AI TOOL PROFILE

ReferralMD: Healthcare Referral and Patient Communication Platform

ReferralMD helps healthcare practices and health systems manage patient referrals and communications. It is designed for teams looking to reduce reliance on manual faxing and spreadsheets.

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

At a glance

Best for
Medical Practices, Dental Practices, Health Systems, Community Health Centers, Referral Coordinators
Key use cases
Fax Workflow Automation, Digital Patient Onboarding, Provider Relationship Management, Care Transition Coordination, Digital Consultations
Integrations
HL7, FHIR, Direct Messaging, API
Visit referralmdreferralmd software interface screenshot

How AI is used

ReferralMD is a referral and patient communication platform that uses AI to support document workflows, including fax processing and patient intake. It is designed to coordinate the patient lifecycle from initial referral to appointment across different providers and health systems.

The software is built for various healthcare entities, including individual medical and dental practices, community health centers, and larger health systems. It focuses on coordinating care transitions and improving communication between providers and their patients.

Capabilities include AI-driven OCR for faxes, digital patient registration, and tools for tracking referral volumes and provider relationships. The platform also supports e-consults, which may help primary care providers manage patient needs before a formal referral is initiated.

Buyers should confirm how the SmartEXCHANGE integration works with their specific EHR or Practice Management System to verify data synchronization for their workflow.

Key Features

  • SmartFax AI

    Uses OCR and AI-powered routing to manage incoming faxes and document workflows.

  • AI Patient Intake

    Supports digital forms and conversational AI to collect patient information and consents.

  • Referral and Consult Management

    Provides tools to track inbound and outbound referrals and manage e-consults.

  • Healthcare CRM

    Includes tools to document outreach activities and track referral volume trends with partner providers.

  • SmartEXCHANGE Integrations

    Supports bidirectional data synchronization with EHR, PMS, and RIS systems.

  • Appointment Scheduling

    Provides integrated scheduling tools and automated reminders.

Use Cases

  • Fax Workflow Automation

    Using AI and OCR to route incoming referral faxes and reduce manual data entry into the EHR.

  • Digital Patient Onboarding

    Allowing patients to complete registration and intake forms digitally before their visit.

  • Provider Relationship Management

    Tracking outreach efforts and referral volumes from primary care providers using CRM tools.

  • Care Transition Coordination

    Transmitting clinical summaries and status updates to support a closed feedback loop between providers.

  • Digital Consultations

    Managing e-consults between PCPs and specialists to evaluate the need for a formal referral.

Integrations

  • HL7
  • FHIR
  • Direct Messaging
  • API

FAQ

What does ReferralMD do?

ReferralMD supports the referral process and patient communication using AI, including tools for fax processing, digital intake, and provider tracking.

Does ReferralMD integrate with existing EHRs?

Yes, it uses SmartEXCHANGE to integrate with most EHR, PMS, and RIS systems via APIs, HL7, FHIR, or Direct messaging.

Is ReferralMD secure for patient data?

The platform is HIPAA-compliant and SOC2 certified to meet healthcare security standards.

Who is ReferralMD designed for?

It is designed for health systems, medical and dental practices, community health centers, and roles such as referral coordinators and office managers.

Source category: Healthcare

Source subcategory: Referral Management

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