Refer a Patient | Bold Bite Orthodontics

Bold Bite Orthodontics is the referral home for Jacksonville general dentists, pediatric dentists, ENT physicians, and sleep medicine providers who need a two-orthodontist team that owns the case end-to-end. ABO Diplomate Dr. Trang Cao and ABO Board Eligible Dr. Marty Greenberg co-review every treatment plan, return a written summary within five business days, and share Vatech Green CT volumes in DICOM format. Patients continue routine dental care at the referring office throughout treatment.

  • ABO Diplomate & Board Eligible
  • 5★ 204+ Reviews
  • Extended call availability: Mon-Fri 8:00 AM - 8:00 PM, Sat 9:30 AM - 6:00 PM, Sun 9:00 AM - 6:30 PM
Bold Bite Orthodontics office in Jacksonville, FL. We served the area from Jacksonville Beach, San Pablo, Neptune Beach, Atlantic Beach, Nocatee, and Ponte Vedra Beach. We also accept refer a patient.
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How to Refer a Patient

Referring a patient to Bold Bite Orthodontics takes under two minutes. The referring office sends the patient and a brief case note; Dr. Trang Cao and Dr. Marty Greenberg handle the consultation, full diagnostic workup, treatment plan, and written report back to the referring practice.

1

Refer

Call (904) 595-6869, email [email protected], or have the patient book online. Mention the referring practice so the consult is flagged for written report-back. Records may be sent ahead in DICOM, STL, or PDF.

2

Evaluate

Free comprehensive consultation with a Vatech Green CT (ultra-low-dose 3D CBCT showing teeth, jaws, sinuses, and full airway), iTero or Allied Star digital scan, and AI-assisted airway analysis. Both Dr. Cao and Dr. Marty review the records together — two specialist opinions on every plan, no extra cost to the patient or referring office.

3

Report

Written treatment plan and key CBCT images returned to the referring office within five business days. Progress letters follow at every milestone — appliance delivery, Phase‑I completion, debonding, retainer placement. Patients return to the referring practice for hygiene, restorative, and routine dental care throughout active orthodontic treatment.

Cases Bold Bite Orthodontics Accepts

Bold Bite Orthodontics treats every age range from Phase‑I evaluation at age 7 through adult retreatment. Complex cases are a strength, not a referral-out — both doctors trained at the Jacksonville University CODA-accredited orthodontic residency and Dr. Cao is an ABO Diplomate (Board Certified). Every case category below has been treated in-office in the last twelve months.

Metal & Clear Ceramic Braces
Self-ligating ceramic for adults seeking discretion; conventional metal for teens. Custom band fabrication on the in-house 3D printer eliminates the spacer appointment.
Invisalign & Angel Aligners
Both aligner systems offered at the same price as braces — no upcharge. Angel Aligners is BB’s primary platform per F14 (faster setups, fewer total trays in head-to-head ClinCheck/iOrtho comparison).
Phase 1 / Early Treatment
Highly conservative Phase‑I protocol: roughly 75% of pediatric referrals are placed on monitored recall rather than treated immediately. Intervention reserved for crossbite, severe crowding, airway, and growth-modification cases.
Palatal Expansion (RPE & MARPE)
Auto-expanding RPE and Hyrax for growing children. MARPE coordinated in-office with periodontal partner Dr. Doug Storch (Modern Perio) for older teens and adults whose CBCT shows non-surgical correction is still feasible.
Surgical Orthodontics
Pre- and post-surgical orthodontics for Le Fort I, BSSO, bimaxillary, and MMA for severe OSA. Bold Bite owns the orthodontic phases; oral and maxillofacial surgical partners coordinated case-by-case from the Jacksonville network.
Airway-Focused Orthodontics
Airway screening on every new-patient CBCT (per F35). MARPE, mandibular advancement, and Class‑II growth modification coordinated with pediatric ENT and sleep medicine. AI-assisted airway constriction analysis built into every consult.
Impacted Canines
Open exposure for palatally impacted canines, closed exposure with gold chain or IsoGlide for facially impacted (per F34). Surgical exposure typically by Dr. Doug Storch (Modern Perio); BB sequences the orthodontic traction plan around the surgical date.
Bite & Occlusal Strain
Evaluation of bite-related muscle strain and clenching alongside orthodontic correction. Patients presenting with primary joint disorders (TMD/TMJ) are referred directly to TMJ specialists or back to their general dentist

Why Refer to Bold Bite Orthodontics

Every referred patient is seen by Dr. Trang Cao and Dr. Marty Greenberg personally — a husband-and-wife team who run Bold Bite Orthodontics together with no rotating associates. Both doctors trained at Jacksonville University’s CODA-accredited orthodontic residency program. Dr. Cao earned the Specialty Certificate in Orthodontics, the Certificate of Advanced Graduate Study (CAGS), and is a Diplomate of the American Board of Orthodontics â€” ABO Board Certified, a distinction held by fewer than half of practicing orthodontists. Dr. Marty holds the same Specialty Certificate plus an MS in Orthodontics and a Research Fellowship from JU; he is ABO Board Eligible.

Dr. Marty practiced general dentistry for eight-plus years before specializing in orthodontics. That background shapes how Bold Bite communicates with referring offices: orthodontic decisions are made in the context of the whole mouth — long-term function, restorative implications, periodontal risk, and occlusal stability — not just alignment in isolation. The most common mistake the practice sees from other orthodontists (per F4): not paying close attention to hygiene and caries during active treatment. BB coordinates cleanings with the referring office close to bonding and debonding windows specifically because of that lens.

