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 corner On the left...

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 Take a listen to hear how: Bright Referral was built to solve real, everyday challenges Outdated, manual processes...

We know every office is different so we have 4 ways for a referring office (or any referral source, really) to share patient notes. 1:...