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How Tracking Referrals Can Benefit Your Practice


An integral aspect of staying up to date in the ever-evolving world of dentistry, especially when it comes to implant-related cases, is developing new techniques to manage referral relationships. It’s essential to strengthen relationships with other doctors by consistently using proper communication, ensuring all parties involved provide the highest quality patient care. 


Sometimes, the best treatment that a dentist can offer is none at all, and this is why it is vital to work closely with referring doctors. Quality patient care is the number one priority, and the provided treatment be performed with the patient’s best interest in mind. There will be times when referring a patient to another dentist, rather than providing treatment, will be the most appropriate course of action.


To ensure a strong referral relationship, referring doctors should always provide the correct information regarding the case and the patient. And this also includes informing the patient of why they are being referred in the first place. It’s essential not to give your patients unrealistic expectations and to ensure that they clearly understand their case, the treatment that the doctor will provide, and any concerns that should be addressed regarding the procedure. Keep in mind that the more information that’s given to referral doctors means, the more efficiently and thoroughly the patient will be cared for.


One of the most underutilized benefits of dental software systems is the ability to track referrals — but this should be standard practice. For instance, when an implant is removed from the Sowingo implant inventory management system, the dental team can track which doctor referred the patient to your practice. Having this system in place is beneficial for tracking referrals and gaining a more precise understanding of what type of cases are being referred from other doctors. 


Since most inventory management systems track year over year, you may not immediately notice a slow decline in patients and cases referred to you by one doctor. Without clearly seeing what is actually referred to your practice, you aren’t given the ability to know how to react and address the situation accordingly. And by the time you do realize, it may be too late. 


When this information is readily available at your fingertips, it allows you to focus on three things: doctors that are referring more regularly to you, the opportunity to change and adapt your focus depending on the provided list, and figure out ways to continue working together to strengthen the relationship. On the flip side, when you have a doctor that has only referred one patient to you, you have the opportunity to ask and understand why and develop ideas of how you can further nourish that specific working relationship. 


Referral tracking is an essential key performance indicator for your practice. Show your gratitude and appreciation to the doctors who refer cases to you, and remember that you both share the same goal — to offer the best possible care to patients.

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