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.
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.
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.
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.
Braces Details →
Aligner Details →
Children’s Ortho →
Expander Details →
Surgical Ortho →
Airway Approach →
Impacted Canine →
TMJ Approach →
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 — 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.
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 — ask for Lacy Pope (Treatment Coordinator). Direct doctor-to-doctor calls welcome on request.
- Email: [email protected] — 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
(904) 595-6869
[email protected]
Office Availability
Patient Hours:
Monday – Thursday: 8:30 am – 5:30 pm
Friday – Sunday: Closed
Monday – Friday: 8:00 am – 8:00 pm
Saturday: 9:30 am – 6:00 pm
Sunday: 9:00 am – 6:30 pm
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?
What does the referring office receive after the consultation?
Do referred patients continue routine dental care at the referring practice?
Can CBCT and intraoral-scan records be shared digitally?
Does Bold Bite accept second-opinion consults or transfer-in mid-treatment cases?
For Referring Doctors
Resources for general dentists, pediatric dentists, and orthodontists referring to Bold Bite Orthodontics.

