Referral Management

Referrals Without the Hassle: Intiveo Referral Management.

Send and receive referrals effortlessly from your Intiveo software.

Intiveo’s Referral Management add-on has been built to enable a much smoother referral process for both the sending and receiving practices.

The Pros of Intiveo Referral Management

Save time by reducing communication issues between dental practices with automatic referral updates to the sender.

Patient referrals

Increase the conversion of patient referrals into patient treatments.

Increase rate of successful file transfers with our secure, easy-to-use two-way file transfer system.

Start Using Intiveo Referral Management Today!

User-Friendly Referral Management

Send, receive, and manage patient referrals completely hassle-free, all in a user-friendly interface that is directly built into Intiveo’s core software.

customer satisfaction

User-friendly navigation of the referral portal


Save time from manually sending out post-appointment reviews, and prompt happy patients to leave a review on the social platform of your choosing.

Secure two-way file transfers


Easily transfer PDFs, BMP, GIF, JPG, PNG, or TIF files with a method that is secure end-to-end without sacrificing speed or ease of use.

Customization of key referral form components

Set your own procedure names and providers so referral senders can submit clearer, more accurate requests right from the start.

Easy tracking of referral status


Track a patient’s progress through the referral process with real-time updates to the sender from beginning to end.

Manual options for when the sender isn’t ready to be involved

If a sender is resistant to using the portal, you can ease the process for them by manually entering some basic information about their office.

PDF exports for everyone’s peace of mind

Easy to download PDF copies of referrals for storage in your practice management system or elsewhere on your network.

Start using Intiveo Referral Management today!

Chat with one of our patient communication experts to add Intiveo Referral Management to your Intiveo Software today!