How-to Guides

Step-by-step guides

Follow these to get the most out of Sapyyn.

Send your first referral
  1. Open New Referral from the dashboard
  2. Enter the patient and the receiving specialist (exact name)
  3. Set urgency and the clinical reason, then create
  4. Share or attach any supporting documents
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Work the specialist inbox
  1. Open Portal then Specialist Inbox
  2. Review new referrals at the top of the queue
  3. Accept or decline, then Schedule and Start
  4. Mark Complete when treatment is finished
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Track and follow up
  1. Open Referrals and filter by status
  2. Use search to find a patient or referral ID
  3. Open a referral to add notes and change status
  4. Check Reports for overdue follow-ups
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Attach documents
  1. Open Upload Documents
  2. Choose a document type
  3. Optionally link it to a referral
  4. Uploaded files appear on the referral detail page
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Share your provider code
  1. Open your provider portal
  2. Copy your 6-digit provider code
  3. Give it to referring dentists or patients
  4. Their referrals arrive in your inbox
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Manage your plan
  1. Open Billing from the account menu
  2. Review your monthly referral usage
  3. Upgrade when you approach your limit
  4. Checkout is handled securely by Stripe
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