One Click Referral

What One Click Referral does

One Click Referral is a Chandler, Arizona-based SaaS company founded in 2011 that provides a web-based dental referral management platform connecting general dentists, dental specialists, dental laboratories, and Dental Service Organizations (DSOs). The platform addresses the "lost referral" problem — patient referrals that fall through the cracks due to phone-based communication — by enabling digital referral sending, receipt, tracking, secure HIPAA-compliant file exchange, and post-treatment summary reporting. It integrates natively with the four dominant US dental practice management systems (Dentrix, Dentrix Enterprise, Eaglesoft, and OpenDental) to auto-populate patient and referral data, and offers specialty-specific workflow modules for orthodontists, oral surgeons, periodontists, endodontists, prosthodontists, pediatric dentists, traveling specialists, and labs.

The underlying technology stack is a web-based SaaS platform with an API-first architecture, SSO support via Google OAuth, HIPAA-compliant infrastructure, and embedded AI-driven process automation covering PMS data population, instant notifications, and automated referral tracking. The product surface includes a central Referral Ecosystem dashboard, a patient-facing app for forms and communication, a specialty marketing route planner, post-treatment summary reports, internal referral tracking for multi-location practices, and an analytics module for referral KPIs.

The business model is two-sided freemium: general dentists and laboratories use the platform free, while dental specialists subscribe at $297 per month ($97 per additional practice location). This pricing asymmetry intentionally subsidizes the supply side to drive network density on the demand side. Go-to-market combines self-serve web sign-up (with Google authentication) for SMBs, direct sales outreach for DSOs and enterprise accounts, and content/SEO-driven top-of-funnel demand generation. The company is privately held, has 11–50 employees, is actively raising $2.5 million over a 180-day window to scale development, marketing, and sales, and has publicly stated a $4 million ARR and $20–24 million exit target by the end of 2024, with three interested acquirers reportedly engaged.

Name

One Click Referral

Legal name

OneClick Referral

Website

https://oneclickreferral.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

One Click Referral is a Chandler, Arizona-based SaaS platform that digitizes and tracks dental referrals among general dentists, specialists, labs, and DSOs via PMS integrations, with freemium access for senders and a $297/month specialist subscription.

Ownership category

akta.pro rank

Product category

Dental Referral Management Software

NAICS

Ambulatory Health Care Services (621), Offices of Other Health Practitioners (6213)

SIC

Services-Prepackaged Software (7372), Services-Health Services (8000)

akta.pro primary industry

Care Navigation & Triage-to-Provider Referral Platforms (HLALALAD)

akta.pro secondary industries

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH), Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ)

Keywords

• Dental referral management
• Practice management software
• Referral tracking software
• Dental SaaS platform
• Healthcare practice software

Headquarters

HQ city

Chandler

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Specialist Subscription: Specialists pay $297/month for full platform access including referral ecosystem, analytics, marketing tools, and multi-location support. Additional practice locations charged at $97/month
2. General Dentist Free Tier: Free tier for general dentists who send referrals - provides core referral ecosystem, colleague database, patient forms, and basic features to drive network adoption
3. Laboratory Free Tier: Free access for dental laboratories receiving lab orders - enables integration into referral ecosystem without cost barrier

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels4 records

Core offering

OneClick Referral is a web-based, AI-powered dental referral management SaaS platform that connects general dentists, dental specialists, DSOs, and dental laboratories to send, receive, and track patient referrals end-to-end. The platform integrates with practice management systems (Dentrix, Eaglesoft, OpenDental, Dentrix Enterprise) to auto-populate patient data, enables HIPAA-compliant file exchange, and provides specialty-specific workflows, analytics, marketing route planning, and patient communication tools.

