How it works
From sent to seen, with both offices in the loop.
Every referral has one trail both offices can see: who has it, what’s next, the messages and the files. Here’s how a referral moves through Dental Referrals by Natelio.
The journey
Four stops. Nothing lost in between.
Each stop shows who has the referral and what happens next. Both offices see it change as it happens.
- 1
Send
The office that refers
Pick the office, the reason and the patient. Attach x-rays and notes. If the specialist allows it, pick an open time right there.
Sent - 2
Accept
The specialist
The referral lands in their inbox under “Waiting on you”. They accept it, ask for more information, or decline it.
Accepted - 3
Schedule
Either office
The booked time shows on the referral for both offices, whether it was booked while sending or by the specialist’s front desk.
Scheduled - 4
Close the loop
The specialist
When the patient has been seen, they mark it completed and can add notes and files for the referring dentist.
Completed
For the office that refers
Send it once. Stop chasing it.
- Send a referral in about a minute, with x-rays and notes attached.
- Book the specialist’s real open times while you send it, when they allow it.
- “Waiting on them” shows exactly which referrals need a nudge.
- Message the other office on the referral, not over the phone.
- Send to any office, even if they’re not on Dental Referrals by Natelio yet.
For the specialist who receives
Every referral, ready to act on.
- Every incoming referral in one inbox, sorted by whose move it is.
- Accept, ask for more information or decline in one click.
- Choose which visits referring offices can book, with whom, and how much notice you need.
- Set provider hours week by week or day by day.
- See which offices send you the most patients, and how fast each step moves.
Offices not on Dental Referrals by Natelio
They don’t need Dental Referrals by Natelio to answer you.
Send to any office. If they’re not on Dental Referrals by Natelio, they get a secure link by email. They confirm the patient’s last name, then read the referral, reply, upload files and accept. It costs them nothing.
How secure links work →Live updates
See it change the moment they act.
Accepted, booked, asked a question: both offices see it right away, without refreshing. Offices on a secure link get a short email so they never have to check.
Every status, in plain words
Always know where a referral stands.
These are the statuses both offices see on a referral.
Delivered, nobody has acted on it yet.
Opened by the receiving office, not accepted yet.
The receiving office asked a question. It’s back with the referring office.
Accepted, and a provider is assigned.
New information was added after it was accepted.
The patient was seen. Nothing left to do.
The receiving office turned it down.
Withdrawn by the referring office.
On every referral, a trail shows the four big stops: Sent → Accepted → Scheduled → Completed.
Practice software
Two-way sync keeps referrals, appointments and patients in step with your practice software, so nobody types things twice. Not on a supported system yet? Everything above still works inside Dental Referrals by Natelio.
Put your clinic on the map.
Request access and we set up your clinic. Then you invite your team and start sending.