How it works

1. 1

   Create the office

   Add your name, work email, and office phone. Confirm the email and turn on two-step sign-in.

2. 2

   Accept the agreements

   The owner accepts the terms and the BAA. Forms stay unpublished until that is done and a plan is active.

3. 3

   Design the form

   Pick a specialty template or start blank. Drag fields, add your logo, and name the receiving dentist.

4. 4

   Publish and share

   Copy a link or an iframe. Confirm at least one notification email first. Patient details stay out of that email.

5. 5

   Receive and track

   Referrals arrive as New. Your team reviews, contacts, schedules, declines, or closes them, and can print a PDF anytime.