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Referral Suite · chair to specialist

Keep specialty referrals in the family.

The full referral lifecycle in one view, so work you can do in-house stops leaving the group and every office is accountable for what it keeps.

The referral queue

Nothing falls between the chair and the specialist.

  • Slips filed to the chart automatically
  • In-house capture rate per office
  • Points and milestones reward referring teams
Referrals · Cypress · July 2026Live
Created
from the chair
Verified
patient matched in your PMS
Slip filed
into chart imaging
Scheduled
in-house or external
Closed
outcome recorded
Open referrals
24
across 4 specialties
Awaiting slip
6
files on the next sync
Closed this month
58
44 kept in-house

Open queue

Sorted by age
PatientSpecialtyDestinationSlipStatus
Diane D.Oral SurgeryNorth Loop · in-houseFiledScheduled
Marcus L.EndodonticsExternal partnerFiledEmailed
Kayla Z.OrthodonticsSugar Land · in-housePendingVerified
Jonah V.PediatricNot yet routedPendingNeeds routing
Product view · figures illustrativeSee the queue on your data
The network view

Every office held to the same capture standard.

Capture rate, specialty mix and referral volume across every office, then one click down into any single location, so you can tell a staffing gap from a routing habit.

Referral Network · in-house captureLive
Capture rate
64.9%
762 of 1,174 kept
Total referrals
1,221
↑ 20.8% vs prior
Referred out
412
35.1% · top: Pediatric
Unrouted
47
no destination on file

Specialty mix what we keep in-house

In-houseOut
Orthodontics
389100% kept
Oral Surgery
373100% kept
Endodontics
189
Pediatric
184
Periodontics
19

Referrals over time total vs kept

TotalIn-house

Referrals by office

Sorted by capture %
Source officeTotalIn-houseOutCapture %
Cypress35350100.0%
North Loop2926292.9%
Sugar Land5446885.2%
Westpark112841783.2%
Eastgate48311468.9%
Product view · figures illustrativeSee your referral network
Office drill-down · North LoopLive
Source office

North Loop

29 referrals · 92.9% kept in-house
Total
29
in range
In-house
92.9%
26 of 28 routed
Referred out
2
to partners
Specialty breakdown · in-house vs out
Oral Surgery22
100% kept
Orthodontics4
100% kept
Endodontics2
external only
Periodontics1
no in-house option
Product view · figures illustrative
Points & milestones

Referring teams get credit they can see.

Every referral that stays in the family earns the office points, and milestones turn those points into something the team actually cares about.

Points · all offices · July 2026Live
Milestone 1
250 pts
6 offices cleared
Milestone 2
500 pts
4 offices cleared
Milestone 3
1,000 pts
2 offices cleared
Milestone 4
2,000 pts
1 office in reach

Office leaderboard points this quarter

1CY
Cypress
112 referrals kept
Milestone 4 in reach1,840
2NL
North Loop
96 referrals kept
Milestone 3 cleared1,420
3SL
Sugar Land
78 referrals kept
Milestone 3 cleared1,180
4WP
Westpark
61 referrals kept
Milestone 2 cleared820
5EG
Eastgate
34 referrals kept
Milestone 1 cleared460
Product view · figures illustrative

Referrals ride the same daily habit as outreach: one list, worked, logged, closed.

Robo, the MyDentalForce mascot, presenting
See it on your numbers

Find out what your group is referring away.

Book a 30-minute demo and we'll show your referral network on a de-identified slice of your own PMS data: capture rate, specialty mix and leakage, office by office.

No rip-and-replace · works inside the tools you already run · no PHI leaves your control

or email us at info@mydentalforce.com