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Referring Doctors · Washington, DC

The case submission checklist.

Everything that helps us triage a referral quickly — and an honest note on which items actually speed things up versus which can follow later. Do not hold a case waiting on a perfect packet.

  1. 01

    Patient contact informationSpeeds triage

    Name, phone, and email. We reach out to the patient within one business day of a submission to schedule.

  2. 02

    Brief case description and your askSpeeds triage

    Two or three sentences: what you are seeing, what you want from us — evaluation only, co-managed treatment, or full surgical handoff of the periodontal/implant phase.

  3. 03

    Recent radiographs, and CBCT if availableSpeeds triage

    Attach what you have. Recent imaging can save the patient a duplicate exposure; if none exists, we image at the consult.

  4. 04

    Periodontal charting

    Pocket depths, recession, mobility, bleeding points — whatever your last charting captured. It shows us trajectory, not just a snapshot.

  5. 05

    Restorative goalsSpeeds triage

    For implant and crown-lengthening cases especially: the planned restoration, margin positions, and your timeline. We place surgery in service of your prosthetic end-point.

  6. 06

    Urgency notesSpeeds triage

    Flag anything that should move the case up the queue — see the urgent referrals page for what belongs on the phone instead.

  7. 07

    Relevant medical history

    Anticoagulants, diabetes control, immune status, bisphosphonate or antiresorptive exposure, smoking status. These change surgical planning and sedation decisions.

Urgent case instead? Use the urgent referral path →

Referring-office questions

What if I don't have all of these records?
Send the referral anyway. Patient contact information and a two-sentence description are enough to start — we gather what is missing at the consultation. A complete packet speeds triage; an incomplete one should never delay care.
How do I submit the referral?
Use the secure referral option on our appointment page, or call the office. Urgent cases: call first, submit after — the phone moves faster.
What happens after I submit?
We contact the patient within one business day to schedule. After the consultation, your office receives a written summary with findings, the planned treatment, and your role in the restorative phase. Urgent findings prompt a direct call.

Send the case with confidence.

Secure referral submission, findings back to your office, and your patient returned to you for the restorative phase — by design.