smileOX · Refer+
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SmileOX Refer+

Every referral,
sent, tracked and
closed the loop.

Refer+ replaces faxed forms, chased phone calls and referrals that vanish into silence. Send a patient to another clinic or a lab in under a minute, then watch exactly what happens next.

ClinicsIndividual DentistsLabsLive StatusSecure ChatInsights
Use the arrow keys or tap the edges to move through the deck
The problem

You refer a patient, then you hear nothing.

  • Referrals leave by fax, email or a letter in the patient's hand, and there is no record of whether they arrived.
  • No feedback loop. Did the patient book? Start treatment? Finish? You find out months later, if at all.
  • Chasing updates means phone tag between two front desks who are both flat out.
  • Lab work runs on paper dockets and group texts, disconnected from the patient record.
the old way
A TYPICAL REFERRAL, TODAY
Mon · Referral letter printed and handed to the patient
Week 2 · Front desk calls to check, no answer, leaves a message
Week 5 · Patient returns for a check-up, mentions they never booked
Outcome: unknown. Patient: untreated.
How Refer+ works

One connected journey, both sides visible.

01
Refer

Pick the patient, the receiving clinic or lab, and the referring dentist. Attach scans, x-rays and notes.

02
Received instantly

No accept step, no waiting. The referral lands on the other side's board the moment you send it.

03
Track

Watch the live status: Received, In Treatment, Completed, and finally Won or Lost. On the tile and in the file.

04
Chat

Message the other clinic on the referral itself. New messages surface on the tile, the menu and your tasks.

05
Close the loop

Outcomes feed your Insights: who refers to you, who you refer to, and how fast everyone moves.

Everything in one place, attached to the patient record on both sides
app.smileox.com/refer/new
Dashboard
Leads & Patients 2
Communications
Refer+
New Referral
Send a digital referral to another clinic or a lab.
Search existingCreate new patient
Marcus
Ellery
marcus.e@example.com
+61 · 0400 111 222
14/3/1988
Dr Priya Nair · Kariong Dental Care
CancelCreate & Continue
Sending a referral

Under a minute, from any patient.

  • Search your roster or create the patient on the spot. Either way they are on your clinic list from then on.
  • The referring dentist is recorded on every referral, so the receiving clinic always knows exactly who to report back to.
  • Attach everything: x-rays, clinical notes, 3D scans and DICOM studies travel with the referral.
Choosing where it goes

Clinics, individual dentists and labs, all on one network.

  • Refer to any receiving clinic on SmileOX, including practices holding specialist registration such as endodontic or oral surgery practices.
  • Refer lab work to dental laboratories like crown and bridge, dentures and aligner models. Labs join SmileOX privately and never appear on the public directory.
  • Filter by service and distance so the right destination is two clicks away.
app.smileox.com/refer/new · choose recipient
endodontic, implants, dentures...
Gold Coast Endodontics
Clinic · Root canal treatment · 4.2 km
Selected
The OMS Clinic
Clinic · Oral surgery · 6.8 km
Available
Melbourne Smiles Dental Laboratory
Lab · Crown and bridge, dentures · Courier pickup
Lab
Bay Street Dental
Clinic · General dentistry · 3.1 km
Available
My Referrals

Incoming and outgoing, on one board.

app.smileox.com/refer/my-referrals
Dashboard
Leads & Patients 3
Communications 2
Refer+
My Referrals
Track and manage referrals sent to and received from other clinics.
IncomingOutgoing
New1 Referral
Sophie Tran ST
X-raysNotes
ReferringBay Street Dental
DentistDr James Holt
Received18/7/2026
Reviewing1 Referral
Noah Patterson NP
X-raysTeeth
ReferringCoastline Family
DentistDr Sarah Kim
Received16/7/2026
Accepted2 Referrals
Amelia Hart AH
1 PDFNotes
ReferringBay Street Dental
DentistDr James Holt
Liam O'Dea LO
X-rays
ReferringKariong Dental Care
DentistDr Priya Nair
Booked1 Referral
Grace Whitford GW
ReferringCoastline Family
Booked24/7/2026
Completed0
No referrals in this status
Add your own columns to match how your practice actually works
After you refer

See exactly what happens to your patient.

