ReferralMD
ReferralMD is a web-based referral management and patient access platform for healthcare organizations, including health systems, hospitals, and practices.
What ReferralMD is
ReferralMD is a web-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. Tools include Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging. Reporting and analytics span platform modules and can connect with a data warehouse or BI tool. Integration options include REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database integrations; listed EHR connections include Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, and Veradigm. 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. It is cloud-based, so users access it online without installing software or provisioning servers. The Free plan is free and includes unlimited users, workflows, provider CRM, scheduling and intake portals, and a live help desk. Practice is also free, with usage charges for selected automation, including fax at $0.05/page and Voice AI at $0.25/min.
Good
- Free plan includes unlimited users.
- Tracks referrals through completion.
- Supports REST APIs, HL7, and FHIR.
- Offers automated intake and patient messaging.
- Includes a live help desk on Free.
Watch out
- Practice plan has usage charges for selected automation.
- Enterprise pricing and contracts are custom.
- Enterprise implementation and onboarding are project-based.
Who it suits
ReferralMD suits healthcare organizations managing referrals and patient access, from medical groups and specialty practices to health systems and post-acute care facilities. It may fit teams seeking online workflows and connections to healthcare systems.
Verdict
ReferralMD combines referral tracking, intake automation, and healthcare integrations in a cloud-based platform. Its free tier has no cost or commitment, while selected Practice automation carries usage charges and Enterprise pricing is custom.
Plans and prices
From ReferralMD's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| ReferralMD Free | Free | Unlimited users · Closed-loop referral management · Configurable automated workflows · Provider CRM · Scheduling and intake portals · Live help desk · Free; no cost or commitment |
| ReferralMD Practice | Free | Everything in Free · Usage charges apply to selected automation · Usage-based: fax $0.05/page · document routing $0.13/page · digital intake $0.25/form · texting $0.03/message segment · fax number $2/month · Voice AI $0.25/min |
| ReferralMD Enterprise | Priced on request | Everything in Practice · Advanced EHR integrations · Programmable workflows · Dedicated support staff · API access · Custom pricing and contracts |
The facts
Each one read from ReferralMD's own pages, with the date it was checked.
What it does
- Analytics
- ReferralMD describes AI-powered analytics and reporting across platform modules, with reporting that can integrate with a data warehouse or BI tool.checked 4 Oct 2026
- Automation
- The platform offers Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging.checked 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.checked 4 Oct 2026
- Data controls
- The maker says the platform supports encrypted data exchange, role-based permissions, and controlled access to protected health information.checked 4 Oct 2026
- EHR connections
- The maker lists integration experience with Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, Veradigm, and other healthcare systems.checked 4 Oct 2026
- Enterprise services
- Enterprise pricing includes dedicated support staff, and implementation and onboarding services are project-based.checked 4 Oct 2026
- Integrations
- ReferralMD supports REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database integrations.checked 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.checked 4 Oct 2026
- Purpose
- ReferralMD provides referral management and patient access tools for healthcare organizations, including health systems, hospitals, and practices.checked 4 Oct 2026
- Referral workflows
- The platform centralizes inbound and outbound referrals, automates intake, and tracks referral progress through completion.checked 4 Oct 2026
- Security
- ReferralMD says its platform is HIPAA-compliant and meets SOC 2 and PCI security standards.checked 4 Oct 2026
- Support
- The free plan includes a live help desk and support portal; the pricing comparison also lists email support across plans.checked 4 Oct 2026
The company
- Founded
- 2011checked 28 Sep 2026
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