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.
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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
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.
ReferralMD improves the patient experience by making the referral process faster, more transparent, and easier to navigate—reducing delays, confusion, and missed appointments.
With ReferralMD, you can:
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Get patients scheduled faster with automated routing and follow-ups
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Keep patients informed through automated appointment reminders and status updates
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Offer digital intake forms, making it easier to complete paperwork on their own time
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Reduce duplicate requests and delays, ensuring patients aren’t stuck in limbo
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Minimize phone tag and manual coordination by centralizing communication
By creating a seamless, modern referral experience, ReferralMD helps patients feel supported, engaged, and confident in their care journey from start to finish.
Absolutely. ReferralMD can deliver automated data feeds that customers can ingest directly into their data warehouse or business intelligence platform on a regular basis. This enables deeper analysis and custom reporting.
ReferralMD offers flexible, standards-based integrations with leading EHR systems to streamline referral management directly within your clinical workflow. Whether you’re using Epic, Cerner, athenahealth, or another platform, ReferralMD can connect seamlessly to reduce double data entry and improve efficiency.
With ReferralMD, you can:
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Integrate using HL7, FHIR, or API connections for secure, real-time data exchange
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Send and receive referrals without leaving your EHR
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Auto-populate referral forms with patient and provider data
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Track referral status and outcomes from within your native system
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Reduce IT burden with flexible deployment options and dedicated integration support
Our team works closely with your IT and clinical staff to ensure smooth, secure EHR integration that fits your existing workflows and boosts adoption.
- 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.
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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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