Customer Success Stories
Customer Success Stories
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.
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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.
Learn more about our Referral Management Solution
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.
Learn more about our Healthcare CRM and Professional Services
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
SmartMatch allows users to find the right provider for the patient based on specialty, accepted insurance, affiliation, average wait time, distance from the patient, internal ranking, and other metrics. Providers are sorted based on their overall scores with the best-matched provider at the top of the list.
- 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
ReferralMD can send targeted communications at key points in the workflow, such as:
- Referral and authorization notifications
- Appointment reminders
- Post-appointment follow-ups
- No-show messages
All messages are rule-based and use configurable templates.
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.
Profiles for your practice and providers are published in our national directory:
- Organization profiles include your logo and branding, office photos, specialties and photos of your providers and staff members
- Provider profiles include biography, education, specialties, languages, clinical interest, procedures performed, etc.
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Bidirectional Integrations
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.
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