Transformative results for healthcare teams
SmartFax AI captures, connects & routes all the details. Reduce Leakage & improve patient experience.
Skip The Manual Fax Work
Smarter Faxing Workflows
automate Document process
Referring Provider Notifications
Do you have 100’s of referral partners and try to keep them updated on their patient’s progress but find it hard to manage?
Centralized or Decentralized Fax Solution
You have 2 options to get started with faxing
- 1
Port over your current numbers (just like when you switch cell phone carriers), then assign them to each department in the software.
- 2
Or purchase new numbers from us. One per department (decentralized) or one for your entire system (centralized)
Our solution is great for call centers that are looking for a better way to manage and route inbound and outbound faxes.
Why a Better Fax Machine is Important to your Practice
Stop Referral Leakage.
Only 54% of faxed referrals result in appointments. close the gap – automate intake, routing, follow-up.
Decrease Cost.
Nearly 30% of tests are reordered Due to Missing test results. Causes Care delays & clinician frustration.
happier Patients.
About 25% of U.S. patients’ records didn’t reach another provider in time for their appointment.
Automate workflows.
$250 billion lost to manual transactions every year—how much is draining from your budget?
Referral Fax fAQs
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.
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.
Yes. ReferralMD can automatically fax requests to receiving providers to request appointment updates for referred patients, based on customizable rules.
Status updates are sent electronically to internal referring providers through EHR integrations. External referral partners can also receive updates via their free ReferralMD account or through fax.
ReferralMD transforms traditional fax workflows by automatically digitizing, extracting, and routing referral data, eliminating manual fax handling.
With ReferralMD, you can:
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Automatically capture inbound faxes using our cloud-based fax integration
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Convert faxes into digital referrals using OCR (optical character recognition) and data extraction tools
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Pre-fill referral forms and auto-route them to the correct provider or department
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Flag missing information for review before intake
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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.
- 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.
- 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.
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.
Bidirectional Integrations
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
