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Send, Receive and Monitor Referrals With Secure Software

Designed for dental practices to streamline referrals and reinforce patient trust.

 

Trusted by 14,000+ Dental Practices

Why Practices Choose Intiveo

Save 2+ Hours Each Day

Give your front desk team their time back. Intiveo takes care of the repetitive communication that slows teams down — from referrals to confirmations, reminders, recalls and post-op instructions.

Real-time Referral Tracking

Build trust with patients and referral partners with full visibility from initial referral to the completion of treatment.

Configured to Your Practice

With 70+ PMS integrations, optional add-on features, and customizable forms, reminders, surveys and more, you’ll have the flexibility you need to grow your unique practice.

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“One thing I’ve really noticed is that it has improved our communication with our referring offices. I feel like Intiveo gives us an edge on the competition because we’re able to effectively track and communicate what’s going on with a patients.”

- Denise Davis, Administrator Lead at Oral Surgery and Implant Specialists

How Intiveo Makes Referral Management Simple

Step 1 — Send and Receive Referrals

Whether it’s sending patient information to a specialist or receiving incoming referrals, you can manage everything in Intiveo. Exchange notes, manage attachments, and allow both practices to stay updated on every patient’s progress.

Step 2 — Automate Communication

Intiveo also keeps your schedule running smoothly behind the scenes with automated communication — reducing no-shows, keeping patients informed, and freeing up staff time.

Step 3 — Track Progress

Track the patient’s journey at every step, from initial referral all the way to completion of their treatment, ensuring full visibility and continuity of care. Intiveo tracks confirmations, cancellations, unanswered messages, and follow-up needs in real time, giving your team instant visibility.

Ready To See How Initveo Can Improve Your Referral Management?

Request Demo

Built To Solve Real Problems Dental Teams Face

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Lack of New Patients

Our software makes it easy to manage patient referrals with other practices, and request and collect social reviews to boost your online presence and build trust.

Too Many Manual Confirmations

Intiveo sends confirmations, reminders, and follow-ups automatically, reducing phone time and keeping your schedule accurate so your team can focus on high-impact tasks.

Systems That Don’t Fit Dental Workflows

With 70+ PMS integrations, dental-specific workflows and full HIPAA/PIPEDA compliance, Intiveo adapts to the way dental practices actually operate, eliminating workarounds and giving teams a system that finally fits.

Inefficient Forms Process

Customizable digital forms allow patients to complete everything in advance, syncing directly to your workflows so teams spend less time chasing paperwork and more time delivering care.

Staff Burnout & Turnover

Intiveo automates repetitive tasks, streamlines communication, and minimizes administrative stress, creating a calmer, more efficient environment that supports long-term team well-being.

"It's always a relief to open the schedule and see that the majority of appointments have already been confirmed, pre-screened, and have questionnaires completed prior to the patient setting foot inside our office."

- Ruby, Office Manager at GRAFT Periodontics

 

Everything You Need To Keep Patients
Informed and Engaged

Referral Management

Solve tracking issues, streamline communication, and manage multiple referrals easily.

Two-Way Chat

With two-way chat, your team can connect directly with patients to answer questions, clarify instructions, and handle quick updates without picking up the phone.

Digital Forms

Customized digital forms allow patients to complete medical histories, questionnaires, and consent forms from home before they arrive.

Reminder Workflows

Our automated reminder workflows keep your schedule full and ensure every patient receives timely recalls when it’s time to book again.

Pre- & Post-Op Instructions

Send clear, customized pre- and post-op instructions that help patients understand what to expect, how to prepare, and how to care for themselves afterward.

Multi-Location Support

Whether you manage two locations or twenty, Intiveo makes communication scalable so you can maintain consistency while giving each location the flexibility they need.

Built for Every Type and Size of Dental Practice

General Dentistry

Enhance everyday workflows and patient communication.

Oral Surgery

Send patients clear pre- and post-op instructions.

Specialty Dentistry

Automate complex workflows to optimize appointment outcomes.

Multi-Location / DSO

Streamline operations across multiple locations.

Transform Your Patient Experience with Intiveo

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The Intiveo Guarantee

At Intiveo, we are committed to supporting you through a successful onboarding so you can see value from your purchase right away. That’s why we offer a guarantee on our software. Receive a full refund within 60 days of purchase. Please see Terms & Conditions for details regarding the Intiveo Guarantee.


For more information visit intiveo.com.
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