Referral management for dental specialists

Every referred patient, ready to schedule.

Stop phoning every referred patient. Simplify texts them within seconds, collects intake on their phone and follows up until they’re ready. Your team books the consult.

Book a demo See how it works
  • Set up for you
  • Nothing to install
  • Unlimited staff
  • Free for referring offices

Referring office? Send referrals free

At a live practice in central AlbertaApril to October 2026 · Read their story

  • 3secuntil a referred patient gets their first text
  • 9in 10patients who start intake go on to book a consult
  • 39consultsfrom patients who only replied after a reminder
  • 35+referring offices sending through Simplify

Illustrative interface above · figures from a live practice

Sound familiar?

The referral came in.
Then the chasing started.

  1. Phone tag.

    Calling each referred patient, leaving voicemails, calling again.

  2. A list that keeps growing.

    Referrals tracked in files and spreadsheets, worked through by hand.

  3. Patients left waiting.

    By the time someone reaches them, they wonder if you forgot.

With Simplify

Take a week off without coming back to a week of catch-up.

Texts, intake and reminders keep going while you’re away. You come back to a list of patients ready to book, not a list of calls to make. The conversations that matter stay with your team.

“I can take a week off knowing referrals are still being handled.”
Referral coordinator, four-location dental group in central Alberta

How it works

From referral to ready.

The first three steps run on their own. Your team books the consult.

  1. 1

    A referral comes in

    From a referring dentist’s free online form, or a faxed or emailed PDF your team drags in and checks.

    Referral management
  2. 2

    The patient gets a text

    Within seconds, with a link to their intake forms. Email too.

    Patient intake forms
  3. 3

    Intake gets done

    On their phone, with consent from a parent for children. Up to three reminders if they stall.

  4. 4

    Your team books

    Everyone ready to schedule, in one list. The referring dentist sees the update too.

See it with your own referral workflow.

Book a demo

From a live practice

In their own words.

“Having everything in one place has made a huge difference.”
Practice managerFour-location dental group, central Alberta
“Simplify helps us be proactive instead of reactive. Patients aren’t left wondering if their referral was received or what comes next.”
OrthodontistFour-location dental group, central Alberta

Who it helps

Easier for your team.
Clearer for everyone else.

One referral touches four people. Simplify keeps each of them in the loop without anyone picking up the phone to ask.

  1. Treatment coordinator

    Fewer calls to make.

    Patients get their next step by text and email, with reminders for unfinished intake. You see who is ready to schedule.

  2. Office manager

    Every referral in view.

    One list shows where each referred patient stands, and who needs attention. Add as many staff as you need.

  3. Referring dentists

    Send it once. See what happened.

    They send referrals free through their own portal and see status updates as their patient moves forward.

    Referring office? Sign up free

  4. Patients

    A clear next step.

    A friendly text, intake on their phone and no app to download. They know you got their referral.

Everything included.
On every plan.

Referral management, intake forms, text follow-up, fax and PDF referrals and referral tracking, working together.

Referral management

Every referral, one place.

  • Direct referrals from referring offices
  • Documents kept with the patient
  • Text and email outreach
  • A free portal for referring offices
Explore referral management
A referral in Simplify: received, form sent and intake done, with the next step to call the patient and book.

Intake forms

Forms done before day one.

  • Intake templates you can customize
  • Guardian consent on the parent’s phone
  • Reminders for unfinished intake
  • Ready-to-schedule list for your team
Explore intake forms
The intake form a patient opens from their text, on a phone, with their details already filled in.

Fax & PDF referrals

Outside PDFs, ready to review.

  • Drag in outside referral PDFs
  • Patient details read for you
  • Staff review before any outreach
  • Outreach to last year’s unbooked referrals
Explore fax & PDF referrals
An outside referral PDF on the left, with the patient details read from it on the right for staff to check before importing.

Referral tracking

Know who sends patients.

  • Referrals by referring office
  • This month compared with last, per office
  • See where a check-in could help
  • Activity from the day a referral arrives
Explore referral tracking
Referring offices ranked by how many patients each has sent.

Screens from the Simplify app · sample patients and offices

Coming soonInsurance verification and pre-authorizationBuilt into intake, from the details patients already give you.See what’s coming

Getting started

We set it up.
You start following referrals.

  1. 1

    Book a demo

    See Simplify with your own referral process in mind.

  2. 2

    We set it up for you

    We set up your account and make sure your forms and messages work before your first patient.

  3. 3

    Make the forms yours

    Start from our intake templates, then customize them to how your practice works.

  4. 4

    Follow every referral

    Share your free signup link with referring offices and see each patient through to ready to schedule.

Patient information

Handled with care. Explained plainly.

  • Your clinic stays in charge.

    Simplify works on your behalf, as your service provider.

  • A check before contact.

    Your team reviews details read from PDFs before any patient is contacted.

  • Patients choose.

    Patients can opt out of text messages.

  • Nothing to install or connect.

    Simplify works alongside your practice software.

Your demo covers hosting, service providers and how PDF details are read. Read our Privacy Policy

One plan per location.
Add what you need.

Unlimited referrals, unlimited staff and everything that takes a referral to ready to book. Two add-ons when you want them.

Simplify

CA$199 / location / month

Referrals, patient texts and emails, intake forms, reminders and referral tracking

Website integration

+ CA$49 / month, flat

A Simplify form on your clinic’s own website

Outreach

+ CA$49 / month, flat

Unlimited faxed and emailed PDF uploads, and outreach to many patients at once

Referring offices always use Simplify free.

See pricing

Questions

Let’s clear a few things up.

Does Simplify replace our practice software?

No. Simplify works alongside your practice software, with nothing to install or connect. Your team keeps booking in your own system, just like today.

Does Simplify connect to Dolphin, Cloud 9 or our practice software?

Simplify doesn’t need to connect to your practice software to work. Your team books in your own system as usual. If a connection matters to you, let’s talk about it in your demo.

Can we bring in outside referral PDFs?

Yes, with the Outreach add-on. Drag in PDFs, check the patient details Simplify reads from them, then start intake and outreach. There’s no PDF limit.

Do we have to set it up ourselves?

No. We set everything up and make sure your forms and messages work before you start. Your intake forms start from our templates, and you can customize them.

Do referring offices pay?

No. General dental offices sign up free, send unlimited referrals through Simplify and follow their patients’ status.

Do patients need to download an app?

No. Patients get a link by text or email and complete their intake in their phone’s browser.

Who books the consultation?

Your team does. Simplify shows who has finished intake and is ready to schedule; your staff contact the patient and book as they do today.

How is patient information handled?

Your clinic stays responsible for its patients’ health information. Simplify handles it on your behalf, as your service provider, to run referrals, intake and messaging. Our Privacy Policy describes the safeguards we use, and your demo covers hosting, service providers and how PDF details are read.

Make room for patient care.

See referrals, intake and follow-up work together.

Book a demo

Questions first? Email Adam and Abbas at founder@simplifyhealth.ca