Sending a referral through the Refera website link is quick and hassle-free. Here’s how it works:

1. Find the Referral Link – Navigate to the dental practice’s website and find the page/section where you can 'Refer a Patient.'
2. Fill Out the Form – A secure, pre-filled OneSlip referral form will open. Simply enter the patient’s details and upload any necessary documents.
3. Submit the Referral – With just a few clicks, your referral is instantly sent—no paper forms, no faxes, and no account creation required.
4. Track & Confirm – The referral appears immediately in the specialist’s Refera dashboard, and the patient is automatically notified via text. You also have the option to download or print a copy of the referral for your records.

The reasons listed on the referral slip are dynamic and automatically adjust based on the specialty type of the practice you’re referring to. This ensures that the referral reasons remain relevant to the specialist’s scope of care.

At this time, we do not offer customization of these reasons. However, if there is additional information or a specific reason you’d like to include, you can add a comment directly on the referral slip. This allows referring doctors to provide any extra details that might be helpful for the receiving specialist.

Once a referral has been completed, confirmed, and sent to the receiving practice, the information on that referral cannot be changed. However, if you need to make updates, there are a few options available depending on how you are using Refera:

For Refera Dashboard Users:

• Leave a Note on the Referral: If you are using the Refera Dashboard, you can add a Note to the referral. The receiving practice will be notified and can view the updated information.
• Copy & Resend the Referral: You can copy the original referral, make any necessary changes to the new unsent copy, and then send it again. We recommend adding a note or making a quick phone call to the receiving practice to let them know to disregard the original referral.
• Update Attachments: While the referral details themselves cannot be changed, attachments can be added at any time by both the sending and receiving practice.

For OneSlip Users (No Account Login):

If you are using OneSlip without logging into an account, we recommend calling the receiving practice directly to notify them of any necessary changes to the referral.

Traditional paper referrals are inefficient, error-prone, and often lead to patient drop-off. Studies show that 50% of patients never complete their referral due to lost forms, miscommunication, or delays​. By using a digital referral platform like Refera, you can ensure that referrals are sent, received, and tracked in real-time, reducing referral loss and improving patient care.

Key Benefits of Digital Referrals:

1. Higher Referral Completion Rates – Digital referrals increase completion rates to 80%, ensuring more patients follow through with their treatment​.
2. Instant & Trackable – No more guessing if a patient scheduled their specialist appointment. You get full visibility into each referral’s status​.
3. Faster & More Efficient – Send a referral in 60 seconds or less—no more paperwork, faxing, or phone calls​.
4. Better Patient Experience – Patients receive their referral immediately via text, reducing confusion and making it easier for them to schedule an appointment​.
5. Increased Revenue for Your Practice – Completed referrals mean completed treatment plans, leading to 60% more production on referred patients​.
6. Seamless Collaboration with Specialists – Digital referrals improve communication, reducing back-and-forth calls and ensuring specialists get accurate, complete referral information​.
7. Fully HIPAA-Compliant & Secure – Digital referrals protect patient data and reduce liability risks for your practice​.

With Refera, you don’t need to change your entire workflow—just enhance it with a system that makes referrals faster, easier, and more reliable than paper.

To send the same referral to multiple specialists:

1. As a user signed in to the Refera Dashboard, access the referral you want to copy in the Referral Inbox.
2. Click the Copy referral icon located on the right toolbar towards the bottom of the screen below the trashcan icon.
3. Search and select additional practice(s) from the list and confirm.
4. Click Copy referral when you are finished selecting additional practices.
5. Note: Referral will not be sent to additional practices at this stage. You must click into each copied referral and send the referral individually to each practice to ensure the information contained within the referral is accurate.

Follow these simple steps:

1. As a user logged into the Refera Dashboard, click on the specific referral in your Referral Inbox.
2. Click the Download referral or Print referral icon located on the right toolbar at the bottom of the page (beneath the trashcan and copy icons).
3. Download and save the referral as a PDF directly on your computer or send it directly to your printer.

Updating your practice information in Refera is quick and easy:

1. Log in to the Refera Dashboard.
2. Navigate to the My Profile section by clicking on your Username in the upper right corner.
3. Under the My Practice tab, update your details, including your practice name, address, and contact information.
4. To upload your logo, click Choose File, select the file, click Upload logo, and save changes.

