ReferralMD
ReferralMD2026-07-09T13:35:42-07:00

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

How does the implementation process work?2024-03-07T13:44:35-08:00

We offer email/phone support, on-site implementation, and training.

IT EFFORT (INTEGRATION, INSTALLATION, SETUP, AND DEPLOYMENT)
ReferralMD is a cloud-based application that is securely installed on a HIPAA compliant cloud service provider. This enables our customers to use ReferralMD without installing any software, or purchasing and provisioning any servers.

ReferralMD will be served from the cloud service provider as an Internet-based application that is streamed over a secure socket layer (SSL), which enables it to be accessed from anywhere, anytime, and from any device.

Since ReferralMD is self-contained and does not depend on the IT environment at the hospital, no integration or deployment effort is required. This allows ReferralMD IT staff to monitor and support all of the services offered proactively, and without disruption to service.

The deployment model mentioned above also allows ReferralMD to automatically apply updates and upgrades to the centralized server without disruption of service, or our customer’s IT staff involvement.

INTEGRATION WITH EMR
If the customer chooses to, ReferralMD can be made to interface with EMRs using smart form field exchange via web services and HL7, and non-smart form field exchange via custom stored procedures. Additional fees will apply.

IMPLEMENTATION PLAN
To design the Implementation Plan, ReferralMD will conduct a series of meetings with internal stakeholders to collect input on customization preferences, potential challenges, and key facilitators to the implementation process.

During the process, we will discuss and document:
• Training your staff and physicians
• Best practices to drive adoption
• Key Partners: The stakeholders within the institution who are needed to make the implementation go smoothly
• Key Activities: The process by which ReferralMD will need to integrate with existing systems
• Cost Structure: The estimated time and cost of implementation

How to effectively integrate with EHRs?2025-06-17T08:31:47-07:00

ReferralMD offers flexible, standards-based integrations with leading EHR systems to streamline referral management directly within your clinical workflow. Whether you’re using Epic, Cerner, athenahealth, or another platform, ReferralMD can connect seamlessly to reduce double data entry and improve efficiency.

With ReferralMD, you can:

  • Integrate using HL7, FHIR, or API connections for secure, real-time data exchange

  • Send and receive referrals without leaving your EHR

  • Auto-populate referral forms with patient and provider data

  • Track referral status and outcomes from within your native system

  • Reduce IT burden with flexible deployment options and dedicated integration support

Our team works closely with your IT and clinical staff to ensure smooth, secure EHR integration that fits your existing workflows and boosts adoption.

Does ReferralMD integrate with third-party systems?2024-04-18T15:06:48-07:00

Mirth Integrations Engine allows us to rapidly deploy integrations with third-party systems so we can streamline end-user workflow by exchanging discrete data and documents between ReferralMD and systems such as Electronic Health Records (EHRs), Practice Management Systems, Data Warehouses, etc.

Standard interfaces such as HL7 or FHIR are best suited when ReferralMD or the third-party system should be automatically updated based on certain actions in ReferralMD or in the third-party system such as changes to patient demographics, new orders, referral status updates, new consult reports, etc.

Application Programming Interfaces (APIs) are best suited when ReferralMD needs to query the third-party system to receive up-to-date information, such as a provider’s appointment availability or to request Continuity of Care Documents (CCD or CCDA) for a patient.

Can I use ReferralMD for eConsults?2024-03-18T23:10:34-07:00

Electronic consults allow PCP offices to initiate consults with specialists regarding specific patient cases and exchange messages and files securely online. If the specialist recommends a face-to-face visit for the patient then the consult is automatically converted to a referral and sent to the specialist. Otherwise, the consult is marked as completed. Consults are used by organizations to reduce unnecessary face-to-face visits and improve the patient experience. We also partner with ConferMED with a network of over 150 specialists who focus on e-consults.

What are the preferred integration interfaces for ReferralMD?2024-04-18T15:08:41-07:00

Standard interfaces such as HL7 or FHIR are best suited when ReferralMD or the third-party system should be automatically updated based on certain actions in ReferralMD or in the third-party system such as changes to patient demographics, new orders, referral status updates, new consult reports, etc.

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.

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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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