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ReferralMD Platform

ReferralMD Platform

ReferralMD Platform


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Avia Summary

ReferralMD Platform is a solution provided by ReferralMD which was founded in 2011. It belongs to multiple categories of digital health solutions including Care Transitions, Referral Management, Care Management, Scheduling, Consumer Access & Engagement, Personalized Care, Customer Service, Digital Front Door (DFD), Patient Flow, and Customer Relationship Management (CRM).
It has 8 verified clients.
ReferralMD Platform integrates with major EMRs such as Epic, Cerner, and Meditech.
Some other resource(s) that may be helpful in learning about ReferralMD Platform include: Mytonomy guide: Selecting a Modern Enterprise Patient Education Solution and A buyer’s guide to conversational AI

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 most 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

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EHR integration

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
Recommended, but not required
Epic, Cerner, Meditech, Allscripts, NextGen, athena, GE, eClinicalWorks, Other, Allscripts/Eclipsys, Athenahealth, Azalea Health/Prognosis
Desktop, Mobile / Tablet (web optimized)
Use cases and differentiators

  • 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 providers can send or receive referrals and communicate with referral partners and patients via the platform.
  • 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.
  • 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.)

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.

Company information

Founded in 2011



ReferralMD eConsults _ ConferMED.jpg
ReferralMD Patient Scheduling.jpg
ReferralMD Referrals _ SmartMatch.jpg
ReferralMD Provider Directory.jpg
ReferralMD Fax Management.jpg
ReferralMD Message _ File Exchange.jpg
ReferralMD Patient Communications.jpg
ReferralMD Consult _ Referral Management.jpg
ReferralMD Automated Authorizations.jpg
ReferralMD Advanced Analytics.jpg
ReferralMD Activity Tracking CRM.jpg

ReferralMD - Referral Management Solved.mp4
ReferralMD - Referral Management Solution.mp4


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Reviewer’s Rating

Reviewer’s Role
  • End user
  • Project manager
  • IT / Technical support
  • Executive sponsor
  • Internal consultant
  • Other

Reviewer’s Org Size
  • XL ($5B+ NPR)
  • L ($3-5B NPR)
  • M ($1-3B NPR)
  • S ($0.2-1B NPR)
  • XS (< $0.2B NPR)

Reviewer’s Org EMR compatibility

Reviewer’s Org Type
  • AMC
  • Pediatric Facilities
  • ACO
  • Rural Presence

November 8, 2023


November 8, 2023

A solution for all our critical referral management needs

We knew ReferralMD would be beneficial to our team from the start. We needed a system capable of keeping up with our referral volume, dynamic enough to crunch our data at any time, all while remaining user-friendly and efficient. This platform has offered us a solution for all our critical referral management needs. We can better focus on growing our referrals and, ultimately, delivering on our organizational commitment to provide care to members of the community who need us.

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A verified End user working with ReferralMD Platform from a medium-sized, rural, ACO hospital.


November 8, 2023


November 8, 2023

An outstanding experience

House Calls has had an outstanding experience with ReferralMD, streamlining our patient referrals and improving communication between healthcare providers, ultimately leading to enhanced patient care and overall operational efficiency.

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A verified End user working with ReferralMD Platform from a extra small-sized hospital.



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