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 info@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)
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.