Benefits of referral management
Reduce leakage, accelerate access, and strengthen relationships to keep patients in your network and grow referrals.
Centralized Referral Dashboard
SmartMATCH Decision Support
Patient Journey Tracking
Automated Feedback Loop
Message & Exchange Files with Providers
Send messages to providers and exchange patient files (x-rays, labs, dicoms) in real-time, regardless of the format or size.
Task Management
Assign tasks to yourself, others, or a department and receive notifications when tasks are due, overdue, or completed.
Alert Notifications
Audit Log
Full accountability for every patient, every referral, and every change made in the referral system.
Why you should improve your referral process
46% of the time, patients do not receive the care they need and destination providers do not realize the revenue they could have.
The revenue impact of leakage can be significant, an average of 55-65% is lost annually costing a health system up to $1.54M per employed PCP.
20% of malpractice claims involve missed or delayed diagnoses due to deficits in hand-offs between providers.
63% of referring physicians are dissatisfied with the lack of timely progress updates post referral.
Referral Management FAQ
SmartMatch allows users to find the right provider for the patient based on specialty, accepted insurance, affiliation, average wait time, distance from the patient, internal ranking, and other metrics. Providers are sorted based on their overall scores with the best-matched provider at the top of the list.
Yes. Event-based alerts notify the right staff when key actions or exceptions occur (e.g., missing documents, denials, or completed scheduling), all driven by configurable rules.
ReferralMD automates every step of the referral process—from intake to scheduling to follow-up—so your team can focus on patient care, not paperwork.
With ReferralMD, you can:
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Automatically capture referrals from fax, email, web forms, and EHRs into a single platform
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Use smart routing rules to send referrals to the right department or provider based on specialty, location, or availability
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Auto-triage referrals using customizable workflows and urgency filters
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Trigger notifications and reminders for patients and staff without manual follow-up
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Track status in real time, with automated updates to referring providers and internal teams
By eliminating manual data entry and streamlining communication, ReferralMD dramatically reduces processing time, lowers administrative costs, and improves referral accuracy.
Increasing your referral conversion rate starts with streamlining communication, reducing referral leakage, and improving follow-up speed. ReferralMD helps you do exactly that by automating referral workflows, ensuring referrals are routed to the right provider the first time, and tracking every referral step in real time.
With ReferralMD, you can:
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Automate referral intake from fax, email, and EHR systems
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Reduce no-shows with smart reminders and appointment tracking
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Eliminate lost referrals through centralized referral management
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Gain insights from referral analytics to optimize performance
These features help close the loop faster, improve patient follow-through, and increase your referral-to-appointment conversion rate.
ReferralMD streamlines and automates patient intake by digitizing forms, centralizing information, and triggering workflows based on referral data—all without manual follow-up.
With ReferralMD, you can:
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Send digital intake forms to patients automatically after a referral is received
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Pre-fill forms with referral data to reduce patient effort and improve accuracy
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Route completed forms directly to the appropriate provider or department
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Trigger alerts and tasks for missing information or incomplete submissions
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Integrate intake data into your EHR or scheduling system in real time
By replacing paper forms and phone calls with automated digital tools, ReferralMD reduces delays, improves data accuracy, and helps get patients scheduled faster.
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.
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
