ReferralMD
ReferralMD2026-08-18T13:33:55-07:00

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.

Join 150,000+ providers who turn referrals into completed appointments faster, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer, on a 3 million provider network.

Join 150,000+ providers who turn referrals into completed appointments faster, for free.

ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer, on a 3 million provider network.

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.

Get Started Today

  • Referral Management for Healthcare Providers

    Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]

  • SmartFax AI (deleteme)

    SmartFax AI centralizes faxing with intelligent OCR, AI-driven routing, and built-in tools to split, merge, and manage documents—automating workflows on demand.

  • Voice AI & Automation

    End-T-End Automation. Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated platform features an autonomous Voice AI scheduling agent and smart scheduling tools that keep everything in one place for a faster, more efficient workflow.

  • 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

    Connect ReferralMD to the EHR, PMS, and RIS platforms you already use — reducing administrative friction, eliminating duplicate data entry, and accelerating patient access to care.

  • Professional Services

    Professional implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.

  • SmartMATCH Decision Support

    SmartMATCH revolutionizes patient-provider pairing by considering insurance, availability, and custom criteria, ensuring optimal matches for enhanced care and streamlined practice operations. Essential for precision in healthcare navigation.

Frequently Asked Questions

Can I send reports to referring providers?2024-03-18T23:09:55-07:00

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.

How to improve the patient experience?2025-06-17T08:45:09-07:00

ReferralMD improves the patient experience by making the referral process faster, more transparent, and easier to navigate—reducing delays, confusion, and missed appointments.

With ReferralMD, you can:

  • Get patients scheduled faster with automated routing and follow-ups

  • Keep patients informed through automated appointment reminders and status updates

  • Offer digital intake forms, making it easier to complete paperwork on their own time

  • Reduce duplicate requests and delays, ensuring patients aren’t stuck in limbo

  • Minimize phone tag and manual coordination by centralizing communication

By creating a seamless, modern referral experience, ReferralMD helps patients feel supported, engaged, and confident in their care journey from start to finish.


How does ReferralMD provide automated status updates to referring providers?2025-09-29T09:13:56-07:00

Status updates are sent electronically to internal referring providers through EHR integrations. External referral partners can also receive updates via their free ReferralMD account or through fax.

How does ReferralMD help me avoid back-and-forth with providers?2024-04-18T10:57:41-07:00

Online referral forms can prompt for certain medical records to avoid back-and-forth phone calls and faxes and drive standardization across the organization.

How soon can I see an ROI by using ReferralMD?2024-04-18T11:15:25-07:00

Most of our customers see an immediate return both on time, labor costs, and referral volume, not including the potential of millions of dollars in revenue gain from leakage reduction. There are a host of other benefits, please contact us to learn more. 800-343-3729

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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