training classes:
Referring a Patient

Class Summary:

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Sometimes it is necessary to refer the patient to another doctor.  This could be a dentist or a physician who need to treat the patient with a treatment modality that none of the dentists at our group do. This could be anything from TMJ or jaw pain, cancer treatment or brain surgery to a complicated root canal.

  • The decision to refer a patient is always done be the patient’s treating dentist.

  • No other employee can decide when or to which doctor to refer a patient.

  • We do not always refer all of our patients to the same specialist. For example – we do not refer all wisdom teeth extractions to Dr. Metz or Dr. Gorme.

  • The treating dentists refers depending on many factors including:

    • quality of care for the specific procedure the patient needs
    • example: is this specialist the best at root canals for upper molars in very anxious, Spanish speaking patients whom require sedation?
    • specialist office location – are they convenient for the patient? Is the patient ready to travel far?
    • accessibility – do they have an appointment this week? Or will the patient have to wait one month?
    • insurance – do they accept the patient insurance? 

· Assistant responsibility: Assistant is responsible to place referral notation in the chart. Whom was patient referred to and what for?

· Front desk responsibility: give patient a referral card and ask them if they “would like us to call and get them an appointment”

· Referring dentist responsibility: write chart, write and e-mail /fax a referral letter to referring dentist. This includes sending the x-ray and letter.

Referral communication:

  • It is vital to have good communication with your referral.  You must both know what the patient is referred for. The plan, and the next treatment. DO NOT LOSE THE PATIENT IN THE REFERRAL PROCESS.
  • For important topics, call the referral to speak about it – but always follow-up with written documentation that you send (e-mail or snail mail) and place in the patient chart.
  • You must have written communication kept in the patient’s chart. It is for legal reasons.
  • A thank you note for any referral to you, and for a referral who made you look good is also mandatory. Make it a hand written note, not an e-mail or text. In the digital world this means a lot.
  • Remember your HIPPA rules. Only tell what you are allowed to tell, only to the referral, and always ENCRYPT you electronic communication