Refera tracks all referrals in real-time, automates follow-ups, and ensures that patients receive timely reminders. This process significantly reduces patient leakage and increases completion rates.

• Example: A specialist notices fewer no-shows because patients receive automated appointment reminders.

Email notifications are sent for:

• Completed referrals requiring follow-up.
• Operative reports uploaded by specialists.
• Messages left on referrals.

Yes, patients receive a secure text message with referral details, allowing them to view information, request appointments, or upload insurance information.

Refera supports the following file types:

• PDFs, JPEGs, PNGs, DICOM files, and Word documents.Files should not exceed 2 GB.
  • Example: A GP can upload a DICOM file for 3D imaging to help a specialist plan a dental implant procedure.

For GPs:

• Increases referral completion rates by over 60%.
• Patients are more likely to complete their treatment plans, leading to better outcomes and follow-up visits.
• Simplifies communication with specialists.

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For Specialists:

• Reduces ghost referrals by tracking every referral in real-time.
• Automates follow-ups and improves patient conversion rates.

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For DSOs:

• Centralizes referral management across multiple locations.
• Provides analytics for data-driven decision-making.

1. Go to the Refera login page and click "Forgot Password."
2. Enter your email address.
3. Check your inbox for the password reset link.
4. Follow the instructions to create a new password.

• Troubleshooting Tip: If you don’t receive the email, check your Spam folder or ensure your email is on Refera’s safe sender list.

• For GPs: Completed referrals bring patients back for follow-up care.
• For Specialists: Real-time tracking reduces missed opportunities and increases patient conversion rates.

The Refera Dashboard is a HIPAA-compliant digital platform designed to streamline the referral process:

• Send referrals in just 60 seconds.
• Track referral statuses in real time.
• Access detailed analytics for referral patterns and practice growth.
• Simplify collaboration between general dentists and specialists, ensuring a seamless patient experience.

Yes, Refera supports multiple locations. Please reach out to Refera's Support Team in order to group/link your user account with multiple practice locations. Once your user account is associated with multiple practices, you'll be able to click on your user name in the upper right corner of the Refera dashboard (to view the dropdown menu) and select which practice you'd like to view (via the "Switch Practice" submenu).

Sending an Op Report is seamless with Refera:

1. As a Specialist logged into the Refera Dashboard, click on Send Op Report at the top of the dashboard next to your Username.
2. Search for the practice you'd like to send the report to and select it.
3. Fill out the report template and/or upload an existing report file.
4. Save for later or click Send Op Report to send the report. The report will be sent securely to the referring practice, ensuring HIPAA compliance.

Here’s how to get started for already existing user accounts using a one time passcode:

1. Visit refera.com to navigate to Sign in or visit https://app.refera.com/#/login
2. Enter your email address.
3. You will be sent a one time passcode via this email (Note: This passcode will expire after 15 minutes).
4. Enter the one time passcode to access the Refera Dashboard.
5. Once logged in, click on your username in the upper right corner of the dashboard page and go to My Profile > Users.
6. Click Add User, input their details (first/last name, email), and assign role (e.g., Admin, Doctor).
7. Click Save and the new user will receive an email invitation to join.

We understand that investing in a platform like Refera represents a significant commitment, so let’s break down the value Refera brings to General Practices, Specialty Practices, and those with In-House Specialists. The bottom line? Refera helps you capture more specialty care, streamline workflows, and drive measurable revenue growth.

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1. General Practices

Historically, only 50% of patients referred to specialists via paper follow through. With Refera, our system increases referral conversion rates by 60%, ensuring more patients complete their specialty care and return to their GP for continued treatment. Here's how we do it:

• Specialist Proactive Engagement: Specialists can directly reach out to patients, reducing delays and missed follow-ups.
• Improved Coordination: GPs gain full visibility into the referral process, ensuring patients complete their treatment plans without unnecessary delays.
• Higher ROI: The system ensures more patients complete care and return for follow-up services, where the average treatment plan value often exceeds our subscription price.
• Strategic Insights: Refera provides visibility into referred cases, helping you identify opportunities to retain more treatments in-house.

