Referral Management Solution
The best referral management solution for your healthcare organization
Benefits Our Referral Management Solution Delivers
Close Referral Feedback Loop. Increase Efficiency.
Manage all inbound and outbound patient referrals using our intelligent platform and notify staff when referrals need attention. Automatically send referral status updates to referring providers and close the feedback loop.
Improve Patient Completion Rates
Track patient referrals and engage with patients throughout the care cycle. From scheduling to post-care follow-up. Know where all your patients are in the referral process.
Reduce Processing Time
Faxing referrals, waiting on hold, cumbersome spreadsheets. These are all inefficient ways to track referrals. ReferralMD replaces these outdated and error-prone processes with a HIPAA compliant web-based referral management platform.

Centralized Referral Dashboard
- Receive, review, and respond to electronic and faxed referrals from any browser.
- Route referrals received by phone and assign them to specific departments/ specialties.
- Send, monitor, and track outbound referrals and receive appointment notifications in real-time.

Patient Journey Tracking
- We replace inefficient, paper-based workflows with scalable digital referral workflows.
- Flag referral ‘status’ within each journey stage and see in real-time where referral bottlenecks are occurring.
- Customizable workflows for multiple care settings, a unique one for each specialty, or standardized depending on your requirements.

Automated Feedback Loop
- Track the approval process in real-time as the sender or receiver of a referral.
- 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).
- Message & File Exchange with Providers
- Task Management
- Escalation Notifications
- Audit Log
Message & File Exchange with Providers
Send messages to providers and exchange patient files (x-rays, labs, dicoms) in real-time, regardless of the format or size.

Task Management
Assign tasks to yourself, others, or a department and receive notifications when tasks are due, overdue, or completed.

Escalation Notifications
Get notified when activities are not completed in a timely fashion. Stay on track with your patient’s care journey and never lose a referral.

Audit Log
Full accountability for every patient, every referral, and every change made in the referral system.