EndodonticsPeriodonticsOrthodontics (Continued)
Dico Hassid, D.D.S., M.S.Dr. E. Todd Scheyer D.D.S., M.S.Dr. Audrey M. Boutros D.D.S., M.S.
Bayou City EndodonticsPerio Health Professionals6750 West Loop South, Suite 150
7500 Beechnut, Suite 2353400 Gessner, Suite 102Bellaire, TX 77401
Houston, TX 77074Houston, TX 77063Phone: 713-218-8339
Phone: 713-271-9100Phone: 713-783-5442Website:
Fax: 713-771-9600Fax: 713-952-0614
Email: Dico@bayoucityendodontics.comEmail: etsperio@swbell.netOral & Maxillofacial Surgery
Website: www.Bayoucityendodontics.comWebsite:
Dr. John P. Freeman, M.D., D.D.S., P.A.
Dr. Mark N. Haddad, D.D.S., C.A.G.S.Dr. J. Robert Friedberg, D.M.D.705 South Fry Road, Suite 200
Gulf Coast Endodontics9601 Katy Freeway, Suite 360Katy, TX 77450
5155 Buffalos Speedway, Suite 200Houston, TX 77024Phone: 281-599-9445
Houston, TX 77005Phone: 713-464-7444Fax: 281-599-9455
Phone: 832-379-2696 or 1-877-902-0630Email:
Fax: 832-379-2697Website: www.houston-perio.comDr. Paul S. Metz, D.D.S., M.D.
Email: drmark@gcendo.comDr. John G. Orfanos, D.D.S., M.D.
Website: www.gcendo.comDr. H. Chu Kim, D.D.S., M.S.  (Implants)Oral & Maxillofacial Surgeons of Houston
4543 Post Oak Place, Suite 1088800 Katy Freeway Suite, 210
Houston, TX 77027Houston, TX 77024
Dr. Debora F. Levine, D.D.S., M.S.Phone: 713-629-5170Phone: 713-464-2833
The Endodontic SourceFax: 713-629-5172Fax: 713-464-7563
5959 West Loop South, Suite 640Email: www.houstonperiodontics@yahoo.comWebsite:
Bellaire, TX 77401Orthodontics
Phone: 713-779-9000Dr. Mike MizellDr. Neil L. Gorme, M.D., D.D.S.
Fax: 713-668-23487700 San Felipe, Suite 2506560 Fannin, Suite 1600
Website: www.endodonticsource.comHouston, TX 77063Scurlock Tower
Phone: 713-781-5548Houston, TX 77030
PedodonticsFax: 713-781-6876Phone: 713-795-4120
Email: info@drmizell.comFax: 713-795-4123
Dr. Kasia Lindhorst D.D.S., M.S., www.drmizell.comEmail:
Smiles For Kids
8800 Katy Freeway, Suite 220Dr. Stephen J. Chen, D.D.S., M.S.D.Dr. George P. Quirk D.D.S.
Houston, TX 77024Texas Orthodontic SpecialistsDr. Michael V. O’Shell D.D.S., P.C.
Phone: 713-461-150911455 Fallbrook Drive, Suite 2017700 San Felipe, Suite 220
Fax: 713-461-7792Houston, TX 77065Houston, TX 77063
Website: www. Smiles-for-kids.com5311 Kirby Drive, Suite 211Phone: 713-784-4200
Houston TX, 77005
Dr. Bruce D. Friedman D.D.S.7660 Woodway Drive, Suite 325Dr. J. Robert Newland, D.D.S., M.S.
2201 Holcombe, Suite 205Houston, TX 77063Pathology
Houston, TX 77030Phone: 832-237-47465001 Bissonnet, Suite 103
Phone: 713-665-1818Website: www.texasorthodonticspecialists.comBellaire, TX 77401
PeriodonticsPhone: 713-592-9336
Dr. E. Todd Scheyer D.D.S., M.S.Cell: 713-775-9204
Perio Health Professionals
3400 Gessner, Suite 102
Houston, TX 77063
Phone: 713-783-5442
Fax: 713-952-0614
Dr. J. Robert Friedberg, D.M.D.
9601 Katy Freeway, Suite 360
Houston, TX 77024
Phone: 713-464-7444
Dr. H. Chu Kim, D.D.S., M.S.  (Implants)
4543 Post Oak Place, Suite 108
Houston, TX 77027
Phone: 713-629-5170
Fax: 713-629-5172
Dr. Mike Mizell
7700 San Felipe, Suite 250
Houston, TX 77063
Phone: 713-781-5548
Fax: 713-781-6876
Dr. Stephen J. Chen, D.D.S., M.S.D.
Texas Orthodontic Specialists
11455 Fallbrook Drive, Suite 201
Houston, TX 77065
5311 Kirby Drive, Suite 211
Houston TX, 77005
7660 Woodway Drive, Suite 325
Houston, TX 77063
Phone: 832-237-4746
Orthodontics (Continued)
Dr. Audrey M. Boutros D.D.S., M.S.
6750 West Loop South, Suite 150
Bellaire, TX 77401
Phone: 713-218-8339
Oral & Maxillofacial Surgery
Dr. John P. Freeman, M.D., D.D.S., P.A.
705 South Fry Road, Suite 200
Katy, TX 77450
Phone: 281-599-9445
Fax: 281-599-9455
Dr. Paul S. Metz, D.D.S., M.D.
Dr. John G. Orfanos, D.D.S., M.D.
Oral & Maxillofacial Surgeons of Houston
8800 Katy Freeway Suite, 210
Houston, TX 77024
Phone: 713-464-2833
Fax: 713-464-7563
Dr. Neil L. Gorme, M.D., D.D.S.
6560 Fannin, Suite 1600
Scurlock Tower
Houston, TX 77030
Phone: 713-795-4120
Fax: 713-795-4123
Oral & Maxillofacial Surgery
Dr. George P. Quirk D.D.S.
Dr. Michael V. O’Shell D.D.S., P.C.
7700 San Felipe, Suite 220
Houston, TX 77063
Phone: 713-784-4200
Pathology and oral medicine
Dr. J. Robert Newland, D.D.S., M.S.
5001 Bissonnet, Suite 103
Bellaire, TX 77401
Phone: 713-592-9336
Fax: 713-592-9337
Cell: 713-775-9204
Dr. Jonathan Penchas

Dr. Jonathan Penchas

Dr. Jonathan Penchas has been practicing Cosmetic and restorative dentistry for over 20-years in Houston. He has won numerous awards and written articles and books regarding Implant Dentistry and Dental Oncology.

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