Sindi Stories with Roni Bellici, Patient Care Coordinator at Dr. Rajneesh Dail Pediatric Dentistry
Customer spotlight on how Roni Belleci manages patient referrals at a pediatric dentist office.
Roni Belleci has been the Patient Care Coordinator at Dr. Dail Pediatric Dentistry in Monterey, CA for the last 2 years. Before joining Dr. Dail’s team, she spent years working as an office manager at an orthodontist practice. Over the course of her career, she has sent and received thousands of dental patient referrals.
Needless to say, Roni knows the good, bad and ugly of patient referrals. She’s a pro with all things patient referrals: filling out referral pads, processing referral intake forms, sending and receiving faxes, scanning documents, and of course, sending lots of emails.
The Problem
Through most of her career, Roni would regularly send and receive referrals through 5 or more mediums in a given week. She developed systems to keep everything straight and get her job done (and done really well!). Still, the logistics of processing referrals through so many platforms and tracking down missing information took up a ton of time and mental bandwidth.
“We’re the multitasking queens,” Roni said with a chuckle, referring to how her team manages referrals and all their other responsibilities at the office.
With never-ending to-do lists, a slightly faster referral process would free up hours of her week – and allow her to multitask a little bit less and not keep some much institutional knowledge locked in her head.
For Roni and her colleagues, there was no efficient way to manage patient referrals all in one place.
The Solution
That is, until a conversation with Lupe Gomez, the office manager at Monterey Oral Surgery.
Lupe had just started using Sindi for patient referrals and she immediately knew it was a game changer. With Sindi, Lupe could handle all things patient referrals in one place.
Roni, who is always looking for ways to work smarter, was super interested. Anything that would cut down her email and phone time was absolutely worth a shot!
Roni and Dr. Dail connected with the Sindi team, and within a week, were sending and receiving patient referrals via Sindi. After just a few days using Sindi, Roni understood why Lupe had been so excited.
Sindi’s office-to-office message feature replaced emails and phone calls to other offices and made tracking down missing information so much easier. The file sharing feature saved her time scanning and making copies. The ability to send after-appointment referral visit summaries made tracking patient progress much easier.
After just 4 months using Sindi, Roni is a power user. As a professional multitasker, Sindi allows Roni to be organized when doing multiple things at once. “It's so convenient knowing that I can check back on a referral status later,” Roni said. “I always have Sindi open. It helps me get more done faster!”
In Roni's Words...
About Sindi
Sindi is a dental patient referral management 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 Roni and try Sindi for free today.