Autonomous Voice AI Scheduling Agent


SmartFax® AI Automation
Reports AI Virtual Reporting Assistant

SmartMatch AI Provider Matching
SmartEXCHANGE®
An autonomous voice assistant that sends and receives phone calls to schedule patients using natural language, booking directly into your EHR/PMS in real-time.

Guide the patient journey effortlessly with AI-powered conversational patient intake, automated appointment reminders, and post-visit surveys.
Eliminate manual data entry with our AI agent that automates healthcare fax workflows, seamlessly extracting and routing referral data where it needs to go.

Gain instant visibility into your operations with a virtual reporting assistant that uses conversational analytics to organize and track referral data.
Conversational AI – Autonomously sends and receives calls with patients and providers using natural language, completely replacing a live scheduling coordinator.
Real-Time Booking – Pulls real-time provider availability directly from your EHR, PMS, or scheduling system and books appointments without manual intervention.
Customer-Defined Rules – Specifies appointment type, provider preference, location, specialty, insurance requirements, configurable workflow, and more.
Multilingual Support – Seamless conversations with automatic language detection and secure patient identity verification before scheduling begins.


Automated Extraction – Extracts referral data seamlessly from healthcare faxes.
Smart Routing – Directs referral paperwork to the correct department or provider instantly.
Error Reduction – Eliminates manual data entry mistakes and cuts administrative overhead.
Conversational Analytics – Query your operational data using natural language.
Instant Visibility – Real-time tracking of referral conversion rates and operational bottlenecks.
Custom Dashboards – Organize metrics seamlessly to track staff and network productivity.

Intelligent Matching – Automatically match patient needs with the right provider based on specialty, location, and network rules.
Provider Orchestration – Streamline complex provider routing across multi-specialty healthcare networks.
Automated Rules – Enforce custom organizational policies and network restrictions instantly during referral intake.
Seamless Collaboration – Keep care teams and referring providers closely aligned with real-time updates.
P.O. Box 1609
Mt. Pleasant, SC
29465-1609
P.O. Box 1609
Mt. Pleasant, SC
29465-1609
P.O. Box 1609
Mt. Pleasant, SC
29465-1609
1.800.343-3729
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ReferralMD is the referral operating platform for modern health systems and healthcare providers.
Start free, pay as you go for automation, or work with our team on an enterprise deployment.
ReferralMD centralizes referrals, intake, and patient communication helping providers reduce friction, close the loop, and improve access to care.