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.
- 01
Patient contact informationSpeeds triage
Name, phone, and email. We reach out to the patient within one business day of a submission to schedule.
- 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.
- 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.
- 04
Periodontal charting
Pocket depths, recession, mobility, bleeding points — whatever your last charting captured. It shows us trajectory, not just a snapshot.
- 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.
- 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.
- 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.
