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 match patients with providers?2025-06-17T08:03:18-07:00

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.

What analytics and reporting does ReferralMD offer?2025-06-17T07:01:03-07:00
  • Powerful yet easy-to-use reports show graphs and maps on the screen including the Dashboard with all key metrics and the ability to drill-down for more information.
  • Detailed analytics include leakage rates, referral trends, capture rates, referral volume, volume by geography, competitor referral patterns, etc.
  • Service Level report shows the average time referrals stay in each phase of the workflow and calculates the following metrics for the practice and per provider:
    • Process Time: the time between referral receipt and when staff schedules an appointment with the patient
    • Wait Time: the time between referral receipt and patient’s appointment date
    • Report Time: the time between the appointment date and when the consult report is sent to the referring provider
What types of automated messages can be sent to patients?2025-09-29T09:13:04-07:00

ReferralMD can send targeted communications at key points in the workflow, such as:

  • Referral and authorization notifications
  • Appointment reminders
  • Post-appointment follow-ups
  • No-show messages

All messages are rule-based and use configurable templates.

Can referring providers use ReferralMD?2024-04-18T15:14:04-07:00

Referring provider offices without ReferralMD accounts can access the Refer a Patient portal from the customer’s website. The portal allows external referring providers to send referrals and documents to your organization electronically and securely. The website portal eliminates faxing and ensures that referrals are complete and include all the necessary documentation.

Does ReferralMD have a national directory?2024-04-18T11:29:30-07:00

Profiles for your practice and providers are published in our national directory:

  • Organization profiles include your logo and branding, office photos, specialties and photos of your providers and staff members
  • Provider profiles include biography, education, specialties, languages, clinical interest, procedures performed, etc.

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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