Sindi Stories with Lupe Gomez, Office Manager at Monterey Oral Surgery
Lupe has processed over 25,000 patient referrals in her career as an oral surgeon's office manager. Learn how she does it.
Lupe Gomez has been the Office Manager at Monterey Oral Surgery & Implants for over 20 years. She’s processed 25,000+ referrals and spent 10,000+ hours on the phone scheduling appointment referrals. Needless to say, Lupe knows the old patient referral process all too well.
The Problem
Like most dental practice office managers, Lupe is always busy. She oversees all office flow, serves as the financial coordinator for patients and insurance, and manages all paper and digital recordkeeping. There’s always another task to get done and she appreciates any trick or tool that can streamline a few minutes of her workday.
Over her career, Lupe has spent countless hours every day playing phone tag with other dentist offices, emailing, and managing paper referral forms. Before Sindi, she would ask the same questions over and over:
- What’s the patient’s name?
- How do you spell that?
- What treatment do they need?
- When should we see them?
- What insurance do they have?
- Do you have the panorex files?
- Is there anything else the doctor should know?
If she was missing information, she’d pick up the phone again or send another email to track it down. In an average week, Lupe spent 10+ hours just tracking down standard patient information so the doctor could treat them.
She was open to trying anything that could save her time and reduce the mountain of paperwork she always had on her desk.
The Solution
As someone who’s always eager to learn and figure out how to work smarter, Lupe was extremely interested when she first heard about Sindi. She was willing and ready to experiment with anything that could save her time and help make her office more efficient.
In Lupe’s first month using Sindi, she quickly realized how Sindi could change how she did her job. Sindi enables Lupe to send and receive referrals all on one central platform. Referrals come in with all the essential information – including patient name, birthdate, phone, email address, insurance, x-rays, and treatment instructions.
If she needs an extra piece of information, she uses Sindi’s Timeline messaging feature to track it down. In a few seconds, Lupe can ask for additional x-rays or follow-up to make sure the patient gets scheduled.
Lupe doesn’t waste time making phone calls or digging through old email threads anymore. Everything she needs related to referrals is right at her fingertips with Sindi. She is thrilled with the hours each week she got back now that she’s using Sindi.
In Lupe's Words...
About Sindi
Sindi is a dental patient referral software that allows dental practices to manage the entire referral process on one platform. It saves your office time and ensures patient referrals don’t slip through the cracks. 100% HIPAA-compliant with full visibility to both dentists and office managers, Sindi is transforming how dental practices collaborate. Sindi is the easiest way to send and receive dental patient referrals –– you can manage referral forms, file transfers, and communication all in one place.
Is your office ready to level up its patient referral process?
Listen to Lupe and try Sindi for free today.