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
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
ReferralMD uses AI to scan incoming faxes, rotate pages, split documents, and identify the sender, receiver, patient, and document type. Faxed referrals are inserted into the referral workflow, while other faxed documents can be routed to the EHR and attached directly to patient charts.
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.
Patients can access the Find a Doctor directory and schedule appointments online using their mobile device. While online patients can create an account to save their demographic and insurance information for future visits. In addition, patients can update their communication preferences (text, email, etc.) and view upcoming and past appointments.
Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
ReferralMD triggers alerts when referrals don’t advance within predefined timeframes, based on your workflow rules. This helps teams intervene before cases fall behind.













