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.
A digital clinical form is an electronic version of your current triplicate or fax referral intake form. Most facilities with multiple departments or specialty groups require different questions to be answered from other providers before a patient can be seen.
referralMD allows you to create digital clinical forms for every specialty department and add as many users in each so they can help with the referral process. This allows you to segment referrals based on specialty and run reports without tracking in excel spreadsheets.
Your paper form is slow to process, prone to errors and is not easily accessible.
- 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 makes it easy to increase your referral volume by simplifying the referral process for providers, expanding your referral network, and improving visibility into referral performance.
With ReferralMD, you can:
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Streamline referral intake from any source—fax, email, EHR, or online forms—making it easier for providers to refer to you
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Promote your services within our provider directory and referral workflows
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Respond faster with automated triage and scheduling tools, making referring providers more likely to send patients your way
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Build strong relationships by providing referring providers with real-time status updates and outcomes
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Leverage analytics to identify top referral sources and areas for growth
By removing friction from the referral process and offering a seamless experience, ReferralMD helps your organization attract and retain more referrals.
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.
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.
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