ReferralMD
ReferralMD2026-06-05T20:03:42-07:00

Turn referrals into completed appointments faster

ReferralMD centralizes referral intake, AI fax, scheduling, patient intake, and provider communication so your team can track every referral from request to appointment.

The referral operating system for modern healthcare

Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.

The referral operating system for modern healthcare

Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.

One Platform, Any Provider

Whether you’re a growing practice, therapeutic care, or a large health system, ReferralMD is built for you.

ReferralMD Practice

For primary, specialty, therapeutic, and home care. Automate referrals, fax, and intake. Start now for free.

  • Free Inbound & Outbound Referral Management

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • SmartFax AI – Fax Made for Healthcare

  • Digital Patient Intake

  • Patient SMS & Email Communications

ReferralMD Enterprise

For PCP and specialty networks, health systems, ACOs & CINs. Manage your network and empower your teams.

  • Everything in Practice

  • Advanced EHR Integrations

  • Enterprise Reporting and Analytics

  • Standardized and Configurable Network Workflows

  • Network Practice Management Tools

  • Dedicated implementation & Project Managers

Customer Success Stories

AI Powered Patient Intake Forms

ReferralMD software opens the digital front door to healthcare practices with advanced conversational AI patient intake. This cutting-edge technology simplifies the initial patient interaction, ensuring accurate data collection and a smooth onboarding process. By integrating conversational AI, patients can easily schedule appointments, provide necessary information, and receive answers to their questions in real-time.

Explore our Digital Front Door solutions, designed to enhance patient engagement and streamline access to healthcare services. Our innovative tools provide a seamless, integrated digital experience for patients from their initial contact throughout their entire care journey, transforming healthcare delivery into a more accessible, efficient, and patient-centered process.

Fix Your Digital Front Door

ReferralMD streamlines managing inbound and outbound patient referrals directly within your existing EHR software, eliminating the need for fax machines and cumbersome spreadsheets. Our intelligent platform automatically alerts staff about referrals needing attention and sends updates to referring providers, efficiently closing the feedback loop.

Get Started Today

Discover how our Marketing & Advanced Tools enhance patient intake and engagement, offering comprehensive solutions for healthcare providers. Designed to optimize marketing efforts and streamline complex processes, these tools ensure that every patient interaction is effective and efficient. By integrating these advanced capabilities, healthcare organizations can significantly improve outreach, patient communication, and overall service delivery, leading to better patient outcomes and operational success.

Get Started Today

  • Referral Management Software for Healthcare Providers

    Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]

  • Fax Made for Healthcare

    Get intelligent OCR, AI-powered routing, and built-in tools to manage document workflows. Automate fax intake to reduce labor and improve speed and accuracy.

  • Provider CRM Tools

    CRM allows marketing teams to document and track outreach activities. Report on details and trends with referral partners, and leverage built-in market research tools.

  • AI Patient Intake & Registration

    Reduce paperwork, save staff time, and deliver a faster, more convenient check-in experience. AI-powered intake lets patients complete forms and consent digitally, and EHR integration streamlines your entire registration workflow.

  • Appointments & Scheduling

    Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated scheduling keeps everything in one place for a faster, more efficient workflow.

  • Patient Access Tools

    Empower patients and streamline operations with online scheduling, automated reminders, digital intake, and two-way messaging—all integrated with your EHR.

  • Patient Scheduling

    Streamline scheduling with EHR-integrated tools that give real-time availability and automated reminders to reduce no-shows, improve efficiency and patient experience.

  • Patient Communications

    Keep patients informed with automated texts and emails triggered by workflow updates — improving communication and care coordination.

  • Consult Management

    Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

  • Advanced Analytics

    Automated reporting based on predefined KPIs, real-time reporting across all modules in the platform and integration with your data warehouse or BI tool.

  • SmartEXCHANGE EHR Integrations

    Healthcare interoperability is about enabling real-time collaboration, reducing administrative friction, and accelerating patient access to care. Improved Access, Efficiency, and Care Coordination.

  • Professional Services

    Professional implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.

