Benefits of referral management

Manage all inbound and outbound referrals and close the loop with referral partners and patients with automated communications

Workflow Automation

Automates referral processes, reducing administrative burdens and allowing staff to focus more on patient care.

Reduce Leakage

Seamless referral tracking minimizes patient leakage by keeping referrals within the network.

Reduce Processing Time

Our HIPAA-compliant platform automates referral tracking, simplifying workflows, reducing processing time, and improving accuracy.

Referral Management with ReferralMD

Centralized Referral Dashboard

  • Receive, review, and respond to electronic and faxed referrals from any browser.

  • Route referrals received by phone and assign them to specific departments/ specialties.

  • Send, monitor, and track outbound referrals and receive appointment notifications in real-time.

SmartMATCH Decision Support

  • Match patients with the most appropriate in-network providers before sending referrals

  • Providers ranked based on scores generated by customizable algorithm

  • Scoring based on provider’s network tier, accepted insurance plans, proximity to patient, wait times and other inputs

Referral Management with ReferralMD
Patient Referral Workflow

Patient Journey Tracking

  • We replace inefficient, paper-based workflows with scalable digital referral workflows.

  • Flag referral ‘status’ within each journey stage and see in real-time where referral bottlenecks are occurring.

  • Customizable workflows for multiple care settings, a unique one for each specialty, or standardized depending on your requirements.

Automated Feedback Loop

  • Track the approval process in real-time as the sender or receiver of a referral.

  • Flag referral ‘status’ within each journey stage and see in real-time where referral bottlenecks are occurring.

  • After the referral, “If this, then that” rules will send communications back to patient or referrers to update or request information as needed (including diagnosis information).

Patient Referral Feedback Loop
Message Providers

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.

Discuss patient wellness plans with other physicians

Task Management

Task Management

Assign tasks to yourself, others, or a department and receive notifications when tasks are due, overdue, or completed.

Task Management

Alert Notifications

Alert Notifications

Define and manage customized alert rules.
Receive notifications when activities are not completed in a timely fashion.
Manage work queues by exception more effectively.

Alert Notifications

Audit Log

Audit Log

Full accountability for every patient, every referral, and every change made in the referral system.

Audit Log

Why you should improve your referral process

46%

46% of the time, patients do not receive the care they need and destination providers do not realize the revenue they could have.

55-65%

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%

20% of malpractice claims involve missed or delayed diagnoses due to deficits in hand-offs between providers.

63%

63% of referring physicians are dissatisfied with the lack of timely progress updates post referral.

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

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