Do I have to call my specialists to get them onboard?

This is recommended, but not required. We've seen that the best results are achieved when everyone is on the same page. As such, we recommend sending your specialists a short, friendly note explaining that you are now using Refera to send referrals. We’d be happy to walk you through some tips and tricks we’ve picked up along the way and share with you templates that have worked well for our other customers– just send us a quick email at: hello@refera.com.