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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.

5

Central Street

General Dentistry

Welcome,

Dr. John Smith!

Send a referral

Send a message

Your Network

Activity Feed

5

Central Street

General Dentistry

Welcome,

Dr. John Smith!

Send a referral

Send a message

Your Network

Activity Feed

Dr. Brian Bhaskar

Monterey Oral Surgery

caret-right

Central Street

General Dentistry

Welcome, Dr. John Smith!

Send a referral

Send a message

Your Network

Activity Feed

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.

REFERRAL COMPLETENESS

FILES & X-RAYS

STATUS VISIBILITY

FOLLOW-UP PROCESS

HIPAA COMPLIANCE

EFFORT FOR REFERRAL PARTNERS

PRICE

Sindi Logo

Sindi Referral Form

All patient info, notes, and x-rays. Delivered in seconds

Files included with every referral

Real-time for both sides

Handled inside Sindi platform

Encrypted, fully compliant

No account needed, under a minute

Included in Sindi Pro

No friction. No commitment required.

Paper Referral Pad

Patient info arrives slowly and incomplete

Sent separately or not at all

Gone once it leaves

Phone tag, email, fax

Scattered and insecure

High effort, every time

Free, but costly in practice

Static Online Form

Incomplete static PDFs. Manual entry required

No reliable file support

No tracking

Phone tag, email, fax

Depends on email security

More work than it appears

$99-$449/month

REFERRAL COMPLETENESS

FILES & X-RAYS

STATUS VISIBILITY

FOLLOW-UP PROCESS

HIPAA COMPLIANCE

EFFORT FOR REFERRAL PARTNERS

PRICE

Sindi Logo

Sindi Referral Form

All patient info, notes, and x-rays. Delivered in seconds

Files included with every referral

Real-time for both sides

Handled inside Sindi platform

Encrypted, fully compliant

No account needed, under a minute

Included in Sindi Pro

No friction. No commitment required.

Paper Referral Pad

Patient info arrives slowly and incomplete

Sent separately or not at all

Gone once it leaves

Phone tag, email, fax

Scattered and insecure

High effort, every time

Free, but costly in practice

Static Online Form

Incomplete static PDFs. Manual entry required

No reliable file support

No tracking

Phone tag, email, fax

Depends on email security

More work than it appears

$99-$449/month

REFERRAL COMPLETENESS

FILES & X-RAYS

STATUS VISIBILITY

FOLLOW-UP PROCESS

HIPAA COMPLIANCE

EFFORT FOR REFERRAL PARTNERS

PRICE

Sindi Logo

Sindi Referral Form

All patient info, notes, and x-rays. Delivered in seconds

Files included with every referral

Real-time for both sides

Handled inside Sindi platform

Encrypted, fully compliant

No account needed, under a minute

Included in Sindi Pro

No friction. No commitment required.

Paper Referral Pad

Patient info arrives slowly and incomplete

Sent separately or not at all

Gone once it leaves

Phone tag, email, fax

Scattered and insecure

High effort, every time

Free, but costly in practice

Static Online Form

Incomplete static PDFs. Manual entry required

No reliable file support

No tracking

Phone tag, email, fax

Depends on email security

More work than it appears

$99-$449/month

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

Step 1

Start with standard fields

Patient info, insurance, & clinical notes are included

Step 1

Start with standard fields

Patient info, insurance, & clinical notes are included

Step 1

Start with standard fields

Patient info, insurance, & clinical notes are included

Step 2

Add custom questions

Set field type & set requirements and collect info.

Step 2

Add custom questions

Set field type & set requirements and collect info.

Step 2

Add custom questions

Set field type & set requirements and collect info.

Step 3

Embed or share

Add the form to your website or send it as a link.

Step 3

Embed or share

Add the form to your website or send it as a link.

Step 3

Embed or share

Add the form to your website or send it as a link.

Step 4

Receive referrals

Each submission arrives organized & ready to review.

Step 4

Receive referrals

Each submission arrives organized & ready to review.

Step 4

Receive referrals

Each submission arrives organized & ready to review.

