- All
- Communications
- Electronic Consults
- Getting Started
- Healthcare CRM
- HIPAA
- Integrations
- Patient/Provider Access
- Referral Faxes
- Referral Management
- Reports & Analytics
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.
Report on referral volume per marketing representative across assigned referral partners with a breakdown of volume by referring provider.
Learn how our CRM helps medical practices get organized.
Outbound referrals can be sent via fax to providers not using ReferralMD using the fax numbers built into the system for nearly all of the 5 million providers in the US.
Provider offices who fax referrals to your practice or use the ReferralMD portal link on your website automatically receive weekly faxed reports with the referral status for the patients they referred to your practice.
Electronic consults allow PCP offices to initiate consults with specialists regarding specific patient cases and exchange messages and files securely online. If the specialist recommends a face-to-face visit for the patient then the consult is automatically converted to a referral and sent to the specialist. Otherwise, the consult is marked as completed. Consults are used by organizations to reduce unnecessary face-to-face visits and improve the patient experience. We also partner with ConferMED with a network of over 150 specialists who focus on e-consults.
Electronic consults allow PCP offices to invite specialists to a secure online chat room to discuss a specific patient case and exchange messages and files prior to sending the referral.
Research potential referral partners using our Provider Directory which includes over 5 million providers (any provider in the US with an NPI number) and updated monthly based on CMS data
Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
Patients can access the Find a Doctor directory from the customer’s website to schedule appointments online. Online scheduling improves patient access by offering an easier way to find providers in your organization and book appointments based on specialty, insurance, location, condition, procedure, etc. Referring provider offices can also use online scheduling to book appointments for their patients. Appointment slots are only available when there is an integration with the receiving provider’s EHR otherwise patients can request days and times for their appointments
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.
Research referral networks across all 5 million providers using Medicare claims data from CMS –see who is sending referrals to your competitors and if your top referring providers are splitting referrals between your practice and competitors.
Copy provider profiles from the Provider Directory to your Contacts list and assign them to a marketing representative to track outreach activity.
Service offered to customers to send branded marketing announcements about the referral management solution to your referral network via blast fax.
Service Level report shows the average time referrals stay in each phase of the workflow and calculates the following metrics for the practice and per provider:
- Process Time: the time between referral receipt and when staff schedules appointment with the patient
- Wait Time: the time between referral receipt and patient’s appointment date
- Report Time: the time between appointment date and when consult report is sent to the referring provider
