ReferralMD
ReferralMD2026-08-27T09:55:02-07:00

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.

ReferralMD Practice

For primary, specialty, therapeutic, and home care. Finally, an affordable agentic referral completion platform for automation of referrals, fax, intake, and patient access.

  • Free Closed-Loop Agentic Referral Completion

  • Free Configurable Workflows with Automation

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • Free Post-Visit Patient Surveys

  • Free DirectTrust® Network Address to Access over 3M providers
  • Free AI-Powered Conversational Reporting and Analytics

  • SmartFax Agentic Fax Automation

  • AI-Powered Digital Patient Intake

  • Patient SMS & Email Communications

  • Voice-AI Patient Scheduling and Communications

ReferralMD Enterprise

For PCP and specialty networks, health systems, ACOs & CINs. Manage your network and empower your teams with the leading AI-First referral network orchestration platform.

  • Everything in Practice

  • Advanced EHR Integrations

  • Enterprise Reporting and Network Analytics

  • Programmable Enterprise Workflows

  • Provider Management and Discovery

  • Integrated Network Management Tools

  • Dedicated implementation & Project Managers

  • API Access and MCP Governance

  • Connect, Secure & Monitor AI Agents

  • Single Sign-On

Customer Success Stories

AI Powered Patient Intake Forms

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.

Get Started Today

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.

Get Started Today

  • Referral Management for Healthcare Providers

    Centralize inbound and outbound referrals, reduce leakage, automate intake, and close the communication loop between referring providers, specialists, staff, and patients.

  • 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.

  • Fax Made for Healthcare

    Get intelligent OCR, AI-powered routing, and built-in tools to manage document workflows. Automate fax intake to reduce labor and improve speed and accuracy.

  • Provider CRM Tools

    CRM allows marketing teams to document and track outreach activities. Report on details and trends with referral partners, and leverage built-in market research tools.

  • AI Patient Intake & Registration

    Reduce paperwork, save staff time, and deliver a faster, more convenient check-in experience. AI-powered intake lets patients complete forms and consent digitally, and EHR integration streamlines your entire registration workflow.

  • Appointments & Scheduling

    Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated scheduling keeps everything in one place for a faster, more efficient workflow.

  • Patient Access Tools

    Empower patients and streamline operations with online scheduling, automated reminders, digital intake, and two-way messaging—all integrated with your EHR.

  • Patient Scheduling

    Streamline scheduling with EHR-integrated tools that give real-time availability and automated reminders to reduce no-shows, improve efficiency and patient experience.

  • Patient Communications

    Keep patients informed with automated texts and emails triggered by workflow updates — improving communication and care coordination.

  • Consult Management

    Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

  • Advanced Analytics

    Automated reporting based on predefined KPIs, real-time reporting across all modules in the platform and integration with your data warehouse or BI tool.

  • SmartEXCHANGE EHR Integrations

    Connect ReferralMD to the EHR, PMS, and RIS platforms you already use — reducing administrative friction, eliminating duplicate data entry, and accelerating patient access to care.

  • 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

Who Can use ReferralMD?2024-04-18T11:20:42-07:00

We designed the software with the help of all size and types of specialties: From primary care doctors, hospitals, health plans, clinics, nursing homes, labs, imaging centers, dentists, chiropractors, ACOs, IPAs, IDNs, and more.

The software will help staff (nurses, billing and scheduling managers, front-office/back-office), clinicians (primary care, specialty care), C-levels, risk managers, and directors of marketing manage and grow your specialty care referral network more efficiently; while streamlining communication between health systems.

How do I grow my physician network and generate more referrals?2024-04-18T10:42:25-07:00

Stand apart from the competition in your city by using modern technology to care for your colleagues’ patients when they need a referral. It is as simple as inviting new and existing referral sources to join your network.

By providing your referral sources with more effective means of communication (2-way messaging, HIPAA compliant file exchange, and a full patient tracking system) you will stay top of mind when it comes time for a referral, leading to an increased patient volume and higher ROI.

If you are looking to grow your referral network and generate more patient volume, we offer a platform that allows you to invite referral sources and instantly connect to their network of providers, greatly increasing the number of physician relationships and referrals.

It is time to stop using antiquated referral pads and excel spreadsheets to track the value of your provider network, update with referralMD.

How do I grow my physician network and generate more referrals?2025-07-14T21:43:11-07:00

Stand apart from the competition in your city by using modern technology to care for your colleagues’ patients when they need a referral. It is as simple as inviting new and existing referral sources to join your network.

By providing your referral sources with more effective means of communication (2-way messaging, HIPAA compliant file exchange, and a full patient tracking system) you will stay top of mind when it comes time for a referral, leading to an increased patient volume and higher ROI.

Suppose you are looking to grow your referral network and generate more patient volume. In that case, we offer a platform that allows you to invite referral sources and instantly connect to their network of providers, greatly increasing the number of physician relationships and referrals.
It is time to stop using antiquated referral pads and excel spreadsheets to track the value of your provider network.  Update to referralMD.

How does the implementation process work?2024-03-07T13:44:35-08:00

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

Can we get alerts for specific events in the referral workflow?2025-09-29T09:21:07-07:00

Yes. Event-based alerts notify the right staff when key actions or exceptions occur (e.g., missing documents, denials, or completed scheduling), all driven by configurable rules.

Trusted By

SmartEXCHANGE®

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

Complete the form and our sales team will reach out to You

See how ReferralMD transforms your referral workflow—streamlining operations, boosting revenue, improving care team communication, and delivering exceptional patient experiences.

Go to Top