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Solutions
Description
Compatibility Level
Clients
Product Capabilities
Use cases
EHR integrations
Client types
Differentiators
Health equity
Keywords
Media
Company details
Jump to:
Categories
Solutions
Description
Compatibility Level
Clients
Product Capabilities
Use cases
EHR integrations
Client types
Differentiators
Health equity
Keywords
Media
Company details

Categories

Solutions

Description

Product Description:

Brado's CEP leverages deep, proprietary insight into the patient journey to deliver a transformational patient aqusition and engagement platform for health systems and healthcare specialty practices.

What makes Brado's CEP solution effective? 

We Engage via Conversation

Always-on, AI-powered guidance meets people in natural dialogue and engages with clarity and empathy. 

We Proactively Address Tensions

Grounded in proprietary journey insight, the CEP anticipates patient tensions - delivering the right content, at the right time, to move them forward with confidence.

We Guide with Precision

By asking key questions, the CEP identifies individual needs and connects patients to the right care pathways - ensuring a seamless, personalized experience aligned with your system goals and capacity.

We Win at Mile Zero - and Beyond

The CEP meets patients early in their journey - when needs are high and competition is low - through targeted digital outreach, and leverages digital, social, and in-person touchpoints to drive continuity, activation, and trust.

About Brado:

Brado is a consumer engagement firm changing the way healthcare organizations engage with people in the moments that matter. We help brands and organizations win with insight in three ways:

Market Research and Strategy: We achieve insight to inspire effective and bold strategies, communications, and marketing campaigns that move the needle.

Digital Marketing: We leverage insight to craft high-impact digital marketing campaigns to produce measurable results that deliver growth.

Conversational-AI Engagement: We transform insight into conversational-AI experiences that drive market share growth while delivering lifetime value and workforce optimization.

Product Description:

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com..

>>> HOW WE HELP <<<

Digital Front Door

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

Operations

  • Consult Management
  • Referral Management
  • Appointments and Scheduling
  • AI Fax 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 
About ReferralMD:

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com.

Compatibility level

Select which hospital or health system you work at and see a personalized compatibility level.

Clients

Select which hospital or health system you work at and see the client list

Product Capabilities

Brado’s CEP works alongside existing provider directories to facilitate patient exploration and connection to care. This functionality helps patients find the right provider faster—without frustration or confusion—and reduces leakage by keeping them within the branded health system experience.

Brado is ISO 27001 certified, demonstrating our commitment to a globally recognized information security standard. This certification underscores our focus on systematic risk management, business continuity, and continuous improvement of our security practices. Brado undergoes an annual SOC 2 Type II audit, providing independent validation that our security controls are not only well-designed but consistently effective over time. This audit affirms our commitment to SOC 2 Type II compliance, representing the highest standards of confidentiality, integrity, and availability in how we manage and protect client data. Our Conversational Engagement Platform (CEP) in combination with our digital marketing services are designed to support compliance with HIPAA requirements, including both the Privacy Rule and Security Rule. We implement administrative, physical, and technical safeguards to ensure that all client data—especially Protected Health Information (PHI)—is collected, stored, accessed, and transmitted securely and in accordance with HIPAA standards.

Our platform is built on a cloud-native foundation, enabling it to scale effortlessly as data volumes grow or as new use cases arise. This ensures that we can handle increasing complexity and demand without compromising performance or reliability.

We focus on open standards and APIs, making it easy to integrate with emerging technologies, third-party tools, and partner ecosystems. We are aligning our platform with MCP and A2A, the internet protocols of the agentic AI era, to be ready for tomorrow’s ecosystem of intelligent, collaborative agents.Our platform leverages user feedback loops, and real-world data to continuously refine and optimize its performance.

Brado’s CEP works with existing online scheduling tools and infrastructure, serving hand-offs within the platform for seamless transitions to scheduling systems. The platform is EHR-agnostic, ensuring a consistent experience across systems, and can be configured to support call center workflows.

