ReferralMD

Frequently Asked Questions

Explore our FAQ page for quick answers to common questions about how ReferralMD works, the benefits it offers, and how it integrates with your existing systems. Get the information you need to make the most of our platform.
Can I capture referrals online?2024-03-18T23:04:40-07:00

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.

Can I see how effective my healthcare marketing is with ReferralMD?2024-03-18T23:11:12-07:00

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.

Can I send referrals via fax to providers who don’t use ReferralMD?2024-03-18T23:08:59-07:00

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.

Can I send reports to referring providers?2024-03-18T23:09:55-07:00

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.

Can I use ReferralMD for eConsults?2024-03-18T23:10:34-07:00

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.

Can I use ReferralMD to discuss cases with specialists?2024-04-18T11:21:46-07:00

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.

Can I use ReferralMD to find new referral partners?2024-04-18T11:27:04-07:00

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

Can I use ReferralMD to market my practice?2024-04-18T11:27:24-07:00

Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.

Can patients schedule appointments with ReferralMD?2024-03-18T23:12:40-07:00

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

Can ReferralMD be configured to match my organization’s workflow?2024-04-18T10:29:10-07:00

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.

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