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
Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
ReferralMD automates every step of the referral process—from intake to scheduling to follow-up—so your team can focus on patient care, not paperwork.
With ReferralMD, you can:
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Automatically capture referrals from fax, email, web forms, and EHRs into a single platform
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Use smart routing rules to send referrals to the right department or provider based on specialty, location, or availability
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Auto-triage referrals using customizable workflows and urgency filters
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Trigger notifications and reminders for patients and staff without manual follow-up
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Track status in real time, with automated updates to referring providers and internal teams
By eliminating manual data entry and streamlining communication, ReferralMD dramatically reduces processing time, lowers administrative costs, and improves referral accuracy.
Stand apart from the competition in your city by using modern technology to care for your colleagues’ patients when they need a referral. It is as simple as inviting new and existing referral sources to join your network.
By providing your referral sources with more effective means of communication (2-way messaging, HIPAA compliant file exchange, and a full patient tracking system) you will stay top of mind when it comes time for a referral, leading to an increased patient volume and higher ROI.
If you are looking to grow your referral network and generate more patient volume, we offer a platform that allows you to invite referral sources and instantly connect to their network of providers, greatly increasing the number of physician relationships and referrals.
It is time to stop using antiquated referral pads and excel spreadsheets to track the value of your provider network, update with referralMD.
We designed the software with the help of all size and types of specialties: From primary care doctors, hospitals, health plans, clinics, nursing homes, labs, imaging centers, dentists, chiropractors, ACOs, IPAs, IDNs, and more.
The software will help staff (nurses, billing and scheduling managers, front-office/back-office), clinicians (primary care, specialty care), C-levels, risk managers, and directors of marketing manage and grow your specialty care referral network more efficiently; while streamlining communication between health systems.
First, what is web-based software anyway?
Web-based software is software you use over the internet with a web browser. You don’t have to install anything, download any software, or worry about upgrades. If you use an online bank or web-based email programs like Gmail, Hotmail, or Yahoo Mail then you’ve already used web-based software before.
And why is it better for my business?
When you use web-based software you don’t have to worry about anything technical — you can just do your work. We handle all the security and uptime and backups and upgrades and “IT guy” stuff. You can stay focused on what you’re good at and we’ll handle the rest.
Web-based software is safer. With traditional software, employees save data on their laptops, USB drives, or portable hard drives. It’s not as safe as it sounds. Laptops are stolen, computers are rarely backed up properly, and it’s unlikely everyone’s machines are up to date with the latest security patches and updates. When you use our web-based software, your data is stored on secure, always-updated, backed-up daily enterprise-class servers in a state-of-the-art, highly-secure data center.
We walk the walk with you. We use our products every day. We store all our sensitive, confidential data on the same servers that our customers use. We trust our entire business to our products and security policies. You can feel comfortable that we’re walking the walk with you.
Everything together in one place. A key advantage to web-based software is that all your data is centralized and accessible over the web from any computer at any time. You can’t leave something on the wrong computer since everything is stored in one place on the web. You can get to it from anywhere. Safe, secure, and password-protected, of course.
Your data is automatically backed up daily. Our backups are stored in multiple locations for additional redundancy. You could say our backups have backups. We’ve never lost anyone’s data and we won’t lose yours.
Your data is safe and secure with us. Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. The traffic on our network flows behind an enterprise-class firewall to keep your data safe.
You’re always using the latest and greatest. Unlike traditional software that requires you to download and install updates yourself, our products are updated automatically. Whenever you use our products you’re always using the latest and greatest version.
There’s nothing to install, ever. With our software, there’s nothing to download or install. Just log in with the web-browser you already have (Internet Explorer, Safari, or Firefox). It’s just like your online bank or web-based email program.
You’ll never have to ask “Is it compatible?” Software used to only be available for certain platforms. There was Windows software, Mac software, etc. Our software works on any platform with a web browser and internet connection. Mac, Windows, Linux are all supported.
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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
