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.
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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.
Learn more about our Referral Management Solution
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.
Learn more about our Healthcare CRM and Professional Services
Referral Management
Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network and grow referrals. Workflow Automation Automates referral processes, reducing administrative burdens and allowing staff to focus more on patient care. Reduce Leakage Seamless referral tracking minimizes patient leakage by keeping referrals within [...]
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
Yes. The Referral Time by User report tracks the specific duration it takes for staff members to move a referral through the workflow. This data is essential for identifying bottlenecks and establishing benchmarks for administrative efficiency.
ReferralMD can automatically select the best-matched receiving provider, complete the referral form, attach the necessary medical records, and send the referral—without manual effort.
SmartMatch allows users to find the right provider for the patient based on specialty, accepted insurance, affiliation, average wait time, distance from the patient, internal ranking, and other metrics. Providers are sorted based on their overall scores with the best-matched provider at the top of the list.
ReferralMD helps you close the loop with referring providers by automating communication, tracking referral status, and delivering timely updates—ensuring transparency and trust throughout the care journey.
With ReferralMD, you can:
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Automatically notify referring providers when referrals are accepted, scheduled, or completed
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Share referral outcomes and visit notes securely through the platform
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Track every referral in real time, reducing follow-up calls and faxes
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Standardize communication to ensure consistent provider updates
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Improve satisfaction among your referral partners by keeping them informed without extra effort
By making it easy to communicate outcomes and keep providers in the loop, ReferralMD strengthens referral relationships and supports better continuity of care.
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.
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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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