Join 150,000+ providers who turn referrals into completed appointments faster, for free.
ReferralMD automates referral intake, fax management and routing, scheduling, patient intake, and provider communication using agentic AI and any communication method your referral partners prefer. The ReferralMD network is EVERY provider and practice.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
The referral operating system for modern healthcare
Send and receive referrals faster. Automate patient intake, AI fax, and scheduling. One platform built for practice and health systems.
One Platform, Any Provider
Whether you’re a growing practice, therapeutic care, or a large health system, ReferralMD is built for you.
Customer Success Stories
ReferralMD software opens the digital front door to healthcare practices with advanced conversational AI patient intake. This cutting-edge technology simplifies the initial patient interaction, ensuring accurate data collection and a smooth onboarding process. By integrating conversational AI, patients can easily schedule appointments, provide necessary information, and receive answers to their questions in real-time.
Explore our Digital Front Door solutions, designed to enhance patient engagement and streamline access to healthcare services. Our innovative tools provide a seamless, integrated digital experience for patients from their initial contact throughout their entire care journey, transforming healthcare delivery into a more accessible, efficient, and patient-centered process.
Fix Your Digital Front Door
ReferralMD streamlines managing inbound and outbound patient referrals directly within your existing EHR software, eliminating the need for fax machines and cumbersome spreadsheets. Our intelligent platform automatically alerts staff about referrals needing attention and sends updates to referring providers, efficiently closing the feedback loop.
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Discover how our Marketing & Advanced Tools enhance patient intake and engagement, offering comprehensive solutions for healthcare providers. Designed to optimize marketing efforts and streamline complex processes, these tools ensure that every patient interaction is effective and efficient. By integrating these advanced capabilities, healthcare organizations can significantly improve outreach, patient communication, and overall service delivery, leading to better patient outcomes and operational success.
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Referral Management for Healthcare Providers
Benefits of referral management Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network [...]
Voice AI & Automation
End-T-End Automation. Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated platform features an autonomous Voice AI scheduling agent and smart scheduling tools that keep everything in one place for a faster, more efficient workflow.
Professional Services
Professional implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.
Frequently Asked Questions
- All inbound faxes are automatically routed to the Faxes work queue so users can quickly categorize them as new referrals, documents for existing patients, or nonpatient documents.
- Faxes flagged as new referrals are automatically routed to the Referrals work queue to be processed and managed like all the other referrals while documents for existing patients can be routed to other staff members for review or be automatically pushed to the EHR.
- Weekly reports are automatically faxed to referring providers not using ReferralMD with the referral status for patients referred to your organization.
- Outbound referrals can be sent via fax to providers not using ReferralMD using the fax numbers built into the system for nearly all of the 5 million providers in the US
- The receiving provider’s office enters the invitation code from the fax, sets up a free account, updates the referral, and exchanges messages and files with your practice.
Patients can complete intake on their phones using conversational AI. The process includes:
- Electronically signing consent forms
- Taking photos of their insurance card or driver’s license
- Receiving automated reminders (based on rules) until intake is completed
ReferralMD improves the patient experience by making the referral process faster, more transparent, and easier to navigate—reducing delays, confusion, and missed appointments.
With ReferralMD, you can:
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Get patients scheduled faster with automated routing and follow-ups
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Keep patients informed through automated appointment reminders and status updates
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Offer digital intake forms, making it easier to complete paperwork on their own time
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Reduce duplicate requests and delays, ensuring patients aren’t stuck in limbo
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Minimize phone tag and manual coordination by centralizing communication
By creating a seamless, modern referral experience, ReferralMD helps patients feel supported, engaged, and confident in their care journey from start to finish.
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.
Powerful yet easy to use reports show graphs and maps on the screen including the Dashboard with all key metrics and let you drill-down for more information.
Trusted By
Integrates with the tools you already use
ReferralMD integrates with most electronic health records (EHR) systems, practice management systems (PMS), and radiology information systems (RIS) using APIs, HL7, FHIR, or Direct, and we also seamlessly connect with other HIPAA-compliant third-party systems and business intelligence tools.
Use a different EHR? Contact Us
