ReferralMD

What ReferralMD is

ReferralMD is a cloud-based referral management and patient access platform for healthcare organizations, including health systems, hospitals, and practices. It brings inbound and outbound referrals into centralized workflows, automates intake, and tracks progress through completion. The platform offers Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging. Analytics and reporting span platform modules and can integrate with a data warehouse or BI tool. Integration options include REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database connections; the maker lists experience with Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, Veradigm, and other systems. ReferralMD says it 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. Users access it online without installing software or provisioning servers. The Free plan has no cost or commitment and includes unlimited users, closed-loop referral management, configurable workflows, provider CRM, scheduling and intake portals, and a live help desk.

Who it suits

ReferralMD is aimed at healthcare organizations managing referrals and patient access, including medical groups, specialty practices, community health centers, and post-acute care facilities. Its integrations and workflow options may suit organizations connecting multiple healthcare systems.

Limits

The Free plan includes closed-loop referral management, configurable automated workflows, provider CRM, scheduling and intake portals, and a live help desk. The Practice plan adds usage charges for selected automation: fax at $0.05/page, document routing at $0.13/page, digital intake at $0.25/form, texting at $0.03/message segment, fax number at $2/month, and Voice AI at $0.25/min. Enterprise pricing is custom.

Getting started

1. Open referralmd.com in a web browser.
2. Start with the ReferralMD Free plan, which has no cost or commitment.
3. Use its referral management, configurable workflows, provider CRM, scheduling, and intake portals.
4. Select Practice if you need its usage-priced automation options.
5. Contact ReferralMD about custom Enterprise pricing and contracts for advanced integrations or dedicated support.

Verdict

ReferralMD combines referral workflows, patient access tools, automation, and healthcare system integrations. The Free plan includes unlimited users, while selected Practice features incur usage charges and Enterprise pricing is custom.