ReferralMD
ReferralMD2026-04-17T15:35:03-07:00

AI Powered Referral, Fax, Intake and Patient Communications Platform

ReferralMD is the operating system for referrals and care transitions—turning fragmented referral workflows into a predictable, measurable growth engine for healthcare organizations.

Better referrals. Better outcomes.

AI Powered Referral, Fax, Intake and Patient Communications Platform

ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI built for you.

AI Powered Referral, Fax, Intake and Patient Communications Platform

ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI built for you.

Customer Success Stories

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.

Learn More about How We Help

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

    Connect Every Referral, Every Provider, Every Patient. Gain end-to-end visibility into referral activity, eliminate leakage, and strengthen network alignment—all from a single, intelligent platform that turns coordination into measurable growth.

  • SmartFax AI Automation

    Free up staff time, decrease administrative burden, and keep patients on track with faster, error-free document workflows. SmartFax AI unifies faxing with intelligent OCR, AI-powered routing, and built-in tools to split, merge, and manage documents.

  • 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

    Appointments and Scheduling for Healthcare

    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.

  • Marketing CRM Tools

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

  • Advanced Analytics

    Marketing & Advanced Tools for healthcare providers

    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 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

Does ReferralMD have custom intake forms?2024-02-21T20:52:31-08:00

Online consult and referral form templates ensure that all the information is captured when the consult or referral is sent. The system includes templates by specialty which serve as clinical guidelines for consults and referrals. The system form builder allows administrators to easily customize templates using a drag and drop approach with conditional logic to ensure that all the required information is entered and all the files are attached.

How do I grow my physician network and generate more referrals?2024-04-18T10:42:25-07:00

Stand apart from the competition in your city by using modern technology to care for your colleagues’ patients when they need a referral. It is as simple as inviting new and existing referral sources to join your network.

By providing your referral sources with more effective means of communication (2-way messaging, HIPAA compliant file exchange, and a full patient tracking system) you will stay top of mind when it comes time for a referral, leading to an increased patient volume and higher ROI.

If you are looking to grow your referral network and generate more patient volume, we offer a platform that allows you to invite referral sources and instantly connect to their network of providers, greatly increasing the number of physician relationships and referrals.

It is time to stop using antiquated referral pads and excel spreadsheets to track the value of your provider network, update with referralMD.

How does Pricing Work?2024-04-18T10:57:18-07:00

We offer plans tailored for the private practice groups with just a single doctor or dentist, to large multi-specialty health systems with 100’s of locations.  Schedule a demo to learn more about how we can help your organization improve patient access and outcomes.

Can ReferralMD be configured to match my organization’s workflow?2024-04-18T10:29:10-07:00

Customize the referral management workflow to ensure that all the necessary steps are performed when referrals are sent or received and standardize the workflow across the organization.

How to reduce patient referral leakage rate?2025-06-17T08:24:50-07:00

ReferralMD helps reduce referral leakage by giving your organization complete visibility and control over the referral process. Our platform tracks every referral from start to finish—so nothing falls through the cracks.

With ReferralMD, you can:

  • Centralize and digitize referrals across fax, email, EHR, and web forms

  • Automatically route referrals to in-network or preferred providers

  • Monitor referral status with real-time tracking and alerts

  • Engage patients with automated reminders and follow-ups

  • Identify bottlenecks with referral analytics and reporting tools

By ensuring referrals are sent, received, scheduled, and completed within your network, ReferralMD minimizes leakage and keeps patients in your care ecosystem.

Trusted By

SmartEXCHANGE®

Bidirectional Integrations

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

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

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