Sindi vs. Truform: Which Dental Referral Tool Is Right for Your Practice?
Learn the pros and cons of Sindi and Truform
In the world of dentistry, efficient referral management is more than a convenience—it's critical for patient care, practice growth, and operational clarity. Many practices still rely on outdated tools and paper processes, which slows down communication, creates HIPAA risks, and frustrates both sending and receiving offices.
Two popular options in the dental industry are Truform by PBHS and Sindi. If you’re looking for a tool that helps streamline your referral process, this post will help you compare the two platforms and choose the best option for your practice.
What Is Truform?
Truform is an online form builder created by PBHS, a well-established dental marketing and technology provider. It was one of the earliest tools available to help dental practices digitize the referral process, and for many years, it has served as an alternative to paper pads with an accessible online form.
Truform allows practices to place a link to a referral form on their website. Referring doctors click the link, fill out the form, and submit it. The submission generates a static PDF, which is then sent via email and downloaded by the receiving office. Typically after downloading the form, the receiving practice prints the form then manually enters it into their practice management system and files the paper copy.
Truform has helped thousands of practices over the years begin the transition away from handwritten referrals and is a great tool if you love emailing and calling your referral partners. It unfortunately doesn’t offer the two-way communication, referral tracking, and automation features that today’s most cutting-edge dental practices demand.
TruForm Web Form
What Is Sindi?
Sindi is a new, HIPAA-compliant referral management platform purpose-built for general dentists and specialists who want to manage referrals more efficiently. Rather than simply replacing the paper referral pad with a digital form, Sindi creates an interactive, organized workflow for sending, tracking, and managing referrals in real time.
General dentists can send outbound referrals to any provider nationwide in under a minute. Sindi enables GD offices to send patient info, treatment instructions, x-rays and communicate in real time in one central place. It's the first tool on the market that enables GD offices to ditch referral pads and send referrals to any specialist anytime nationwide on their terms. Sindi was designed to empower GDs and help them take ownership of their interoffice workflows.
Specialists using Sindi benefit from a cloud-based, HIPAA-compliant system that keeps all referrals organized and accessible — no more paper stacks or hunting through emails. Sindi offers customizable embedded forms that can be placed on specialists’ websites with every inbound referral being stored in a searchable dashboard. Specialists can update real-time statuses, send instant messages to the referring provider, request missing info (like x-rays), and track referral conversion rates to optimize practice growth. Tools like timeline views, notifications, and referral analytics streamline communication and reduce administrative burden.
Sindi helps specialists get patients in the chair faster, eliminate redundancies, and build stronger, more collaborative relationships with referring providers.
Sindi Dashboard, Timeline & Analytics
Side-by-Side Comparison
*as of this publishing date
Key Differences Explained
1. Truform was ahead of its time when it launched. It offered a much-needed alternative to paper pads and helped practices begin the transition to digital. But while the needs of dental offices have evolved, Truform has largely remained the same.
2. Sindi is built for today’s workflows. It goes beyond a static form by enabling real-time collaboration between offices, status tracking, and smarter routing — all in a platform that feels like the consumer tools dentists are used to using in other parts of life.
3. Truform still works for simple, one-way referrals where minimal interaction is needed. It’s better than paper, but lacks visibility and follow-up tools that can prevent patients from falling through the cracks.
4. Sindi supports growth. As referral volume scales, offices need organization, automation, and clarity. Sindi delivers that through a streamlined experience designed for high-performing teams.
When Should You Use Each?
- Truform may be right for low-tech practices looking for a basic, no-frills digital referral form and don’t need tracking or communication tools.
- Sindi is ideal for practices that want to eliminate manual processes, reduce referral leakage, and give both sides of the referral more visibility.
Final Thoughts
Truform served an important role for many years and helped usher in the shift from paper to digital. But for practices ready for the next step, platforms like Sindi offer a more complete, modern solution.
If your team is tired of chasing referrals, playing phonetag, emailing PDFs, or wondering whether a patient got scheduled, Sindi could be the upgrade you’ve been looking for.
Want to See Sindi in Action?
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