Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referral completion, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Activate Your Healthcare Referral Network
The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.
Connect. Automate. Optimize.
ReferralMD connects and automates the entire referral network with the workflows, data, and intelligence every participant needs.
Customer Success Stories
Voice AI & Automation
End-To-End Automation. Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated platform features an autonomous Voice AI scheduling agent and smart scheduling tools that keep everything in one place for a faster, more efficient workflow.
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
Electronic consults allow PCP offices to initiate consults with specialists regarding specific patient cases and exchange messages and files securely online. If the specialist recommends a face-to-face visit for the patient then the consult is automatically converted to a referral and sent to the specialist. Otherwise, the consult is marked as completed. Consults are used by organizations to reduce unnecessary face-to-face visits and improve the patient experience. We also partner with ConferMED with a network of over 150 specialists who focus on e-consults.
- Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
- Report on referral volume per marketing representative across assigned referral partners with a breakdown of volume by referring provider.
- Research potential referral partners using our Provider Directory which includes over 5 million providers (any provider in the US with an NPI number) and updated monthly based on CMS data.
- Research referral networks across all 5 million providers using Medicare claims data from CMS – see who is sending referrals to your competitors and if your top referring providers are splitting referrals between your practice and competitors.
- Copy provider profiles from the Provider Directory to your Contacts list and assign it to a marketing representative to track outreach activity.
- Service offered to customers to send branded marketing announcements about the referral management solution to your referral network via blast fax.
- Profiles for your practice and providers have 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 the biography, education, specialties, languages, clinical interest, procedures performed, etc.
ReferralMD uses AI to scan incoming faxes, rotate pages, split documents, and identify the sender, receiver, patient, and document type. Faxed referrals are inserted into the referral workflow, while other faxed documents can be routed to the EHR and attached directly to patient charts.
Receiving the provider’s office enters the invitation code from the fax, sets up a free account, updates the referral, and exchanges messages and files with your practice.
Offices without ReferralMD accounts can access the Refer a Patient portal from your 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.













