CaseLink - 2026 Pricing, Features, Reviews & Alternatives

CaseLink is a HIPAA-compliant referral and case collaboration platform built for dental practices. It replaces fax, phone calls, and paper referral slips with one shared, encrypted workspace where general dentists and specialists send cases, share records, and track every referral from send to outcome.

How it works:

A general dentist creates a referral in under three minutes, attaches patient details, x-rays, insurance information, and treatment notes, and picks the specialist. The case lands in the specialist's referral inbox with the clinical context already in place. Both offices then see the same timestamped status: received, patient notified, consult scheduled, and treatment accepted. If a patient has not booked inside the follow-up window, the case surfaces for outreach, so referrals stop disappearing between offices. Outcome reports and treatment notes travel back to the referring dentist in the same case record.

Key features:

- Referral creation with file attachments (x-rays, notes, insurance, supporting documents)

- Specialist referral inbox with case timelines

- Real-time, timestamped referral status visible to both offices

- Follow-up prompts for patients who have not booked

- Encrypted messaging organized by patient and by practice

- Outcome reports from specialist back to the referring dentist

- Analytics dashboard: referral volume, source attribution, and completion by referring practice

- Invite any GP or specialist from the referral screen in under a minute

- Team access for front desk staff and office managers

- DSO and multi-location support with team permissions, multi-location analytics, and API access

Security and compliance:

- Encryption in transit and at rest for every referral, message, and file

- Audit logs recording the user, action, resource, timestamp, and source IP, retained for at least six years

- Role-based access controls and automatic session timeouts

- Multi-factor authentication required for all accounts with access to patient information

- Business Associate Agreement signed on signup with every practice

- Data stored in the United States

- Published security safeguards and subprocessor list at caselink.net/security

Works alongside your practice software:

CaseLink runs in any modern web browser, with nothing to install. It works alongside Dentrix, Eaglesoft, Open Dental, and other practice management systems without replacing them. Scheduling, charting, and billing stay where they are. CaseLink handles the referral and the communication between offices. There is no data-level PMS integration today. A scheduling integration is on the way.

Who it is for:

- General dentists who want visibility into every referral they send

- Specialists, including endodontists, orthodontists, periodontists, oral surgeons, and prosthodontists, who want complete cases and a clear view of their referral sources

- Office managers and front desk teams who coordinate referrals across a practice

- DSOs and multi-location groups

Pricing:

- General dentist plan: free, permanently. Unlimited referrals, secure file sharing, encrypted messaging, and real-time updates. No credit card.

- Specialist plan: $299 per month, or $269 per month billed yearly. First month free. Adds the referral inbox, analytics dashboard, and case timelines.

- DSO and multi-location: custom pricing on an annual contract.

No setup fee and no contract on the GP and specialist plans. Setup takes under 30 minutes from account creation to first referral.

CaseLink, Inc. is headquartered in Arlington, Virginia.