ReferralMD
ReferralMD2026-04-19T22:36:27-07:00

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

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

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.

Why is web-based software better than your regular software?2025-08-29T12:00:04-07:00

First, what is web-based software anyway?

Web-based software is software you use over the internet with a web browser. You don’t have to install anything, download any software, or worry about upgrades. If you use an online bank or web-based email programs like Gmail, Hotmail, or Yahoo Mail then you’ve already used web-based software before.

And why is it better for my business?

When you use web-based software you don’t have to worry about anything technical — you can just do your work. We handle all the security and uptime and backups and upgrades and “IT guy” stuff. You can stay focused on what you’re good at and we’ll handle the rest.

Web-based software is safer. With traditional software, employees save data on their laptops, USB drives, or portable hard drives. It’s not as safe as it sounds. Laptops are stolen, computers are rarely backed up properly, and it’s unlikely everyone’s machines are up to date with the latest security patches and updates. When you use our web-based software, your data is stored on secure, always-updated, backed-up daily enterprise-class servers in a state-of-the-art, highly-secure data center.

We walk the walk with you. We use our products every day. We store all our sensitive, confidential data on the same servers that our customers use. We trust our entire business to our products and security policies. You can feel comfortable that we’re walking the walk with you.

Everything together in one place. A key advantage to web-based software is that all your data is centralized and accessible over the web from any computer at any time. You can’t leave something on the wrong computer since everything is stored in one place on the web. You can get to it from anywhere. Safe, secure, and password-protected, of course.

Your data is automatically backed up daily. Our backups are stored in multiple locations for additional redundancy. You could say our backups have backups. We’ve never lost anyone’s data and we won’t lose yours.

Your data is safe and secure with us. Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. The traffic on our network flows behind an enterprise-class firewall to keep your data safe.

You’re always using the latest and greatest. Unlike traditional software that requires you to download and install updates yourself, our products are updated automatically. Whenever you use our products you’re always using the latest and greatest version.

There’s nothing to install, ever. With our software, there’s nothing to download or install. Just log in with the web-browser you already have (Internet Explorer, Safari, or Firefox). It’s just like your online bank or web-based email program.

You’ll never have to ask “Is it compatible?” Software used to only be available for certain platforms. There was Windows software, Mac software, etc. Our software works on any platform with a web browser and internet connection. Mac, Windows, Linux are all supported.

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 does ReferralMD automate the outbound referral process?2025-09-29T09:15:46-07:00

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.

Can I see how effective my healthcare marketing is with ReferralMD?2025-08-29T11:52:18-07:00

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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