Replace manual intake with structured, automated data collection
ReferralMD’s digital intake automation streamlines how patient and referral information is collected, validated, and routed. By replacing paper forms, faxes, and manual data entry with intelligent digital intake, practices receive complete, structured information from the start—reducing delays and accelerating care.
Digital Intake Built Into the Referral Workflow
Intake shouldn’t be a separate process.
ReferralMD embeds digital intake directly into the referral workflow, ensuring patient and clinical information is captured as referrals are created or received.
- Digital intake forms tied to referrals
- Structured data capture from the start
- Fewer incomplete or unusable referrals
This keeps referrals moving without unnecessary handoffs.
Intelligent Forms That Adapt to the Referral
Not all referrals require the same information.
ReferralMD supports dynamic intake forms that adjust based on referral type, specialty, and clinical context.
- Conditional questions based on patient responses
- Specialty-specific intake requirements
- Reduced patient friction and form fatigue
Patients provide the right information—without over-collecting.
Automated Validation and Completeness Checks
Incomplete intake slows everything down.
ReferralMD automatically validates intake submissions to ensure required information is captured before referrals move forward.
- Required field enforcement
- Fewer missing documents and clarifications
- Reduced back-and-forth with patients and providers
Referrals arrive ready for action.
Seamless Patient Experience
Digital intake that patients actually complete.
ReferralMD delivers intake forms through automated patient engagement workflows, making it easy for patients to respond on their own time.
- Mobile-friendly digital forms
- Automated reminders for incomplete intake
- Two-way engagement built in
Higher completion rates mean faster scheduling.
Reduce Administrative Work and Manual Data Entry
Let automation handle intake tasks.
ReferralMD eliminates much of the manual work associated with intake processing.
- Less scanning, faxing, and data entry
- Fewer intake-related phone calls
- Staff focus on care coordination, not paperwork
Automation scales without adding headcount.
Why It Matters
Faster Referral Processing
Complete intake data accelerates scheduling and care.
Higher Data Quality
Structured digital intake improves accuracy and consistency.
Better Patient Experience
Simple, guided intake reduces frustration.
Operational Efficiency
Less manual work across referral teams.
Intake That Moves Referrals Forward
ReferralMD’s digital intake automation transforms intake from a bottleneck into a streamlined, automated step—helping organizations deliver faster, more reliable care.
