Turn referrals into completed appointments faster
ReferralMD centralizes referral intake, AI fax, scheduling, patient intake, and provider communication so your team can track every referral from request to appointment.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
One Platform, Any Provider
Whether you’re a growing practice, therapeutic care, or a large health system, ReferralMD is built for you.
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.
Fix Your Digital Front Door
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.
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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 Software for Healthcare Providers
Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]
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 makes it easy to increase your referral volume by simplifying the referral process for providers, expanding your referral network, and improving visibility into referral performance.
With ReferralMD, you can:
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Streamline referral intake from any source—fax, email, EHR, or online forms—making it easier for providers to refer to you
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Promote your services within our provider directory and referral workflows
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Respond faster with automated triage and scheduling tools, making referring providers more likely to send patients your way
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Build strong relationships by providing referring providers with real-time status updates and outcomes
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Leverage analytics to identify top referral sources and areas for growth
By removing friction from the referral process and offering a seamless experience, ReferralMD helps your organization attract and retain more referrals.
Patients can complete intake on their phones using conversational AI. The process includes:
- Electronically signing consent forms
- Taking photos of their insurance card or driver’s license
- Receiving automated reminders (based on rules) until intake is completed
A centralized referral management workflow allows staff to identify top referrals that need attention and re-assign referrals to internal providers as needed.
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.
Copy provider profiles from the Provider Directory to your Contacts list and assign them to a marketing representative to track outreach activity.
Trusted By
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.
Use a different EHR? Contact Us
