• Referral Management

    Customized workflow and forms to manage inbound and outbound referrals through multiple channels with proactive alerts and SmartMATCH decision support.

  • FAX Management

    SmartFAX Management: Automated and on-demand faxing with centralized work queue, advanced OCR and AI integration and tools to split and merge faxes.

  • Patient Intake

    Conversational AI powers the intake process allowing patients to complete registration forms and sign consent forms electronically on their phones.

  • Patient Access Tools

    Provider directory and online scheduling embedded on your website allow patients to find providers and book or request appointments.

  • Patient Scheduling

    Online patient scheduling integrates with the receiving provider’s EHR or scheduling system to check provider availability in real-time.

  • Patient Communications

    Automated and on-demand text and email messages sent to patients based on changes in the workflow using predefined templates and rules.

  • Consult Management

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

  • Prior Authorizations

    Automated prior authorizations within your referral and scheduling workflow, streamlines communications with payers and drives operational efficiencies.

  • 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

We integrate 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.

Contact us if you don’t see your EHR

Learn How ReferralMD can improve your referral process, increase efficiencies and improve patient engagement.