Taking advantage of this integration takes just a couple minutes. The instructions are included within your Bright Referral account, and here is a step-by-step visualization of the process.  In your Referral Sources, Include the following fields in your contact forms as required fields. Click here to go to your Referral Sources page . First Name Last Name Email Date of Birth Go to your Greyfinch account and click on "settings" within your profile drop down in the top right co

Streamlining Referrals and Patient Management: Bright Referral + Grey Finch Bright Referral is proud to announce a powerful new integration with Greyfinch, a leading practice management platform built for orthodontists. This partnership brings together Bright Referral’s seamless digital referral and conversion system with Greyfinch’s innovative, all-in-one, cloud-based practice management solution. This gives practices an easier, faster, and more connected way to manage both

(And Create a Better Experience for Patients, Too) One of the most common questions we hear from practices using Bright Referral is: “How do we get more patient contact information with each referral?” The good news: this is rarely a technology or patient experience problem. Most of the time, it’s a process and training opportunity —and one that’s very fixable. When referring offices understand how  to refer and why  sharing contact information helps their patients, completio

Our Co-Founder Liz Sudit recently joined Jill Allen  on her " Hey Docs"  podcast! This episode is an honest conversation about one of the most overlooked growth opportunities in orthodontics: referral management. Throughout this episode, they focus on answering the questions that practices are all asking themselves - where do all the referrals go and what makes someone convert. Take a listen to hear how: Bright Referral was built to solve real, everyday challenges Outdated, m