AI TOOL PROFILE
ReferralMD: Healthcare Referral and Patient Communication Platform
- Healthcare
- Referral Management
- Medical Practices
- Dental Practices
- Health Systems
- Community Health Centers
- Referral Coordinators
- Office Managers
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
- Official website
- Visit referralmd official website

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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