ReferralMD
ReferralMD2026-06-05T20:03:42-07:00

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 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

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.

How to automate fax processing?2025-06-17T08:35:18-07:00

ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.

With ReferralMD, you can:

  • Automatically capture inbound faxes using our cloud-based fax integration

  • Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools

  • Pre-fill referral forms and auto-route them to the correct provider or department

  • Flag missing information for review before intake

  • Track and manage all faxes in a centralized, searchable queue

This automation ensures that no referral gets lost in a pile of paper or a busy inbox, while saving staff time and accelerating response and scheduling.

How to increase referral conversion rate?2025-06-17T08:22:26-07:00

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:

  • Automate referral intake from fax, email, and EHR systems

  • Reduce no-shows with smart reminders and appointment tracking

  • Eliminate lost referrals through centralized referral management

  • 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.

How can I report on key business metrics?2024-04-18T15:05:31-07:00

Powerful yet easy to use reports show graphs and maps on the screen including the Dashboard with all key metrics and let you drill-down for more information.

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

Complete the form and our sales team will reach out to You

See how ReferralMD transforms your referral workflow—streamlining operations, boosting revenue, improving care team communication, and delivering exceptional patient experiences.

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