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
ReferralMD can send automated email notifications to coordinators and managers for important events, ensuring they stay informed even when they’re off the platform.
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.
Stand apart from the competition in your city by using modern technology to care for your colleagues’ patients when they need a referral. It is as simple as inviting new and existing referral sources to join your network.
By providing your referral sources with more effective means of communication (2-way messaging, HIPAA compliant file exchange, and a full patient tracking system) you will stay top of mind when it comes time for a referral, leading to an increased patient volume and higher ROI.
Suppose you are looking to grow your referral network and generate more patient volume. In that case, we offer a platform that allows you to invite referral sources and instantly connect to their network of providers, greatly increasing the number of physician relationships and referrals.
It is time to stop using antiquated referral pads and excel spreadsheets to track the value of your provider network. Update to referralMD.
Online consult and referral form templates ensure that all the information is captured when the consult or referral is sent. The system includes templates by specialty which serve as clinical guidelines for consults and referrals. The system form builder allows administrators to easily customize templates using a drag and drop approach with conditional logic to ensure that all the required information is entered and all the files are attached.
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.
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.
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
