SmartFAX Management
Finally, a fax solution designed for the healthcare referral process.
Manage All Inbound and Outbound Fax Referrals
Never Lose Another Fax
Manage all inbound and outbound referral faxes. Categorize faxes as referrals or documents related to existing patients. Automatically route faxed referrals to the referrals queue or the integrated EHR.
Close the Feedback Loop
Our SmartFax technology automates the discussion with referring providers and extracts diagnosis data from your EMR ensuring providers stay in the loop resulting in more referrals.
Full Visibility of Referral Process
See what was done, who performed the action, and what the next steps are in the referral process. Assign ownership and tasks to each fax so all staff can remain in the loop so nothing gets lost.

All Fax Metadata on a Single Page
- Easily review your incoming/outgoing faxes and assign follow-up tasks or ownership.
- Any faxes that are referrals are entered directly into a separate referral queue, medical records for existing patients are automatically added to the EMR, and other faxes (like spam) can be removed from the queue and archived.

Track All Faxes
- Track the status of every fax; New, Assigned or Completed, so you always know who is managing each fax.
- Assign custom categories to each fax, sort by department or owner, and review transmission status.
- Receive alert notifications if faxes are not reviewed in a timely manner.
- Never lose an important patient referral again.

Referring Provider Notifications
Do you have 100’s of referral partners and try to keep them updated on their patient’s progress but find it hard to manage?
- With ReferralMD, stay top of mind with referring providers by sending weekly status updates automatically. Let the software do the work and close the loop.
- By improving customer service, you will see an uptick in referral volume from existing referral partners.

Centralized or Decentralized Fax Solution
You have 2 options to get started with faxing.
- Port over your current numbers (just like when you switch cell phone carriers), then assign them to each department in the software.
- Or purchase new numbers from us. One per department (decentralized) or one for your entire system (centralized).
Our solution is great for call centers that are looking for a better way to manage and route inbound and outbound faxes.