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 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.
- 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 helps reduce referral leakage by giving your organization complete visibility and control over the referral process. Our platform tracks every referral from start to finish—so nothing falls through the cracks.
With ReferralMD, you can:
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Centralize and digitize referrals across fax, email, EHR, and web forms
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Automatically route referrals to in-network or preferred providers
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Monitor referral status with real-time tracking and alerts
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Engage patients with automated reminders and follow-ups
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Identify bottlenecks with referral analytics and reporting tools
By ensuring referrals are sent, received, scheduled, and completed within your network, ReferralMD minimizes leakage and keeps patients in your care ecosystem.
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.
ReferralMD offers flexible, standards-based integrations with leading EHR systems to streamline referral management directly within your clinical workflow. Whether you’re using Epic, Cerner, athenahealth, or another platform, ReferralMD can connect seamlessly to reduce double data entry and improve efficiency.
With ReferralMD, you can:
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Integrate using HL7, FHIR, or API connections for secure, real-time data exchange
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Send and receive referrals without leaving your EHR
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Auto-populate referral forms with patient and provider data
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Track referral status and outcomes from within your native system
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Reduce IT burden with flexible deployment options and dedicated integration support
Our team works closely with your IT and clinical staff to ensure smooth, secure EHR integration that fits your existing workflows and boosts adoption.
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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