timestamped and visible to both sides, and unbooked cases surface for follow-up.

Know your referral sources

The analytics dashboard reports referral volume, source attribution, and completion by referring practice, so you know which relationships drive the practice.

FAQ

Questions from orthodontists.

What happens if a family does not book the orthodontic consult?

If a patient has not booked inside the follow-up window, the case surfaces for outreach. Both offices see that the consult is still open, so the recommendation does not quietly disappear.

How much does CaseLink cost for orthodontists?

The specialist plan is $299 per month, or $269 per month on yearly billing, and the first month is free. General dentists who refer to you use CaseLink for free. There is no setup fee and no contract.

Do the general dentists who refer to me have to pay?

No. The general dentist plan is permanently free, with unlimited referrals and no credit card. You can invite any referring GP from the referral screen in under a minute.

Does CaseLink replace my practice management system?

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.

Is CaseLink HIPAA compliant?

Yes. Every referral, message, and file is encrypted in transit and at rest, with audit logs on every action and role-based access controls. CaseLink signs a Business Associate Agreement on signup with every practice.

Give your referring GPs
one easy way to send.

Free for general dentists. Specialists get one month free. No setup fee, no contract.

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