Referral Tracking

See exactly which dentists, orthodontists, and ENTs send you clients — and give them a reason to keep doing it.

A referral form on their site, not a phone call

Referring offices can embed your referral form directly on their own website, so sending you a patient is something their front desk does in the moment rather than a note to call you later. The referral arrives structured and already attached to your practice — no transcription from a voicemail, and nothing lost because the person who took the call was busy.

Your referral base, made visible

Every client record carries its referral source, so the platform can tell you which providers actually drive your caseload. For most myo practices, referrals are the entire growth engine — and until they are tracked, the engine is invisible.

Close the loop with the provider

Referring providers keep referring when they hear back. Send branded progress summaries built from the clinical record, so the dentist who sent you a patient sees the outcome without you drafting a letter from scratch.

Equip your referrers

Branded referral kits give the providers in your network a professional, ready-to-hand-over reason to mention your practice — including a screener that helps their front office spot patients who need a myofunctional evaluation.

What you get
An embeddable referral form for your referring offices’ own sites
Referral source tracked on every client record
Top-referrer visibility across your provider network
Branded progress summaries sent back to referrers
Referral kits with practice-branded PDFs
Referral screener your providers’ offices can use

See it with your own caseload in mind

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