REFERA HOLDINGS LTD

Name

REFERA HOLDINGS LTD

Legal name

Refera

Website

https://refera.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Dental Practice Management Software

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Dental Teleconsultation Marketplaces (HLALALAL)

akta.pro secondary industry

Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)

Keywords

• Dental referral software
• Patient referral management
• HIPAA-compliant dental software
• Dental practice workflow
• DSO referral platform

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Premium Subscriptions - Specialists: Monthly subscription tiers for specialist dental practices ($99-$299/month) offering unlimited referrals, all-time history, personalized referral links, and priority support with phone access. Higher tier provides premium access for up to 25 referring GP practices.
2. Premium Subscriptions - General Practitioners: Monthly subscription at $29/month for GPs offering unlimited referral tracking, all-time history, unlimited storage, and priority support with phone access.
3. Study Club Subscriptions: Monthly subscription at $299/month for dental study clubs offering seamless case sharing, coordinated specialty referrals, and premium access for all club members.
4. DSO Custom Enterprise Pricing: Custom pricing for Dental Service Organizations requiring centralized referral tracking across multiple locations. Premium and Premium+ tiers available with per-location premium GP access.
5. Free Tier (Freemium): Free standard version of Refera Dashboard and OneSlip allowing send/receive referrals with 7-day history storage. No upfront cost for practices to start digital referrals.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Refera sells a HIPAA-compliant, cloud-based dental referral management platform that lets dental general practitioners submit patient referrals digitally and lets dental specialists receive, track, and reply to those referrals in real time. The offering includes the Refera Dashboard for end-to-end referral workflow management, OneSlip for frictionless no-login referrals from GPs, and Custom Referral Links that specialists embed on their websites. Customers are individual dental practices (GPs and specialists), dental study clubs, and multi-location Dental Service Organizations (DSOs).

Product overview

Refera Holdings Ltd offers a dental referral management platform consisting of three core products: the Refera Dashboard (the central HIPAA-compliant platform for managing, tracking, and analyzing referrals), OneSlip (a free, no-login-required tool for GPs to send referrals instantly), and Custom Referral Link (a white-label website embed for specialists). The products work together to digitize the entire dental referral workflow—GPs can send referrals via OneSlip or the Dashboard, specialists receive and manage them with full visibility, patients get automatic SMS notifications, and operative reports flow back to referring practices. Pricing tiers include Basic (free with 7-day storage), Premium ($99/month for specialists, $29/month for GPs), Premium+ ($299/month for specialists with premium GP access), and DSO/Study Club plans with custom pricing.

Differentiator

Problem solved

Functional benefit

Brands

• OneSlip: A free referral tool designed for GPs to send referrals quickly without needing an account or login.
• Refera Dashboard
• mylink.refera.com

Products and services

• Refera Dashboard HIPAA-compliant SaaS dashboard for dental practices to send, receive, track, manage, and analyze patient referrals in real time, with referral status states (Seen, Scheduled, Complete), analytics, operative report exchange, and team collaboration. Offered on a freemium tier (7-day history) and paid Premium tiers ($99-$299/month) for specialists, plus a $29/month GP Premium tier.
• OneSlip Free web-based tool that lets general dentists send a patient referral to a specialist in seconds with no login or account setup, supporting practice lookup by phone, name, or keyword and file attachments (x-rays, DICOM, documents). Functions as the frictionless top-of-funnel product that drives GP adoption and pulls specialists onto the Refera platform.
• Custom Referral Link Personalized, branded referral link (hosted at mylink.refera.com) that dental specialists embed on their own website so referring GPs can submit patient referrals directly through the specialist's site using a custom form with the specialist's branding and logo. Included with specialist Premium and Premium+ subscriptions.

Quantifiable outcome

• 80% referral completion rate with digital referrals versus 50% with paper
• +4 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Weave: Patient communication and front-office platform for dental and other SMB healthcare practices; competes with Refera on patient engagement, SMS reminders, and digital front door workflows.
• Solutionreach: Long-standing patient engagement and recall platform for dental and healthcare practices; comparable as a peer for practice-level communication and patient reactivation workflows.
• Dental Intelligence: Dental practice analytics, patient communication, and recall platform used by ~6,000 dental practices; closest direct overlap with Refera on dental-practice workflow software and front-office automation.
• RevenueWell: Dental-specific patient communication, marketing, and recall software used to retain and re-engage patients; overlaps with Refera on practice-patient communication and digital workflows.
• Modento: Patient engagement and digital intake/communication platform serving dental practices; comparable as a workflow-software peer adjacent to Refera's referral and communication features.

Emerging players

• Birdeye: Customer experience and reputation platform expanding into healthcare/dental patient communication; emerging player with partial workflow overlap but broader horizontal SaaS focus.
• Pearl (dental AI): Dental AI platform for radiographic analysis and clinical insights; adjacent dental software peer with similarly practice-focused vertical SaaS distribution.

Broad incumbents

• Dentrix (Henry Schein): Largest US dental practice management system; incumbent that could trivially add referral features as a native module, posing the most plausible competitive substitution risk to Refera.
• Eaglesoft (Patterson): Practice management software for dental practices distributed through Patterson Dental; comparable incumbent that could bundle referral/communication modules competing with Refera.
• Lighthouse 360 by Henry Schein One: Henry Schein One's patient communication suite built into the Dentrix ecosystem — incumbent dental software stack with overlapping communication and recall functionality.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@refera9242/videos
• Facebookfacebook.com/Refera
• LinkedInlinkedin.com/company/refera

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 REFERA HOLDINGS LTD