ReferralMD

ReferralMD (OpenAI)

ReferralMD (OpenAI)2026-07-21T12:17:32-07:00

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.

ReferralMD Practice

For primary, specialty, therapeutic, and home care. Agentic Automation referrals, fax, and intake. Start now for free.

  • Free Inbound & Outbound Referral

  • Free Configurable Workflows with Automation

  • Free Provider CRM
  • Free Appointment Scheduling & Automation

  • Free Post-Visit Patient Surveys

  • SmartFax Agentic Fax Automation

  • Digital Patient Intake

  • Patient SMS & Email Communications

ReferralMD Enterprise

For PCP and specialty networks, health systems, ACOs & CINs. Manage your network and empower your teams.

  • Everything in Practice

  • Advanced EHR Integrations

  • Enterprise Reporting and Analytics

  • Programmable Enterprise Workflows

  • Provider Network Management Tools

  • Dedicated implementation & Project Managers

  • API Access

  • Single Sign-On

Customer Success Stories

AI Powered Patient Intake Forms

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.

Get Started Today

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.

Get Started Today

  • Referral Management for Healthcare Providers

    Centralize inbound and outbound referrals, reduce leakage, automate intake, and close the communication loop between referring providers, specialists, staff, and patients.

  • Voice AI & Automation

    End-To-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.

  • Fax Made for Healthcare

    Get intelligent OCR, AI-powered routing, and built-in tools to manage document workflows. Automate fax intake to reduce labor and improve speed and accuracy.

  • Provider CRM Tools

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

  • AI Patient Intake & Registration

    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.

  • Appointments & Scheduling

    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.

  • Patient Access Tools

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

  • Patient Scheduling

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

  • Patient Communications

    Keep patients informed with automated texts and emails triggered by workflow updates — improving communication and care coordination.

  • Consult Management

    Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

  • Advanced Analytics

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

  • SmartEXCHANGE EHR Integrations

    Connect ReferralMD to the EHR, PMS, and RIS platforms you already use — reducing administrative friction, eliminating duplicate data entry, and accelerating patient access to care.

  • 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

Does ReferralMD let me know when referrals get stuck?2024-04-18T10:39:37-07:00

Automated alerts warn staff and managers when referrals do not advance through the process in a timely manner based on rules defined by your practice.

Can I see how effective my healthcare marketing is with ReferralMD?2025-08-29T11:52:18-07:00
Is there a mobile app for ReferralMD?2024-04-18T11:15:45-07:00

Patients can access the Find a Doctor directory and schedule appointments online using their mobile device. While online patients can create an account to save their demographic and insurance information for future visits. In addition, patients can update their communication preferences (text, email, etc.) and view upcoming and past appointments.

How to automate fax processing?2025-06-17T08:35:18-07:00

ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.

With ReferralMD, you can:

  • Automatically capture inbound faxes using our cloud-based fax integration

  • Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools

  • Pre-fill referral forms and auto-route them to the correct provider or department

  • Flag missing information for review before intake

  • Track and manage all faxes in a centralized, searchable queue

This automation ensures that no referral gets lost in a pile of paper or a busy inbox, while saving staff time and accelerating response and scheduling.

What are the benefits for ACO’s, payers, primary and specialty care?2024-04-18T11:29:58-07:00

For ACOs and other payer-provider networks

• Better management of in- and out-of-network referrals
• Better coordination; fewer unnecessary or duplicate services
• Reduce referral leakage

For patient-centered medical homes and other primary care settings

• More efficient referral process, with less phone, fax, and manual tracking
• Fewer gaps in care, better access to specialist findings
• Reduce administration processing time and errors
• Better patient experience
• Reduce communication errors due to inaccurate referral data, lower chances of a malpractice lawsuit.

For specialty care settings

• More timely and complete patient information prior to visit
• Better appointment coordination; fewer no-shows
• Immediate updates to referring practices of changes in providers, locations, etc
• Ability to track your referral network, (which providers refer the most or least)
• Reduce communication errors due to inaccurate referral data, lower chances of a malpractice lawsuit.

Trusted By

SmartEXCHANGE®

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

Complete the form and our sales team will reach out to You

See how ReferralMD transforms your referral workflow—streamlining operations, boosting revenue, improving care team communication, and delivering exceptional patient experiences.

Go to Top