Referral Compass

A dental referral is the beginning of a patient journey, and every handoff matters.

Referral Compass gives dental practice owners, administrators, clinical leaders, and referral coordinators a practical operating system for managing that journey, from referral intake through patient follow-through and communication back to the referring office.
Using the Project Compass framework, Jason Robare shows teams how to:

• Define clear referral workflows, owners, and next steps
• Measure referral activity with consistent, meaningful scorecards
• Track patient decisions while keeping pending cases visible
• Improve follow-up and communication with referring offices
• Connect completed care to practice economics using sound definitions
• Run a disciplined 90-day pilot before expanding a new process.

The book includes practical field tools, templates, meeting guides, a pilot scorecard, and an economics model. Its examples are illustrative; practices should adapt the tools to their own workflows and verify results against their records.
Referral Compass is part of Jason Robare's Practice by Design work, focused on building stronger dental operations through clear processes, accountable teams, and measurable execution.A dental referral is the beginning of a patient journey-and every handoff matters.
Referral Compass gives dental practice owners, administrators, clinical leaders, and referral coordinators a practical system for managing that journey, from referral intake through patient follow-through and communication with the referring office.
Using the Project Compass framework, Jason Robare shows teams how to:
Define clear referral workflows, owners, and next steps
Measure referral activity with consistent scorecards
Track patient decisions while keeping pending cases visible
Improve follow-up and communication with referring offices
Connect completed care to practice economics using clear definitions
Run a disciplined 90-day pilot before expanding a new process
The book includes practical field tools, templates, meeting guides, a pilot scorecard, and an economics model. Examples are illustrative; practices should adapt the tools to their own workflows and verify results against their records.
Referral Compass is part of Jason Robare's Practice by Design work, focused on building stronger dental operations through clear processes, accountable teams, and measurable execution.