Referral Lab

Referral Lab Referral Lab is a dental referral management platform that tracks referrals, analyzes conversions, automates tasks, and boosts efficiency.

It enhances scheduling, insights, and communication for practices.

๐Ÿ“ฃ Excited to present at the ICON Dental Partners ๐—ฆ๐˜‚๐—บ๐—บ๐—ถ๐˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ!Cameron Full and Dr. Jason Souyias are joining ICON Dental ...
10/16/2026

๐Ÿ“ฃ Excited to present at the ICON Dental Partners ๐—ฆ๐˜‚๐—บ๐—บ๐—ถ๐˜ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฒ!

Cameron Full and Dr. Jason Souyias are joining ICON Dental Partners doctors to talk referrals, growth, and what it takes to build stronger specialist-to-practice relationships.

Grateful for the invite and looking forward to a great session with this group.

10/15/2026

๐ŸŽ™๏ธ๐“๐ก๐ž ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ ๐‹๐ข๐ฌ๐ญ๐ฌ #๐Ÿ๐Ÿ–: ๐–๐ก๐ฒ ๐˜๐จ๐ฎ ๐๐ž๐ž๐ ๐ญ๐จ ๐Œ๐š๐ค๐ž ๐˜๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐ˆ๐ซ๐ซ๐ž๐ฅ๐ž๐ฏ๐š๐ง๐ญ ๐๐ž๐Ÿ๐จ๐ซ๐ž ๐˜๐จ๐ฎ ๐„๐ฑ๐ข๐ญ ๐ฐ๐ข๐ญ๐ก ๐ƒ๐ซ. ๐๐จ๐› ๐Œ๐š๐ซ๐ ๐ž๐š๐ฌ

If you're the one doing all the production, your practice may not be worth much the day you decide to leave.

Dr. Bob Margeas started fixing that years before he was ready to slow down. He stepped back and handed his patients to the associates who would one day buy in.

On this week's The Special Lists, we're joined by ๐ƒ๐ซ. ๐๐จ๐› ๐Œ๐š๐ซ๐ ๐ž๐š๐ฌ, owner of Iowa Dental Group and editor in chief of Inside Dentistry. He breaks down why he turned down 10 DSO offers, sold 20% to his associate instead, and merged with other practices to give himself a backup buyer for his exit.

He also tells the story of the mentor who sold him a practice at a discount, pushed him to start lecturing, and made him start investing at 30 โ€” because it's about time in the market, not timing the market.

Hosted by ๐‚๐š๐ฆ๐ž๐ซ๐จ๐ง ๐…๐ฎ๐ฅ๐ฅ, ๐ƒ๐ซ. ๐Œ๐ข๐œ๐ก๐š๐ž๐ฅ ๐’๐ž๐๐š, ๐š๐ง๐ ๐ƒ๐ซ. ๐‰๐š๐ฌ๐จ๐ง ๐’๐จ๐ฎ๐ฒ๐ข๐š๐ฌ, this episode with Dr. Bob Margeas offers practical takeaways on how to value a practice by its cash flow, why a transition has to start years before you plan to leave, and what a great mentor can do for both your dentistry and your finances.

๐ŸŽง ๐๐จ๐ฐ ๐ฌ๐ญ๐ซ๐ž๐š๐ฆ๐ข๐ง๐  on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
๐Ÿ‘‰ ๐–๐š๐ญ๐œ๐ก / ๐‹๐ข๐ฌ๐ญ๐ž๐ง: https://www.speciallists.com/special-list-28-why-you-need-to-make-yourself-irrelevant-before-you-exit-with-dr-bob-margeas/