  • Live status on the tile: Received, In Treatment, Completed, then Won or Lost. It updates the moment the other clinic moves the card.
  • A full timeline in the patient file, with a timestamp for every change.
  • Read-only and private. You see the stage, never the other clinic's internal workings, and only the two parties to the referral can see any of it.
your view · outgoing referral
Stage 01
Marcus Ellery ME
X-raysNotes
Referred toGold Coast Endodontics
Referring dentistDr Priya Nair
Date referred14/7/2026
In Treatment2 new
REFERRAL TIMELINE
Received · 14/7/2026, 9:41 am
In Treatment · 17/7/2026, 2:15 pm
Completed · pending
Referral Chat

Talk clinic to clinic, without phone tag.

app.smileox.com/refer/chat
Dashboard
Leads & Patients
Communications 2
Refer+
Referral Chat
Secure clinician-to-clinician messaging for each referral case.
PatientOther clinicDirectionLast messageStatus
Marcus ElleryGold Coast EndodonticsOutgoingPre-op images received, thanks. Booking him Thursday.In Treatment2
Sophie TranBay Street DentalIncomingPatient prefers mornings if possible.Received1
Amelia HartBay Street DentalIncomingRecords attached to the card.In Treatment
Liam O'DeaMelbourne Smiles Dental LaboratoryOutgoingShade confirmed A2, dispatching Friday.In Production
New messages surface on the tile, the menu badge, the Communications tab and the notifications bell
Every new chat also drops a task in the patient's task folder: Chat received, please action
app.smileox.com/patients/marcus-ellery
PATIENT FILE
Personal Details
Patient Files
Communication
Referral Chat
Task Management
Activity Log
Marcus Ellery In Treatment
Clinic Leads · Referred to Gold Coast Endodontics · 14/7/2026
3D Scans
upper-arch-140726.stl · 41 MB
DICOM Imaging
CBCT study · 214 slices
Attachments
referral-letter.pdf · opg-140726.jpg
Activity
Referral received by Gold Coast Endodontics
Open task: Chat received, please action · linked to Referral Chat
The patient file

Records, scans and referral history in one place.

  • 3D scans, DICOM studies and documents live on the file and travel with the referral, so nothing is re-sent or re-taken.
  • The referral status sits on the file itself, alongside the chat and the tasks it generates.
  • The full activity log shows who did what and when, on both sides of the referral.
Referral Insights

Know your referral network, in numbers.

app.smileox.com/refer/insights
Total referrals
27
This month
9
Won rate
78%
Avg. first response
1h 42m
Top referring dentists
1JH
Dr James HoltBay Street Dental
11
2SK
Dr Sarah KimCoastline Family
8
3PN
Dr Priya NairKariong Dental Care
6
Top referring clinics
1BS
Bay Street Dental
12
2CF
Coastline Family
9
3KD
Kariong Dental Care
6
Every name and number is clickable, straight through to the filtered board or the patient file
Referral Lead Map

See where your referrals come from.

  • Every inbound referral plotted by the referring clinic's postcode, so you can see your catchment at a glance.
  • Filter by period, referrer, service and outcome to spot which relationships are growing and which have gone quiet.
  • Postcode level only. No patient addresses are ever stored or shown on the map.
app.smileox.com/refer/insights/map
12 2250 · Bay Street Dental 9 2261 · Coastline Family 6 2251 · Kariong Dental Care 2
Beyond clinic to clinic

Lab work on the same rails, and referrals from your own website.

lab console · Melbourne Smiles Dental Laboratory
Received1
Crown 16 · Liam O'Dea
FromKariong Dental
In Production2
Denture · G. Whitford
Due28/7
Bridge 24-26 · A. Hart
Due31/7
Dispatched1
Splint · S. Tran
Courier19/7
Labs sign up privately on SmileOX. They never appear on the public directory and never contact patients.
yourclinic.com.au/refer · embedded form
Refer a patient to Gold Coast Endodontics
For referring practitioners. Verified by SmileOX Refer+.
Dr James Holt
Bay Street Dental
Sophie Tran
Root canal treatment · 36
The patient has consented to their information being shared
Send referral
Submissions land straight on your board, spam-checked and verified
For individual dentists

Refer under your own name, no clinic required.

  • Sign up as a dentist with your AHPRA registration and start referring to clinics and labs the same day.
  • Track every referral you have ever sent with the same live status and chat, wherever you happen to be working.
  • Join a clinic later without losing anything. Your referral history stays with you.
app.smileox.com/login
Dentist Login
Login to your SmileOX referral console
CustomerClinicDoctorAgencyLab
dr.sarah.kim@example.com
••••••••••
Login
Register as a dentist on SmileOX
Getting started

Start free. Refer today.

What you getFreePaid
Send referrals to clinics and labsIncludedIncluded
Live status tracking and referral chatIncludedIncluded
Leads workspace: SmileSearch, clinic leads and referralsIncludedIncluded
Referral Insights and outbound Lead MapIncludedIncluded
Receive referrals from other clinicsNot includedIncluded
Embed the referral form on your websiteNot includedIncluded
Message patients by SMS, email and phoneView history onlyIncluded
Custom board columns, Case Flow and full PXM suiteNot includedIncluded

Individual results vary by practice. Speak with the SmileOX team about which plan suits your circumstances.

Refer+ by SmileOX

Stop losing patients
between practices.

Book a walkthrough and we will set up your board, connect your first referral partners, and have your first digital referral sent before the call ends.

Book a walkthrough smileoxpxm.com
SMILEOX · REFER+ · DIGITAL DENTAL REFERRALS · 2026