Know the relationship state
See referrals, active patients, recent activity, and the latest sent letter without counting records by hand.
Doctor Chart by ToothNote.ai
A referring doctor should be more than a contact card.
See the referring relationship behind the name: referred patients, active cases, letters sent, open communication loops, recent activity, and the next follow-up to make.
Referral activityOpen-loop visibilityCross-patient relationship history
What happens next
- 1Send a short request
- 2Review your workflow with our team
- 3Start guided setup together
MC
Active relationshipDr. Maya Chen
General Dentistry · Cascade Dental
Referrals
23
Active
5
No letter yet
2
Letter on file
21
+ Referral letter
+ Outbound referral
Referral activity
Trailing 12 months
Relationship summary
23 referred patients across the relationship; 5 active cases. Most recent activity was a treatment update, with two cases still awaiting a letter.
Maria Torres
Active · last activity today
James Patel
Active · letter on file
Lena Brooks
Inactive · 4 months ago
Amir Reed
Active · no letter yet
Built for referral-driven practices
The relationship should survive after the letter is sent.
Legacy systems often leave the referring doctor as a field on the patient chart. ToothNote.ai gives the relationship its own working view, built from the patients and documentation already connected to that doctor.
Catch open loops
Separate cases with no letter yet from those with a letter on file, so follow-through is visible.
See the cadence
A trailing activity view shows how the referral relationship has moved over time.
Act in context
Start a referral letter or other supported doctor-bound workflow from the relationship you already opened.
One working view
One doctor. The patients and communication around the relationship.
The Doctor Chart unifies relationship context that normally sits across contact records, patient charts, and outbound letters. Staff can look up the doctor; owners can understand the referral relationship; clinicians can start the next letter in context.
01
Open the relationship
Contact details, specialty, practice, source, and relationship state lead the view.
02
Read the activity
Referral counts, active patients, letter follow-through, and cadence make the current state concrete.
03
Follow the patients
Patient relationships and referral-linked activity connect the doctor back to the relevant cases.
04
Close the next loop
Begin the next letter with the referring doctor already in context instead of searching again.
Works alongside your PMS
A referring-doctor view built from the work, not a separate CRM to maintain.
ToothNote.ai builds the Doctor Chart from the clinical documentation and relationships already moving through the specialist practice. Today, the PMS remains the official system of record while ToothNote.ai keeps communication tied to the patients and letters that created it.
Common questions
Doctor Chart by ToothNote.ai questions specialists ask.
What is the Doctor Chart?
A working view of a referring doctor relationship: the patients they referred, active cases, letters sent, open communication loops, recent activity, and the next follow-up to make.
Is this a CRM we have to maintain separately?
No. The Doctor Chart is built from the clinical documentation and relationships already moving through the practice, rather than from a separate contact database somebody has to keep current.
How do referring doctors get into ToothNote.ai?
They come in through the work: the doctors on your letters and cases. Practices can also bring an existing referring-doctor list across during setup, which the Help guide walks through step by step.
Why not just keep the referring doctor as a field on the patient chart?
Because the relationship outlives the letter. Legacy systems leave the referring doctor as a field, which makes it hard to see the referral relationship as a whole or to start the next letter in context.
Who on the team can use it?
Staff can look up a doctor, owners can understand the referral relationship, and clinicians can start the next letter in context from the same view.
See the chart in your workflow.
Show us the documentation or relationship workflow your practice wants to stop doing twice.
Request early accessWhat happens next
- 1Send a short request
- 2Review your workflow with our team
- 3Start guided setup together