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Referral Tracking for Busy Dental Practices

Specialists see every active case in one place. Referring dentists track patient progress from referral to closure. No calls. No guessing.

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

Referral tracking built for both practices

Sindi connects specialists and referring dentists with shared visibility across every case.

For Specialists

A live view of every active case

View all inbound referrals by status, phase, and provider

Filter and sort your caseload in seconds

Assign referrals to specific providers

Get alerts when action is needed

Snooze cases and follow up at the right time

Share cases across providers when needed

For Referring Dentists

Track every patient without calling

See real-time status of every referral

Get notified on acceptance, scheduling, and updates

Know when your patient has been treated

Message specialists directly from the referral

View the full case timeline from start to close

Get patients back faster with full context

For Specialists

A live view of every active case

View all inbound referrals by status, phase, and provider

Filter and sort your caseload in seconds

Assign referrals to specific providers

Get alerts when action is needed

Snooze cases and follow up at the right time

Share cases across providers when needed

For Referring Dentists

Track every patient without calling

See real-time status of every referral

Get notified on acceptance, scheduling, and updates

Know when your patient has been treated

Message specialists directly from the referral

View the full case timeline from start to close

Get patients back faster with full context

For Specialists

A live view of every active case

View all inbound referrals by status, phase, and provider

Filter and sort your caseload in seconds

Assign referrals to specific providers

Get alerts when action is needed

Snooze cases and follow up at the right time

Share cases across providers when needed

For Referring Dentists

Track every patient without calling

See real-time status of every referral

Get notified on acceptance, scheduling, and updates

Know when your patient has been treated

Message specialists directly from the referral

View the full case timeline from start to close

Get patients back faster with full context

Complete visibility on every referral

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.

Phase of Care

Accepted

Referral received and accepted. Patient is awaiting scheduling.

Accepted

Referral received and accepted. Patient is awaiting scheduling.

Consultation

Patient is scheduled for or has completed the consultation.

Consultation

Patient is scheduled for or has completed the consultation.

Treatment

Active treatment in progress with updates shared.

Treatment

Active treatment in progress with updates shared.

Treatment

Active treatment in progress with updates shared.

Follow-up

Treatment complete. Post-op care in progress.

Follow-up

Treatment complete. Post-op care in progress.

On Hold

Case paused due to patient, insurance, or other factors.

On Hold

Case paused due to patient, insurance, or other factors.

Status

Scheduled

Patient has an appointment for the current phase.

Scheduled

Patient has an appointment for the current phase.

Scheduled

Patient has an appointment for the current phase.

Unscheduled

No appointment yet. Follow-up is needed.

Unscheduled

No appointment yet. Follow-up is needed.

Unscheduled

No appointment yet. Follow-up is needed.

Elapsed

Scheduled date passed with no update. Case needs attention.

Elapsed

Scheduled date passed with no update. Case needs attention.

Sent

Referral sent and awaiting acceptance.

Sent

Referral sent and awaiting acceptance.

Sent

Referral sent and awaiting acceptance.

Every update, visible to both practices

Each referral includes a live timeline with every action, update, and message in one place.

Phase changes with timestamps

Real-time status updates

Comments and case notes from both practices

Files attached to the case record

Post-op notes at case closure

Real-time status updates

Everything a modern referral workflow needs.

No friction. No commitment required.

Everything a modern referral workflow needs.

No friction. No commitment required.

Unified dashboard

View all referrals in one place, organized by status, provider, and practice.

Unified dashboard

View all referrals in one place, organized by status, provider, and practice.

Unified dashboard

View all referrals in one place, organized by status, provider, and practice.

Shared visibility

Both practices see the same real-time status. No gaps, no follow-ups.

Shared visibility

Both practices see the same real-time status. No gaps, no follow-ups.

Shared visibility

Both practices see the same real-time status. No gaps, no follow-ups.

Automatic updates

Get notified instantly when a case moves forward. No calls needed.

Automatic updates

Get notified instantly when a case moves forward. No calls needed.

Automatic updates

Get notified instantly when a case moves forward. No calls needed.

Provider assignment

Assign referrals to providers and manage caseloads with full visibility.

Provider assignment

Assign referrals to providers and manage caseloads with full visibility.

Provider assignment

Assign referrals to providers and manage caseloads with full visibility.

Searchable history

Find any referral, message, or file in seconds.

Searchable history

Find any referral, message, or file in seconds.

Searchable history

Find any referral, message, or file in seconds.

HIPAA compliant

Secure handling of all data with compliant infrastructure.

HIPAA compliant

Secure handling of all data with compliant infrastructure.

HIPAA compliant

Secure handling of all data with compliant infrastructure.

What dentists say about Sindi

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

Elise Ellingsen, DDS, MSD

Ellingsen and Denison Endodontics

Specialist

“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

Monterey Oral Surgery

Referring Dentist

"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

Specialist

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

Mike Fangman, DDS

Orange Tree Dental

Referring Dentist

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

Elise Ellingsen, DDS, MSD

Ellingsen and Denison Endodontics

Specialist

“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

Monterey Oral Surgery

Referring Dentist

"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

Specialist

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

Mike Fangman, DDS

Orange Tree Dental

Referring Dentist

No friction. No commitment required.

Know where every referral stands. Always.

Free to sign up and send referrals. Built for every practice that sends or receives them.

2x

Faster scheduling

100%

Referral conversion

40%

Less admin time

12+

Saved hours per week

Frequently Asked Questions

01

Can referring dentists see referral status?

Yes. Every referral is tracked in the Sindi dashboard. Referring dentists can see the current phase and status in real time. No phone calls needed.

Yes. Every referral is tracked in the Sindi dashboard. Referring dentists can see the current phase and status in real time. No phone calls needed.

02

What is the Elapsed status?

Elapsed is an automatic alert. If a case has no update after a scheduled date, Sindi flags it so the team can take action.

03

What does Snooze do?

Snooze lets you pause a case and set a reminder to come back to it. For example, if the patient requests to hold off on treatment until January when they have new insurance, you can snooze the referral and Sindi will it back to your attention on the date that you set.

04

Can referrals be assigned to providers?

Yes. Referrals can be assigned to specific providers at your practice. Each provider sees their own cases, while admins see everything.

05

Do referring dentists get notified of updates?

Yes. Every status change triggers a notification. Practices receive updates in-app and by email.

06

Can I see the full referral history?

Yes. Each referral includes a complete timeline with all updates, messages, and files in one place.

06

Does the specialist need to be on Sindi?

For full tracking, yes. Referrals can still be sent without it, but real-time updates work best when both practices are on Sindi.

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