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
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 helps you close the loop with referring providers by automating communication, tracking referral status, and delivering timely updates—ensuring transparency and trust throughout the care journey.
With ReferralMD, you can:
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Automatically notify referring providers when referrals are accepted, scheduled, or completed
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Share referral outcomes and visit notes securely through the platform
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Track every referral in real time, reducing follow-up calls and faxes
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Standardize communication to ensure consistent provider updates
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Improve satisfaction among your referral partners by keeping them informed without extra effort
By making it easy to communicate outcomes and keep providers in the loop, ReferralMD strengthens referral relationships and supports better continuity of care.
- Referring providers with ReferralMD accounts can search for the right provider to send referrals based on specialty, accepted insurance, affiliation, average wait time, distance from the patient, and other metrics.
- Customize the referral management workflow to ensure that all the necessary steps are performed when referrals are sent or received and standardize the workflow across the organization.
- Centralized referral management workflow allows staff to identify top referrals that need attention and re-assign referrals to internal providers as needed.
- 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.
- Online referral form rules ensure that all the information is captured when the referral is sent from a referring provider’s account or from the ReferralMD portal link on your website.
- Online referral forms can prompt for certain medical records to avoid back-and-forth phone calls and faxes and drive standardization across the organization.
ReferralMD can automatically select the best-matched receiving provider, complete the referral form, attach the necessary medical records, and send the referral—without manual effort.
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 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.
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.
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