Best Referral Management Products

ReferralMD delivers proven solutions for Digital Front Door, eConsults, Referrals, Faxing and Marketing that help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. 

>>> HOW WE HELP <<<

Digital Front Door

• Patient Access Tools
• Patient Scheduling
• SmartCHAT Patient Intake
• Patient Communications

eConsults & Referrals

• Consult Management
• Referral Management
• Prior Authorizations
• SmartFAX Management

Marketing & Services

• Marketing CRM
• Advanced Analytics
• Professional Services
• SmartEXCHANGE Integrations

>>> WHO WE HELP <<<

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics
• Standardizing and streamlining the referral management process across the organization
• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with appropriate providers using SmartMatch decision support
• Closing the feedback loop with specialists and reducing phone calls and faxes
• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools
• Improving customer service with referring providers through automated status reports
• Managing referral network and gaining insight into referral patterns using analytics 

Hand-off Referrals to Artera

Artera Referrals creates automated, omnichannel referral outreach to modernize the care experience and eliminate manual referral management.

Drive Results with Referral Templates

Rapidly deploy personalized referral outreach by using turn-key, leading practice conversation templates.

• Automatically receive referrals from the EHR to trigger referral outreach from a known number on the patient’s preferred communication channel
• Customize outreach and manage message fatigue with messaging rules that abide by TCPA hours
• Reduce call center overload and increase referral conversions with throttling to improve referral conversion

Uncover Insights & Improve Efficiency

Less than half of providers have data needed to understand their own referrals.

• Access comprehensive reports on referral management and conversions
• Track analytics to understand workflow performance, engagement, and revenue outcomes
• Monitor outreach performance and uncover opportunities for higher conversions

Interactive notifications let patients know when they've been referred, book, and get real-time confirmation. Patients can receive automated reminders to finish scheduling a referral on a cadence, depending on the organization's workflows and needs. Patient bookings are integrated directly with the EHR schedule, and providers can be notified when a patient completes scheduling.

Increase rates of referral conversion to completed appointments, cut out the phone tag for staff, and streamline patient acquisition with self-service opportunities for patients.

The EMR-agnostic referral management solution is easily accessible via web-based portal. Care teams, staff, specialists, and referral coordinators can create, track, and schedule referrals at point of care. Stakeholders can push referral orders into EMRs in real-time, courtesy bi-directional HL7/FHIR API powered interface. In addition to EMR integrations, it also simplifies the process to auto-populate information from referral order fax by running OCR application and live insurance verification using Change Healthcare integration ensuring quick turnaround time in filling referral forms. It helps to choose best-suited specialists with filters for cost and quality metrics, in-and out of network providers, insurances accepted, languages spoken, distance filter etc. 

PH Capture™ provides a simple solution to this problem with a streamlined, paperless, customized workflow that reduces labor costs and lowers overall operational costs. Our solution converts faxes into HIPAA-compliant electronic files that can be managed and shared online-- eliminating the paper-shuffling, copying and scanning. Each workflow is customized to your department, even down nomenclature.

PH Capture will integrate with the organization/practices’ EHR, and electronic files can be exported directly into the patient’s record.

PH Connect enables communication and collaboration community-wide, across the entire healthcare continuum; from front-end primary care providers, urgent care centers, and athletic trainers; through the ED, specialists, and hospitalists; all the way through to the post-acute home health, rehab, and long-term care providers. 

Like all Proficient Health solutions, PH Connect streamlines access, improves the direct admission process, and makes referrals easier and more efficient. Duplicate tests, unnecessary diagnostics, and unnecessary hospital stays can also be avoided. All of this leads to better patient care, increased overall productivity, and satisfaction of physicians and other staff, and widespread user adoption. 

Establish Networks
Our data ingestion platform can consume internal and external claims, quality data, and other relevant insights such as patient access or provider loyalty data that allow you to then rank specialists and facilities using a custom weighting method by service line. Our clients leverage this intelligence to build custom referral networks. Examples include a network for value-based care, an owned provider network, an affiliated network, or building networks for community-based resources.

Auto IdealMATCH
Leverage Network Intelligence data at the time of referral. Coordinators are prompted to select the most appropriate specialist for the patient based on insurance, quality outcomes, costs, location, and patient preferences. IdealMATCH is integrated into Epic so it doesn’t disrupt the existing workflow.

Auto Prior Authorizations & Scheduling
ReferralPoint is able to automate a large portion of the referral notification and prior authorization process then enables automated scheduling capabilities based on the workflow of the practice (by patient, by staff, in real-time).

Auto Closing the Loop
ReferralPoint supports closing the patient care loop between the primary care provider and specialist while tracking each step from referral order to a closed loop regardless of the referred-to providers EHR. Once a referral option is selected, ReferralPoint automates communication (SARA) with the patient to guide them along the journey then updates the status of each referral - including automated reminders, follow up, and even feedback surveys which can be used to update the scores of each provider. Because our solution is built on a data ingestion engine, we can close the referral loop a number of ways including engaging the patient, faxing the specialist, analyzing claims or receiving ADT feeds.

Office visits and inpatient stays are almost never “one and done.” It’s important for providers to connect with patients – after a difficult diagnosis, lab workup and testing, an in-office procedure or hospitalization.

Some of these touch points are routine, while others represent critical opportunities for timely intervention. Managing this entire spectrum with individual phone calls and personal conversations is time-consuming and labor-intensive, straining already overburdened resources.

Post-encounter Follow Up relies upon a virtual assistant to engage patients after an office visit or hospital stay to check on their status and make sure they have the right level of support. Timely escalation to a live agent is facilitated if intervention is needed.