Software for dental practices
Patients get lost in the space between dental offices — referrals faxed into the void, records chased down by phone, next visits that never get booked. Natelio closes that gap: one secure platform that carries every handoff through, so the patient who leaves one chair actually lands in the next.
Referral command center
Live queue, portal links, and follow-ups
128
Open referrals
14
Need action
31
Scheduled
Endodontics
Root canal evaluation
Oral surgery
Implant consult
Periodontics
Gum therapy review
Next step scheduled
Implant consult confirmed for Thursday
The platform
Referrals runs the work between practices. Flow will run the work with patients. Both share the same secure records and the same PMS sync.
Referral management between practices: send the case, share the records, book the next appointment, and see which handoffs stall.
The patient engagement side: a lightweight front desk layer that pairs with the PMS your practice already runs.
Who it fits
A referring office, a receiving provider, records that need protection, and a patient who needs a next step scheduled.
General practices
Specialty offices
Groups and DSOs
How it works
Five steps your team already runs — now in one place, with the record exchange protected and the outcome measured.
01
Pick the patient, procedure, urgency, provider, and records needed for the handoff.
02
Attach X-rays, PDFs, and notes to a controlled workspace instead of email chains.
03
Confirm acceptance and request missing information with in-case messaging.
04
Book an eligible appointment when clinic rules allow it, or queue the follow-up.
05
Track stalled referrals, follow-up aging, and acceptance patterns by location.
Queues show which referrals need action before the next call cycle.
Specialists get records, notes, and context in the same workspace.
Leaders see leakage patterns by location, type, and provider.
No forced network
Keep the specialist relationships you already trust. Outside providers get a secure portal link for review, messaging, and record access — no rollout on their side.
Share referral context and files through controlled access rather than forwarding sensitive records.
Questions, clarifications, and acceptance updates live with the referral timeline.
See who accessed the referral, what changed, and which handoffs still need action.
Referral handoff
Create referral
Send secure link
Specialist responds
Team tracks next step
The receiving provider can participate enough to keep the case moving, while your team keeps the source of truth.
Integrations
Natelio connects to your practice management system instead of replacing it. Open Dental is live today; more integrations are on the roadmap.
Open Dental
Two-way sync: referrals, appointments, and patient records stay in sync both ways — no double entry at the front desk.
On the roadmap
No dates promised. Practices on any PMS can use Natelio today — outside providers participate through secure portal links.
Referrals capabilities
Protected records, outside collaboration, status accountability, appointment coordination, and leadership visibility — in one workflow.
Create, route, prioritize, and monitor referrals from one shared queue.
Attach radiographs, notes, PDFs, and images to controlled workspaces.
Flag referrals waiting on acceptance, scheduling, records, or the patient.
Book an eligible slot when the receiving clinic allows referral booking.
Manage appointment types, availability, approvals, reminders, and history.
Offer controlled patient booking from the clinic website, on the clinic's rules.
Give groups one view across clinics, users, referral types, and providers.
Encryption, role-based access, secure portal links, and audit history.
Natelio helps clinics keep referral records, portal access, user permissions, and activity history in one controlled place, so secure collaboration is part of everyday referral work.
View security approachLeakage estimator
Model the impact of improved completion. The estimate is illustrative, but it gives clinic leaders a concrete way to compare leakage against software cost.
Modeled annual recovery
$180,000
Based on improving completion from 65% to 85% for your selected volume.
This calculator is not a guarantee of revenue. Completion rates, reimbursement, case mix, and patient behavior vary by practice.
Pricing
Transparent pricing for practice teams, with rollout support for groups that need standardization across offices.
Single-location practices
Groups and DSOs
Multi-office and DSO discounts, volume pricing
Security controls and implementation guidance are included so your team can launch with encrypted records, controlled access, and clear referral activity history.
Questions
Product walkthrough
Bring your current referral process. We will map the handoff, show where leakage usually appears, and walk through outside specialists, secure records, and the PMS sync.