How We Help

Connect Every Referral, Every Provider, Every Patient. Gain end-to-end visibility into referral activity, eliminate leakage, and strengthen network alignment—all from a single, intelligent platform that turns coordination into measurable growth.

Free up staff time, decrease administrative burden, and keep patients on track with faster, error-free document workflows. SmartFax AI unifies faxing with intelligent OCR, AI-powered routing, and built-in tools to split, merge, and manage documents.

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.

Empower patients and streamline operations with online scheduling, automated reminders, digital intake, and two-way messaging—all integrated with your EHR.

Streamline scheduling with EHR-integrated tools that give real-time availability and automated reminders to reduce no-shows, improve efficiency and patient experience.

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.

CRM allows marketing teams to document and track outreach activities, report on trends with referral partners and leverage built-in market research tools.

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

Years of experience perfecting processes for implementing robust bidirectional integrations with EHR, RIS, PM, or other third-party systems.

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