Benefits of Marketing CRM

Build and manage your referral network, track outreach with referral partners and identify partners needing attention based referral volume

referral management

Manage Referral Network and Increase Referral Volume

Research potential referral partners using our directory of over 5 million providers, track marketing and outreach activities across referral partners and report on the referral volume performance of your marketing representatives.

Improve Customer Service

Your partner’s time is valuable, referring providers want a resolution, they are going to be unhappy unless you can offer support. With ReferralMD’s Healthcare contact management, you can do just that and track all correspondence fast.

Enhance Communication

Ensure your staff has the correct provider and patient data at all times, in the office or in the field. With ReferralMD’s Doctor CRM, managing partner relationships becomes a breeze.

Provider Scorecard

Robust Practice Marketing

Patients and providers want to research you and your staff before they send a referral.  But they have to find you first.  With ReferralMD’s national provider directory, you can easily promote your services both on your website and search engines.

  • Provider and staff profiles. (Improve your online presence/SEO )

  • Provider education and experience

  • Provider locations and affiliations
  • Provider specialties / sub-specialties
  • Procedures offered / conditions treated

  • Insurances accepted

  • Allow patients and referring providers to send medical records and images directly from your website. No More Faxing!

Search for New Referral Sources

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  • Research new referral sources by specialty, experience, procedures offered and more from a list of 5M+ healthcare providers in our provider directory.

  • Add new providers/staff found to your contacts list and begin nurturing the relationships to generate higher quality leads for your organization.

Patient Referral Management - ReferralMD

National Provider Database

Research who your competitors are receiving referrals from

Gain Visibility into Competitor Referral Volume

Understand Competitor’s Referral Patterns

Research who your competitors are receiving referrals from so that you can assign your marketing team’s physician liaisons to scout new relationship opportunities with a targeted call list.

Activity Tracker

Easily save notes, messages, meetings, tasks, and call logs in one location so your team always has the most up-to-date information to support your referral outreach process.

Track Marketing Activities

Quickly Find What You Need

Dynamic Contact Search

Easily search by contact name, organization, lead status, lead source, owner of lead and more.

Why a CRM is Important to your Healthcare Organization

$8.71

A Heathcare CRM gives an average of $8.71 for every $1 spent

41%

Per physician liaison, a practice CRM can increase revenue by 41%

300%

Lead conversion rate improvements of over 300%

27%

Customer Retention improvements of 27%

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

Complete the form and our sales team will reach out to schedule your demo.

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