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Improve the Patient and Provider Experience

with Smarter Referral Management

Faxes, emails and phone calls aren't efficient. ReferralMD captures and reports on every referral seamlessly, giving your organization more time for personalized care.

You Asked. We Delivered.


Help me track tasks, in/outbound referrals, insurance acceptance, affiliation, and choose the best doctor for my patient.


Help me get timely referral data to triage my patients so I can provide better care.

IT Directors

I need a standardized referral system that will flawlessly integrate with our EMR.

Marketing Team

I need to understand referral patterns to attract and retain patients and referral sources.


Give me a tool to better assess our ability to compete in our market and reduce leakage.

Easy to Use Referral Management

Improve customer service and loyalty with clinicians, referral coordinators, and the entire care team.

Send and Receive Referrals

In a matter of seconds you can exchange a referral with any provider in the country. Centralize all your referrals and reduce faxes, phone calls and waiting on hold.

Escalation Alert/Notification

Each patient referral is tracked in real-time, ensuring transparency for physicians and staff (for both the sending and receiving organization), including appointment date/times, whether a patient fails to attend a
scheduled consultation, and no shows, etc.

Auto-Inform Feedback Loop

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).

Rule-Based Referral Workflows

We replace inefficient, often paper-based workflows with transparent scalable workflows. Ability to label different referral ‘status’ within each journey stage and see where bottlenecks are occurring in real-time. ‘Out of the box’ workflows are designed to be used across all types of care, no matter the specialty.

Website Integration

Allows the creation of electronic referrals from the provider’s website so referring providers and patients can can refer without paper or phone calls.

Patient Communication Tools

ReferralMD sends messages to patients according to their communication preferences (e.g. telephone, email, or text message). These messages can include appointment reminders, pre-appointment paperwork, driving instructions, and follow-up messages.

Integrated Fax Management

Assign faxes to any person or department with a priority queue, categorize by type (referral, lab, medication list), set priority, add notes, and view status without managing paper or an antiquated e-fax system. Every fax can be automatically loaded into the EMR without scanning.

Intelligently Recommend the Best In-Network Providers

ReferralMD’s SmartMATCH provider directory includes care team contacts, network affiliations, insurances accepted, decision support, and e-referral forms to ensure that patient coordinators always have the most up-to-date information about each doctor; their experience, specialty and procedures they offer to help reduce leakage.

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e-Consults that Connect Providers to Top Specialists

Access a network of providers before issuing your next referral.

For primary care

Reduce the need for an unnecessary face-to-face office visits by facilitating efficient real-time message and file-exchange (X-rays, dicoms, CCDs, images, and clinical notes).

For specialists

Improve customer service and physician loyalty with referring providers while offering a value-add service to grow revenue.

Bidirectional secure communication

Communicate electronically with both subscribers and non-subscribers using real-time or asynchronous messaging.

Manage Your Marketing Efforts with an Integrated CRM

Easily research and manage your top referral sources to drive increased revenue opportunities.

Specialty Navigator Directory (5M+ contacts)

Research new referral sources by specialty, experience, procedures offered and more.

Provider CRM

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

Task Management

Ensure nothing falls through the cracks with a robust to-do tracker for all your staff.

Marketing Outreach

Promote your practice every week to hundreds of referring providers in your area with branded progress updates.

Real-time actionable data and workflow guidance

Increase your care team’s productivity, patient conversions, and ultimately improve outcomes.


Task Management


E-Vetting Form Builder

Robust User Management

SmartMATCH Provider Directory

Implementation, Integration, and Training Methodology

ReferralMD’s expert account team will support you every step of the way; from project discovery and documenting workflow to deploying the software and training your staff.

Cloud-based & easy to use

Powerfully simple software that can be used on any browser or device and accessed anywhere.

Safe and Secure

HIPAA-compliant, Military Grade, 256-bit file encryption keeps your patient files safe and secure.

Training and Support

We are always there to help by phone, email, live chat, videos, or on-site with a dedicated account manager.

Rapid Deployment Across Network

Receive referrals from anyone, even if they are not a subscriber. If you send referrals we can provide status updates to when they accept the referral and complete appointment.

Standalone or Integrated

Use as a standalone platform (Great for private practice offices), or integrate with the leading EHRs such as EPIC, Cerner, and eClinicalWorks, Allscripts, GE. Single Sign-On supported.