Resources

Insights for modern dental referrals

Guides on referrals, specialist growth, HIPAA-compliant collaboration, and running a connected practice. From the CaseLink team.

Referrals

Paperless dental referrals: replacing the fax and the referral pad

Where paper referral pads and faxed referrals break down, what a digital referral changes, and five steps to move your office to paperless referrals.

October 28, 20265 min
The HL7 FHIR logo, the data standard CMS-0062-P proposes for prior authorization and referral certification.Policy

FHIR is coming to dental authorization workflows. Here is what CMS-0062-P actually proposes.

The federal direction on prior authorization and referral certification is FHIR. Here is what CMS-0062-P actually proposes, what it does not, where the rule stands after the comment period closed, and what dental practices should do now.

October 8, 20265 min
Software

How to choose dental referral software: an eight-point checklist

Eight questions to ask before your practice picks a referral platform, from who pays and the BAA to what travels with each case and how both offices see status.

October 8, 20266 min
A dentist and patient view a screen together at the chair, reviewing care information.Operations

What changes when a dental practice automates referral follow-up

Most referral follow-up relies on phone calls no one has time to make. Automated status updates recover the referrals that fail silently.

May 28, 20266 min
A dental specialist consults with a patient in the operatory while a coordinator works at the front desk station.Specialists

How endodontists track and manage incoming referrals

Endodontists depend on GP referrals for most new patients. A referral platform gives the practice visibility from intake through treatment.

May 28, 20266 min
Benchmarks

What a healthy dental referral conversion rate actually looks like

Case acceptance and referral conversion are different metrics. Here is what the data says about each stage of the funnel, and where the biggest losses happen.

May 28, 20268 min
Getting started

Free dental referral software for general dentists

CaseLink is a HIPAA aligned referral platform where general dentists send referrals, track status, and message specialists at no cost. No trial. No credit card.

May 25, 20266 min
A graphic asking Losing Referrals? with paper referral forms drifting apart on a light blue background.Referrals

How to stop losing dental referrals to specialists

About a third of dental referrals never become treatment. Here is where they break down, what each lost case costs, and how to close the gap.

May 25, 20266 min

Ready to modernize your referrals?

See how practices across the DMV are replacing fax with one-click, HIPAA-compliant referrals.