01
Create the case
Capture procedure, urgency, records, preferred specialist, and patient handoff details.
Category page
Dental referral management software that keeps every handoff and appointment visible.
Natelio replaces disconnected phone calls, faxes, spreadsheets, booking handoffs, and inbox follow-up with a secure referral workspace built around dental workflows.
Referral queue
Open handoffs by status
Synthetic view
128
Open
14
Needs action
76
Accepted
Endodontics
Root canal evaluation
Oral surgery
Implant consult
Periodontics
Gum therapy review
The problem
What teams are trying to fix.
Referral status lives in staff memory, inboxes, and handwritten notes.
Patients leave the chair without a confirmed next-step appointment.
Records are sent separately from referral context, creating extra follow-up.
Outside specialists cannot easily update the referring office.
Leaders cannot see which offices or specialties are leaking patients.
What improves
What Natelio helps teams do.
Central referral queue for teams and managers
Optional appointment booking during referral creation
Secure portal links for outside providers
Status history, messages, and records in one place
Reporting for completion, aging, and follow-up risk
Workflow
How Natelio handles this in practice.
02
Book when available
If the receiving clinic allows referral booking, choose a valid appointment type, provider slot, and approval path before sending.
03
Track completion
Monitor acceptance, scheduling, appointment status, follow-up, and stalled referrals from one queue.
FAQ
Buyer questions about dental referral management software.
Who uses dental referral management software?
General practices, specialty offices, group practices, and DSOs use it to coordinate patient handoffs, track acceptance, and avoid losing patients between providers.
Can Natelio work with providers outside our network?
Yes. Natelio supports secure portal links for providers who need to participate in a referral without joining a full provider network first.
Can referrals include appointment booking?
Yes, for Natelio clinics that enable referral booking. The receiving clinic controls which appointment types and providers are bookable and whether approval is required.