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Digital Referral Forms for High-Volume Dental Practices
Create your own referral form, embed it on your website, and receive complete referrals with all details and x-rays in one place.
No friction. No commitment required.
Three ways practices send referrals. One that actually works.
Most dental specialists receive referrals one of two ways both of which create more work than necessary for everyone involved.
Set it up once. Receive better referrals every time.
Sindi works for the practice sending the referral and the practice receiving it. Here's what the workflow looks like on each end.
No friction. No commitment required.
For the Referral Receiver
For the Referral Sender


Provider Detail
FROM
Patient Detail
Name
DOB
Phone number
Email Address
Member ID
Insurance
Lives on your website. Works for everyone.
Your referral form sits directly on your website, so dentists find it where they already look. No login, no extra steps.
Set up your form
Add custom questions, set required fields, and preview your form.
Embed or share
Add it to your website or send a direct link to referring dentists.
Receive complete referrals
Each submission arrives instantly, organized and ready to act on.
The easiest practice to refer to gets the most referrals.
100%
40%
2x
Make referrals easy for your colleagues
When dentists can send a complete referral in minutes, they send more. Less friction, more referrals.
Complete referrals mean faster care
With everything attached, you can schedule and treat patients sooner. Better experience for everyone.
Fewer delays, fewer lost cases
Complete intake reduces delays and helps protect both your schedule and referral relationships.
What dentists say about Sindi
No friction. No commitment required.
Build your referral form in minutes.
Customize it for your specialty, embed it on your website, and start receiving complete referrals. No paper, no email PDFs, no follow-up calls.
Frequently Asked Questions
01
Does the referring dentist need a Sindi account to submit a referral?
No. Any general dentist can submit a referral through your embedded form or shareable link without creating a Sindi account. They fill out the form, attach any files, and hit submit. That's it. The referral lands in your Sindi dashboard immediately. When you accept and schedule the referral, the sender will get automated updates as the case progresses so they stay in the loop.
No. Any general dentist can submit a referral through your embedded form or shareable link without creating a Sindi account. They fill out the form, attach any files, and hit submit. That's it. The referral lands in your Sindi dashboard immediately. When you accept and schedule the referral, the sender will get automated updates as the case progresses so they stay in the loop.
02
Can I build my referral form from scratch, or am I limited to templates?
Both options are available. Every Sindi form starts with a set of standard fields (patient demographics, insurance, clinical notes) that are always included. From there, you build your custom questions entirely from scratch — create any question, name it whatever you want, choose from 6 field types, and mark each one required or optional. There are no templates you can't change.
03
What field types are available for custom questions?
Six types of questions so you can ask anything: single select (choose one from a list), multiple choice (choose any that apply), yes/no, text field (open-ended answer), date (with date picker), and dropdown list. Each can be marked required or optional, and you can add as many custom questions as your workflow needs.
04
How does the referral get to me once it's submitted?
It appears immediately in your Sindi referral dashboard as a structured record — patient information pre-populated, custom question answers filled in, and any attached files included. You'll receive a notification by email and in-app. From there you can accept, assign to a provider, and begin tracking the case — all in one place.
05
Can referring dentists attach x-rays and patient files to the form?
Yes. The Sindi referral form includes a file attachment step where referring dentists can attach x-rays, patient photos, and any clinical documents before submitting. Files arrive with the referral — you don't have to chase them down separately.
06
Is the referral form HIPAA-compliant?
Yes. All submissions through Sindi referral forms are transmitted and stored with HIPAA-compliant security — including any attached patient files. A Business Associate Agreement (BAA) is available for all practices.
06
How does the embed work on my practice website?
Sindi generates a code snippet you paste into any page on your practice website. It renders as a fully styled form that matches the referral experience — no separate login or redirect required. If you prefer not to embed it, Sindi also provides a shareable direct link you can send to any referring office or post wherever you like. It usually takes a practice's website manager about 5 minutes to embed. We're happy to work directly with them to get the form live on your site.
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