Product overview

OneClick Referral is a unified, web-based dental referral management platform designed for dentists, dental specialists, DSO's, and dental laboratories. The platform consists of a core Referral Ecosystem that serves as the central hub, supplemented by multiple plan tiers (General Dentists — free, Specialists — $297/month, Laboratory — free) and a suite of integrated modules including Messaging Platform, Analytics, Patient Forms, Post Treatment Summary Reports, Marketing Reports, Marketing Mapping, Internal Referrals, and Increased Visibility modules. The platform integrates with leading practice management systems (Dentrix, Eaglesoft, Open Dental, Dentrix Enterprise) to auto-populate data, and offers specialty-specific workflow modules for Orthodontists, Oral Surgeons, Periodontists, Endodontists, Prosthodontists, Pediatric Dentists, Traveling Specialists, and Laboratories. The company uses artificial intelligence to automate referral workflows and reduce lost referrals.

Differentiator

Problem solved

Functional benefit

Products and services

• OneClick Referral Platform Unified web-based SaaS platform that enables general dentists and dental specialists to send and receive patient referrals, exchange large files with full HIPAA compliance, and communicate instantly. Integrates with leading practice management systems (Dentrix, Eaglesoft, OpenDental, Dentrix Enterprise) to auto-populate patient data and offers specialty-specific modules for orthodontists, oral surgeons, periodontists, endodontists, prosthodontists, pediatric dentists, traveling specialists, laboratories, and DSOs.

Quantifiable outcome

• Increase treatment acceptance rates significantly through improved communication and follow-up
• +3 more outcomes

Segments6 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability1 record

Feature7 records

Partnerships

Four partnerships are on record, tiered core.

• DentrixcoreTechnology or IntegrationPractice management system integration enabling auto-population of patient data and seamless referral workflow within Dentrix environment
• Dentrix EnterprisecoreTechnology or IntegrationEnterprise-grade PMS integration for large dental organizations requiring scalable referral management solutions
• EaglesoftcoreTechnology or IntegrationPractice management system integration allowing Eaglesoft users to access OneClick referral functionality directly
• OpenDentalcoreTechnology or IntegrationPMS integration enabling OpenDental users to seamlessly send and receive referrals through OneClick platform

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Doctible: Patient engagement and communication platform for dental and healthcare practices, including messaging, scheduling, and reputation management. Smaller scale than OneClick but competes in similar workflow automation categories.
• Opencare: Dental marketplace and patient booking platform that connects patients with dentists. Adjacent to OneClick's referral ecosystem but focused on consumer-side demand capture rather than provider-to-provider referrals.

Direct peers

• NexHealth: Patient experience and practice management platform for dental practices, offering online scheduling, digital forms, patient communication, and EHR/PMS integrations — directly comparable to OneClick as a SaaS layer sitting on top of dental PMSs.
• SmileSnap: Virtual consultation and patient engagement software for dental practices, enabling asynchronous and live video consultations. Overlaps with OneClick's patient communication and referral intake workflow.
• Weave: Patient communication and engagement platform heavily focused on dental and optometry practices, with phone, texting, reviews, and payments. Competes for the same dental front-office software budget and overlaps with OneClick's messaging/marketing features.
• Dental Intelligence: Dental practice analytics and patient reactivation platform that integrates with major PMSs including Dentrix and Eaglesoft. Closely comparable to OneClick's analytics module and the same PMS-integrated SaaS model.

Broad incumbents

• Patterson Dental: Major dental supply and software distributor selling Eaglesoft (PMS) and other practice technologies to dental practices. As the Eaglesoft vendor, it is both an integration partner for OneClick and a potential competitive incumbent in dental software.
• Curve Dental: Cloud-based dental practice management software serving many of the same dental practices OneClick targets. While Curve focuses on the PMS itself rather than referrals, it competes for the same dental IT budget and could expand into referral features.
• Henry Schein One / Dentrix: Dentrix (by Henry Schein) is the dominant dental PMS in North America and OneClick's most important integration partner. As the incumbent PMS vendor, it could absorb referral management functionality directly, posing the largest competitive threat.

Others

• Sesame: Healthcare marketplace connecting patients to providers across specialties. Comparable in two-sided marketplace mechanics but operates in broader healthcare rather than dental-specific referral management.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/1ClickReferral

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Click Referral