You received a referral, what to do

The email you received

A practice that uses Syncroly referred a patient to you, and Syncroly emailed you a secure link to the referral. The email names the referring provider.

The link works for 30 days. After that the page says the link has expired, and the referring practice can send a new one.

Open the link

Some of these emails open the referral in your inbox once you sign in, rather than the page below. If yours does, skip to Find the referral in your inbox.

In the email, open the referral link.
Check the page titled New Referral for You. It shows the referring provider, the reason for the referral, and when it was sent.

The New Referral for You page a receiving provider sees from the email link, showing the referring provider, the reason, the date, and a Sign in to view referral button. Patient details are not shown. — The referral page from the email link, before signing in.

The page names no patient. Patient details open once you sign in, so a forwarded email cannot expose them. Why you can't see the patient's details yet covers what opens when.

Sign in to open the referral

On the referral page, select Sign in to view referral. Already signed in on this browser? The button reads View Referral.
Sign in with your Syncroly email and password. The referral opens as soon as you are signed in.

Find the referral in your inbox

In the sidebar, open Referrals.
Select the Received tab.
Search for the patient by name.

The Received tab of the Referrals page, with a search box, Filters, the By next step sort, and the quick filters All and Needs you above the list. The Needs you tray lists six referrals. Each row names the patient, the referring practice and the reason, then a status of New, Open, or Needs follow-up, and the next step, such as a call to make and how long it has waited. The Waiting on the patient tray starts below it. — The Received tab, with its trays.

The search matches the patient, the referring practice, and the reason. Every row names where the referral came from, so you can also find it by reading down the list. A referral nobody at your practice has opened is marked New.

What to do next

Open the referral to see the patient's contact details, the reason, and any notes, files, or chart the referring practice attached.
Contact the patient to schedule.
Select Mark contacted so the referring practice can see that you reached out. If it later shows Needs follow-up, contact the patient again and select Mark contacted again.
When the appointment is booked, select Mark booked. The referring practice sees Booked on their side.

A received referral opened by the receiving practice. At the top are the patient's name, an Open status and contact details, and beside them the next step: Needs you, a call to schedule a visit, with Mark contacted and Mark booked, and Assigned to you below. Under the name, the Summary holds the reason, the referring practice's notes and a tooth chart. Beside it are Referred by, Messages with no messages yet, and the start of History. — A received referral after the patient shared it.

If the patient booked with you from their own referral link, the referral already shows Booked and the button reads Confirm the booking instead. Select it once you can see the appointment on your schedule.