Protect sensitive referral data across every workflow

ReferralMD supports secure data exchange designed to protect protected health information (PHI) throughout the entire referral lifecycle. Built on enterprise-grade security practices and standards, ReferralMD ensures referral workflows meet healthcare compliance requirements while enabling interoperability at scale.

Secure Exchange of PHI End-to-End

Referrals contain sensitive patient data.

ReferralMD is designed to securely exchange PHI across referral workflows—from intake and routing to scheduling and completion—without exposing data to unnecessary risk.

  • Secure handling of patient and referral data

  • Encrypted data exchange across systems

  • Controlled access to sensitive information

Security is built into every step of the workflow.

Standards-Based Compliance Framework

Compliance isn’t optional in healthcare.

ReferralMD supports industry-recognized compliance and security standards, including:

  • HIPAA requirements for protecting PHI

  • HITRUST-aligned security practices

  • SOC 2 controls for system reliability and data protection

These standards guide how data is stored, transmitted, and accessed across the platform.

Secure Interoperability Powered by SmartEXCHANGE™

Data exchange must be both interoperable and secure.

ReferralMD’s SmartEXCHANGE™ enables secure, standards-based data exchange between systems while maintaining compliance controls.

  • Secure HL7 and FHIR-based integrations

  • API-driven data exchange with access controls

  • Data shared only with authorized systems and users

Interoperability never compromises security.

Access Controls and Data Governance

Not everyone should see everything.

ReferralMD enforces role-based access and governance controls to ensure PHI is only accessible to authorized users.

  • Role-based permissions

  • Controlled visibility across teams and partners

  • Auditability and accountability

Governance protects data while supporting collaboration.

Secure Referral Workflows at Enterprise Scale

Security must scale with volume.

ReferralMD supports secure referral workflows across complex, multi-organization environments.

  • Multi-location and multi-specialty networks

  • External referral partners

  • High referral volumes

Security and compliance remain consistent as networks grow.

Why It Matters

Protect Patient Trust
Sensitive health data is safeguarded throughout the referral process.

Reduce Compliance Risk
Built-in security controls support regulatory requirements.

Enable Secure Interoperability
Data can move between systems without exposing PHI.

Support Enterprise Adoption
Security standards meet the expectations of large healthcare organizations.

Secure by Design. Compliant by Default.

ReferralMD’s Secure Data Exchange & Compliance capabilities ensure referral workflows protect sensitive data end-to-end—supporting interoperability, collaboration, and patient trust without compromising security.

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