> ## Documentation Index
> Fetch the complete documentation index at: https://help.referralcatch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Register a Dental Office Account

> Step-by-step guide to creating your dental office account in ReferralCatch, from entering your beta access code to completing your practice profile.

## Interactive Demo

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

<iframe src="https://app.arcade.software/share/DQtDKnlwFLoyY9BfY3xg?embed" width="100%" height="500" frameborder="0" allowfullscreen style={{ borderRadius: '8px' }} />

***

## Step-by-Step Walkthrough

<Steps>
  <Step title="Enter Your Beta Access Code">
    ReferralCatch is currently in beta. When you visit the app, you'll see an **Access restricted** screen. Enter the access code you received and click **Submit**.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-24616387-99d4-43d1-90c0-6a8a7be4457b.png" alt="Access restricted screen — enter your beta access code" />

    <Note>
      Don't have an access code? Visit [referralcatch.com](https://referralcatch.com) and click **Join Beta** to request one. See [How to Join the Beta](/getting-started/how-to-join-beta) for details.
    </Note>
  </Step>

  <Step title="Choose Your Role">
    Select the role that best describes your practice. For a dental office registering as a referring practice, choose **General-Dentist**.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-aac0be1b-d0b9-4334-83aa-ac8a66b060f3.png" alt="Choose your role — General-Dentist, Specialist, or Lab" />
  </Step>

  <Step title="Create Your Account">
    Fill out the registration form with your practice details.

    **Dental office information**

    * Office name
    * Office email
    * Office phone number

    **Office owner information**

    * Owner email
    * Password and confirm password
    * Check the box to agree to the **Privacy Policy** and **Terms of Service**

    Click **Register** when done.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-3e5c60d7-0017-4007-b7c4-bb73c273fa76.png" alt="Register form — fill in your dental office and owner details" />

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-e3c3d444-11e5-4f42-a24b-164f288fbc65.png" alt="Register form filled out — click Register to continue" />
  </Step>

  <Step title="Verify Your Email">
    Check your inbox for a 6-digit authentication code from ReferralCatch. Enter the code and click **Verify**.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-d19eeeab-c920-4d04-a2f6-51708f4eb28f.png" alt="Authentication code screen — enter the 6-digit code sent to your email" />

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-3f86996d-6aee-4867-8434-fced218f0154.png" alt="Authentication code filled in — click Verify to proceed" />

    <Note>
      Didn't receive the code? Click **Resend code** on the authentication screen. Check your spam folder if it doesn't arrive within a few minutes.
    </Note>
  </Step>

  <Step title="Welcome — Complete Your Profile">
    After verifying your email, you'll see a welcome screen. Click **Complete profile →** to begin setting up your practice profile.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-65c4c4fe-2d57-4749-aa33-5c907ec1c204.png" alt="Welcome screen — click Complete profile to begin your setup" />
  </Step>

  <Step title="Step 1/6 — Add Owner Personal Information">
    Fill in the office owner's personal details:

    * Click the **Add your photo** area to upload a profile photo (optional)
    * First name and last name
    * Phone number
    * Your email address is pre-filled and locked to the one used during registration
    * Check **I am a dentist** if applicable

    Click **Next** to continue.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-8d6f843f-7117-48c9-a05d-9a1786354dd2.png" alt="Step 1 of 6 — Add office owner personal information" />
  </Step>

  <Step title="Step 2/6 — Add Office Information">
    Fill in your practice's office details. Start by clicking the **Upload office logo** area to add your practice logo.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-bec8dffd-03c8-47c9-8d2c-32db281fae7c.png" alt="Step 2 of 6 — Upload your office logo and fill in office details" />

    A dialog will open — click **Upload** to select an image file, then click **Crop & save**.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-6464ec3e-7a37-41bd-80e0-4a6f7fa48404.png" alt="Add office logo dialog — select and crop your logo image" />

    Scroll down to complete the remaining fields:

    * Country and Timezone
    * Street address, State, City, Zip code
    * Office website
    * Office welcome video link (optional)

          <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-1cd1976c-d8db-45bc-ad19-dee7316d2d76.png" alt="Step 2 of 6 — Fill in your office address and location details" />

    Click **Next** when finished.
  </Step>

  <Step title="Step 3/6 — Add Manager and Front Desk Users">
    Add your office staff by clicking **Add new +** under the **Manager** or **Front desk user** section. You'll enter each team member's name, username, and email.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-32b7d17b-530e-4e5a-8515-25c46b78db62.webp" alt="Step 3 of 6 — Add managers and front desk users to your office" />

    <Note>
      You can skip this step now and add team members later from your account settings.
    </Note>
  </Step>

  <Step title="Step 6/6 — Add Office Procedures">
    Add the dental procedures your office offers. You have two options:

    * **Add from default procedures** — select from a pre-built list of common dental procedures
    * **Add new +** — manually add a custom procedure

          <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-9caac277-bfc3-4854-9d31-b5583d41201b.webp" alt="Step 6 of 6 — Add office procedures (empty list)" />

    Once added, your procedures will appear in the table with columns for Title, UCR fees, Explanation video, Doctor explainer videos, and Status.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-e8c23859-bcda-4b79-b76a-be110d9cf86f.webp" alt="Step 6 of 6 — Procedures added from the default list" />

    Click **Next** to finish setup.
  </Step>

  <Step title="Sign In to Your Account">
    Your dental office account is now set up. Sign in with your email and password to access your ReferralCatch dashboard and start sending and receiving referrals.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/referralcatch/images/Register%20a%20Dental%20Office%20Account/image-34f4d6a5-fd07-4f75-8612-40a3a81528e6.png" alt="ReferralCatch login screen — sign in with your registered email and password" />
  </Step>
</Steps>

***

## Need Help?

If you run into any issues during registration, email us at [info@referralcatch.com](mailto:info@referralcatch.com) and we'll get you sorted out quickly.
