occlu

Referral tracking for orthodontists + other dental specialists

Meet every new dentist before another orthodontist does.

Keep your referring offices close, and spend the gift budget on the doctors who actually send you patients.

  • Who to thank this week
  • Who has gone quiet
  • New offices nearby
Become a founding practice Or book a 20 minute walkthrough
  • Uses the reports you already export
  • We do the setup
  • No patient charts

Sample practice, fictional numbers.

Illustrated map of dental offices around a practice inside a radius ring, with referring, non referring and likely new offices shown as different dots. Sample practice, fictional numbers. 2 mi 5 mi 10 mi

Offices near you: who refers, who doesn't, which are likely new.

  • Offices within 10 miles 74
  • Referring to you 9
  • Likely new 6

Sound familiar?

Referrals are your strongest channel, and the hardest to keep up with.

  1. New dentists arrive quietly

    A dentist opens or joins an office nearby, and you may not hear about it until another orthodontist has already said hello.

  2. No one sees the whole map

    Who refers, who doesn't, and who is new is split across your practice software, spreadsheets and memory.

  3. Current referrers go quiet

    Follow ups and birthday texts slip, and uncredited referrals hide which offices are slowing down.

Grow the referral base

Be the first to say hello.

  • Likely new offices near you show up on one map, with the date we spotted them.
  • Established offices that just added a dentist get flagged too, a fresh chance to start a relationship.
  • We combine and check several data sources for you, and refresh your map every month.

New near you this month · sample practice

Riverbend Family Dental1.8 mi · opened recentlyNew office
Dr. Sam Patel at Maple Smiles3.2 mi · joined an existing officeNew dentist
Canyon View Dentistry6.5 mi · opened recentlyNew office
Oak Street Dental2.4 mi · referred 3 patients last monthReferring

Keep the referrers you have

Stop spending the gift budget on doctors who don't refer.

Even when the front desk forgets to credit a referral.

  • Needs attention

    Offices whose referrals dropped, or who haven't heard from you in a while.

  • Gifts that count

    See which offices actually send patients, so the gift budget goes to them.

  • Upcoming visits

    Lunches and drop offs for the week, in one place.

  • Referrals the front desk missed

    Flagged so a manager can fix them in your practice software.

Never drop a follow up

Introductions and birthday texts, ready to send in one tap.

  1. Occlu drafts the message. A thank you, a check in, a birthday, or a hello to a new dentist.
  2. Tap send. It opens in your phone's Messages with the number and the text already filled in.
  3. Make it yours. Edit a word or send it as is. Nothing ever goes out on its own.
SSamNew dentist nearby

Hi Sam, congrats on the new practice! I'm with Summit Orthodontics just down the road and would love to stop by, introduce myself, and drop off some referral cards whenever it's convenient.

Text Message · ready to send

What it takes

Nothing new for your team to learn.

Stays the same

  • Your practice software stays your system of record
  • No new data entry for the front desk
  • Nothing is sent automatically
  • No patient charts or clinical data

What you get

  • A monthly map of new offices and dentists
  • An early warning when a referrer goes quiet
  • A calendar of visits and drop offs
  • We personally set you up from your exports
  • A direct line to the founders, evenings and weekends included

Questions owners ask

What data does it use?

The referral reports your practice software already exports. You send them, we do the setup.

Does my team enter anything new?

No. Your front desk works as it does today.

Can it tell us when a new dentist joins a practice nearby?

Yes. Along with likely new offices, Occlu flags established offices that just added a dentist, a fresh chance to start a relationship.

Does it use patient data?

No. Occlu uses which doctor referred, when, and your own visit notes, never patient charts or clinical records.

For orthodontists, and every specialist practice that runs on referrals.

Founding practices are set up by us, at founding practice pricing. Flat subscription, never per referral.

Become a founding practice