A Sample Dental Referral Letter Any Type of Practice Can Use

Don’t try to reinvent the wheel for every dental referral letter you send. Use these templates to finish the job quickly.

You see a lot of patients in your practice. With each referral, you’ll also need to send a dental referral letter. That can be a lot of paperwork! There’s no reason to write a brand new letter each time you send a patient to a specialist. A fill-in-the-blanks dental referral letter will get you off to a splendid start. It saves you precious time, and reduces the chance of forgetting to include vital information.

A dental referral letter can be sent from a general dentist to a specialist, from a specialist to a general dentist, or from one specialist to another. The key is to provide the best care possible for the patient, and that includes corroborating with other professionals to make that happen.

What your dental referral letter should include

  • An Introduction: Introduce yourself and describe your practice. Explain why you are referring your patient and offer a brief introduction to appraise the doctor of the patient’s situation.
  • Patient Details: After the introduction, begin your letter with your patient’s details. Include his name, contact information, and his relevant history. For instance, if the referral is for a root canal procedure, relay the history of symptoms and work done on the tooth up to this point.
  • Treatment Details: Include the precise examination or work you are making the referral for. This could be as straightforward as indicating a tooth for extraction or highly-detailed treatment plan that includes multiple referrals. If there will be ongoing treatment, include that information, too. The more details you can share, the better overall experience your patient will have.
  • Patient Records: Along with the dental referral letter, patient records will help the doctor better understand the patient’s needs. Relay any X-rays, clinical findings, and any work already enacted to alleviate the current condition.

Here is a sample dental referral letter a general dentist can send to a specialist. Alter it to suit your needs and specific reason for referral. Once you get that in order, it will just be a matter of filling in the details!


Date

Doctor’s Name

Office Address

City, State, Zip

Dear Dr. ___________,

This is Dr. ________ of Anytown General Dentistry. I am referring Mr. C to you for treatment of _______________.

Mr. C is 54 years old, active, and has no health conditions and no history of major surgeries. He has been a patient of Anytown General Dentistry for 12 years. He comes for regular cleanings and we have replaced four fillings over the past two years.

Mr. C can be reached at (123) 456-7890 to schedule an appointment.

Mr. C presented with the following symptoms at our appointment on day/month/year:

  • _________________________
  • _________________________
  • _________________________

We have taken the following treatment steps:

  • _________________________
  • _________________________
  • _________________________

Despite treatment, Mr. C reports his symptoms have increased in intensity over the last 6 weeks.

I am referring him to you for treatment of tooth #14 and evaluation of #15.

Enclosed, please find X-rays and a copy of clinical findings for Mr. C’s current complaints.

Please call me if you would like to discuss his case further before moving forward with any procedure.

Sincerely,

Dr. __________


Customize your dental referral letter to work for you

Once you have the outline in place, it’s easy to fill in the details. It is also easy to manipulate a dental referral letter so you can send it from a specialist to a general dentist. Here’s an sample template:


Date

Doctor’s Name

Office Address

City, State, Zip

Dear Dr. ___________,

This is Dr. ________ of Anytown Specialist Dentistry. I am referring Mrs. A to you for continuing oral health treatment.

Mrs. A is 62 years old, active, and has no health conditions and no history of major surgeries. She recently came to Anytown Specialist Dentistry for emergency treatment, but also needs regular dental care.

Mrs. A can be reached at (123) 456-7890 to schedule an appointment.

Enclosed, please find X-rays and a copy of clinical findings for Mrs. A’s current treatment plan. Please call me if you would like to discuss her case further in regard to her continued care.

Sincerely,

Dr. __________


Do you have any suggestions on what to add to a dental referral letter template? If so, let us know in the comments!

Leave a Reply

Your email address will not be published. Required fields are marked *