ReferralMD
ReferralMD2026-05-14T09:43:15-07:00

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. Get Started for Free. 

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.

Get Started for Free.

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.

Get Started for Free.

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

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

  • SmartFax AI Automation

    Free up staff time, decrease administrative burden, and keep patients on track with faster, error-free document workflows. SmartFax AI unifies faxing with intelligent OCR, AI-powered routing, and built-in tools to split, merge, and manage documents.

  • 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

    Appointments and Scheduling for Healthcare

    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

    Patient Communications with RederralMD

    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.

  • Marketing CRM Tools

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

  • Advanced Analytics

    Marketing & Advanced Tools for healthcare providers

    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 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 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 does ReferralMD automate the outbound referral process?2025-09-29T09:15:46-07:00

ReferralMD can automatically select the best-matched receiving provider, complete the referral form, attach the necessary medical records, and send the referral—without manual effort.

How to automate referral processing?2025-06-17T08:33:42-07:00

ReferralMD automates every step of the referral process—from intake to scheduling to follow-up—so your team can focus on patient care, not paperwork.

With ReferralMD, you can:

  • Automatically capture referrals from fax, email, web forms, and EHRs into a single platform

  • Use smart routing rules to send referrals to the right department or provider based on specialty, location, or availability

  • Auto-triage referrals using customizable workflows and urgency filters

  • Trigger notifications and reminders for patients and staff without manual follow-up

  • Track status in real time, with automated updates to referring providers and internal teams

By eliminating manual data entry and streamlining communication, ReferralMD dramatically reduces processing time, lowers administrative costs, and improves referral accuracy.

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.

Can I use ReferralMD to discuss cases with specialists?2024-04-18T11:21:46-07:00

Electronic consults allow PCP offices to invite specialists to a secure online chat room to discuss a specific patient case and exchange messages and files prior to sending the referral.

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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