ReferralMD
ReferralMD2026-08-19T10:05:02-07:00

End-to-end AI-powered automation for the entire patient journey, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic and voice AI and any communication method your referral partners prefer, on the largest referral network with over 3 million active, verified providers.

End-to-end AI-powered automation for the entire patient journey, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic and voice AI and any communication method your referral partners prefer, on the largest referral network with over 3 million active, verified providers.

End-to-end AI-powered automation for the entire patient journey, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic and voice AI and any communication method your referral partners prefer, on the largest referral network with over 3 million active, verified providers.

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. Finally, an affordable AI-first agentic platform for automation of referrals, fax, intake, and patient access.

  • Free Inbound & Outbound Referral

  • Free Configurable Workflows with Automation

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • Free Post-Visit Patient Surveys

  • Free DirectTrust® Network Address
  • Free AI-Powered Conversational Reporting and Analytics

  • SmartFax Agentic Fax Automation

  • AI-Powered Digital Patient Intake

  • Patient SMS & Email Communications

  • Voice-AI Patient Scheduling and Communications

ReferralMD Enterprise

For PCP and specialty networks, health systems, ACOs & CINs. Manage your network and empower your teams with the leading AI-First referral network orchestration platform.

  • Everything in Practice

  • Advanced EHR Integrations

  • Enterprise Reporting and Network 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.

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Frequently Asked Questions

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.

How does ReferralMD process inbound faxes automatically?2025-09-29T09:18:07-07:00

ReferralMD uses AI to scan incoming faxes, rotate pages, split documents, and identify the sender, receiver, patient, and document type. Faxed referrals are inserted into the referral workflow, while other faxed documents can be routed to the EHR and attached directly to patient charts.

Can I use ReferralMD to find new referral partners?2024-04-18T11:27:04-07:00

Research potential referral partners using our Provider Directory which includes over 5 million providers (any provider in the US with an NPI number) and updated monthly based on CMS data

Does ReferralMD support automated data feeds for analytics tools?2025-09-29T09:30:17-07:00

Absolutely. ReferralMD can deliver automated data feeds that customers can ingest directly into their data warehouse or business intelligence platform on a regular basis. This enables deeper analysis and custom reporting.

What types of automated messages can be sent to patients?2025-09-29T09:13:04-07:00

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.

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

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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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