Replace Your Fax Machine. Keep Every Referral.

SmartFax AI is ReferralMD’s intelligent fax management solution for healthcare. It uses AI-powered OCR to read every inbound fax the moment it arrives — extracting patient and provider data, classifying the document type, matching or creating patient records, and routing each document to the referral work queue or directly into your EHR. Faxed referrals become digital referrals automatically, with no manual data entry.

SmartFax AI closes the loop with referring providers automatically. Weekly status updates are faxed or delivered electronically to your referral partners, keeping them informed of their patients’ progress without staff effort. Practices that keep referring providers in the loop see an uptick in referral volume from existing partners — better service means more referrals.

Getting started takes two paths: port your current fax numbers (just like switching cell phone carriers) and assign them to departments, or purchase new numbers — one per department for decentralized workflows, or one for your entire system. SmartFax AI is ideal for call centers managing high volumes of inbound and outbound faxes.

Through SmartEXCHANGE®, ReferralMD integrates with most EHR, PMS, and RIS systems via API, HL7, FHIR, or Direct — including Epic, MEDITECH, athenahealth, NextGen, Veradigm, eClinicalWorks, Greenway, Modernizing Medicine, and Nextech.

How does ReferralMD process inbound faxes automatically?

ReferralMD uses AI to scan incoming faxes, rotate pages, split documents, and identify the sender, receiver, patient, and document type. Faxed referrals are inserted into the referral workflow, while other faxed documents can be routed to the EHR and attached directly to patient charts.

How does SmartFax AI automate the outbound referral process?

ReferralMD can automatically select the best-matched receiving provider, complete the referral form, attach the necessary medical records, and send the referral — without manual effort. Outbound referrals can be faxed to providers not using ReferralMD using fax numbers built into the system for nearly all 5 million providers in the US.

Can ReferralMD send automated fax requests for appointment updates?

Yes. ReferralMD can automatically fax requests to receiving providers to request appointment updates for referred patients, based on customizable rules.

How do referring providers receive status updates?

Status updates are sent electronically to internal referring providers through EHR integrations. External referral partners can receive updates via their free ReferralMD account or through automated weekly fax reports.

Is SmartFax AI HIPAA compliant?

Yes. ReferralMD is a HIPAA-compliant platform, and SmartFax AI processes protected health information within ReferralMD’s secure, compliant infrastructure.

How much does SmartFax AI cost?

Specialty practices can start free on the ReferralMD Practice tier and pay only for the automation they use. Health systems, ACOs, and FQHCs can deploy SmartFax AI as part of an enterprise implementation. See pricing for details.

Join the healthcare teams turning hours of fax work into seconds with SmartFax AI.