ReferralMD

A platform for referrals, fax, intake, documents and patient communications. It is built to automate workflows, accelerate access, and eliminate leakage. ReferralMD automates document workflows, internal and external communications, and the complete patient lifecycle using agentic AI.

Features and capabilities include:

• Referral Management - Customized workflow and forms to manage inbound and outbound referrals through multiple channels with proactive alerts.
• SmartFax AI Solution - Automated, on-demand fax with centralized work queue, advanced OCR, AI integration and built-in tools to split and merge faxes.
• AI Patient Intake & Registration - Conversational AI powers the intake process allowing patients to complete registration forms and sign consent forms electronically on a phone.
• Appointments & Scheduling - Integrated scheduling to keep tasks in one place.
• Patient Access Tools - Provider directory and online scheduling that can be embedded on a website.
• Patient Scheduling - Online scheduling that integrates with the provider's EHR or calendar.
• Patient Communications - Automated and on-demand text and email messages sent to patients based on changes in workflows.
• Consult Management - Management for e-consults sent to specialists in network or to ConferMED with automated referral-to-consult conversions based on predefined rules.
• Marketing CRM Tools - Document and track outreach activities and report on trends with referral partners.
• Advanced Analytics - Automated reporting based on predefined KPIs, real-time reporting, and integration with a data warehouse or BI tool.
• SmartEXCHANGE Integrations - with EHR, RIS, PM, or other third-party systems
• Professional Services - Professional implementation services and post go-live services with a dedicated project manager