Frequently Asked Questions

Why is web-based software better than your regular software?2025-08-29T12:00:04-07:00

First, what is web-based software anyway?

Web-based software is software you use over the internet with a web browser. You don’t have to install anything, download any software, or worry about upgrades. If you use an online bank or web-based email programs like Gmail, Hotmail, or Yahoo Mail then you’ve already used web-based software before.

And why is it better for my business?

When you use web-based software you don’t have to worry about anything technical — you can just do your work. We handle all the security and uptime and backups and upgrades and “IT guy” stuff. You can stay focused on what you’re good at and we’ll handle the rest.

Web-based software is safer. With traditional software, employees save data on their laptops, USB drives, or portable hard drives. It’s not as safe as it sounds. Laptops are stolen, computers are rarely backed up properly, and it’s unlikely everyone’s machines are up to date with the latest security patches and updates. When you use our web-based software, your data is stored on secure, always-updated, backed-up daily enterprise-class servers in a state-of-the-art, highly-secure data center.

We walk the walk with you. We use our products every day. We store all our sensitive, confidential data on the same servers that our customers use. We trust our entire business to our products and security policies. You can feel comfortable that we’re walking the walk with you.

Everything together in one place. A key advantage to web-based software is that all your data is centralized and accessible over the web from any computer at any time. You can’t leave something on the wrong computer since everything is stored in one place on the web. You can get to it from anywhere. Safe, secure, and password-protected, of course.

Your data is automatically backed up daily. Our backups are stored in multiple locations for additional redundancy. You could say our backups have backups. We’ve never lost anyone’s data and we won’t lose yours.

Your data is safe and secure with us. Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. The traffic on our network flows behind an enterprise-class firewall to keep your data safe.

You’re always using the latest and greatest. Unlike traditional software that requires you to download and install updates yourself, our products are updated automatically. Whenever you use our products you’re always using the latest and greatest version.

There’s nothing to install, ever. With our software, there’s nothing to download or install. Just log in with the web-browser you already have (Internet Explorer, Safari, or Firefox). It’s just like your online bank or web-based email program.

You’ll never have to ask “Is it compatible?” Software used to only be available for certain platforms. There was Windows software, Mac software, etc. Our software works on any platform with a web browser and internet connection. Mac, Windows, Linux are all supported.

Can I see how effective my healthcare marketing is with ReferralMD?2025-08-29T11:52:18-07:00
Who Can use ReferralMD?2024-04-18T11:20:42-07:00

We designed the software with the help of all size and types of specialties: From primary care doctors, hospitals, health plans, clinics, nursing homes, labs, imaging centers, dentists, chiropractors, ACOs, IPAs, IDNs, and more.

The software will help staff (nurses, billing and scheduling managers, front-office/back-office), clinicians (primary care, specialty care), C-levels, risk managers, and directors of marketing manage and grow your specialty care referral network more efficiently; while streamlining communication between health systems.

How can I report on key business metrics?2024-04-18T15:05:31-07:00

Powerful yet easy to use reports show graphs and maps on the screen including the Dashboard with all key metrics and let you drill-down for more information.

Can I use ReferralMD for eConsults?2024-03-18T23:10:34-07:00

Electronic consults allow PCP offices to initiate consults with specialists regarding specific patient cases and exchange messages and files securely online. If the specialist recommends a face-to-face visit for the patient then the consult is automatically converted to a referral and sent to the specialist. Otherwise, the consult is marked as completed. Consults are used by organizations to reduce unnecessary face-to-face visits and improve the patient experience. We also partner with ConferMED with a network of over 150 specialists who focus on e-consults.

Trusted By

SmartEXCHANGE®

Integrates with the tools you already use

ReferralMD integrates with most electronic health records (EHR) systems, practice management systems (PMS), and radiology information systems (RIS) using APIs, HL7, FHIR, or Direct, and we also seamlessly connect with other HIPAA-compliant third-party systems and business intelligence tools.

Use a different EHR? Contact Us

Complete the form and our sales team will reach out to You

See how ReferralMD transforms your referral workflow—streamlining operations, boosting revenue, improving care team communication, and delivering exceptional patient experiences.

Go to Top