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Interactive Demo

Watch the full walkthrough in the interactive demo below, then follow the written steps if you need more detail.

Step-by-Step Walkthrough

1

Request Beta Access

Visit referralcatch.com and click the Join Beta button. Fill out the short form with your name, email, and practice information.
2

Check Your Email

After submitting, you will receive a beta invite email from ReferralCatch. Check your spam folder if you don’t see it within a few minutes.
The invite link expires after 48 hours. If it expires, contact support@referralcatch.com to request a new one.
3

Create Your Account

Click the Accept Invitation link in the email. You’ll be taken to the account setup page where you’ll:
  • Set your password
  • Enter your practice name
  • Select your role — General Dentist or Specialist
4

Set Up Your Practice Profile

Once logged in, complete your practice profile:
  • Practice name and address
  • Phone number
  • Specialty (for specialists)
  • Logo (optional)
This information is shown to other practices when you send or receive referrals.
5

Send or Receive Your First Referral

You’re ready to go. Depending on your role:

General Dentist

Learn how to send your first referral to a specialist.

Specialist

Learn how to receive and accept referrals from general dentists.

Need Help?

If you run into any issues during beta sign-up, email us at support@referralcatch.com and we’ll get you sorted out quickly.