Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referral completion, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Connect. Automate. Optimize.
ReferralMD connects and automates the entire referral network with the workflows, data, and intelligence every participant needs.
Customer Success Stories
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.
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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.
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Voice AI & Automation
End-To-End Automation. Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated platform features an autonomous Voice AI scheduling agent and smart scheduling tools that keep everything in one place for a faster, more efficient workflow.
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
- All inbound faxes are automatically routed to the Faxes work queue so users can quickly categorize them as new referrals, documents for existing patients, or nonpatient documents.
- Faxes flagged as new referrals are automatically routed to the Referrals work queue to be processed and managed like all the other referrals while documents for existing patients can be routed to other staff members for review or be automatically pushed to the EHR.
- Weekly reports are automatically faxed to referring providers not using ReferralMD with the referral status for patients referred to your organization.
- Outbound referrals can be sent via fax to providers not using ReferralMD using the fax numbers built into the system for nearly all of the 5 million providers in the US
- The receiving provider’s office enters the invitation code from the fax, sets up a free account, updates the referral, and exchanges messages and files with your practice.
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.
Outbound referrals can be sent via fax to providers not using ReferralMD using the fax numbers built into the system for nearly all of the 5 million providers in the US.
ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.
With ReferralMD, you can:
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Automatically capture inbound faxes using our cloud-based fax integration
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Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools
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Pre-fill referral forms and auto-route them to the correct provider or department
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Flag missing information for review before intake
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Track and manage all faxes in a centralized, searchable queue
This automation ensures that no referral gets lost in a pile of paper or a busy inbox, while saving staff time and accelerating response and scheduling.
Deep EHR scheduling write-back is a bidirectional integration that lets ReferralMD read real-time availability, apply an organization’s scheduling rules, and create the selected appointment directly in the connected EHR, practice management system, or scheduling system—rather than generating a request that staff must enter manually.
It can also update referral and appointment records so the confirmed booking and the connected system stay aligned. Unlike a one-way integration, deep write-back closes the loop from availability check to booked appointment, reducing duplicate entry and reconciliation work.
Supported actions—including patient matching, rescheduling, cancellations, and exception handling—depend on each connected system and its configuration.
Trusted By
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.
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