01
Configure clinic rules
Set appointment types, durations, buffers, providers, schedules, and approval requirements for each clinic.
Appointment operations
Natelio gives dental practices software to manage provider schedules, appointment types, booking rules, patient-facing booking flows, and referral-sourced appointments inside the same operational system.
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
The problem
Provider schedules, appointment types, and referral follow-up live in separate places.
Staff need to know whether a referred patient is pending, confirmed, cancelled, or completed.
Online booking needs clinic-controlled rules, buffers, and required patient information.
Groups need appointment visibility by location, provider, and referral source.
What improves
Provider calendars and appointment types managed by each clinic
Patient booking widgets configured by each clinic
Referral-sourced appointments tied back to the original case
Appointment status history for follow-up and reporting
No-double-booking checks for active appointment slots
Workflow
01
Set appointment types, durations, buffers, providers, schedules, and approval requirements for each clinic.
02
Use referral booking for provider-to-provider handoffs and optional patient-facing widgets for booking flows the clinic chooses to offer.
03
Monitor appointment status, source, patient details, and referral linkage so teams can follow through after scheduling.
FAQ
Dental clinics do. Natelio provides the scheduling software, while each clinic configures its own availability, appointment types, referral booking rules, approvals, and any patient-facing booking flows it chooses to offer.
Yes. Referral-sourced appointments can stay linked to the original referral so staff can see the handoff, schedule, status, and follow-up history together.
Yes. Clinics can use pending or confirmed appointment states depending on their appointment type, provider, and approval rules.