01
Standardize
Align teams around shared statuses, templates, and follow-up expectations.
Multi-location operations
Referral visibility for DSOs and multi-location dental groups.
Groups need more than a referral form. They need consistency across offices, appointment handoff visibility, leakage reporting, and secure collaboration with specialists inside and outside the organization.
Group operations
Referral visibility by location
Synthetic view
8
Locations
344
Open
3.2d
Avg age
North Office
Implant and ortho referrals
West Office
Follow-up aging above target
Central Office
High specialist acceptance
The problem
What teams are trying to fix.
Each location handles referral follow-up differently.
Appointment booking rules and provider schedules vary by clinic.
Leaders cannot compare acceptance and completion patterns by office.
Specialist relationships are local, making rigid networks hard to roll out.
Operational teams need reporting without adding more manual spreadsheet work.
What improves
What Natelio helps teams do.
Standardized referral templates and statuses
Referral-linked appointment visibility across locations
Multi-clinic queue and reporting views
Outside specialist collaboration without forced adoption
Role-based access for operators, providers, and staff
Workflow
How Natelio handles this in practice.
02
Localize
Let each office continue using trusted specialist relationships.
03
Optimize
Review referral performance, aging, and leakage across locations.
FAQ
Buyer questions about DSO referral management.
Can each location use its own specialists?
Yes. Natelio is designed for network-flexible referral workflows, so groups can standardize operations without forcing every provider into one marketplace.
What does enterprise rollout include?
Enterprise conversations typically cover locations, roles, workflow configuration, reporting needs, training, and any integration planning.