The referral operating system for modern healthcare
Send and receive referrals faster. Automate referral and patient intake, fax, scheduling, and communications. Start for FREE with the platform built for small practice to enterprise.
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
Referral Management
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
Application Programming Interfaces (APIs) are best suited when ReferralMD needs to query the third-party system to receive up-to-date information, such as a provider’s appointment availability or to request Continuity of Care Documents (CCD or CCDA) for a patient.
ReferralMD offers flexible, standards-based integrations with leading EHR systems to streamline referral management directly within your clinical workflow. Whether you’re using Epic, Cerner, athenahealth, or another platform, ReferralMD can connect seamlessly to reduce double data entry and improve efficiency.
With ReferralMD, you can:
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Integrate using HL7, FHIR, or API connections for secure, real-time data exchange
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Send and receive referrals without leaving your EHR
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Auto-populate referral forms with patient and provider data
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Track referral status and outcomes from within your native system
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Reduce IT burden with flexible deployment options and dedicated integration support
Our team works closely with your IT and clinical staff to ensure smooth, secure EHR integration that fits your existing workflows and boosts adoption.
Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
Profiles for your practice and providers are 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 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.