Brado’s CEP leverages a Mile Zero SEO and paid search strategy to engage patients at the earliest moments of uncertainty—often before they’ve identified a provider or diagnosis. Our multi-lingual platform meets consumers where they are, guiding them through generative AI–powered conversations that assess symptoms and determine the appropriate next step in care. This experience transitions seamlessly with existing scheduling systems, call centers, and EHRs, ensuring smooth hand-offs to the right endpoints—whether that’s a virtual visit, specialist referral, or community resource.

Brado’s CEP intelligently routes patients by assessing their needs in real time and matching them to the most appropriate care option—whether that’s on-demand virtual care, urgent care, primary care, or community-based services. The platform is designed to aggregate available care inventory and flexibly transition between care modes based on acuity, availability, and consumer preference. It can leverage virtual provider pools to optimize resource use and supports broader digital front door capabilities—scheduling, symptom checkers, call centers, and EHRs—to ensure continuity and a frictionless consumer experience

Brado’s CEP offers personalized care management and engagement grounded in a deep understanding of the patient journey, including tensions or sticking points that may hinder a patient from moving forward with care. The platform enables users to input their ZIP code to surface relevant local resources, providers, and services. These unguided interactions are designed to feel intuitive, helping patients take action confidently.

Brado’s CEP is built on nearly 30 years of proprietary insight into the healthcare journey—enabling a level of contextual understanding that surpasses open models. Our deep research with patients, caregivers, and providers across a wide range of therapeutic categories allows the platform to recognize not just what people are asking, but why. This enables our AI to anticipate needs, respond with relevance, and guide users to the right resource or action at the right moment. The result is a shift from reactive automation to a trusted, intelligent companion—offering meaningful, behavior-shaping support that drives better health outcomes.

Brado’s CEP is built on curated resource libraries that prioritize accuracy, safety, and trust. Content is sourced exclusively from client-approved materials and credible medical authorities—such as academic institutions, government health agencies, and leading clinical organizations. Our platform includes built-in guardrails to ensure responses remain safe and evidence-based. Information is continuously reviewed and updated to reflect current best practices, and responses are tailored to meet each patient’s immediate needs with relevance and clarity—helping them make informed decisions with confidence.

Use Cases

Description:

For improving patient acquistion, navigation, engagement, and retention. Can be applied across services lines including complex, high-value journeys such as orthopedics, oncology, cardiology, maternal health and behaviraol health. 

Pediatric use cases:

Can be configured to provide support and guidance for parents/caregivers of pediatric patients 

Users:

Patients and caregivers

Description:
  • Improve patient access through online provider directory and scheduling
  • Improve visibility of provider affiliations across the network and reduce leakage
  • Close the feedback loop, improve loyalty, and increase revenue from referring providers
  • Triage and match patients with the best providers with clinical decision support checklists
  • Communicate with online messages and consults versus fax or phone calls on hold
  • Reduce lost referrals due to improper handling, poor workflow, or antiquated e-fax technology
  • Acquire and retain patients with provider relationship management software (CRM)
  • Reduce no-show rates and improve engagement through automated patient communications
  • Connect different EMRs using ReferralMD as the bridge for interoperability
Pediatric use cases:
  • Pediatric providers can send or receive referrals and communicate with referral partners and patients via the platform.
Users:
  • Care coordinators, referral coordinators, authorization processors, schedulers, marketing representatives, physician liaisons and managers log into ReferralMD. 
  • Clinicians stay within their respective EHR systems since data is exchanged via EHR integrations.

EHR Integrations

Integrations:

None provided

EMR Integration & Relevant Hardware:

None provided

EMRs Supported:

None provided

Hardware Compatibility:

None provided

Integrations:

Acute care EMR, Ambulatory EMR, Ancillary EMR, ERP system, Pop health platform, Home health, Community based organizations, ADT, Access +/or revenue cycle, Credentialing, Website / public online sources, Other

EMR Integration & Relevant Hardware:

Recommended, but not required

EMRs Supported:

Epic, Cerner, Meditech, Allscripts, NextGen, athena, GE, eClinicalWorks, Other, Allscripts/Eclipsys, Athenahealth, Azalea Health/Prognosis

Hardware Compatibility:

Desktop, Mobile / Tablet (web optimized)

Client Types

Differentiators

Differentiators vs EHR Functionality:

Engages via agent-based conversational-ai with empathy and designed to anticipate tensions and sticking points, designed to compliment EHR functionality, providing a more patient-centered experience to support the patient between and during care episodes 

Differentiators vs Competitors:

A Better Conversation

With nearly 30 years of experience in consumer health journeys, Brado’s CEP reduces friction and hesitation by resolving consumer tensions.

