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Refera help centre

Set up Refera and keep referrals moving.

Choose the Microsoft 365 inbox, complete the two approval steps and check the saved connection. Give reception one clear, oldest-first list.

New practiceRequest practice accessPrepare the practice and account details first. Read the access-request steps before Microsoft setup.

Already use Refera? Sign in or recover access

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, complete organisation and inbox approval, then check Connections.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

Administrative process-state only - Refera performs no clinical triage.

Examples are fictional and contain no patient information. Practice staff approve every external action. Refera never auto-sends or independently contacts patients.

Refera homeRequest practice accessOpen ReferaPrivacyTerms

[email protected]Product and setup support. The line uses an AI assistant; for a person, use the contact form or email.