Welcome to the Referrer Portal
The Praxi Referrer Portal gives you a secure way to track the clients you have referred, share documents, and communicate with the practice — all without needing a full Praxi account.
What You Can Do
| Feature | Description |
|---|---|
| View referred clients | See the clients you have referred and their current status |
| Track referral progress | Follow each referral from submission through to completion |
| Share documents | Upload treatment plans, referral letters, and reports securely |
| Download documents | Access documents shared with you by the practice |
| Secure messaging | Send and receive messages with the practice team |
How It Works
- The practice adds you as a referrer and shares the portal link with you
- You enter your email address and receive a one-time passcode (OTP)
- You are logged in — no password to remember
- Each time you log in, a new OTP is sent to your email for security
Getting Help
If you have trouble accessing the portal, contact the practice that invited you — they manage referrer access on their side.