Add recipients, including providers not yet on Syncroly

The Send to section closes the referral form. Until you pick a specialty it reads Choose a specialty to see practices., because the search and the shortcuts are specific to the specialty you are referring into. Set the specialty first.

How many recipients the section accepts depends on the two cards (Direct and who chooses) above your practices. Direct holds exactly one. The Choice card holds more. Direct vs Choice, and which to use covers that decision; this guide is about getting the right people into the slots.

The list shows one row per practice, with its city and state. Type a provider's name and they appear under their practice: select them to add the practice with that provider chosen. A provider marked Not accepting referrals cannot be selected, but their practice still can. A practice already on the referral reads Added.

Once every slot is full, the search box and Load shortlist go away. Your practices sit above the search; select the X on a card to remove it, and the search comes back.

Each practice you add gets a provider chip on its card, which reads Any provider until you choose someone. The practice receives the referral either way. To address it to one of their providers as well, select the chip and choose them.

Select the search box before typing anything and a Recent list opens instead of results: up to three providers or practices you have personally referred to in this specialty before, each provider shown with their practice. One select adds it, no typing: a provider row adds the practice with that provider chosen, and a practice row adds it with Any provider. If a provider is no longer taking referrals, the row shows their practice instead.

The list is yours alone, built from your own referrals rather than your practice's. It never lists external contacts, and any practice already on the referral drops out of it. Start typing and the list switches to search results; the two never stack.

Load shortlist sits beside the search box. Select it and Syncroly fills the open recipient slots from the shortlist you saved for this specialty, in the order you ranked them, skipping any practice already on the form. Each practice gets one card: two entries at the same practice load as one, and the next entry takes the free slot. A shortlisted provider who is not taking referrals loads as their practice with Any provider. A message names what it added, and a routine referral to your usual specialists needs no typing at all.

When you have not built a shortlist for the specialty, the button is off and says No shortlist available for this specialty. Once the referral is full the button goes away. The General category has no shortlists, so the button is not on a General referral form.

Not everyone you refer to is on Syncroly yet, and that does not stop the referral. When your search finds nothing usable, the results list offers the way through: a row that repeats what you typed, says it wasn't found, and offers Add as a new contact (Add as a new recipient on General). The search lists only practices with a provider in the specialty you chose, so check the specialty before adding someone as a new contact.

The option appears on both referral types. On a Choice referral Syncroly emails the practice a general invitation to join when you send, and nothing about the referral: that stays private until the patient shares it with them. On a Direct referral the email says a referral is waiting, and they see it once they set up their profile; the section below covers what that looks like.

A name and an email address are all Syncroly requires, but add the phone and website if you have them: the patient sees this contact's name, phone, and website on their referral, and the phone is how they reach a practice that is not on Syncroly. The dialog says the same, using the first name of the person you are referring once you have typed it.

An external contact can be the one recipient of a Direct referral. Because Direct means you are attesting consent on the form, Syncroly emails the practice the moment you send: the message says a referral is waiting for them and links to setting up a free Syncroly profile. The consent line above the button tells you this before you confirm, and the toast afterwards names the practice you invited and adds They'll see this referral when they claim their profile.

The practice sees nothing until it finishes that setup, so the patient's page asks them to call the office to schedule in the meantime. Check the email address on the recipient card before you send; it is where the invite goes.

Switching cards with recipients on the form works the same for every kind of recipient. Switching to Direct with more than one recipient asks first: Switch to Direct? names the recipients it will drop and the one it will keep, and you answer Continue or Cancel.