ReferralMD: Automating Healthcare Workflows with AI-Driven Referral, Fax, and Patient Intake Tools

ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI built for you.

ReferralMD: Automating Healthcare Workflows with AI-Driven Referral, Fax, and Patient Intake Tools

ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI built for you.

ReferralMD: Automating Healthcare Workflows with AI-Driven Referral, Fax, and Patient Intake Tools

ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI built for you.

National Kidney Foundation of MI

The National Kidney Foundation of Michigan significantly simplified referral management processes, enhanced team coordination across departments, and expanded access to quality, patient-centered care.

Baptist Memorial Healthcare

Baptist Memorial significantly enhanced referral processing, appointment scheduling, and coordinator productivity, leading to more efficient operations and improved overall healthcare delivery.

team meeting

Acacia Network

Cherokee Health Systems, a comprehensive provider offering both physical and behavioral health services, has seen remarkable improvements since integrating ReferralMD into their operations.

Cherokee Health Systems

Cherokee Health Systems, offering physical and behavioral health services, has seen remarkable improvements with ReferralMD. Serving Tennessee, they are committed to seamless healthcare delivery.

Fertility Clinic

Coastal Fertility

Coastal Fertility Medical Center, a leader in fertility care in Irvine, CA, has significantly improved operational efficiency and patient experience by integrating ReferralMD into their practice.

House Calls

House Calls significantly decreased referral processing time by implementing ReferralMD, enhancing efficiency and streamlining their patient referral workflow effectively.

Integritus Healthcare

Integritus Healthcare uses ReferralMD to enhance customer service and significantly increase inbound referrals, boosting patient satisfaction, operational efficiency, and overall organizational growth.

Naples Oral Surgery

Naples Oral implemented customized workflow statuses to better monitor the patient care journey and streamline the referral management process.

Ophthalmology referral management software

Quigley Eye Specialists

One of the largest Eye Specialists in Florida significantly increased their referral volume and greatly improved their patient follow-up process.

Customer Success Stories

National Kidney Foundation of MI

The National Kidney Foundation of Michigan significantly simplified referral management processes, enhanced team coordination across departments, and expanded access to quality, patient-centered care.

Baptist Memorial Healthcare

Baptist Memorial significantly enhanced referral processing, appointment scheduling, and coordinator productivity, leading to more efficient operations and improved overall healthcare delivery.

team meeting

Acacia Network

Cherokee Health Systems, a comprehensive provider offering both physical and behavioral health services, has seen remarkable improvements since integrating ReferralMD into their operations.

Cherokee Health Systems

Cherokee Health Systems, offering physical and behavioral health services, has seen remarkable improvements with ReferralMD. Serving Tennessee, they are committed to seamless healthcare delivery.

Fertility Clinic

Coastal Fertility

Coastal Fertility Medical Center, a leader in fertility care in Irvine, CA, has significantly improved operational efficiency and patient experience by integrating ReferralMD into their practice.

House Calls

House Calls significantly decreased referral processing time by implementing ReferralMD, enhancing efficiency and streamlining their patient referral workflow effectively.

Integritus Healthcare

Integritus Healthcare uses ReferralMD to enhance customer service and significantly increase inbound referrals, boosting patient satisfaction, operational efficiency, and overall organizational growth.

Naples Oral Surgery

Naples Oral implemented customized workflow statuses to better monitor the patient care journey and streamline the referral management process.

Ophthalmology referral management software

Quigley Eye Specialists

One of the largest Eye Specialists in Florida significantly increased their referral volume and greatly improved their patient follow-up process.

AI Powered Patient Intake Forms

ReferralMD software opens the digital front door to healthcare practices with advanced conversational AI patient intake. This cutting-edge technology simplifies the initial patient interaction, ensuring accurate data collection and a smooth onboarding process. By integrating conversational AI, patients can easily schedule appointments, provide necessary information, and receive answers to their questions in real-time.

Explore our Digital Front Door solutions, designed to enhance patient engagement and streamline access to healthcare services. Our innovative tools provide a seamless, integrated digital experience for patients from their initial contact throughout their entire care journey, transforming healthcare delivery into a more accessible, efficient, and patient-centered process.

Learn More about How We Help

ReferralMD streamlines managing inbound and outbound patient referrals directly within your existing EHR software, eliminating the need for fax machines and cumbersome spreadsheets. Our intelligent platform automatically alerts staff about referrals needing attention and sends updates to referring providers, efficiently closing the feedback loop.

Learn more about our Referral Management Solution

Discover how our Marketing & Advanced Tools enhance patient intake and engagement, offering comprehensive solutions for healthcare providers. Designed to optimize marketing efforts and streamline complex processes, these tools ensure that every patient interaction is effective and efficient. By integrating these advanced capabilities, healthcare organizations can significantly improve outreach, patient communication, and overall service delivery, leading to better patient outcomes and operational success.

Learn more about our Healthcare CRM and Professional Services

  • Referral Management

    Connect Every Referral, Every Provider, Every Patient. Gain end-to-end visibility into referral activity, eliminate leakage, and strengthen network alignment—all from a single, intelligent platform that turns coordination into measurable growth.

  • SmartFax AI

    Faster, error-free document workflows that save staff time, reduce administrative burden, and keep patient care moving without delays. SmartFax AI centralizes faxing with intelligent OCR, AI-driven routing, and built-in tools to split, merge, and manage documents.

  • AI Patient Intake & Registration

    Streamline registration with AI-powered intake that lets patients complete forms and consent digitally. Integrated with your EHR, it reduces paperwork, saves staff time, and creates a faster, more convenient check-in experience.

  • Appointments & Scheduling

    Appointments and Scheduling for Healthcare

    Reduce no-shows, minimize administrative work, and ensure patients get timely care. ReferralMD’s integrated scheduling keeps everything in one place for a faster, more efficient workflow.

  • Patient Access Tools

    Empower patients and streamline operations with online scheduling, automated reminders, digital intake, and two-way messaging—all integrated with your EHR.

  • Patient Scheduling

    Streamline scheduling with EHR-integrated tools that give real-time availability and automated reminders to reduce no-shows, improve efficiency and patient experience.

  • Patient Communications

    Keep patients informed and engaged with automated and on-demand text and email messages triggered by workflow updates. Improve communication and care coordination.

  • Consult Management

    Manage e-consults sent to specialists in your network or to ConferMED with automated referral-to-consult conversions based on predefined rules.

  • Marketing CRM Tools

    CRM allows marketing teams to document and track outreach activities, report on trends with referral partners and leverage built-in market research tools.

  • Advanced Analytics

    Marketing & Advanced Tools for healthcare providers

    Automated reporting based on predefined KPIs, real-time reporting across all modules in the platform and integration with your data warehouse or BI tool.

  • SmartEXCHANGE Integrations

    Years of experience perfecting processes for implementing robust bidirectional integrations with EHR, RIS, PM, or other third-party systems.

  • Professional Services

    Professional implementation and post go-live services include a dedicated project manager and account manager with technical support and business reviews.

SmartEXCHANGE®

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

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Take a product tour to learn how ReferralMD drives operational efficiencies, increases revenue, improves communications and, enhances customer service