ReferralMD
ReferralMD2026-09-10T13:25:41-07:00

Activate Your Healthcare Referral Network

The ReferralMD platform connects organizations and automates referral completion, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.

Activate Your Healthcare Referral Network

The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.

Activate Your Healthcare Referral Network

The ReferralMD platform connects organizations and automates referrals, fax, scheduling, intake, communications, routing, and provider matching. From affordable practice solutions to enterprise-grade tools, ReferralMD provides automation, connectivity, and data on a single platform to activate and optimize your network and connect with more than 3 million verified providers.

Connect. Automate. Optimize.

ReferralMD connects and automates the entire referral network with the workflows, data, and intelligence every participant needs.

ReferralMD Practice

For primary, specialty, therapeutic, and home care. Finally, an affordable agentic referral completion platform for automation of referrals, fax, intake, and patient access.

  • Free Closed-Loop Agentic Referral Completion

  • Free Configurable Workflows with Automation

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • Free Post-Visit Patient Surveys

  • Free DirectTrust® Network Address to Access over 3M providers
  • 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 Management and Discovery

  • Automated Prior Authorization and Eligibility Verification

  • Integrated Network Management Tools

  • Dedicated implementation & Project Managers

  • API Access and MCP Governance

  • Connect, Secure & Monitor AI Agents

  • Single Sign-On, EHR Embedded UI

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

    Centralize inbound and outbound referrals, reduce leakage, automate intake, and close the communication loop between referring providers, specialists, staff, and patients.

  • Voice AI & Automation

    End-To-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.

Frequently Asked Questions

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 do I know which referrals need attention?2024-04-18T10:53:49-07:00

A centralized referral management workflow allows staff to identify top referrals that need attention and re-assign referrals to internal providers as needed.

Can ReferralMD help me research competitors?2024-04-18T11:27:47-07:00

Research referral networks across all 5 million providers using Medicare claims data from CMS –see who is sending referrals to your competitors and if your top referring providers are splitting referrals between your practice and competitors.

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.

How can I measure the productivity of my referral coordination staff?2026-04-24T08:25:29-07:00

You can use the Referral Productivity report to see the total number of referrals processed by individual staff members. This helps managers balance workloads, identify top performers, and ensure that no team member is overwhelmed by volume.

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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