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
Increasing your referral conversion rate starts with streamlining communication, reducing referral leakage, and improving follow-up speed. ReferralMD helps you do exactly that by automating referral workflows, ensuring referrals are routed to the right provider the first time, and tracking every referral step in real time.
With ReferralMD, you can:
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Automate referral intake from fax, email, and EHR systems
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Reduce no-shows with smart reminders and appointment tracking
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Eliminate lost referrals through centralized referral management
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Gain insights from referral analytics to optimize performance
These features help close the loop faster, improve patient follow-through, and increase your referral-to-appointment conversion rate.
- Providers using the system receive real-time alerts on their dashboard whenever the status changes for their patients (notifications also available via email.)
- 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.
- Built-in messaging and file exchange allow staff and providers to communicate with each other without picking up the phone or sending faxes.
- Electronic consults allow PCP offices to invite specialists to a secure online chat room to discuss a specific patient case and exchange messages and files prior to sending the referral.
ReferralMD helps you close the loop with referring providers by automating communication, tracking referral status, and delivering timely updates—ensuring transparency and trust throughout the care journey.
With ReferralMD, you can:
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Automatically notify referring providers when referrals are accepted, scheduled, or completed
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Share referral outcomes and visit notes securely through the platform
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Track every referral in real time, reducing follow-up calls and faxes
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Standardize communication to ensure consistent provider updates
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Improve satisfaction among your referral partners by keeping them informed without extra effort
By making it easy to communicate outcomes and keep providers in the loop, ReferralMD strengthens referral relationships and supports better continuity of care.
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.
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
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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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