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
ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.
With ReferralMD, you can:
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Automatically capture inbound faxes using our cloud-based fax integration
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Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools
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Pre-fill referral forms and auto-route them to the correct provider or department
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Flag missing information for review before intake
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Track and manage all faxes in a centralized, searchable queue
This automation ensures that no referral gets lost in a pile of paper or a busy inbox, while saving staff time and accelerating response and scheduling.
A centralized referral management workflow allows staff to identify top referrals that need attention and re-assign referrals to internal providers as needed.
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.
ReferralMD can send targeted communications at key points in the workflow, such as:
- Referral and authorization notifications
- Appointment reminders
- Post-appointment follow-ups
- No-show messages
All messages are rule-based and use configurable templates.
You can use the Referral Productivity report to see the total number of referrals processed by individual staff members. This helps managers balance workloads, identify top performers, and ensure that no team member is overwhelmed by volume.













