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Do I Need a Referral to See an Orthodontist in California?

Love Yourself, Love Your Smile

A shot of the West Los Angeles skyline near Beverly Hills.
  • Dr. Monica Madan
  • November 30, 2025

If you’ve been considering orthodontic treatment—whether for yourself, your teen, or your child—you might have asked: Do I need a referral to see an orthodontist in California? At Beverly Hills Orthodontics, we make the process simple and clear. The short answer is: most of the time, no referral is required. But there are some details worth understanding to make sure your visit goes smoothly and your insurance benefits are applied properly.

In this article we’ll walk through when a referral may or may not be needed, how insurance and provider networks affect the process in California (and especially Los Angeles), and how you can easily take the first step toward straightening your smile without unnecessary delays.

The Referral Question — What You Should Know

In general dental and medical fields, a referral often means one provider sending a patient to a specialist because the specialist has specific training or equipment.

When it comes to orthodontics in California, here’s what this means for you:

  • You can directly schedule an appointment with an orthodontist—even if you haven’t been referred by your dentist.
  • In many insurance plans, a referral isn’t required to access orthodontic benefits or to begin treatment.
  • A referral may be needed in some cases: for example, if your insurance plan requires pre-authorization, or if your case involves complex care and your general dentist recommends an orthodontic specialist.
  • Some public programs or certain self-insured employer plans might have additional rules—so checking your specific coverage is always wise.

How the Process Works in California (and Los Angeles)

Finding an Orthodontist

You don’t need to wait on your dentist. You can search for a trusted provider and book directly with an orthodontic practice you feel comfortable with. If you’re located in the Los Angeles area, Beverly Hills Orthodontics offers convenient locations and flexible scheduling options.

Insurance Considerations

Even if a referral isn’t required to see an orthodontist, some insurance plans may still request pre-authorization or certain documentation. For example, a referral might appear on a form as part of the eligibility process—even if it’s not mandatory for your visit.

Before you schedule, it’s helpful to ask:

  • Is a referral or pre-authorization required for my orthodontic benefits?
  • Do I need to stay in-network to get the best coverage?
  • Does my plan have a lifetime maximum or age limit?
  • Will a general dental exam be required before treatment is approved?

Why a Referral Can Still Be Helpful

While you typically don’t need a referral, having one can still be beneficial:

  • It shows your dentist has evaluated your dental health and recommends orthodontic care.
  • It may help if your insurance needs to see proof of “medically necessary” treatment.
  • It supports better communication between your dentist and orthodontist if you’re dealing with overlapping treatment needs or restorative dental work.

When a Referral Might Be Required

While most patients in California can start orthodontic care without a referral, there are a few exceptions:

  • Public programs — Some state or federally funded dental plans require documentation or referrals to approve orthodontic care.
  • Complex cases — If you need surgical intervention, jaw realignment, or collaborative care with other specialists, your dentist may refer you as part of a coordinated treatment plan.
  • Employer-sponsored dental plans — Certain policies require documentation from your general dentist before benefits can be activated for orthodontics.

If you’re not sure whether your situation falls under these categories, the best step is to schedule a consultation with an orthodontist who can help clarify your path forward.

Why Going Direct Can Save You Time in Los Angeles

One of the best things about seeking orthodontic treatment in LA is that you don’t have to wait around for multiple appointments before getting started. By scheduling directly with Beverly Hills Orthodontics, you can move forward without unnecessary delays—especially if your concern is straightforward, like crowding, gaps, or early evaluation for your child.

Our patients love that they can:

  • Book online or by phone without waiting on a dentist’s referral
  • Receive a full benefit check and insurance breakdown at their first visit
  • Start treatment planning quickly—sometimes the same day as their consultation
  • Loop in their general dentist later if needed for hygiene or follow-up coordination

What to Expect at Your First Orthodontic Visit

Your first appointment is all about getting answers. Whether you have a referral or not, here’s what typically happens:

  1. Comprehensive evaluation — This includes a review of your dental history, digital scans, photos, and an orthodontic exam.
  2. Diagnosis and recommendations — You’ll learn whether treatment is needed now or if it’s something to monitor for the future.
  3. Insurance review — Our team will go over your benefits, check for any documentation requirements, and walk you through payment options.
  4. Treatment planning — If you’re ready, we’ll outline a personalized treatment plan and timeline that fits your needs and goals.

Final Thoughts — No Referral? No Problem.

