Connect referral email

Microsoft 365

Microsoft 365 is the current inbox connection. Choose an existing shared or individual mailbox that receives referrals. A workspace can connect several mailboxes; each needs its own approval and access checks.

You will need a Microsoft organisation approver and someone able to manage Exchange permissions. The same administrator may complete both approval steps. No second mailbox is needed: Refera checks its access against another mailbox when the organisation has one, and before and after access is granted when it does not.

Connect Microsoft 365 · Checklist for IT

Fax-to-email and scanned PDFs

A fax provider or scanner can send PDFs to the connected Microsoft inbox. Those documents use the same verified capture path. Keep the practice’s current delivery arrangements until any routing change has been reviewed and tested.

Fax-to-email setup · Scanned PDFs

If no suitable inbox exists

Save the setup plan while IT creates or confirms an inbox. A dedicated referrals@ address is not required. Where several inboxes receive referrals, connect them separately; there is no requirement to consolidate them into one mailbox. Refera does not create users, inboxes or routing rules.

Other providers and secure messaging

Gmail, IMAP, HealthLink, Medical-Objects and direct upload are not available to connect today. Record the connection you need through Request access or contact Refera. Do not send patient information through an unconnected route or change secure-messaging delivery in anticipation of support.

Capability status lists these limits. An adapter or design does not mean a connection is ready.

After connection

New referrals appear only after the mailbox and practice checks pass. Refera starts from its recorded activation time and does not import older mail. Each mailbox starts with the Inbox; after connection you may choose one other folder. Ongoing capture is read-only.

Work through referrals

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