Find your way around

On a desktop, the left sidebar is the whole map. From the top:

• New Referral starts a referral. It is the one button that is not a page.
• Overview is the page you land on after signing in.
• Referrals holds the two lists: Received for referrals sent to your practice, and Sent for the ones you made. A number on Received counts referrals you have not opened yet.
• Messages holds every conversation, with a count of unread ones.
• Relationships shows which practices you refer to and which refer to you.
• My Shortlists holds the providers you keep ready for each specialty.

Depending on your role and what your practice has set up, more entries sit below these: the public form entry, which reads Add a form to your site until your practice publishes a form and Public Referral Form after, and Invite Providers.

The arrow beside the logo collapses the sidebar to icons; select it again to expand it. On a narrower window it starts collapsed. Hover an icon to see its name.

At the bottom of the sidebar, beside the theme switch, is your name. Select it to open the account menu: Settings, Help, About Syncroly, and Sign out. Help opens this help center in a new tab, so nothing you were doing is lost.

Overview opens with a greeting and one control, a date range that reads Last 30 Days until you change it. The range applies to the activity counts on the page, not to the action list.

• Action Inbox lists only the referrals that need someone to act, each row with a count. Select a row and the matching list opens already filtered to those referrals. When nothing is waiting, it says so instead of showing an empty list.
• Referral Activity shows counts by status for the range, with a Received and a Sent tab, and the latest referrals under them. A link under each tab opens the full list.
• Relationships lists the providers you refer to most under Who you refer to, and the ones who send to you under Who refers to you.
• My Shortlists shows which specialties have a shortlist ready.

A reminder card can also appear above these, for example while your practice phone or website is still empty. Each one has a close control, and it stays dismissed.

On a phone or a narrow window the sidebar is replaced by a bar across the top. The menu button at the top left opens a drawer with the same entries: New Referral, Overview, then Received and Sent under Referrals, then Messages, Relationships, My Shortlists, and Settings under Manage, and Sign out under Account. A dot on the menu button means a new referral or an unread message is waiting; open the drawer and the count sits on Received or Messages.

Your initial at the top right opens a shorter account menu: Settings, Invite Providers where your practice has it, Help, and Sign out. The page content is the same as on a desktop, stacked in one column.

Selecting Settings from the account menu swaps the sidebar for a settings sidebar and opens Profile & Security. The entries are grouped: Account for your own profile and password, Preferences for Notifications and Display & Defaults, and, for an Owner or Administrator, Practice and Administration for the practice-wide pages. Back to Overview at the top returns you to Overview. On a phone, Settings opens a list of the same pages with a line describing each.

The first time you open Overview, a short tour points out the parts of the page. To see it again, open Settings, and on the Profile & Security page scroll to Product Tour and select Replay Product Tour. The tour runs the next time you open Overview.