Take your referral tracking to the next level.
Streamline and strengthen your referral process with expert-led guidance designed to help your team stay organized and boost production. In this session, you’ll learn how to:
- Mange and merge referral sources
- Add and edit referral links in patient files
- Track both inbound and outbound referrals
- Referral production reports
- Generate and customize referral letter templates
Perfect for offices with specialists, multi-location setups, or any team ready to improve patient flow, tracking and reporting.
This one-hour class is eligible for 1 CE Credit.
Our Speaker:
Allison Sarney | Implementation Expert
As an Alberta native, Allison has worked in the dental field since 2000, first as a Preauthorization Coordinator and later as an Office Manager before joining ClearDent in 2017. Her practical dental experience helps her better identify with offices as she trains and provides a unique perspective on how an all-in-one dental management software can benefit practices.
