Smarter Scheduling

Voice AI Scheduling

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.

Patient Intake AI

Guide the patient journey effortlessly with AI-powered conversational patient intake, automated appointment reminders, and post-visit surveys.

SmartFax® AI

Eliminate manual data entry with our AI agent that automates healthcare fax workflows, seamlessly extracting and routing referral data where it needs to go.

Reports AI

Gain instant visibility into your operations with a virtual reporting assistant that uses conversational analytics to organize and track referral data.

Autonomous Voice AI Scheduling Agent

  • 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.

SmartFax® AI Automation

  • 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.

Reports AI Virtual Reporting Assistant

  • 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.

SmartMatch AI Provider Matching

  • 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.

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.

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