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You received a referral, what to do

A practice referred a patient to you and Syncroly sent you a secure link. This guide walks from that email to the referral in your inbox, for providers who already have a Syncroly account.

The email you received

A practice that uses Syncroly referred a patient to you. Instead of a fax or a voicemail, Syncroly sent you an email with a secure link to the referral. The email names the referring provider, so you can see who the referral is from.

Sign in to open the referral

  1. On the referral page, select Sign in to view referral.
  2. Sign in with your Syncroly email and password. The referral opens as soon as you are signed in.

Find the referral in your inbox

  1. In the sidebar, open Received.
  2. Search for the patient by name.
The Received inbox listing eight incoming referrals. Each row names the patient, the referring practice, the reason for the referral, the recipient, the date, and a status of New, Open, Contacted, or Booked.
The Received inbox with every group shown.

The search matches the patient name, not the referring practice. Every row in the list names where the referral came from, the practice when Syncroly has one on file and the referring provider otherwise, so you can also find it by reading down the list. New referrals are marked New.

What to do next

  1. Open the referral to see the patient's contact details, the reason, and any notes, files, or chart the referring practice attached.
  2. Contact the patient to schedule.
  3. Select Mark as Contacted so the referring practice can see that you reached out.
  4. When the appointment is booked, select Mark as Booked. The referring practice sees Booked on their side.
A received referral opened by the receiving practice, with the patient contact details, the reason for referral, the referring practice notes, a tooth chart, and the actions to record contact and booking.
A received referral after the patient shared it.

If the patient booked with you straight from their referral link, the referral already shows Booked and the button reads Confirm referral was booked instead. Select it as soon as you can see the appointment on your schedule. It confirms the booking is real, not that the visit has happened, so there is no reason to wait until the appointment date.

Every step you record is visible to the referring practice, so nobody has to call to ask whether the patient booked.

You received a referral, what to do | Syncroly