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.
Learn more about our Healthcare CRM and Professional Services
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 streamlines and automates patient intake by digitizing forms, centralizing information, and triggering workflows based on referral data—all without manual follow-up.
With ReferralMD, you can:
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Send digital intake forms to patients automatically after a referral is received
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Pre-fill forms with referral data to reduce patient effort and improve accuracy
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Route completed forms directly to the appropriate provider or department
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Trigger alerts and tasks for missing information or incomplete submissions
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Integrate intake data into your EHR or scheduling system in real time
By replacing paper forms and phone calls with automated digital tools, ReferralMD reduces delays, improves data accuracy, and helps get patients scheduled faster.
Standard interfaces such as HL7 or FHIR are best suited when ReferralMD or the third-party system should be automatically updated based on certain actions in ReferralMD or in the third-party system such as changes to patient demographics, new orders, referral status updates, new consult reports, etc.
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.
We offer email/phone support, on-site implementation, and training.
IT EFFORT (INTEGRATION, INSTALLATION, SETUP, AND DEPLOYMENT)
ReferralMD is a cloud-based application that is securely installed on a HIPAA compliant cloud service provider. This enables our customers to use ReferralMD without installing any software, or purchasing and provisioning any servers.
ReferralMD will be served from the cloud service provider as an Internet-based application that is streamed over a secure socket layer (SSL), which enables it to be accessed from anywhere, anytime, and from any device.
Since ReferralMD is self-contained and does not depend on the IT environment at the hospital, no integration or deployment effort is required. This allows ReferralMD IT staff to monitor and support all of the services offered proactively, and without disruption to service.
The deployment model mentioned above also allows ReferralMD to automatically apply updates and upgrades to the centralized server without disruption of service, or our customer’s IT staff involvement.
INTEGRATION WITH EMR
If the customer chooses to, ReferralMD can be made to interface with EMRs using smart form field exchange via web services and HL7, and non-smart form field exchange via custom stored procedures. Additional fees will apply.
IMPLEMENTATION PLAN
To design the Implementation Plan, ReferralMD will conduct a series of meetings with internal stakeholders to collect input on customization preferences, potential challenges, and key facilitators to the implementation process.
During the process, we will discuss and document:
• Training your staff and physicians
• Best practices to drive adoption
• Key Partners: The stakeholders within the institution who are needed to make the implementation go smoothly
• Key Activities: The process by which ReferralMD will need to integrate with existing systems
• Cost Structure: The estimated time and cost of implementation
- Providers using the system receive real-time alerts on their dashboard whenever the status changes for their patients (notifications also available via email.)
- Provider offices who fax referrals to your practice or use the ReferralMD portal link on your website automatically receive weekly faxed reports with the referral status for the patients they referred to your practice.
- Built-in messaging and file exchange allow staff and providers to communicate with each other without picking up the phone or sending faxes.
- Electronic consults allow PCP offices to invite specialists to a secure online chat room to discuss a specific patient case and exchange messages and files prior to sending the referral.
Trusted By
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.
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