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The Complete Referral Solution for Dentists & Specialists

Reliable, simplified referral management that boosts patient satisfaction and increases efficiency for your practice.

Let’s Talk Referrals
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Quick, Clear, Convenient - and Fully Secure

With Intiveo’s Two-Way Referral Management, enhance how your practice connects with others and ensure continuity of patient care. Track patients’ progress with ease, and send and receive patient referrals securely with full HIPAA/PIPEDA compliance, directly through your Intiveo software. 

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"It has saved our office staff time, boosted economic revenue, and our patients love it! This is a great product for any Oral surgery. Intiveo’s customer service is quick, efficient, and super friendly. Set up is a breeze and after the initial time is invested, it is a self running product."
Karina, Office Manager, Silicon Valley Surgical Arts
Karina, Office Manager, Silicon Valley Surgical Arts
“It’s simplified how we confirm appointments with patients, reducing our number of no-shows. Plus, critical procedure instructions give patients the information they need for a successful visit!”
Lisa S., Office manager, Austin Dental Group
Lisa S., Office manager, Austin Dental Group
"This is one of the best decisions we’ve made for our business! It’s become an essential tool at our practice.”
Rose K., Office Manager, Tigani Orthodontics
Rose K., Office Manager, Tigani Orthodontics
“Our online review rating has increased by 30% since implementing Intiveo’s Software."
Jackie W., Office Manager, Dedicated Dental Care
Jackie W., Office Manager, Dedicated Dental Care
"We used to do all of our confirmations manually on the phone, but with Intiveo, we are now able to automatically send out texts & emails, saving our front desk staff 3 hours a day!"
Lisa, Office Manager, Slipacoff Dental Centre
Lisa, Office Manager, Slipacoff Dental Centre
"Intiveo is incredibly user-friendly and is customizable down to every last detail! With Intiveo, we have seen a huge improvement in recalls, and we now have an increased success rate of 70%."
Amy, Front Desk, Lakeside Pediatric Dentistry
Amy, Front Desk, Lakeside Pediatric Dentistry
“Thank you again for all of your help with our forms. You were very patient and helpful which made the transition to Intiveo forms very easy for our office.”
Lisa, Office Manager, Springdale Dental Centre
Lisa, Office Manager, Springdale Dental Centre
“Intiveo is awesome!! We are a happy and excited office to have it! It has cut down on a lot of extra administrative work, paper and improved patient communication! Highly recommend!”
Nicole, Crown Dental Clinic
Nicole, Crown Dental Clinic

Two-Way Referral from One Easy Platform

Effortlessly send and receive referrals, both from within the Intiveo platform. Whether forwarding patient details to a specialist or receiving incoming referrals, manage all your referral activities in one place.

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Real-Time Tracking & Updates

Automatically monitor the referral status, reducing the need for manual tracking. Get full visibility on your patient’s journey from initial referral to the completion of their treatment.

Transfer Patients Easily & Securely

Leverage our referral management tool to transfer patients to another office with a few simple clicks, keeping their information fully secure.

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Take a Look at These Relevant Resources!

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Intiveo An In-Depth Guide to Referral Management

Trusted by 14,000+ Dental Practices

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Frequently Asked Questions

Intiveo streamlines the referral process by allowing practices to send, receive, and manage referrals in one place. You can securely share patient details, track referral status, and ensure timely follow-ups — reducing manual tasks and communication gaps.

Yes. All referral data is securely transmitted through Intiveo’s HIPAA-compliant platform. Patient information is protected at every step, ensuring practices meet regulatory requirements without sacrificing efficiency.

Absolutely. Intiveo provides full visibility into the referral lifecycle — from submission to confirmation. This helps practices close the loop on patient care and improve coordination between referring and receiving offices.

Yes. Intiveo’s referral system is designed to support general and specialty practices.

Are You Ready to Maximize Patient Engagement?

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Our team is ready to talk about how Intiveo can meet your practice’s needs and goals for patient engagement. Book a meeting today to speak with a member of our team.

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