Export
Run Referral Annual Totals for this year and for last year, and save each as a PDF. This year's file leaves out dentists who sent nothing this year, so last year's file is what shows who stopped. It is built to list referring offices, not patients. If a patient's name ever shows up as a referral source, tell us and we'll delete it within 2 business days.
Send whatever report your software produces that lists referring dentists and what they sent you. PBS Endo works today. For anything else, we build your reader during your trial.
See
We read it and rank every referrer by change rather than size, flagging who stopped, who is slipping, who is new and who is quietly growing.
Offices with two dentists are grouped, so one partner slowing while the other picks up does not read as a loss.
Act
The handful worth calling lands on a touch sheet with an owner and a date.
Your team works it and records what they learn, so next month starts from what you know rather than from scratch.
Keep
Thank-yous end to end: the December run, and the baby, the graduation, the anniversary in between. Quoted, ordered, shipped, tracked, and signed by your practice.
It works the other direction too, and this is the part most practices never get to. When the office manager at your second-biggest referrer has a baby, or her daughter graduates, or the practice hits twenty years, or somebody retires, that is the moment a card and something small lands harder than anything you could send in December. Tell us what happened. We handle it that week.
And if you already had a tradition that worked, the pie run before Thanksgiving, the ice cream in the first week of August, the thing the retiring office manager used to organise and nobody has done since, we will run it for you. Tell us what it was. We buy local wherever we can, because the offices notice that too.
The same four steps, in the product.
Fifty-five seconds on a demo practice: export, the list that comes back, the calls it puts on somebody's desk, and the thank-you going out the door.
What the doctor gets
One page a month, built for the doctor who will not open a dashboard: the numbers in two sentences, the five worth calling first, the rest of the list, and a plain account of what the data cannot tell you. This is the page that gets forwarded to a partner.
What it deliberately does not do
It reads referral reports. Those reports list referring dentist names, case counts and dollar totals. It is built to list referring offices, not patients. If a patient's name ever shows up as a referral source, tell us and we'll delete it within 2 business days.
It does not dial anyone, send anything on your behalf, or write to your practice management system. It tells you who to call and what changed, and then gets out of the way.
See your own list.
You already run the report. Ninety percent of your schedule depends on the people in it. This just reads it properly.