Undo a booking
In the received referral's menu, select "Undo booking" to reopen it after a cancelled visit or a booking mistake. Patients can also undo their own booking from their link until your practice confirms it.
Changelog
New features, improvements, and fixes in Syncroly, dated the day each one ships.
Latest update
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November 2026
Withdraw a referral you sent
Sent a referral to the wrong place? Open it and select "Withdraw referral." The practices you sent it to can no longer open it or its messages, and the links you sent stop working.
October 2026
Match your referral form to your brand
You can now change how your referral form looks, on your referral link and on your practice's website, so it matches your brand.
Refer to Orofacial Pain
Orofacial Pain is now a dental specialty, with reasons for TMJ, jaw and facial pain. Orofacial pain providers can add DABOP or FAAOP to their name in "Profile & Security".
See what your referrals are worth
Add your usual fees, and Relationships estimates what the referrals booked with you are worth, practice by practice.
See who refers to you, and who has gone quiet
The Relationships page now shows which practices have stopped referring to you, and the referrals behind every number. It also adds a map of your referral network and a thank-you list you can print.
Referral reasons read the same for both practices
Both practices now see the same reason name in lists, Messages, and at the top of a referral and its PDF. The clinical wording appears in the referral's "Summary".
All-on-X and clearer prosthodontic reasons
Prosthodontic referral reasons have clearer names, and All-on-X is new. You can also add FACP to your name in "Profile & Security".
A home page that starts with your work
The Overview now shows the referrals that need you, the ones waiting on someone else, and what happened since your last visit.
Conversations that are easier to find and follow
Messages now lists your conversations by practice or by date, and one search finds patients, practices and providers. Each conversation opens at its latest messages and shows when your latest message has been seen.
Your referral link gets its own page
Get referred, in the sidebar, puts your practice's referral link, email signature, QR code and website form on one page. A new Monday email tells you when a practice that usually refers to you goes quiet.
A referral page that says what happens next
Each referral now opens on the patient and the next step, so you can see whose turn it is and act on it right there.
All your referrals on one page
Received, Sent, and Drafts now share one Referrals page, and each tab puts what needs you first.
Log another call when a referral needs follow-up
If a referral you received isn't booked 14 days after the last logged call, it now shows "Needs follow-up". Contact the patient again and select "Mark contacted" to restart the 14 days.
A clearer New Referral form
The New Referral form now comes in short sections, with a summary beside it that shows the referral as it will read and what's left before you send.
Tooth marks for each specialty
The tooth chart offers the marks the receiving specialty works with, and a tooth can carry two.
Add the pet's name to a veterinary referral
Veterinary referrals have a "Pet name" field. The specialist sees the name first in the animal details and on the referral PDF.
Enter a pet's age when you don't know the birth date
On veterinary referrals, switch "Birth date" to "Age" and enter years and months. The specialist sees it as an estimate, such as "~3 yrs".
A facial view for the tooth chart
See the teeth from the front, in two rows with their roots.
Download a referral as a PDF
Select "Download PDF" on any referral to save a copy for your practice software. Print now prints the same PDF.
September 2026
Files now have one home on every referral
The Files card lists every file on a referral, newest first and grouped by practice, with new ones in bold. Add files any time after you send, and the practice you referred to can send files back.
Give your front desk one shared sign-in
Owners and administrators can now set up Front desk: one sign-in your front desk shares, with a four-digit PIN for each person. When someone sends a referral or messages another practice, their PIN records that it was them.
Choose a practice, and a provider too if you want one
You now choose a practice for each referral, and you can also choose one of its providers. The practice receives the referral either way, and so does the provider if you chose one.
More dental credentials, including MD
Add MD, MSD, FACS, FICD or FACD to your name in "Profile & Security". Patients see your credentials on their referral page.
List your practice's insurance types and payment options
Pick the types of insurance and payment your practice works with, such as in-network insurance or Kids Medicaid & CHIP at a dental office. Patients and pet owners see them on your card in their referral link, and other practices see them on your profile.
Preview your referral card in Practice settings
Owners and administrators can now see the card a patient or pet owner gets when a referral sends them to your practice. In settings, under "Practice", open "General" and select "Preview your referral card" at the top of the page. It shows your contact details, directions and payment options, taken from your saved settings.
Have a clinician review every referral before it goes out
Owners and administrators can require that a clinician sends each referral. Everyone else prepares it and hands it over for review, and the clinician sends it in their own name.
Direct referrals can now go to providers not on Syncroly
Choice referrals could already include a practice that has not joined Syncroly. Now a Direct referral can go to one too: we email them that a referral is waiting, and they set up a free profile to open it.
Search two specialties at once when choosing recipients
Tick "Include another specialty" under recipient search and choose a second specialty to find, for example, an oral surgeon and a general dentist in one list.
Type a date instead of scrolling a calendar
The "Date of birth" field, and "Birth date" on veterinary referrals, now take a typed date, with the calendar still one click away.
Practices and providers now have their own profile page
A profile shows the phone number, website, directions and providers of a practice, such as a dental office or a veterinary clinic.