Enterprise Only

Bring referral workflows directly into the EHR

ReferralMD’s Integrated EHR Referral Workflows embed referral data, status, and actions directly within the electronic health record. Through SmartEXCHANGE™ integrations, clinicians and staff can view and act on referral information inside the EHR they already use, without switching systems or duplicating work.

Integrated EHR Referral Workflows are available exclusively with ReferralMD Enterprise.

ReferralMD Data Embedded in the EHR

Work where clinicians already work.

ReferralMD surfaces referral information directly within the EHR interface, providing real-time visibility without requiring users to log into a separate system.

  • View referral status inside the EHR

  • Access referral details and updates in context

  • Reduce system switching and workflow disruption

Referrals become part of everyday clinical workflows.

Real-Time Referral Status and Updates

Always know what’s happening with a referral.

Through bidirectional integration, ReferralMD keeps referral data synchronized between systems so EHR users see up-to-date information at all times.

  • Referral accepted, scheduled, or completed

  • Status updates reflected in the EHR

  • Closed-loop visibility for referring providers

This supports better care coordination and accountability.

Embedded Actions and Workflow Support

Referrals don’t just display — they move.

Integrated workflows allow users to take referral-related actions directly from EHR-driven processes, supported by SmartEXCHANGE™ data exchange.

  • Trigger referral-related workflows

  • Support downstream referral coordination

  • Align operational steps with clinical documentation

Referral workflows align with how care teams operate.

Powered by SmartEXCHANGE™ Integration

Enterprise-grade interoperability makes this possible.

Integrated EHR Referral Workflows are powered by ReferralMD’s SmartEXCHANGE™, using standards-based data exchange and secure APIs.

  • HL7 and FHIR-based integrations

  • Secure, scalable architecture

  • Support for enterprise EHR environments

This enables deep integration—not surface-level sync.

Reduce Manual Work and Workflow Friction

Disconnected systems slow teams down.

By embedding referral workflows directly into the EHR, ReferralMD helps organizations:

  • Reduce duplicate data entry

  • Eliminate manual referral status checks

  • Improve provider adoption and satisfaction

Integration removes friction instead of adding steps.

Why It Matters

Improved Provider Experience
Referrals are visible and actionable in the EHR.

Better Care Coordination
Referring providers stay informed without extra effort.

Operational Efficiency
Less manual work across systems.

Enterprise-Scale Adoption
Integrated workflows support large, complex organizations.

Enterprise Referral Workflows — Where Clinicians Work

ReferralMD’s Integrated EHR Referral Workflows bring referral visibility and coordination directly into the EHR—powered by SmartEXCHANGE™ and built for enterprise healthcare organizations.

Integrated EHR Referral Workflows are available with ReferralMD Enterprise only.

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