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Create your account and set up your practice

Signing up takes an email address and a few minutes: create a login, enter the code Syncroly emails you, then set up your practice in four steps. Here is each screen, in order, and what each answer decides.

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Before you start

You need a work email address you can open while you sign up, because Syncroly emails you a code you have to type back in. Use your own address rather than a shared practice inbox such as info@ or frontdesk@. Your login is personal. Everybody else at your practice gets their own, and a front desk several people share can use one Front desk sign-in. During your trial, you can add a shared inbox for referral alerts on the last setup step. Setting up takes a few minutes. If you stop before your practice is created, you start again from the first screen; after that, Syncroly returns you to the last step.

The account you create is a practice, not a personal profile. Whoever creates it becomes the Primary Admin, so if somebody else should hold billing and that role, it is less work for them to sign up than for you to hand it over afterwards.

Create your login

The sign-up page asks for your name, the email address you want to sign in with, and a password. The address you enter here is where Syncroly sends your verification code, and afterwards where referral notifications arrive, so use one you read. You cannot change it yourself later, so check it before you go on.

  1. On the sign-up page, fill in First name and Last name.
  2. In Email, enter the address you want to sign in with.
  3. In Password, choose a password of at least 8 characters.
  4. In Confirm password, enter the same password again.
  5. Check the box confirming you accept the Terms of Service and the Privacy Policy.
  6. Select Sign Up.

The page runs a short automated check that you are a person rather than a script, and Sign Up stays unavailable until it finishes.

If the page answers with An account with this email already exists., that address has a verified account. Use the sign-in link in the banner rather than signing up again.

Verify your email

Syncroly emails a six-digit code and opens Verify your email, with the address it sent to written on the page. There is no link to click in that email: the code is the whole verification, and typing it in this tab both verifies the address and signs you in.

  1. Open the email from Syncroly and read the six-digit code.
  2. On Verify your email, type the code into Verification code.
  3. Select Verify email.

If no email has arrived, check the junk or spam folder first, then select Resend code. If you mistyped your address, Back to sign in returns you to the sign-in page, and you can sign up again with the correct one.

Setting up your practice: four steps

Verifying drops you straight into setup. It is four steps, named across the top of every screen, from Category to Practice details.

Nothing is saved until Continue on Name your practice. If you close the tab before then, signing in again starts you at Category; after it, Syncroly puts you back on Practice details.

Category and specialty

The first screen welcomes you by name, asks What type of practice are you? and offers four cards: Dental, Veterinary, Mental Health, and General. Your category decides the words Syncroly uses with you, the reasons you can pick when you send a referral, and the clinical detail a referral can carry, such as a tooth chart for a dental practice or an animal record for a veterinary one. General is the catch-all for professional referrals that are not clinical.

The second screen narrows that down inside your category and sets how your name is shown: Your title is a prefix such as Dr., and Your credentials is a short list drawn from your category, up to four. Both appear where your name is shown to the people you refer.

  1. On What type of practice are you?, select the card that matches your practice.
  2. On How will you use Syncroly?, choose the answer that fits. If you only manage the practice or referrals, you skip your specialty, title and credentials.
  3. Open Your specialty and choose the closest match.
  4. If you picked an option named Other, describe your work in Please describe your specialty.
  5. Under Your title, choose a prefix, or leave it on No prefix.
  6. Under Your credentials, select the ones that apply to you.
  7. Select Continue.

Name your practice

The Name your practice screen creates the practice itself. Practice name is how other practices find you when they search for somewhere to refer to, so use the name on your door rather than a legal entity name.

  1. In Practice name, enter the name other practices should find you by.
  2. If you are asked which services your practice offers, select each one. If you provide care, your own specialty is already selected.
  3. Read the Business Associate Agreement, then check the box confirming you accept it.
  4. Select Continue.

The Business Associate Agreement is the agreement that lets your practice send patient information through Syncroly. It appears for dental and mental health practices. Veterinary practices are not asked for one. A General practice is asked first whether it creates, receives, or stores protected health information, and the answer decides whether the agreement appears at all.

Add your location and how patients pay

The last screen, Practice details, records your primary address. Syncroly uses it to place your practice for other practices searching nearby, so it should be where people actually visit you.

Phone and Website are the contact details shown on your practice card when somebody you have been referred receives their referral. Both can be added later from practice settings.

If Practice email is shown, you can add a shared inbox, such as your front desk's, for referral alerts. This optional field is available during an active trial or complimentary access, or with Pro Solo or Pro Teams. Syncroly emails it a link to confirm the address. You can also add it later from practice settings while you have Pro access.

For dental, veterinary and mental health practices, Insurance and payment below the contact details lists how patients can pay at your practice. Select every option that applies, or leave it empty and fill it in from practice settings whenever you like.

  1. In Street address, start typing your address.
  2. Pick your address from the suggestions, which fills City, State, and ZIP code for you.
  3. In Phone, add the number you want people to call.
  4. In Website, add your practice website.
  5. If you see Practice email, add a shared inbox for referral alerts, or leave it empty.
  6. If you see Insurance and payment, select every option that applies, or leave it empty.
  7. Select Continue.

What to do next

You now have a practice you can send from. Two things are worth doing before your first referral. Fill in the rest of your practice details from settings, so the practices you refer to and the people you refer see a complete card. And decide who else at your practice needs an account.