Customer story · Central Alberta
A four-location practice
From phone tag to ready to book.
How a dental specialist group in central Alberta handled 349 new-patient referrals in seven months, with its referring offices sending straight through Simplify.
Book a demoAt a glance
- Practice
- Dental specialist group, four locations
- Where
- Central Alberta
- Patients
- 71% children
- Referrals
- 349 new-patient referrals, April to October 2026
- Referring offices
- 35+ sending through Simplify
- Using
- Referrals, intake forms, reminders
The resultsApril to October 2026
- 3secuntil a referred patient gets their first text
- 9in 10patients who start intake go on to book a consult
- 39consultsfrom patients who only replied after a reminder
Before
Every referral meant a phone call.
Referrals arrived from general dental offices, mostly by email. Someone on the team phoned each referred patient, often more than once, and kept track by hand.
Busy weeks meant referrals waited. And when the referral coordinator was away, the calls waited too.
What they changed
One way in, and a text instead of a call.
The practice told its referring offices that this is how it receives referrals now, and sent them a free sign-up link. More than 35 offices now send through Simplify.
Each new referral gets a text within seconds, with a link to intake on the patient’s phone, or their parent’s. If they stop partway, up to three reminders follow. Completed intake lands on a ready-to-book list, and the team calls to book.
“Having everything in one place has made a huge difference.”
What happened
Patients answer, and book.
Nine in ten patients who start intake go on to book a consult. Thirty-nine consults came from patients who only replied after a reminder, people who might otherwise have been one more voicemail.
The team still makes the call that matters, to book the consult. The chasing before it is handled.
“I can take a week off knowing referrals are still being handled.”
“Simplify helps us be proactive instead of reactive. Patients aren’t left wondering if their referral was received or what comes next.”
Questions
About this story.
Who is the practice?
A four-location dental specialist group in central Alberta. Most of its new patients are children, so many texts go to parents.
Where do these numbers come from?
From the practice’s own use of Simplify, April to October 2026: 349 new-patient referrals.
Could this work for our practice?
Book a demo and we’ll walk through it with your own referral process in mind. We set up every clinic and test your forms and messages before your first patient.
See the pieces they use
See it with your referrals.
We’ll walk through Simplify with your own referral process in mind.
Book a demo