Turn referrals into completed appointments faster
ReferralMD centralizes referral intake, AI fax, scheduling, patient intake, and provider communication so your team can track every referral from request to appointment.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
One Platform, Any Provider
Whether you’re a growing practice, therapeutic care, or a large health system, ReferralMD is built for you.
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.
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.
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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.
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Referral Management Software for Healthcare Providers
Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]
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
Outbound referrals can be sent via fax to providers not using ReferralMD using the fax numbers built into the system for nearly all of the 5 million providers in the US.
Powerful yet easy to use reports show graphs and maps on the screen including the Dashboard with all key metrics and let you drill-down for more information.
ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.
With ReferralMD, you can:
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Automatically capture inbound faxes using our cloud-based fax integration
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Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools
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Pre-fill referral forms and auto-route them to the correct provider or department
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Flag missing information for review before intake
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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.
- Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
- Report on referral volume per marketing representative across assigned referral partners with a breakdown of volume by referring provider.
- Research potential referral partners using our Provider Directory which includes over 5 million providers (any provider in the US with an NPI number) and updated monthly based on CMS data.
- 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.
- Copy provider profiles from the Provider Directory to your Contacts list and assign it to a marketing representative to track outreach activity.
- Service offered to customers to send branded marketing announcements about the referral management solution to your referral network via blast fax.
- Profiles for your practice and providers have published in our national directory:
- Organization profiles include your logo and branding, office photos, specialties, and photos of your providers and staff members
- Provider profiles include the biography, education, specialties, languages, clinical interest, procedures performed, etc.
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.
Suppose you are looking to grow your referral network and generate more patient volume. In that case, 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 to referralMD.
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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
