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 and grow referrals. Workflow Automation Automates [...]
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
Customize the referral management workflow to ensure that all the necessary steps are performed when referrals are sent or received and standardize the workflow across the organization.
ReferralMD triggers alerts when referrals don’t advance within predefined timeframes, based on your workflow rules. This helps teams intervene before cases fall behind.
Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
A digital clinical form is an electronic version of your current triplicate or fax referral intake form. Most facilities with multiple departments or specialty groups require different questions to be answered from other providers before a patient can be seen.
referralMD allows you to create digital clinical forms for every specialty department and add as many users in each so they can help with the referral process. This allows you to segment referrals based on specialty and run reports without tracking in excel spreadsheets.
Your paper form is slow to process, prone to errors and is not easily accessible.
Referring provider offices without ReferralMD accounts can access the Refer a Patient portal from the customer’s 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.













