ReferralMD
Referral management software
Patient engagement software
Patient relationship management (PRM) software
Patient scheduling software
Health care software
Health care operations software
Patient experience software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is ReferralMD
ReferralMD is a healthcare referral management platform used by provider organizations to manage inbound and outbound patient referrals and related communication. It supports workflows such as referral intake, tracking, provider-to-provider messaging, and patient follow-up, and is often used by specialty practices and health systems to reduce leakage and improve referral turnaround. The product typically positions itself as a networked referral workflow tool that can integrate with existing EHR and scheduling processes rather than replacing them.
End-to-end referral tracking
The product focuses on managing the full referral lifecycle from creation and intake through status updates and closure. This helps practices standardize handoffs between referring and receiving offices and reduce reliance on phone and fax. Compared with broader care coordination platforms, the scope is more directly centered on referral operations and visibility.
Provider network coordination
ReferralMD is designed to support coordination across multiple practices and referring sources, which is useful for organizations managing high referral volume. Shared workflows and status visibility can reduce back-and-forth between offices. This network-oriented approach aligns with referral-specific tools in the space rather than general patient engagement suites.
Workflow and communication features
The platform commonly includes tasking, notifications, and messaging to support referral follow-up and documentation. These features help staff manage exceptions (missing records, authorization needs, patient not reached) without losing context. For organizations that do not want a full care management platform, this can provide targeted operational functionality.
Integration depth varies
Referral workflows often depend on tight integration with EHRs, scheduling, and directory data, and the depth of integration can vary by environment. If integrations are limited, staff may need to duplicate data entry or reconcile statuses across systems. Organizations should validate supported interfaces, implementation effort, and ongoing maintenance requirements for their specific EHR stack.
Not a full PRM suite
While it supports referral-related communication and follow-up, it may not cover the broader patient relationship management capabilities found in dedicated PRM platforms (e.g., multi-channel campaigns, longitudinal engagement journeys, or advanced segmentation). Teams seeking a single system for marketing-to-care engagement may need additional tools. Fit depends on whether the primary goal is referral operations versus enterprise patient engagement.
Reporting may require configuration
Referral analytics (leakage, turnaround time, conversion, and source performance) typically require consistent data capture and workflow adherence. Organizations may need to configure fields, statuses, and user practices to produce reliable reporting. If referral sources operate outside the networked workflow, completeness of metrics can be constrained.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Custom / Quote-based | Not publicly disclosed — Contact sales | Tailored plans for solo practices up to large multi-specialty health systems. System Fee and Services Fee are provided after contact; billing is in advance. Includes unlimited referrals. Official documented usage allocations (per user per year): 1000 fax pages (overage $0.05 per fax page), 5000 text message segments (overage $0.02 per text message segment), 300 patient intake forms (overage $0.25 per patient intake form). Contact sales for seat minimums, implementation, and enterprise discounts. |
