Referral Portal

Custom referral portal

Each referring practice has their own portal branded with your practice's detailswith tailored access and permissions. Keep referrals consistent, professional, and easy to submit — without extra admin.

Referral status tracker

Track every referral from submission through triage, booking, and completion. Referrers get clear visibility and fewer chase-up calls — your team stays in control of timelines.

Instant chat feature between practices

Message referrers instantly inside the portal to clarify details, request missing documents, or confirm treatment plans. Keep communication fast, secure, and tied to the referral record.

Customisable referral forms

Build referral forms that match your workflows — required fields, conditional questions, file uploads, and consent prompts. Capture better information upfront and reduce back-and-forth.

All referrals in once place

Provide a single dashboard where referrers can view every referral, outcome, and message thread. Search, filter, and export — giving practices clarity without needing to call your team.

Automated updates & reminders

Automatically notify referrers when a referral is received, triaged, booked, or completed. Reduce admin load with smart reminders for missing information and outstanding actions.

Custom Referral Portals

Each referring practice once registered will have their own portal where referrals can be submitted and managed. .

  • Practice-specific dashboards and permissions.
  • Tailored referral pathways and services.
  • Consistent structure for cleaner submissions.
  • Professional experience for every referrer.

This improves referral quality, reduces admin, and strengthens long-term referring relationships.

Referral Status Tracking

Provide complete visibility into the progress of every referral with a clear, real-time status timeline.

  • Track referrals from receipt to completion.
  • Automatic timestamps for each stage.
  • Clear indicators for pending actions.
  • Full audit trail for accountability.

Referrers stay informed and your team handles fewer follow-up calls.

Instant Practice Messaging

Communicate directly with referring practices inside each referral — fast, secure, and fully contextual.

  • Message within the referral record.
  • Request missing information instantly.
  • Share updates and outcomes securely.
  • Eliminate fragmented email chains.

Faster responses mean quicker decisions and smoother patient pathways.

Custom Referral Forms

Design referral forms that capture exactly the clinical information your team needs.

  • Required fields for complete submissions.
  • Conditional logic by referral type.
  • Support for imaging and attachments.
  • Consistent data for faster triage.

Better data upfront means less back-and-forth and faster booking decisions.

Centralised Referral Dashboard

Give referrers a single place to view, track, and manage every referral they’ve sent.

  • Complete referral history at a glance.
  • Search and filter by patient or status.
  • Shared access for practice teams.
  • Clear visibility without phone calls.

This transparency builds trust and improves continuity of care.

Automated Updates & Reminders

Keep referrals moving with automated notifications at every key stage.

  • Status updates sent automatically.
  • Reminders for missing information.
  • Reduced manual follow-ups.
  • Consistent communication across practices.

Automation reduces admin load while keeping everyone informed.

Lead & Referral Management

Allocate enquiries, leads, and referrals to clinicians for instant communication, boosting efficiency and conversion.

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Encrypted Instant Chat

Communicate seamlessly through our secure desktop or mobile portal with instant collaboration across your clinic.

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Virtual Patient Concierge

Engage visitors, answer questions, and capture new patient leads 24/7 — powered by AI and tailored to your practice.

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Treatment Plan Tracking

Gain complete visibility into every patient’s journey. Track, manage, and convert plans with clarity and consistency.

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Task Management

Stay on top of your practice’s needs. Assign tasks and track completion in real time across all departments.

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Mobile App

Access your clinic tools on the go — manage communication, scheduling, and updates from anywhere.

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Bespoke Referral Portal

A customised portal where partner practices can register and securely refer their patients to your clinic — effortlessly.

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Advanced Analytics

Get complete clarity on your marketing campaigns with built-in lead tracking that shows exactly where enquiries originate.

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