General practices
Know where every patient went after the handoff.
- Create referrals from one queue
- Attach records without email threads
- Schedule with participating clinics
- Follow up before patients go quiet
Natelio helps dental practices, specialists, and DSOs send secure referrals, share records, schedule the next appointment when the receiving clinic allows it, and spot leakage before patients fall out of care.
Referral command center
Live queue, portal links, messages, 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
Built for the work dental teams actually chase every day
Send referrals to the specialists your patients already use.
Keep status, questions, and records attached to the referral.
Use encrypted records, access controls, and clear activity history.
See which referrals are accepted, scheduled, stalled, or leaking.
Product fit
Natelio is designed around the real handoff: 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
Referral software should not make you abandon trusted specialist relationships. Natelio gives outside providers a secure portal link for review, messaging, status updates, and record access without a full 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.
Teams can 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.
Workflow
The product is built around the steps your team already runs: create the handoff, protect the record exchange, coordinate the next step, and verify whether the referral converted.
01
Select the patient, procedure, urgency, preferred provider, and records needed for the handoff.
02
Attach X-rays, PDFs, notes, and images to a controlled referral workspace instead of email chains.
03
Use portal messaging and status updates to confirm acceptance and request missing information.
04
Book an eligible appointment when clinic rules allow it, or keep the case in a follow-up queue.
05
Track stalled referrals, follow-up aging, acceptance patterns, and location-level performance.
Queues show which referrals need action before the next call cycle.
Specialists receive records, notes, and context in the same workspace.
Leaders can see leakage patterns by location, type, and provider.
Product proof
When both clinics use Natelio and the receiving clinic enables referral booking, staff can choose a bookable appointment type, provider, date, and time during the referral workflow. The slot is checked against provider schedules and approval rules before it is attached to the case.
Referral booking
Bookable slots from receiving clinics
6
Bookable types
42
Open slots
3
Needs approval
Endodontic consult
Thursday, 10:30 AM with Dr. Patel
Implant consult
Receiving clinic requires approval
Oral surgery evaluation
Next available Friday, 2:00 PM
Platform capabilities
Dental referrals need protected records, external collaboration, status accountability, appointment coordination, and leadership visibility. Natelio keeps those pieces in the same product workflow.
Create, route, prioritize, and monitor dental referrals from a shared operational queue.
Attach radiographs, notes, PDFs, and images to controlled referral workspaces.
Flag referrals that are waiting on acceptance, scheduling, records, or patient action.
Let referring teams book an eligible slot when the receiving clinic allows referral booking.
Manage appointment types, provider availability, approval requirements, reminders, and status history.
Give clinics software to offer controlled patient booking from their own website, using schedules and rules they manage.
Give groups a consolidated view across clinics, users, referral types, and providers.
Protect referral records with 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
Use the sliders to model the impact of improved completion. The estimate is illustrative, but it gives clinic leaders a concrete way to compare referral 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 focused practice teams, with enterprise rollout support for groups that need standardization across offices.
Single-location practices
Groups and DSOs
for multi-location operations
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 to the demo. We will map the handoff, show where leakage usually appears, and walk through how Natelio handles outside specialists and secure records.