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 automates every step of the referral process—from intake to scheduling to follow-up—so your team can focus on patient care, not paperwork.
With ReferralMD, you can:
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Automatically capture referrals from fax, email, web forms, and EHRs into a single platform
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Use smart routing rules to send referrals to the right department or provider based on specialty, location, or availability
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Auto-triage referrals using customizable workflows and urgency filters
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Trigger notifications and reminders for patients and staff without manual follow-up
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Track status in real time, with automated updates to referring providers and internal teams
By eliminating manual data entry and streamlining communication, ReferralMD dramatically reduces processing time, lowers administrative costs, and improves referral accuracy.
- 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.
Yes. ReferralMD can move referrals to specific workflow statuses based on customizable rules, reducing manual updates and keeping teams aligned.
ReferralMD helps you close the loop with referring providers by automating communication, tracking referral status, and delivering timely updates—ensuring transparency and trust throughout the care journey.
With ReferralMD, you can:
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Automatically notify referring providers when referrals are accepted, scheduled, or completed
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Share referral outcomes and visit notes securely through the platform
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Track every referral in real time, reducing follow-up calls and faxes
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Standardize communication to ensure consistent provider updates
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Improve satisfaction among your referral partners by keeping them informed without extra effort
By making it easy to communicate outcomes and keep providers in the loop, ReferralMD strengthens referral relationships and supports better continuity of care.
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
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