Strategic Configuration

Brado customizes each CEP instance to highlight the client’s unique value, guide users to key services, and align with broader organizational goals.

Safe & Scalable

Built with guardrails and privacy standards, Brado’s platform protects users and organizations—avoiding clinical overreach and maintaining compliance

Measurable Results

Activate against untapped intent before competitors enter the funnel, and drive ROI at scale - measured from acquisition through retention.

Differentiators vs EHR Functionality:
  • Online Scheduling – new patients can book appointments from your website without setting up an EHR patient portal account
  • Referral Management – website portal for receiving referrals, customized workflow, automated alerts when referrals need attention
  • Patient Communications – automated text/email messages sent to patients triggered at specific steps in the consult or referral journey
  • Provider Communications – automated consult and referral status updates sent to sending providers to close the loop between PCPs and specialists
  • Fax Management – manage all inbound faxes and push faxed referrals into the referral workflow, ability to split faxes into multiple documents
  • Marketing CRM – physician liaisons can document outreach and compare outreach activity with referral volume from their partners
  • Market Research – over 7 million providers pre-loaded which allows you to identify new potential referral partners in your target markets
  • Referral Analytics – comprehensive suite of analytics to report on all your referral metrics (trends, volume, leakage, service levels, outreach, etc.)

Differentiators vs Competitors:

Differentiator 1: All-In-One Platform

  • Some vendors offer patient access, referral management, e-consults or CRMs. Our cloud-based platform offers them all plus the following features.
  • Real-time analytics across the platform
  • Automated workflow and decision support tools
  • Automated feedback loop with referring providers
  • Automated patient communications via text or email
  • Integrated fax management system (port over existing fax numbers)
  • Integrated Customer/Partner Relationship Management (CRM/PRM)
  • Marketing research tools based on a directory of over 7 million providers

Differentiator 2: Rapid Integration Capabilities

  • Our integration engine allows our Integrations Team to quickly deploy system interfaces using APIs, FHIR, HL7, Direct, etc. which is important when implementing the platform for health systems, ACOs and CINs with many EHRs, data warehouses and other third-party systems across their networks.  
  • In addition, we comply with the third-party system’s specifications rather than asking the vendor to follow our requirements which streamlines the integration process and reduces cost for the client. 

Differentiator 3: All Healthcare Referrals Supported

  • The system is highly configurable and can support all healthcare referral types such as medical, specialty care, therapy, imaging, dental, behavioral health, hospice, home care, etc.  
  • The customization in the system allows clients to define their own workflows, referral forms, patient communication templates, and other settings that can be standardized across the organization.

Health Equity

Brado's CEP will respond in other languages if you speak to it in other languages. English, Spanish, and Mandarin have been tested.

Brado is ISO 27001 certified, demonstrating our commitment to a globally recognized information security standard. This certification underscores our focus on systematic risk management, business continuity, and continuous improvement of our security practices. Brado undergoes an annual SOC 2 Type II audit, providing independent validation that our security controls are not only well-designed but consistently effective over time. This audit affirms our commitment to SOC 2 Type II compliance, representing the highest standards of confidentiality, integrity, and availability in how we manage and protect client data. Our Conversational Engagement Platform (CEP) in combination with our digital marketing services are designed to support compliance with HIPAA requirements, including both the Privacy Rule and Security Rule. We implement administrative, physical, and technical safeguards to ensure that all client data—especially Protected Health Information (PHI)—is collected, stored, accessed, and transmitted securely and in accordance with HIPAA standards.

Brado offers an email address for User Support. Brado monitors the email address and responds to consumers with customized support for their issue.

Keywords

Images

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Videos

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Brado Insight Amplification.mp4

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ReferralMD - Referral Management Solution.mp4

Downloads

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Company Details

Founded in 2011

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