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ReferralMD
What it is
ReferralMD provides referral management and patient access tools for healthcare organizations, including health systems, hospitals, and practices. It centralizes inbound and outbound referrals, automates intake, and tracks progress through completion. The platform also offers provider CRM, scheduling and intake portals, and configurable workflows. Automation options include Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging.
ReferralMD provides analytics and reporting across its modules, with reporting that can connect to a data warehouse or BI tool. Integration options include REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database integrations; the maker also lists experience with Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, and Veradigm. ReferralMD says the platform is HIPAA-compliant and meets SOC 2 and PCI security standards, with encrypted data exchange, role-based permissions, and controlled access to protected health information. It is accessed online without installing software or provisioning servers. The Free plan has no cost or commitment and includes unlimited users; selected automation on the Practice plan incurs usage charges.
For and against
For
- Tracks referrals through completion.
- Includes automated fax routing and digital intake.
- Supports HL7, FHIR, and REST APIs.
- Free plan includes unlimited users and live help desk.
Against
- Selected Practice automations have usage charges.
- Enterprise pricing and contracts are custom.
- It is offered on the web.
The verdict
ReferralMD combines referral tracking, intake, scheduling, and patient communication tools for healthcare organizations. The free plan has no cost or commitment, while selected Practice automations and Enterprise services have separate pricing terms.
Who it suits
ReferralMD is for healthcare organizations managing referral flows and patient access, from health systems and integrated networks to specialty practices and community health centers. Its free plan may suit organizations seeking referral management without a stated subscription charge.
Plans and prices
ReferralMD Free
Unlimited users · Closed-loop referral management · Configurable automated workflows · Provider CRM
Read 4 Oct 2026 · referralmd.com
ReferralMD Practice
Everything in Free · Usage charges apply to selected automation
Read 4 Oct 2026 · referralmd.com
ReferralMD Enterprise
Everything in Practice · Advanced EHR integrations · Programmable workflows · Dedicated support staff
Read 4 Oct 2026 · referralmd.com
On the record
- Analytics
- ReferralMD describes AI-powered analytics and reporting across platform modules, with reporting that can integrate with a data warehouse or BI tool.referralmd.com · read 4 Oct 2026
- Automation
- The platform offers Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging.referralmd.com · read 4 Oct 2026
- Cloud access
- ReferralMD describes itself as a cloud-based application that users access over the internet without installing software or provisioning servers.referralmd.com · read 4 Oct 2026
- Data controls
- The maker says the platform supports encrypted data exchange, role-based permissions, and controlled access to protected health information.referralmd.com · read 4 Oct 2026
- EHR connections
- The maker lists integration experience with Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, Veradigm, and other healthcare systems.referralmd.com · read 4 Oct 2026
- Enterprise services
- Enterprise pricing includes dedicated support staff, and implementation and onboarding services are project-based.referralmd.com · read 4 Oct 2026
- Integrations
- ReferralMD supports REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database integrations.referralmd.com · read 4 Oct 2026
- Intended users
- ReferralMD identifies health systems, integrated networks, medical groups, specialty and behavioral health practices, community health centers, and post-acute care facilities as users it supports.referralmd.com · read 4 Oct 2026
- Purpose
- ReferralMD provides referral management and patient access tools for healthcare organizations, including health systems, hospitals, and practices.referralmd.com · read 4 Oct 2026
- Referral workflows
- The platform centralizes inbound and outbound referrals, automates intake, and tracks referral progress through completion.referralmd.com · read 4 Oct 2026
- Security
- ReferralMD says its platform is HIPAA-compliant and meets SOC 2 and PCI security standards.referralmd.com · read 4 Oct 2026
- Support
- The free plan includes a live help desk and support portal; the pricing comparison also lists email support across plans.referralmd.com · read 4 Oct 2026
