new | Bright Referral

New Feature Alert: Track Teatment Starts

For years, practices have asked the same question: "Which referral sources are actually growing my practice?" Counting referrals is only part of the story. A referral doesn't create value until a patient begins treatment. That's why we're excited to introduce one of Bright Referral's most impactful updates yet: Treatment Start Tracking. For the first time, you can follow every referral through the complete patient journey—from referral to treatment start—giving you a clearer

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New Feature Alert: Updated Reporting

Our new, more powerful reporting to help you grow smarter Tracking referrals is important. Understanding which referral sources are driving real patient starts is even more valuable. That's why we've introduced a major upgrade to Bright Referral's reporting experience. With more detailed analytics, interactive charts, and expanded referral source insights, it's easier than ever to measure referral source health and make informed decisions about your relationship-building effo

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New Feature Alert: A smarter, simpler activity feed

When you're managing referrals throughout the day, every second counts. You shouldn't have to click into every patient record just to understand where someone is in the referral process. That's why we've completely redesigned the Activity Feed in Bright Referral to make it faster, clearer, and easier to take action. With a streamlined layout, intuitive color-coded status indicators, and more powerful filtering, your dashboard now gives you an instant snapshot of every referra

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New Feature Alert: Edit Patient Information

Now you can edit patient information after a referral is submitted Every practice has experienced it. A referral comes in with limited information—or maybe there's a typo, a missing phone number, or a patient who needs a record updated after your team speaks with them. Until now, those situations often meant adding notes and hoping someone remembered to reference them later. Not anymore. We're excited to introduce Editable Patient Information, a new feature that allows your t

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New Feature Alert: Internal Referral Source Notes

Now you can keep internal notes for every referral source Strong referral relationships are built on the little things. Remembering an office manager's birthday. Keeping track of the last time you stopped by with lunch. Noting what made last year's community event a success. These small details help create stronger, more meaningful connections over time. That's why we're excited to introduce Referral Notes—a simple new feature that helps you keep important information organiz

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New Feature Alert: Patient Follow-up Toggle

Now you can customize patient follow-up for every referral source Not every referral works the same way—and now, your patient communication doesn't have to either. We're excited to introduce a new feature that gives practices more control over the patient experience by allowing you to enable or disable Bright Referral's automated patient follow-up email for each individual referral source. Check out the details here. More Flexibility for the Way You Use Bright Referral When a

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New Feature Alert: Updated Language and Design

New Design & Reporting Updates Make Bright Referral Easier to Understand at a Glance At Bright Referral, we're always looking for ways to make referral data more actionable. The best insights are the ones you can understand immediately, without digging through reports or trying to interpret charts. That's why we've rolled out a series of design, language, and reporting updates throughout the platform. While many of these changes may seem subtle individually, together they cre

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New Integration Alert GreyFinch!

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

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Say hello to our partnership with Invisalign!

We’re thrilled to announce that Bright Referral is now an official partner in the Align 360 Partnership & Apex Programs —a major milestone that brings even more value to our customers. As part of this new collaboration, practices enrolled in the Align 360 & Apex programs now gain access to Bright Referral’s unlimited subscription at a discounted rate. Plus, Align 360 & Apex program members are eligible to have some portion of the cost reimbursed using co-op marketing dollars.

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