ReferralMD
ReferralMD2026-07-21T13:30:41-07:00

Join 150,000+ providers who turn referrals into completed appointments faster, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer. The ReferralMD network is EVERY provider and practice.

Join 150,000+ providers who turn referrals into completed appointments faster, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer. The ReferralMD network is EVERY provider and practice.

Join 150,000+ providers who turn referrals into completed appointments faster, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer. The ReferralMD network is EVERY provider and practice.

One Platform, Any Provider

Whether you’re a growing practice, therapeutic care, or a large health system, ReferralMD is built for you.

ReferralMD Practice

For primary, specialty, therapeutic, and home care. Agentic Automation referrals, fax, and intake. Start now for free.

  • Free Inbound & Outbound Referral

  • Free Configurable Workflows with Automation

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • Free Post-Visit Patient Surveys

  • SmartFax Agentic Fax Automation

  • Digital Patient Intake

  • Patient SMS & Email Communications

ReferralMD Enterprise

For PCP and specialty networks, health systems, ACOs & CINs. Manage your network and empower your teams.

  • Everything in Practice

  • Advanced EHR Integrations

  • Enterprise Reporting and Analytics

  • Programmable Enterprise Workflows

  • Provider Network Management Tools

  • Dedicated implementation & Project Managers

  • API Access

  • 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 Software for Healthcare Providers

    Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]

  • 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

    Healthcare interoperability is about enabling real-time collaboration, reducing administrative friction, and accelerating patient access to care. Improved Access, Efficiency, and Care Coordination.

  • 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

How to automate patient intake?2025-06-17T08:43:58-07:00

ReferralMD streamlines and automates patient intake by digitizing forms, centralizing information, and triggering workflows based on referral data—all without manual follow-up.

With ReferralMD, you can:

  • Send digital intake forms to patients automatically after a referral is received

  • Pre-fill forms with referral data to reduce patient effort and improve accuracy

  • Route completed forms directly to the appropriate provider or department

  • Trigger alerts and tasks for missing information or incomplete submissions

  • Integrate intake data into your EHR or scheduling system in real time

By replacing paper forms and phone calls with automated digital tools, ReferralMD reduces delays, improves data accuracy, and helps get patients scheduled faster.

Can ReferralMD help me research competitors?2024-04-18T11:27:47-07:00

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.

How do I find the right provider to send my referral to?2024-04-18T10:41:03-07:00

Referring providers with ReferralMD accounts can search for the right provider to send referrals based on specialty, accepted insurance, affiliation, average wait time, distance from the patient, and other metrics.

Can ReferralMD automatically update referral statuses?2025-09-29T09:17:22-07:00

Yes. ReferralMD can move referrals to specific workflow statuses based on customizable rules, reducing manual updates and keeping teams aligned.

How to increase referral volume?2025-09-13T09:25:03-07:00

ReferralMD makes it easy to increase your referral volume by simplifying the referral process for providers, expanding your referral network, and improving visibility into referral performance.

With ReferralMD, you can:

  • Streamline referral intake from any source—fax, email, EHR, or online forms—making it easier for providers to refer to you

  • Promote your services within our provider directory and referral workflows

  • Respond faster with automated triage and scheduling tools, making referring providers more likely to send patients your way

  • Build strong relationships by providing referring providers with real-time status updates and outcomes

  • Leverage analytics to identify top referral sources and areas for growth

By removing friction from the referral process and offering a seamless experience, ReferralMD helps your organization attract and retain more referrals.

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.

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