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Know what happened to every referral you send.

For general dental practices and their front desks. One referral carries the patient, the films and the urgency to the specialist, and the completion report comes back to the same record. Invited by your specialist? Open their link to send the first case.

Case readinessReferral ER-2481
Tooth 19 · retreatment
To Sample Endodontics
Urgent
  • Tooth / area specifiedTooth 19
  • Pre-op imaging attachedPA 19 · BW R · CBCT · 1 photo
  • Medical history recordedAlerts and medications
  • Patient contact on fileEncrypted at rest
  • Medical clearanceSend it from the case page when it arrives
4 of 5 readySubmit referral
Sample case. The checklist mirrors the case readiness panel in the app.

Where is the case you sent on Tuesday?

On eReferral it is one line in your sent list: received, scheduled, in treatment or completed, with the appointment date the moment the specialist books it. Questions stay on the case, and the report comes back to it.

Status at a glanceYour sent cases list

Each case moves through five stages, from submitted to completed. The appointment date appears as soon as the specialist books it.

ER-2481Tooth 19 · A. PatientScheduledThu 9:30 am
Messages on the caseBetween your office and the specialist's

Messages between your office and the specialist's sit on the case they are about, with unread ones flagged in your list.

On the caseUnread flagged
The report comes backOn the record you sent

When treatment is done, the completion report and any report documents land on the same record.

Completion reportReport documents

Privacy mode blurs patient names on the front desk screen, so the list can stay open in a shared space.

Everything the specialist asks for, up front.

Choose the specialist office, and its form fills in the rest: the specialty questions that practice wants answered, the medical history fields and the imaging upload.

  • Radiographs, CBCT, photos, PDF and DICOM upload with the referral, up to 25 MB each.
  • Mark it routine, urgent or emergency. Emergencies go to the top of the specialist's queue.
  • No medical clearance yet? Submit anyway, and add it from the case page when it arrives.
New referralReferring office
The eReferral new referral form with the imaging and files upload areas
Detail · imaging uploadDetail of the imaging upload area of the referral form
Illustrative case data · privacy mode on

Give the patient a code to follow.

Every case has a patient tracking code. Hand it to the patient and they can follow the referral on the patient tracking page, with no account and no personal details shown.

Patient tracking codeSample case ER-2481No PHI
Code
7C42 A0E9 51D3 …
Shows
The step the referral is at, and the appointment date
Never shows
Name, date of birth or clinical details
When complete
Points the patient back to your office for follow-up
The tracking code is long and randomly generated. Keep it private.

Refer with the films already attached.

eReferral is in pilot. If your specialist already uses it, ask them for an invite link; otherwise request access for your practice.