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

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.

What workflow tools does ReferralMD have?2025-08-29T12:02:02-07:00

  • 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.
  • 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.
  • Centralized referral management workflow allows staff to identify top referrals that need attention and re-assign referrals to internal providers as needed.
  • 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.
  • Online referral form rules ensure that all the information is captured when the referral is sent from a referring provider’s account or from the ReferralMD portal link on your website.
  • Online referral forms can prompt for certain medical records to avoid back-and-forth phone calls and faxes and drive standardization across the organization.

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 to automate fax processing?2025-06-17T08:35:18-07:00

ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.

With ReferralMD, you can:

  • Automatically capture inbound faxes using our cloud-based fax integration

  • Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools

  • Pre-fill referral forms and auto-route them to the correct provider or department

  • Flag missing information for review before intake

  • Track and manage all faxes in a centralized, searchable queue

This automation ensures that no referral gets lost in a pile of paper or a busy inbox, while saving staff time and accelerating response and scheduling.

Can patients schedule appointments with ReferralMD?2024-03-18T23:12:40-07:00

Patients can access the Find a Doctor directory from the customer’s website to schedule appointments online. Online scheduling improves patient access by offering an easier way to find providers in your organization and book appointments based on specialty, insurance, location, condition, procedure, etc. Referring provider offices can also use online scheduling to book appointments for their patients. Appointment slots are only available when there is an integration with the receiving provider’s EHR otherwise patients can request days and times for their appointments

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