A referral from another dental practice to yours can be captured in DenGro from an online referral form on the practice website or any separate landing pages. An existing online referral form can be connected to DenGro, including any attachment upload requirements. You can also create a new referral form using the DenGro Form Builder.
When you receive a referral into your DenGro account, a task will be created on the Today page, under the Referrals section.
View the details of the referral, click on the task pod.
A summary of the referral details received will be displayed in the task panel. To view any attachments and additional attribution or source information, simply click the View Referral button at the top right of the task panel to go to the Referral Profile Page.Once you’ve reviewed the referral details, confirm the practice decision as to whether you will Accept or Decline the referral by clicking on the relevant button at the bottom of the task.
If you have Accepted the referral, you’ll be given the option to either mark the task as Done – or, you can choose to Create a Lead from the referral and track as a prospective patient.
If you choose to Decline the referral, DenGro will confirm that the information will be permanently deleted before you close the task.