Example Impact: If your average treatment plan value is $1,000 and Refera helps ensure just 10 additional patients per month complete their care, that’s an extra $120,000 annually—far exceeding the cost of Refera.

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2. Specialty Practices

For specialty practices, the benefits are even more pronounced, with higher patient conversion rates directly translating into revenue:

• Simplified Referral Management: No more paper trails or follow-up delays—GPs can refer electronically, ensuring seamless communication.
• Higher Conversion Rates: Proactive outreach by specialists boosts conversion rates by 60%.
• Significant Revenue Per Referral: With an average referral generating $2,000–$5,000 in revenue, each completed referral makes a significant financial impact.

Example Impact: A practice handling 50 referrals monthly could generate an additional $60,000–$150,000 annually from improved conversion rates alone. Even a small increase in referral volume creates a substantial ROI.

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3. Practices with In-House Specialists

For practices with in-house specialists, Refera offers unique advantages by optimizing internal workflows and external referral opportunities:

• Enhanced Coordination: In-house specialists can operate as distinct entities while maintaining seamless coordination with the GP team.
• Optimized External Referrals: Cases sent outside the practice are managed with higher conversion rates, ensuring care isn’t lost to inefficiencies.
• Strategic Insights for Growth: By tracking referrals, you can identify opportunities to expand your in-house specialist offerings or add services to capture more revenue.

Example Impact: By identifying high-value procedures being referred out and bringing them in-house, you not only capture more revenue but also improve the patient experience by offering comprehensive care under one roof.

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Why Refera?

The efficiencies and revenue growth enabled by Refera mean that the investment pays for itself many times over. For example, a group with 50 practices paying $200 per practice per month (totaling $120,000 annually) would see significant returns if the platform ensures just a small percentage of referred patients complete their care. With Refera, you’re not just investing in technology—you’re investing in your practice’s growth, efficiency, and patient outcomes.

1. While creating a referral, click "Add a New Practice."
2. Fill in the practice’s details, including their phone number and name.
3. Save the information for future use.

Yes, OneSlip is completely free for general practitioners (GPs). It is designed as a quick and simple tool for sending referrals without requiring an account or login, making it an excellent option for occasional or one-time referrals.

1. Open your Refera Dashboard and go to "Referrals."
2. Select a referral to view its current status:

• Seen: The specialist has viewed the referral.
• Scheduled: The patient has scheduled an appointment.
• Complete: Treatment is finished, and the specialist may upload an operative report.
  • Example: A GP can check the dashboard to see if their patient has scheduled an appointment for wisdom tooth extraction.

3. Notifications are sent for:

• Completed referrals requiring follow-up.
• Operative reports uploaded by the specialist.
• Messages left by either party.

Refera is designed for:

• General practitioners (GPs).
• Specialists.
• Dental Service Organizations (DSOs).
• Front office staff and practice managers.

1. Go to www.OneSlip.com.
2. Search for a specialist by location or name.
3. Enter the referring doctor’s name, patient information, and reason for the referral.
4. Attach supporting files like X-rays, DICOM files, or Word documents (Note: Files should not exceed 2 GB).
5. Click "Send."

• Example: A GP referring a patient to an Endodontist for a root canal can attach the X-ray of the affected tooth along with a note describing the diagnosis.

Yes, we automatically offer a free trial of the Refera Dashboard upon upgrading to Premium so you can explore its features and benefits before committing to a subscription.

Refera offers:

• Time-Saving: Send referrals in 60 seconds or less.
• Patient Communication: Patients instantly receive referrals via text, reducing delays.
• Tracking: Real-time referral tracking ensures transparency and accountability.
• Efficiency: Eliminates paper trails and reduces administrative burdens.

Traditional methods like paper and fax referrals can be lost, delayed, or miscommunicated. Refera streamlines this process by:

• Digitizing all referral information.
• Enabling real-time status updates.
• Reducing errors with easy file attachments and secure communication.

1. Log in to your Refera Dashboard.
2. Click "Create Referral."
3. Search for a specialist by phone number, name, or keyword.
4. Complete the form with patient details, reason for referral, and any relevant attachments.
5. Click "Preview & Send."

• Pro Tip: Use the "Notes" field to provide any additional context about the patient’s condition to the specialist.

