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.

The Neuron Clinic

ReferralMD's automated platform streamlined The Neuron Clinic's workflows with seamless Athena EHR integration and robust analytics—eliminating lost referrals and driving dramatic efficiency gains.

National Kidney Foundation of Michigan

The National Kidney Foundation of Michigan simplified referral management, strengthened cross-departmental team coordination, and expanded access to patient-centered care.

Baptist Memorial Healthcare

Baptist Memorial significantly enhanced referral processing, appointment scheduling, and coordinator productivity, leading to more efficient operations and improved overall healthcare delivery.

Ophthalmology referral management software

Quigley Eye Specialists

One of the largest Eye Specialists in Florida significantly increased their referral volume and greatly improved their patient follow-up process.

Naples Oral Surgery

Naples Oral implemented customized workflow statuses to better monitor the patient care journey and streamline the referral management process.

Integritus Healthcare

Integritus Healthcare leverages ReferralMD to streamline referrals, enhance customer service, and drive significant organizational growth.

House Calls

House Calls significantly decreased referral processing time by implementing ReferralMD, enhancing efficiency and streamlining their patient referral workflow effectively.

Fertility Clinic

Coastal Fertility

Coastal Fertility Medical Center, a leader in fertility care in Irvine, CA, has significantly improved operational efficiency and patient experience by integrating ReferralMD into their practice.

Cherokee Health Systems

Cherokee Health Systems, offering physical and behavioral health services, has seen remarkable improvements with ReferralMD. Serving Tennessee, they are committed to seamless healthcare delivery.

team meeting

Acacia Network

Cherokee Health Systems, a comprehensive provider offering both physical and behavioral health services, has seen remarkable improvements since integrating ReferralMD into their operations.

Customer Success Stories

The Neuron Clinic

ReferralMD's automated platform streamlined The Neuron Clinic's workflows with seamless Athena EHR integration and robust analytics—eliminating lost referrals and driving dramatic efficiency gains.

National Kidney Foundation of Michigan

The National Kidney Foundation of Michigan simplified referral management, strengthened cross-departmental team coordination, and expanded access to patient-centered care.

Baptist Memorial Healthcare

Baptist Memorial significantly enhanced referral processing, appointment scheduling, and coordinator productivity, leading to more efficient operations and improved overall healthcare delivery.

Ophthalmology referral management software

Quigley Eye Specialists

One of the largest Eye Specialists in Florida significantly increased their referral volume and greatly improved their patient follow-up process.

Naples Oral Surgery

Naples Oral implemented customized workflow statuses to better monitor the patient care journey and streamline the referral management process.

Integritus Healthcare

Integritus Healthcare leverages ReferralMD to streamline referrals, enhance customer service, and drive significant organizational growth.

House Calls

House Calls significantly decreased referral processing time by implementing ReferralMD, enhancing efficiency and streamlining their patient referral workflow effectively.

Fertility Clinic

Coastal Fertility

Coastal Fertility Medical Center, a leader in fertility care in Irvine, CA, has significantly improved operational efficiency and patient experience by integrating ReferralMD into their practice.

Cherokee Health Systems

Cherokee Health Systems, offering physical and behavioral health services, has seen remarkable improvements with ReferralMD. Serving Tennessee, they are committed to seamless healthcare delivery.

team meeting

Acacia Network

Cherokee Health Systems, a comprehensive provider offering both physical and behavioral health services, has seen remarkable improvements since integrating ReferralMD into their operations.

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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

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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

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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.

Learn more about our Healthcare CRM and Professional Services

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  • Professional Services

    Professional implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.

  • SmartEXCHANGE Integrations

    Years of experience perfecting processes for implementing robust bidirectional integrations with EHR, RIS, PM, or other third-party systems.

  • 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.

  • 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.

  • Consult Management

    Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

  • Patient Communications

    Keep patients informed with automated texts and emails triggered by workflow updates — improving communication and care coordination.

  • 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 Access Tools

    Empower patients and streamline operations with online scheduling, automated reminders, digital intake, and two-way messaging—all integrated with your EHR.

  • 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.

  • 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.

  • 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.

  • 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.

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.