FOR DENTAL SPECIALIST PRACTICES

From referralto ready.

Less chasing. More patient care.
Connect referrals, intake and booking with simplify.

Book a demo Take a scroll through
simplify.
▤ Referrals 12
▦ Schedule
⊞ Referring practices
M Maple Dental
Specialist practice
Maple Dental SpecialistsJL

MONDAY, SEPTEMBER 28

A good day to move things forward.

12New referrals
08Intake complete
06Consults booked
Recent referralsAll referrals
PATIENTREFERRING PRACTICESTATUS
AL Alex LeeCedar DentalConsult booked
JM Jamie MorganParkside DentalIntake sent
RC Riley ChenWestview DentalIntake complete
✓
One more patient, ready.Alex booked a consultation.
Just now
Made for the space between referral and care.Illustrative interface · fictional data
01 / THE JOURNEYFOLLOW ONE PATIENT, START TO FINISH

Every step connected.
Every patient moving.

From the first referral to a booked consultation,
keep the details together and the next step clear.

THIS IS HOW IT FLOWS

01 / 05

Every referral gets
a clear start.

Bring the referral, patient details and referring practice together, so your team can see what comes next.

THE PATIENT JOURNEYSIMPLIFY IN MOTION
01 / 05

Referral received

Bring the referral and its details together.

↗NEW REFERRAL0847

A patient.
A new beginning.

Patient
Alex Lee
Referred by
Cedar Dental
Visit type
Orthodontic consultation
▤
Referral documentAttached to the patient record
✓
02 / 05

Patient contacted

Send the patient their next step by text and email.

9:41•••
MMaple DentalYour specialist clinic

TODAY · 9:41 AM

Hi Alex, Cedar Dental has sent us your referral. Welcome to Maple Dental.
Your next step is a short intake form. You can complete it right here on your phone.
YOUR NEXT STEPGet ready for your visitComplete your intake   ↗

Delivered ✓

03 / 05

Intake completed

Let patients complete their forms on their own time.

9:41•••
MMaple DentalYour specialist clinic
Hi Alex, we’ve received your referral from Cedar Dental. Let’s get you ready for your first visit.
YOUR PATIENT INTAKE

Ahead of your visit.

Contact details ✓
Medical history ✓
Insurance information ✓
Intake complete ✓
04 / 05

Consultation booked

Offer the eligible times your clinic makes available.

MAPLE DENTAL SPECIALISTS

A time that works
for you.

October 2026
MTWTF28293012567891213141516

THURSDAY, OCTOBER 8

9:00 am10:30 am ✓2:00 pm
Consultation booked ✓
05 / 05

PMS updated

Connect the information to your supported practice system.

ALReady for consultation

Meet Alex.

Everything together for the first visit.

08OCT
Orthodontic consultationThursday · 10:30 am
Referral details✓
Patient intake✓
Appointment information✓
simplify.Your PMS
With a supported practice management system
02 / THE BIGGER PICTUREBUILT AROUND YOUR PRACTICE

Behind every referral,
a relationship.

Your top referring practices, at a glance.
The full picture lives in Insights.

See Insights ↗
YOUR REFERRING PRACTICESLast 90 days
01
Cedar DentalLast referral 2 days ago
24
02
Parkside DentalLast referral 5 days ago
18
03
Westview DentalLast referral 12 days ago
11
Illustrative practice data
01

Fits your workflow.

Connect with supported practice management systems.

02

Keeps patients moving.

Text and email follow-up helps patients take their next step.

03

Keeps you in control.

Your clinic sets which consultation times patients can book.

03 / GOOD QUESTIONS

Let’s clear
a few things up.

Does simplify replace our practice software?+

No. Simplify works with supported practice management systems. We’ll confirm compatibility during your demo.

Do we control the appointment times?+

Yes. Your clinic controls eligible consultation availability. Patients choose from the times you make available.

What if a patient needs our help?+

Your team handles personal conversations and exceptions. Simplify helps with the repeatable steps around referrals, intake and booking.

Can we see it with our own workflow?+

Absolutely. Book a demo to walk through your referral process, discuss your practice software and see where Simplify fits.

Is patient information secure?+

Yes. Data is encrypted and only your clinic’s staff can see it. Simplify is built in Canada, for Canadian privacy rules.

LESS ADMIN. MORE POSSIBILITY.

Make the next move.

A BETTER START TO PATIENT CARE

Make room
for patient care.

Book a demo ↗

See what simplify could take off your team’s plate.