• Refera Dashboard: A comprehensive tool for managing, tracking, and optimizing referrals. It offers analytics, real-time updates, and advanced referral management.
• OneSlip: A simple, account-free referral tool that allows GPs to send referrals instantly, reducing friction.
• Website Link for Specialists: An embedded link for specialists’ websites, enabling GPs to refer patients directly from the specialist's site, boosting referral convenience and efficiency.

Refera is a secure, HIPAA-compliant platform that digitizes and simplifies the dental referral process. It allows general practitioners (GPs) and specialists to send, track, and manage referrals seamlessly, eliminating paper forms and reducing administrative burdens.

OneSlip is a free referral tool designed for GPs to send referrals quickly without needing an account or login. It’s an excellent option for practices that want a fast and frictionless way to send occasional referrals.

You are able to "snooze" a referral in your inbox. You can customize the duration of the snooze, leave a note (for the receiving office to see), as well as the ability to unsnooze a referral at anytime. We recommend choosing "Forever" as a means to archive a referral and clear it out of your Needs Action inbox.

Yes, Refera meets all HIPAA requirements to ensure patient data is securely encrypted and managed throughout the referral process.

Not necessarily, but that’s OK because sending a referral through Refera can be sent to anyone, regardless if they are already on the platform. This said, Refera utilizes our own proprietary database with an extensive network covering more than 99% of dentists in the United States, so more-likely-than-not you will be able to search for your specialist (by phone number, name or keyword) and find them. If your specialist is not already in our database, you can simply add them with a few details about their practice. If you have any issues or can’t find a practice, we’re here to help– just send us a quick note at: hello@refera.com.

Absolutely! Refera and OneSlip were founded on the principle that users should be able to refer to anyone, even if the receiving practice is not already signed up on the platform. In most cases, our database already has your specialists’ practice information, but on the off-chance it doesn’t, you can simply add them with a few details about their practice.

No! Sending and receiving a referral is absolutely free using our standard version.

Sending and receiving a referral is absolutely free for general and specialty dentists/offices using our free, standard version of the Refera Dashboard and/or OneSlip. We also offer premium versions (specifics below), which offer even more convenience, flexibility and features for those practices sending or receiving higher volumes of referrals (i.e., 20+ referrals per month).

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For General Dentists (GPs):

• Free Plan: Get started at no cost and simplify your referral process instantly.
• Premium ($29/month): Unlock advanced features to track and manage referrals seamlessly, ensuring better patient care and follow-ups.

For Specialists:

• Free Plan: Send and receive referrals digitally with ease.
• Premium ($99/month): Includes a website link for enhanced patient and referral visibility.
• Premium+ ($299/month): Get a website link plus provide the Premium plan to up to 25 of your selected referring offices as a gift—strengthening your referral network and increasing patient volume.

No contracts. No hidden fees. Cancel anytime. Upgrade when you’re ready.

No, but a quick personal outreach makes a big difference. While it’s not required, we’ve found that the best results happen when everyone is on the same page. A short, friendly email or call helps build stronger relationships and encourages specialists to start using Refera right away.

Here’s why:

• Faster adoption: When specialists understand how Refera makes their referrals easier to track and manage—not just the ones from your office—they’re more likely to start using it immediately.
• Better patient care: Digital referrals eliminate delays, back-and-forth calls, and lost paperwork, ensuring patients get care faster.
• Seamless experience: There’s no login or account setup required—just enter the referral and send.

Simple Follow-Up Recommendations:

• Follow up personally: A quick email or call within 1–3 days of the invite can make a big impact.
• Reinforce the benefits: Remind them that Refera and OneSlip help them manage all their referrals, not just yours.
• Encourage gradual adoption: If they’re still using paper referrals, a gentle nudge toward OneSlip helps ease the transition.

What to Say:

• “If you send referrals through OneSlip, we can prioritize your patients and call them right away to schedule.”
• “Switching to digital referrals eliminates back-and-forth calls and ensures a smoother experience for both you and your patients.”
• “Using OneSlip means we’ll receive your referrals instantly—no more faxing, follow-ups, or lost paperwork.”
• “The best part? There’s no login or account setup—just enter the referral and send.”

With just a small effort upfront, you can help ensure a smooth transition to digital referrals and a better experience for everyone involved.