Help centre
Refera help centre
Set up Refera and keep referrals moving.
Choose the referral inbox, get Microsoft approval and give reception one clear, oldest-first list.
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Common tasks
Section titled “Common tasks”Work through today's referralsStart with the oldest, see who is on each one and keep the next step clear.Connect Microsoft 365Choose the referral inbox, ask your Microsoft admin to approve access, then let Refera check that inbox only.Invite staff and manage accessGive each person their own account and choose the right practice role.Turn on new-referral alertsTest a desktop or phone, check who receives inbox emails and choose optional reminders.Check privacy, security or data handlingSee the exact controls, boundaries and sub-processors behind Refera.
Can't find what you need?Ask Refera for setup or product help. Do not include patient or referral information. Refera performs no clinical triage.Contact Refera
Refera tracks referral admin only. It does not triage patients.
Examples are fictional and contain no patient information. Practice staff approve every external action. Refera never auto-sends or independently contacts patients.
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[email protected]AI-assisted product and setup support. For a person, use the contact form or email.