Finish the referral letter while the case is still fresh.
Finished example
Return-to-referrer letter
Ready after review
Practice letterhead, recipient, clinical framing, plan, and clinician sign-off shown with de-identified sample data.
Dictate for 30 seconds or use the recorded exam. ToothNote.ai drafts the polished letter back to the referring doctor with the patient, reviewed findings, treatment, and next step already in context.
Short memo or full examYour writing style and signatureDoctor-reviewed before delivery
Practice letterhead, recipient, clinical framing, plan, and clinician sign-off shown with de-identified sample data.
One case, one communication path
Stop reconstructing the letter after the clinical work is done.
The return letter is part of the specialist encounter, not a separate writing project. ToothNote.ai keeps the case, referring doctor, approved findings, and document together from first capture through clinician review.
Start with the input that fits
Use a short post-visit memo when speed matters, or build the letter from the recorded exam already attached to the case.
Keep direction explicit
A Referral Letter goes back to the doctor who sent the patient in. ToothNote.ai keeps it distinct from an Outbound Referral to another office.
Carry reviewed findings forward
Use the clinical facts already confirmed in the case instead of dictating or typing the same findings again.
No recipient account required
Send the approved letter by email from the practice's verified domain, or copy or download it into the workflow you already use. The referring office does not need a ToothNote.ai login.
One connected workflow
From fresh clinical context to a reviewed letter.
The workflow stays tied to the patient and the referring relationship, so the practice can move quickly without losing who the letter is for or what evidence supports it.
01
Capture the case
Record the exam or dictate a focused referral memo while the clinical details are fresh.
02
Build from the same context
ToothNote.ai uses the patient, referrer, conversation, and supported reviewed findings attached to the case.
03
Review the draft
The doctor confirms the clinical framing, recipient, treatment summary, next step, writing style, and signature.
04
Deliver and retain the history
Send the approved letter by email from the practice's verified domain, or copy or download it for the practice's existing workflow.
Clear boundaries
Your practice keeps control of the communication.
ToothNote.ai drafts the letter and organizes its case context. It does not send an unreviewed clinical document or replace the clinician's judgment about what belongs in the communication.
Plan availability
Start with the work you need.
Referral letters and email delivery begin with Solo. Pro and Practice add the clinical-capture workflows that can produce the note and return letter from the same encounter.
How do I automate referral letters back to the referring dentist?+
Dictate a 30-second memo after the patient leaves, or use the exam you already recorded. ToothNote.ai drafts the full letter with the patient, referring doctor, reviewed findings, treatment, and next step already in context. The doctor reviews and approves it before it is delivered.
Can I dictate the letter from my phone?+
Yes. ToothNote.ai is mobile-first for iPhone, so the capture happens chairside or right after the visit on the phone already in your pocket.
Does the referring office need a ToothNote.ai account to receive the letter?+
No. Send the approved letter by email from your practice's verified domain, or copy or download it into the workflow you already use. The receiving office does not need a login.
Will the letter sound like me, or like generic AI writing?+
ToothNote.ai drafts in the doctor's own writing style and applies a saved clinician ink signature. You review the draft and edit anything before it leaves the office.
What is the difference between a referral letter and an outbound referral?+
A referral letter goes back to the doctor who sent you the patient. An outbound referral sends the patient on to a different office and produces a patient copy plus an office copy. ToothNote.ai keeps the two directions separate on purpose.
