Collaborator: Refer a Case to an Existing Doctor within the System

  1. Login
  2. Select the "Refer Case" icon:

    **note, you may not see all icons that appear above.
    • If you have already moved past the dashboard, select "Cases" on your left hand menu as seen below- this will bring you to your Collaborator Dashboard:
      collab-message1.png(click image above to expand) *MESSAGES ALERT:  This message only applies to doctors ACCEPTING a case.  If you are referring a case to another doctor, please IGNORE this message highlighted above.

    • Select the "Create a Case" option located on the far left menu, or select the "Create a Case" button located on the right below:          collab-create-case-two-options.png
  3. Select a Doctor you wish to refer to:
    **Please note you can only refer to a doctor, staff members will not show under this view.  Once the case is referred, you can then ADD a staff member onto this case.  
    • You can Search by Specialty, Procedure, Miles from your Practice
    • You can use the Search Bar to search for the doctor by Name or Practice
    • The first section of doctors will contain any doctors you have invited to use the system
    • "Other Specialists" will include ANY registered doctor within our system:

  4. Once you find the correct doctor, select the "+ Send Case" button to begin:


    1. Complete the referral form.  Note, this referral form will vary depending on what specialty the doctor you are referring to is (OMS, Perio, Endo, etc):

    2. Once you have completed the needed fields, select "Complete and Send" located at the bottom of the form:

    3. This will send your referral information and x-rays (if any were uploaded) to your referred to doctor. 
    4. Here you will have a few additional options:
      1. View Case
      2. View Dashboard
      3. Refer Case
      4. Add Attachments
    5. When you "Create a Case", there is now also an option to "Assign Case to Self".  This will allow you to submit a referral/case to yourself (This will mostly be useful to specialists as opposed to general practitioners).  You can then add associated doctors onto the case, like the referring doctor. 
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