Send + claim workflow
Send Referral Text
We simplified this into one obvious office flow: choose the recipient, confirm the phone number, pick the referral value, and send the SMS with the claim link.
Choose recipient
Search an existing patient or enter a new recipient manually.
Confirm phone
The text goes to one clear mobile number, no extra steps.
Send SMS
Patient gets plain text copy plus the branded claim link.
Simple workflow
Three quick steps
Everything important stays on one screen so front desk staff can move straight through it.
Choose the recipient
Use an existing patient if they are already in the system, or enter a new recipient manually.
Enter the contact details
This is the exact person and number that will receive the referral text.
Pick the referral value and send
The message stays SMS-only, so the patient receives text copy plus the claim link and nothing confusing inside the thread.
Ready-to-send summary
Recipient
Not entered yet
Mobile
Not entered yet
Value
$100 referral credit
Delivery
SMS text + claim link
What happens next
Simple office workflow
Patient receives a plain text message from the office workflow.
They tap the claim link and see the branded claim page.
Front desk redeems the referral when the visit is completed.
SMS message review
What the patient receives
Hi Jordan, The Dental Studio of Midland has a $100 referral credit waiting for you.
A current patient invited you in. If you complete your first visit, both of you can receive $100 toward treatment.
Claim here: https://refershark-clone.vercel.app/claim/SMILE25
Questions? Call (432) 555-0199.
No image attachment, no MMS cost, just premium text copy and a branded claim link.
https://refershark-clone.vercel.app/claim/SMILE25
Questions and scheduling still route back through the practice at (432) 555-0199.
After the tap
What opens from the text
The SMS drives the patient into a polished claim page without relying on MMS delivery.
Patient referral credit
The Dental Studio of Midland
Referral value
$100
Applied toward treatment when a referred patient completes their first visit.
When a friend comes in using this link, both parties can unlock $100 in practice credit.
Practice details
414 Veterans Airpark Ln, Midland, TX 79705
(432) 555-0199