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

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.

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.

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.

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.

Keep patients informed with automated texts and emails triggered by workflow updates — improving communication and care coordination.

Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

Automated reporting based on predefined KPIs, real-time reporting across all modules in the platform and integration with your data warehouse or BI tool.

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 implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.