Send secure patient referrals from your dental software

Send a patient referral — with the x-rays, tooth chart, and referral letter attached — encrypted and sent straight from the dental software your team already uses. No separate portal, no manually attaching files, no exposed PHI. It's as easy as clicking Email.

Watch the 60-second demo

In this short demo, a general dentist refers a patient to an endodontist. Clicking Email in the practice-management software opens Send It Secure for Windows, set as the default mail client — and the recipient, subject, referral letter, and attachments are filled in automatically. The specialist receives a branded notification, signs in securely, and opens the letter and x-rays. No PHI ever travels in the open.

Why dental teams use it

  • Refer straight from your software — no switching apps or logging into a separate portal.
  • Attachments come along automatically — tooth chart, x-rays, and referral letter, already attached.
  • Send full-resolution imaging — large-file support handles message sizes from 1 GB to 2 GB or more, depending on your plan.
  • Encrypted in transit and at rest — built for HIPAA and protected health information.
  • Your brand, not ours — your practice's logo appears on the notification, sign-in page, and message view.
  • Effortless for the specialist — they open and reply securely from any device, with no software to install.
  • Send It Secure for Windows as your default mail client — so "Email" in virtually any program sends securely.

Works with your dental software

When Send It Secure for Windows becomes your default mail client, the Email feature in your practice-management and imaging software just works — including Dentrix, Dexis, Ortho2 Edge, Dolphin Imaging, Apteryx XrayVision (XV), and many more. Not sure about your software? Ask us and we'll confirm.

Common questions

Is it HIPAA compliant?
Yes. Messages and attachments are encrypted in transit and at rest, and we sign a Business Associate Agreement (BAA) with every client.

How large can the attachments be?
Large enough for full-resolution imaging — message sizes range from about 1 GB to 2 GB or more, depending on your plan.

Does the specialist need an account or special software?
No. They open your secure message in a browser on any device, verify, and can view, download, and reply — nothing to install.

Which dental software does it work with?
Practice-management and imaging software that sends through your Windows default mail client — including Dentrix, Dexis, Ortho2 Edge, Dolphin Imaging, Apteryx XrayVision (XV), and many more.

Built for dental offices, specialists, and healthcare teams that handle protected health information every day.

Want this in your office? Start a free trial, and we'll help you set it up so referrals send straight from your software.

Questions? Reach out and we'll walk you through it.