Bold Bite Orthodontics is private and doctor-owned. Treatment plans are designed by Dr. Cao and Dr. Marty together, every adjustment is performed by one of them, and the final result is checked by both. Communication back to the referring practice stays consistent because the same two clinicians are reading the chart at every visit.

NPI Number · Marty Greenberg
Marty Greenberg, DMD, MS
1154559870
NPI Number · Trang Cao
Trang Cao, DMD, CAGS
1689803322
Both NPIs verifiable on the NPPES NPI Registry. Provided for insurance coordination, claim submission, and referral documentation.

Communication & Shared Records

Every referring office receives a written consult summary within five business days — clinical diagnosis, proposed treatment approach, appliance selection rationale, estimated active-treatment duration, financial summary, and key images from the Vatech Green CT and iTero digital scan. Progress letters follow at each major milestone: appliance delivery, Phase‑I completion, debonding, and retainer placement. Direct doctor-to-doctor calls and case discussions are welcome at any point in treatment. Patients continue routine cleanings, restorative work, and general dental care at the referring practice throughout active orthodontic treatment — Bold Bite coordinates the timing of cleanings around bonding and debonding windows.

CBCT and intraoral scan sharing. Bold Bite Orthodontics shares Vatech Green CT volumes in DICOM format and iTero scans in STL/OBJ format with referring offices for coordinated treatment planning. Image transfers run over secure delivery (HIPAA-compliant cloud link or encrypted email) on request. AI-assisted airway analysis exports as a PDF that can be uploaded directly to the patient’s general dentistry chart. CBCT key images and panoramic views are included in every report-back letter without an extra request.

Refer a Patient

Bold Bite Orthodontics keeps the referral process intentionally low-friction — no required intake form, no portal login, no fax cover sheet. A phone call, a brief email, or having the patient book directly online is all that is needed.

Preferred channels for referring offices:

  • Phone: (904) 595-6869 â€” ask for Lacy Pope (Treatment Coordinator). Direct doctor-to-doctor calls welcome on request.
  • Email: [email protected] â€” attach radiographs, clinical notes, or PDFs as needed.
  • Patient self-booking: share our page free orthodontic consultation with the patient and ask them to mention the referring practice when scheduling.

A dedicated online referral form is on the practice roadmap — pending build-out.

Direct Contact for Referring Offices

Office Availability

Patient Hours:

Monday – Thursday: 8:30 am – 5:30 pm
Friday – Sunday: Closed

Phone & Email Coverage:

Monday – Friday: 8:00 am – 8:00 pm
Saturday: 9:30 am – 6:00 pm
Sunday: 9:00 am – 6:30 pm

Doctor-to-doctor calls and case discussions are welcome. Mention the referring practice when scheduling so the consult is flagged for direct report-back.
Doctor Referral

Referring Office Information

Patient Information

Appointment Information

Bold Bite Orthodontics works inside a coordinated specialist network across Jacksonville, ENT, sleep medicine, oral surgery, periodontal, and myofunctional therapy.

Frequently Asked Questions

How quickly does Bold Bite see referred patients?

Most referrals are scheduled within five to seven business days of the initial call or email; urgent cases (severe crowding interfering with restorative work, impacted canines, suspected airway concerns in growing children) are accommodated sooner when the schedule allows. Bold Bite blocks dedicated consult slots Mon–Thu and runs extended phone coverage Mon-Fri 8:00 AM – 8:00 PM, Sat 9:30 AM – 6:00 PM, Sun 9:00 AM – 6:30 PM for scheduling and case discussion.

What does the referring office receive after the consultation?

A written treatment-plan summary within five business days, including the clinical diagnosis, proposed appliance approach, estimated active-treatment duration, financial summary discussed with the patient, and key images from the Vatech Green CT and iTero scan. Progress letters follow at every milestone — appliance delivery, Phase‑I completion, debonding, and retainer placement. Direct doctor-to-doctor follow-up by phone or email is always available.

Do referred patients continue routine dental care at the referring practice?

Yes — that is the explicit expectation. Patients return to the referring office for cleanings, restorative work, sealants, and any general dental care throughout active orthodontic treatment. Bold Bite coordinates timing of cleanings around bonding and debonding windows specifically because Dr. Marty’s eight-plus years in general dentistry showed how often hygiene quietly slips during ortho. The patient stays in your hygiene cadence; BB handles the orthodontics.

Can CBCT and intraoral-scan records be shared digitally?

Yes. Vatech Green CT volumes ship in DICOM format; iTero scans ship in STL or OBJ. Transfers run over a HIPAA-compliant cloud link or encrypted email on request. AI-assisted airway analysis exports as a PDF for upload to the patient’s general dentistry chart. CBCT key views and panoramic images ship with every report-back letter automatically — no extra request needed.

Does Bold Bite accept second-opinion consults or transfer-in mid-treatment cases?

Bold Bite Orthodontics offers second-opinion consultations for patients weighing treatment options, but does not accept transfer-in cases to continue or take over ongoing orthodontic treatment from another provider.

For Referring Doctors

Resources for general dentists, pediatric dentists, and orthodontists referring to Bold Bite Orthodontics.

Marty Greenberg’s credentials: Orthodontist (ABO Board Eligible), publications, and clinical scope.
Health-partners network: the specialists Bold Bite Orthodontics co-treats with for surgical, ENT, sleep, and periodontal cases.
Airway-focused orthodontics for sleep-disordered breathing referrals.
Surgical-orthodontic coordination for orthognathic cases.
Have your patient book a complimentary consultation directly. No referral form required.