Referral Recommendations
We appreciate the confidence you place in us when you refer your patients to our office. Our goal is to achieve a seamless transition, so patients feel like our office is just an extension of yours. To help us accomplish this goal, we recommend reviewing this checklist when referring a patient to us.
- The more information we have about the patient the better. Please include tooth numbers and/or quadrants associated with your patient’s treatment needs. Also, please advise us of what you have done and what you want to do in the future so that we can reinforce your recommendations and be consistent in our treatment planning.
- Your patients should be advised that they will be seen first for an examination. It is essential that we can gather all pertinent clinical information prior to establishing a treatment plan. Treatment will occur at a separate appointment. This way we can further reinforce your suggestions as well as properly prepare them both in terms of pre and post-op care and finances.
- Our referral form is available for download in electronic format. Please, fill out and send via email to Jodie or Terry. (Download our referral form). Please fill out the form completely so we know exactly how to take care of your patient.
- Current x-rays from within the last year are also helpful. We recommend an FMX or its equivalent for comprehensive cases, periapical exposures for specific needs cases. Due to insurance this is also needed for soft tissue grafting sites. If you email the referral to us, you can send x-rays via e-mail in JPEG format. If you have hard films please mail them and we will scan them into our patient’s electronic chart. These can be easily imported into our software program.
- We have found that the highest referral follow-through happens when patients are scheduled while in your office. We know how busy things get, so if you call while your patient is there, we promise to do our best to quickly take care of your request.
- Please encourage your patients to continue care at your office while seeing us, even if it’s only for a restorative exam. This keeps them up-to-date in your office throughout their treatment here.
- For patients on alternating recall between our offices, please make sure to forward copies of your x-rays so we don’t inconvenience your patients by taking additional films. For BWX, vertical are most helpful to us so we can evaluate properly from a periodontal standpoint.
- We welcome your phone calls and emails to discuss treatment prior to your patients coming in. The more information we share the better care the patient receives.
- If you have any questions, concerns or suggestions, feel free to let us know. Our Treatment Coordinators, Jodie and Terry, are always available to help facilitate comprehensive treatment planning.