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
ReferralMD streamlines and automates patient intake by digitizing forms, centralizing information, and triggering workflows based on referral data—all without manual follow-up.
With ReferralMD, you can:
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Send digital intake forms to patients automatically after a referral is received
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Pre-fill forms with referral data to reduce patient effort and improve accuracy
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Route completed forms directly to the appropriate provider or department
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Trigger alerts and tasks for missing information or incomplete submissions
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Integrate intake data into your EHR or scheduling system in real time
By replacing paper forms and phone calls with automated digital tools, ReferralMD reduces delays, improves data accuracy, and helps get patients scheduled faster.
Provider offices who fax referrals to your practice or use the ReferralMD portal link on your website automatically receive weekly faxed reports with the referral status for the patients they referred to your practice.
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 appointment with the patient
- Wait Time: the time between referral receipt and patient’s appointment date
- Report Time: the time between appointment date and when consult report is sent to the referring provider
Service offered to customers to send branded marketing announcements about the referral management solution to your referral network via blast fax.
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.
Trusted By
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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