๐ŸŽ™๏ธ ๐๐„๐– ๐„๐๐ˆ๐’๐Ž๐ƒ๐„: ๐“๐ก๐ž ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ ๐‹๐ข๐ฌ๐ญ๐ฌ  #๐Ÿ๐Ÿ–: ๐–๐ก๐ฒ ๐˜๐จ๐ฎ ๐๐ž๐ž๐ ๐ญ๐จ ๐Œ๐š๐ค๐ž ๐˜๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐ˆ๐ซ๐ซ๐ž๐ฅ๐ž๐ฏ๐š๐ง๐ญ ๐๐ž๐Ÿ๐จ๐ซ๐ž ๐˜๐จ๐ฎ ๐„๐ฑ๐ข๐ญ ๐ฐ๐ข๐ญ๐ก ๐ƒ๐ซ. ๐๐จ๐› ๐Œ๐š๐ซ๐ ๐ž๐š๐ฌIf ...
10/13/2026

๐ŸŽ™๏ธ ๐๐„๐– ๐„๐๐ˆ๐’๐Ž๐ƒ๐„: ๐“๐ก๐ž ๐’๐ฉ๐ž๐œ๐ข๐š๐ฅ ๐‹๐ข๐ฌ๐ญ๐ฌ #๐Ÿ๐Ÿ–: ๐–๐ก๐ฒ ๐˜๐จ๐ฎ ๐๐ž๐ž๐ ๐ญ๐จ ๐Œ๐š๐ค๐ž ๐˜๐จ๐ฎ๐ซ๐ฌ๐ž๐ฅ๐Ÿ ๐ˆ๐ซ๐ซ๐ž๐ฅ๐ž๐ฏ๐š๐ง๐ญ ๐๐ž๐Ÿ๐จ๐ซ๐ž ๐˜๐จ๐ฎ ๐„๐ฑ๐ข๐ญ ๐ฐ๐ข๐ญ๐ก ๐ƒ๐ซ. ๐๐จ๐› ๐Œ๐š๐ซ๐ ๐ž๐š๐ฌ

If you're the one doing all the production, your practice may not be worth much the day you decide to leave.

Dr. Bob Margeas started fixing that years before he was ready to slow down. He stepped back and handed his patients to the associates who would one day buy in.

On this week's The Special Lists, we're joined by ๐ƒ๐ซ. ๐๐จ๐› ๐Œ๐š๐ซ๐ ๐ž๐š๐ฌ, owner of Iowa Dental Group and editor in chief of Inside Dentistry. He breaks down why he turned down 10 DSO offers, sold 20% to his associate instead, and merged with other practices to give himself a backup buyer for his exit.

He also tells the story of the mentor who sold him a practice at a discount, pushed him to start lecturing, and made him start investing at 30 โ€” because it's about time in the market, not timing the market.

Hosted by ๐‚๐š๐ฆ๐ž๐ซ๐จ๐ง ๐…๐ฎ๐ฅ๐ฅ, ๐ƒ๐ซ. ๐Œ๐ข๐œ๐ก๐š๐ž๐ฅ ๐’๐ž๐๐š, ๐š๐ง๐ ๐ƒ๐ซ. ๐‰๐š๐ฌ๐จ๐ง ๐’๐จ๐ฎ๐ฒ๐ข๐š๐ฌ, this episode with Dr. Bob Margeas offers practical takeaways on how to value a practice by its cash flow, why a transition has to start years before you plan to leave, and what a great mentor can do for both your dentistry and your finances.

๐ŸŽง ๐๐จ๐ฐ ๐ฌ๐ญ๐ซ๐ž๐š๐ฆ๐ข๐ง๐  on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
๐Ÿ‘‰ ๐–๐š๐ญ๐œ๐ก / ๐‹๐ข๐ฌ๐ญ๐ž๐ง: https://www.speciallists.com/special-list-28-why-you-need-to-make-yourself-irrelevant-before-you-exit-with-dr-bob-margeas/

10/09/2026

๐ŸŽ™๏ธ ๐—ง๐—ต๐—ฒ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐—Ÿ๐—ถ๐˜€๐˜๐˜€ #๐Ÿฎ๐Ÿณ: ๐—›๐—ผ๐˜„ ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—˜๐˜…๐—ฝ๐—ผ๐˜€๐—ฒ๐˜€ ๐—š๐—ฎ๐—ฝ๐˜€ ๐—ฌ๐—ผ๐˜‚ ๐—›๐—ฎ๐˜ƒ๐—ฒ๐—ป'๐˜ ๐—™๐—ถ๐˜…๐—ฒ๐—ฑ ๐—ฌ๐—ฒ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐——๐—ฟ. ๐— ๐—ฎ๐—ฟ๐—พ ๐—ฆ๐—ฎ๐—บ๐˜€

Growth doesn't create your weaknesses โ€” it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice โ€” and a team โ€” that can handle growth instead of being exposed by it.