In most cases, you can begin orthodontic treatment in California without a referral. At Beverly Hills Orthodontics, we make it easy to take the first step. Our team helps guide patients through insurance questions, evaluates your unique smile needs, and recommends the best treatment options—all without needing approval from a general dentist first.

If you’ve been holding off because you thought you needed a referral, don’t wait any longer. Call our office or book a free consultation online. Whether you’re interested in Invisalign, braces, early orthodontic care for your child, or simply want a professional opinion on your smile, we’re here to help—no referral required.

Your Smile Is More than just two rows of teeth - it's how you show your personality to the world.

Let Dr. Madan and her team help you help keep your smile looking (and feeling) better than ever.
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We are thankful for the opportunity to serve our communities with the highest quality care. Check out what our patients are saying about their 5-star experience with us!

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Ryan C.
I recommend BHO if you want premier Invisalign treatment along with a strong connection with the people that help treat you.

I’ve been with BHO for around two and a half years now, and the amount of progress I’ve made in my bite is astounding. I wish I could attach photos, but I started off with a bite that looked like if you combined the worst parts of a crossbite and underbite, and then doubled the severity.

However, now I’m nearly done, and find that I when I smile and look in the mirror, I am genuinely happy at what I see. Dr. Madan is a great orthodontist without doubt, but also I believe equally as good in quality of character. The relationship between client and provider in any sort of medical service is paramount, and whenever I’ve brought up my concerns to her she’s answered wholeheartedly.

Once again, if you have any orthodontic issues - crooked teeth, gaps, or most importantly with your bite, then BHO won’t let you down.
Catherine F.
I loved my experience. They are so friendly and have done a great job with my Invisalign!
Response from the owner:Thank you, Catherine! We’re delighted to hear that you enjoyed your experience with us. Our team is dedicated to providing friendly service and exceptional results with Invisalign. Your satisfaction means a lot!
David G.
I love this place, they make everything comfortable and really assure you that you’re in right hands
Response from the owner:Thank you for your wonderful feedback, David. We're thrilled to hear that you felt comfortable and assured during your visit. Our team is dedicated to providing a reassuring experience. We look forward to seeing you again!
Maria K.
Had my treatment here and it worked perfectly 🥳
Very professional team, quick process, and excellent service
Response from the owner:Thank you, Maria! We're thrilled to hear that your treatment was successful and that you appreciated our team's professionalism and efficiency. Your satisfaction is our top priority. We look forward to seeing you again!
Martha C.
We’ve been coming here for a year and we love it! Staff are friendly, schedule is flexible, and the ambience is beautiful 😃
Response from the owner:Thank you, Martha! We're thrilled to hear that you love our practice. Our team is dedicated to providing a welcoming atmosphere and flexible scheduling. We look forward to seeing you again soon!
Lanae B.
We love this office and Dr. M is so kind and thorough. They are patient, explain everything in detail, it’s clean….Highly recommend to anyone looking for an orthodontist!!
Response from the owner:Thank you for your wonderful review, Lanae! We're thrilled to hear that you appreciate our thorough care and clean environment. Your recommendation means a lot to us. We look forward to seeing you again!
Cindy M.
Dr. Madam along with her whole team are amazing! Very patient and attentive, always welcoming and making the Invisalign journey a pleasant experience
Response from the owner:Thank you, Cindy! We're thrilled to hear that you had a positive experience with Dr. Madan and our team. Your satisfaction is our priority, and we look forward to continuing your Invisalign journey!
Chelsea C.
Went in for a free consultation. I saw Dr. Serena and Angela who helped answer all my questions. The staff that took my scans were also very nice and friendly!
Response from the owner:Thank you for your wonderful review, Chelsea! We're thrilled to hear that Dr. Serena and Angela addressed all your questions and that our staff made your visit enjoyable. We look forward to seeing you again!
valeria
Overall the best experience, definitely helped me get my self confidence back with my smile!!🥰
Response from the owner:We truly appreciate your feedback, Val! It’s fantastic to know that we positively impacted your self-confidence and smile. Thank you for choosing us and sharing your experience! We’re here for you anytime you need us.
Bardia A.
Monica and her team are so nice and professional. The experience has always been welcoming and the office was always clean and I felt totally comfortable coming in during the pandemic. They took every precaution and were so great to work with.
Response from the owner:We appreciate you taking the time to leave us feedback on your experience. We work very hard every day to exceed our patients’ expectations!
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