Refo runs your dental front office. We answer every patient call and text, book and confirm appointments, verify insurance before visits, follow up on unscheduled treatment and overdue hygiene recall, and collect balances. Behind the desk, we handle claims, HIPAA-ready IT and your books.
Last reviewed 2026-09-30 by the Refo team.
Every call and text answered, including evenings and weekends, and the appointment booked.
Eligibility and benefits verified before the patient arrives.
We follow up on unscheduled treatment until it's booked or closed out.
Hygiene recall and reactivation run every week, and cancellations get filled from a waitlist.
We review 30 days of calls, schedules and open treatment and show missed calls, unconfirmed appointments, unscheduled treatment and overdue recall, with the revenue involved.
We sign a HIPAA business associate agreement with your practice and follow HIPAA safeguards, and so does every vendor that touches patient information.
We work in common systems such as Dentrix, Eaglesoft and Open Dental where they give us access, and confirm the setup during the audit.
Before each appointment we check eligibility and benefits through payer portals or by phone and note the results in the patient's record.
It supports them. We take overflow, after-hours calls, verification, recall and follow-up, so your team can focus on patients in the office.
Yes. When a patient's AI assistant calls or messages to book, we answer with available times and book it, the same as for any patient.