Hosted by ๐—–๐—ฎ๐—บ๐—ฒ๐—ฟ๐—ผ๐—ป ๐—™๐˜‚๐—น๐—น, ๐——๐—ฟ. ๐— ๐—ถ๐—ฐ๐—ต๐—ฎ๐—ฒ๐—น ๐—ฆ๐—ฒ๐—ฑ๐—ฎ, ๐—ฎ๐—ป๐—ฑ ๐——๐—ฟ. ๐—๐—ฎ๐˜€๐—ผ๐—ป ๐—ฆ๐—ผ๐˜‚๐˜†๐—ถ๐—ฎ๐˜€, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

๐ŸŽง ๐—ก๐—ผ๐˜„ ๐˜€๐˜๐—ฟ๐—ฒ๐—ฎ๐—บ๐—ถ๐—ป๐—ด on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
๐Ÿ‘‰ ๐—ช๐—ฎ๐˜๐—ฐ๐—ต / ๐—Ÿ๐—ถ๐˜€๐˜๐—ฒ๐—ป: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

Today, ๐——๐—ฟ. ๐—๐—ฎ๐˜€๐—ผ๐—ป ๐—ฆ๐—ผ๐˜‚๐˜†๐—ถ๐—ฎ๐˜€ and ๐—–๐—ฎ๐—บ๐—ฒ๐—ฟ๐—ผ๐—ป ๐—™๐˜‚๐—น๐—น are presenting ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ถ๐—ผ๐—ป ๐—ฆ๐—ฐ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ: ๐—ง๐—ต๐—ฒ ๐—ฅ๐—ฒ๐—ณ๐—ฒ๐—ฟ๐—ฟ๐—ฎ๐—น ๐—ฃ๐—น๐—ฎ๐˜†๐—ฏ๐—ผ๐—ผ๐—ธ โ€” breaking down what ...
10/08/2026

Today, ๐——๐—ฟ. ๐—๐—ฎ๐˜€๐—ผ๐—ป ๐—ฆ๐—ผ๐˜‚๐˜†๐—ถ๐—ฎ๐˜€ and ๐—–๐—ฎ๐—บ๐—ฒ๐—ฟ๐—ผ๐—ป ๐—™๐˜‚๐—น๐—น are presenting ๐—–๐—ผ๐—ป๐˜ƒ๐—ฒ๐—ฟ๐˜€๐—ถ๐—ผ๐—ป ๐—ฆ๐—ฐ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ: ๐—ง๐—ต๐—ฒ ๐—ฅ๐—ฒ๐—ณ๐—ฒ๐—ฟ๐—ฟ๐—ฎ๐—น ๐—ฃ๐—น๐—ฎ๐˜†๐—ฏ๐—ผ๐—ผ๐—ธ โ€” breaking down what a million referral records reveal about how top specialists actually grow.

From what separates practices that convert referrals into treatment to the patterns hiding in the data, it's a deep dive into the real numbers behind referral relationships.

Proud to see our team sharing what we've learned with the UniFi community.