For the Referral Sender

Step 1

Visit recipient's website

Access the referral form directly on their website.

Step 1

Visit recipient's website

Access the referral form directly on their website.

Step 1

Visit recipient's website

Access the referral form directly on their website.

Step 2

Fill in patient details

Follow the guided form so nothing is missed.

Step 2

Fill in patient details

Follow the guided form so nothing is missed.

Step 2

Fill in patient details

Follow the guided form so nothing is missed.

Step 3

Attach files easily

Upload x-rays, photos, and documents.

Step 3

Attach files easily

Upload x-rays, photos, and documents.

Step 3

Attach files easily

Upload x-rays, photos, and documents.

Step 4

Submit instantly

Sent instantly, no account needed

Step 4

Submit instantly

Sent instantly, no account needed

Step 4

Submit instantly

Sent instantly, no account needed

Everything a modern referral workflow needs.

No friction. No commitment required.

Everything a modern referral workflow needs.

No friction. No commitment required.

Fully customizable

Build your form with flexible field types. Add only what you need and set required fields.

Fully customizable

Build your form with flexible field types. Add only what you need and set required fields.

Fully customizable

Build your form with flexible field types. Add only what you need and set required fields.

Files included at submission

X-rays and documents are attached directly with the referral. No separate fax or email.

Files included at submission

X-rays and documents are attached directly with the referral. No separate fax or email.

Files included at submission

X-rays and documents are attached directly with the referral. No separate fax or email.

Embed or share

Add the form to your website or send a direct link. No login required to submit.

Embed or share

Add the form to your website or send a direct link. No login required to submit.

Embed or share

Add the form to your website or send a direct link. No login required to submit.

Referrals in your dashboard

Each submission arrives organized with all details and files ready to review.

Referrals in your dashboard

Each submission arrives organized with all details and files ready to review.

Referrals in your dashboard

Each submission arrives organized with all details and files ready to review.

HIPAA compliant

Referrals are securely transmitted and stored with compliant infrastructure.

HIPAA compliant

Referrals are securely transmitted and stored with compliant infrastructure.

HIPAA compliant

Referrals are securely transmitted and stored with compliant infrastructure.

No account required

Referring dentists can submit instantly without creating an account.

No account required

Referring dentists can submit instantly without creating an account.

No account required

Referring dentists can submit instantly without creating an account.

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%

Referral conversion

Referral conversion

40%

Less admin time

Less admin time

2x

Faster patient scheduling

Faster patient scheduling

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

"I can send referrals from anywhere. I don't need a referral pad."

Mike Fangman, DDS

Orange Tree Dental

"Our business is all about referrals, and now I feel in control."

Elise Ellingsen, DDS, MSD

Bellevue Hilltop Dental

"We love how easy it is to share x-rays. Attach to referral, click send and done. So much better than before."

Nathan Huynh, DDS

Bellevue Hilltop Dental

"Before using the Sindi platform, managing referrals meant emails, paperwork, scanning, and constant follow-ups. Now all referral activity is organized in one place, with instant messaging between offices. I can manage 300+ referrals independently it’s made my day much easier."

Lupe Gomez, Office Manager

Monterey Oral Surgery

"I can send referrals from anywhere. I don't need a referral pad."

Mike Fangman, DDS

Orange Tree Dental

"Our business is all about referrals, and now I feel in control."

Elise Ellingsen, DDS, MSD

Bellevue Hilltop Dental

"We love how easy it is to share x-rays. Attach to referral, click send and done. So much better than before."

Nathan Huynh, DDS

Bellevue Hilltop Dental

"Before using the Sindi platform, managing referrals meant emails, paperwork, scanning, and constant follow-ups. Now all referral activity is organized in one place, with instant messaging between offices. I can manage 300+ referrals independently it’s made my day much easier."

Lupe Gomez, Office Manager

Monterey Oral Surgery

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.

2x

Faster scheduling

100%

Referral conversion

40%

Less admin time

12+

Saved hours per week

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.

Still have questions?

We’re here to help. No pressure, no sales scripts.

Explore how Sindi fits your workflow needs

Explore how Sindi fits your workflow needs