Benefits of Marketing CRM

Track outreach efforts, strengthen relationships with referral partners. quickly identify which partners need attention based on referral volume trends.

referral management

Boost Referrals

Research potential referral partners using our directory of over 7 million providers, track marketing and outreach activities across referral partners and report on the referral volume performance of your marketing representatives.

Smarter Support

Referring providers expect timely resolutions—and their time is valuable. With ReferralMD’s Healthcare Contact Management, you can deliver the support they need while tracking all communications quickly and efficiently.

Clear Coordination

Equip your staff with up-to-date provider and patient information, whether they’re in the office or out in the field. With ReferralMD’s CRM, managing referral partner relationships is effortless and efficient.

Robust Practice Marketing

Robust Practice Marketing

ReferralMD’s CRM empowers marketing teams to find new referral partners, track outreach efforts, and connect those activities directly to referral volume—so you can see what’s working and optimize your strategy.

  • CRM Workflow Customization

  • Detailed Outreach Documentation

  • Personalized CRM Queue

  • Marketing Analytics

  • Extensive Provider Directory

  • Ability to organize referral networks

Search for New Referral Partners

Use ReferralMD to discover potential new referral partners. Track outreach efforts, evaluate your marketing team’s performance, and strengthen relationships to drive referral growth.

  • Research new referral sources by specialty, state, city, zip code, gender and language across 7M+ healthcare providers in our directory.

  • Add new providers to your contacts list and begin nurturing the relationships to generate referral leads for your organization.

Patient Referral Management - ReferralMD

National Provider Database

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

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