๐ŸŽ™๏ธ ๐—ก๐—˜๐—ช ๐—˜๐—ฃ๐—œ๐—ฆ๐—ข๐——๐—˜: ๐—ง๐—ต๐—ฒ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐—Ÿ๐—ถ๐˜€๐˜๐˜€  #๐Ÿฎ๐Ÿณ: ๐—›๐—ผ๐˜„ ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—˜๐˜…๐—ฝ๐—ผ๐˜€๐—ฒ๐˜€ ๐—š๐—ฎ๐—ฝ๐˜€ ๐—ฌ๐—ผ๐˜‚ ๐—›๐—ฎ๐˜ƒ๐—ฒ๐—ป'๐˜ ๐—™๐—ถ๐˜…๐—ฒ๐—ฑ ๐—ฌ๐—ฒ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐——๐—ฟ. ๐— ๐—ฎ๐—ฟ๐—พ ๐—ฆ๐—ฎ๐—บ๐˜€Growth doesn't c...
10/05/2026

๐ŸŽ™๏ธ ๐—ก๐—˜๐—ช ๐—˜๐—ฃ๐—œ๐—ฆ๐—ข๐——๐—˜: ๐—ง๐—ต๐—ฒ ๐—ฆ๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ฎ๐—น ๐—Ÿ๐—ถ๐˜€๐˜๐˜€ #๐Ÿฎ๐Ÿณ: ๐—›๐—ผ๐˜„ ๐—š๐—ฟ๐—ผ๐˜„๐˜๐—ต ๐—˜๐˜…๐—ฝ๐—ผ๐˜€๐—ฒ๐˜€ ๐—š๐—ฎ๐—ฝ๐˜€ ๐—ฌ๐—ผ๐˜‚ ๐—›๐—ฎ๐˜ƒ๐—ฒ๐—ป'๐˜ ๐—™๐—ถ๐˜…๐—ฒ๐—ฑ ๐—ฌ๐—ฒ๐˜ ๐˜„๐—ถ๐˜๐—ต ๐——๐—ฟ. ๐— ๐—ฎ๐—ฟ๐—พ ๐—ฆ๐—ฎ๐—บ๐˜€

Growth doesn't create your weaknesses โ€” it exposes them.

Dr. Marq Sams joins Special List #27 to talk about what happens when a practice scales faster than its systems, training, or leadership can keep up.

"You're like, oh, my practice is not doing well. Are you leading the people? People are waiting to be led."

From mastering the small details that separate good from great, to why a title doesn't make you a leader, Dr. Sams shares hard-earned lessons on building a practice โ€” and a team โ€” that can handle growth instead of being exposed by it.

Hosted by ๐—–๐—ฎ๐—บ๐—ฒ๐—ฟ๐—ผ๐—ป ๐—™๐˜‚๐—น๐—น, ๐——๐—ฟ. ๐— ๐—ถ๐—ฐ๐—ต๐—ฎ๐—ฒ๐—น ๐—ฆ๐—ฒ๐—ฑ๐—ฎ, ๐—ฎ๐—ป๐—ฑ ๐——๐—ฟ. ๐—๐—ฎ๐˜€๐—ผ๐—ป ๐—ฆ๐—ผ๐˜‚๐˜†๐—ถ๐—ฎ๐˜€, this episode with Dr. Marq Sams digs into leadership, accountability, and learning the business behind the dentistry.

๐ŸŽง ๐—ก๐—ผ๐˜„ ๐˜€๐˜๐—ฟ๐—ฒ๐—ฎ๐—บ๐—ถ๐—ป๐—ด on Apple Podcasts, Spotify, Pandora, iHeartRadio, Pocket Casts, and more.
๐Ÿ‘‰ ๐—ช๐—ฎ๐˜๐—ฐ๐—ต / ๐—Ÿ๐—ถ๐˜€๐˜๐—ฒ๐—ป: https://www.speciallists.com/special-list-27-how-growth-exposes-gaps-you-havent-fixed-yet-with-dr-marq-sams/

Referral Lab will be at the Indiana Society of Periodontists Annual Meeting, October 2-3, and we'd love to see you there...
10/02/2026

Referral Lab will be at the Indiana Society of Periodontists Annual Meeting, October 2-3, and we'd love to see you there!

If you're a periodontist looking to stop chasing down referral data across spreadsheets, practice management systems, and sticky notes, stop by and say hello. We'll show you how Referral Lab brings your referral tracking, reporting, and ROI into one place.

See you in Indy!

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