Tuesday, July 15, 2025

TIP TUESDAY - Internal Referral Tracking Workflow

Does your office refer patients to in-house specialists or rotating providers? Learn how to track those cases and capture key insights that help your practice grow.   

 

In this week’s Tip Tuesday, we’ll show you how to:   

  • Use ClearDent’s referral system for internal hand-offs 
  • Track production tied to in-house referrals 
  • Use reports to see where your revenue is really coming from

Watch the video to see how ClearDent’s Internal Referral Tracking Workflow helps you keep revenue in-house. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!


Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.