video1.0<iframe src="https://www.loom.com/embed/a51a018b725f4ed0a2bf3d2e7e6c6a64" frameborder="0" width="1680" height="1260" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12601680Loomhttps://www.loom.com12601680https://cdn.loom.com/sessions/thumbnails/a51a018b725f4ed0a2bf3d2e7e6c6a64-3aa090f5e0193540.gif396.629This Loom explains how the referral process works in Praxis, from drafting and sending a dentist referral to sending a patient letter and viewing it on the receiver side. The presenter shows how to click Create Referral, draft the referral message using templates via hashtag search, attach patient-file images or files, optionally include internal notes or PDFs, preview with the three dots, and send with the subject and message prefilled. It also covers sending a Patient Letter with optional templates, headers and footers, images, and clinical notes, then how the receiver accesses the secure referral link and completes two-step verification by entering the matching email to view the referral.