ReferralMD
ReferralMD2026-06-05T20:03:42-07:00

Turn referrals into completed appointments faster

ReferralMD centralizes referral intake, AI fax, scheduling, patient intake, and provider communication so your team can track every referral from request to appointment.

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.

ReferralMD Practice

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

  • Free Inbound & Outbound Referral Management

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • SmartFax AI – Fax Made for Healthcare

  • 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

  • Standardized and Configurable Network Workflows

  • Network Practice Management Tools

  • Dedicated implementation & Project Managers

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

What are the benefits for ACO’s, payers, primary and specialty care?2024-04-18T11:29:58-07:00

For ACOs and other payer-provider networks

• Better management of in- and out-of-network referrals
• Better coordination; fewer unnecessary or duplicate services
• Reduce referral leakage

For patient-centered medical homes and other primary care settings

• More efficient referral process, with less phone, fax, and manual tracking
• Fewer gaps in care, better access to specialist findings
• Reduce administration processing time and errors
• Better patient experience
• Reduce communication errors due to inaccurate referral data, lower chances of a malpractice lawsuit.

For specialty care settings

• More timely and complete patient information prior to visit
• Better appointment coordination; fewer no-shows
• Immediate updates to referring practices of changes in providers, locations, etc
• Ability to track your referral network, (which providers refer the most or least)
• Reduce communication errors due to inaccurate referral data, lower chances of a malpractice lawsuit.

What analytics and reporting does ReferralMD offer?2025-06-17T07:01:03-07:00
  • Powerful yet easy-to-use reports show graphs and maps on the screen including the Dashboard with all key metrics and the ability to drill-down for more information.
  • Detailed analytics include leakage rates, referral trends, capture rates, referral volume, volume by geography, competitor referral patterns, etc.
  • Service Level report shows the average time referrals stay in each phase of the workflow and calculates the following metrics for the practice and per provider:
    • Process Time: the time between referral receipt and when staff schedules an appointment with the patient
    • Wait Time: the time between referral receipt and patient’s appointment date
    • Report Time: the time between the appointment date and when the consult report is sent to the referring provider
Does ReferralMD let me know when referrals get stuck?2024-04-18T10:39:37-07:00

Automated alerts warn staff and managers when referrals do not advance through the process in a timely manner based on rules defined by your practice.

Does ReferralMD track total referral volume across my health system?2026-04-24T08:24:59-07:00

Absolutely. Our Referral Volume report provides a high-level and granular view of every referral sent and received. You can analyze volume trends by individual practice, specialty, or specific provider to better understand patient flow and demand.

What is the difference between my paper referral form and referralMD’s digital form?2025-08-29T12:03:43-07:00

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.

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

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

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