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SPECIFICTION
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ReferralMD

referralmd.com

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Spec score 7.3 #26 of 36 in Referral Management Software

What it is

ReferralMD is a cloud-based referral management and patient access platform for healthcare organizations, including health systems, hospitals, and practices. It centralizes inbound and outbound referrals, automates intake, and tracks progress through completion. Tools include configurable workflows, provider CRM, scheduling and intake portals, 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. Connection 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 its 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. Users access it over the internet without installing software or provisioning servers. Its free plan has unlimited users, closed-loop referral management, automated workflows, provider CRM, scheduling and intake portals, and live help desk support.

Spec sheet

Purpose
ReferralMD provides referral management and patient access tools for healthcare organizations, including health systems, hospitals, and practices.Read 4 Oct 2026 · referralmd.com
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.Read 4 Oct 2026 · referralmd.com
Integrations
ReferralMD supports REST APIs, HL7, FHIR, Direct Secure Messaging, secure file exchange, and database integrations.Read 4 Oct 2026 · referralmd.com
Security
ReferralMD says its platform is HIPAA-compliant and meets SOC 2 and PCI security standards.Read 4 Oct 2026 · referralmd.com
Support
The free plan includes a live help desk and support portal; the pricing comparison also lists email support across plans.Read 4 Oct 2026 · referralmd.com
Founded
2011Read 28 Sep 2026 · referralmd.com
Analytics
ReferralMD describes AI-powered analytics and reporting across platform modules, with reporting that can integrate with a data warehouse or BI tool.Read 4 Oct 2026 · referralmd.com
Automation
The platform offers Voice AI scheduling, automated fax routing, digital patient intake, and patient messaging.Read 4 Oct 2026 · referralmd.com
Cloud access
ReferralMD describes itself as a cloud-based application that users access over the internet without installing software or provisioning servers.Read 4 Oct 2026 · referralmd.com
Data controls
The maker says the platform supports encrypted data exchange, role-based permissions, and controlled access to protected health information.Read 4 Oct 2026 · referralmd.com
EHR connections
The maker lists integration experience with Epic, Oracle Health (Cerner), athenahealth, eClinicalWorks, NextGen Healthcare, Veradigm, and other healthcare systems.Read 4 Oct 2026 · referralmd.com
Enterprise services
Enterprise pricing includes dedicated support staff, and implementation and onboarding services are project-based.Read 4 Oct 2026 · referralmd.com
Referral workflows
The platform centralizes inbound and outbound referrals, automates intake, and tracks referral progress through completion.Read 4 Oct 2026 · referralmd.com

Plans and prices

ReferralMD Free Free Free; no cost or commitment Unlimited users · Closed-loop referral management · Configurable automated workflows · Provider CRM · Scheduling and intake portals · Live help desk Read 4 Oct 2026 · referralmd.com
ReferralMD Practice Free 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 Everything in Free · Usage charges apply to selected automation Read 4 Oct 2026 · referralmd.com
ReferralMD Enterprise Priced on request Custom pricing and contracts Everything in Practice · Advanced EHR integrations · Programmable workflows · Dedicated support staff · API access Read 4 Oct 2026 · referralmd.com

Every ReferralMD plan and price →

Strong points and limits

Strong points

  • Free plan includes unlimited users and a live help desk.
  • Tracks referrals through completion.
  • Supports REST APIs, HL7, and FHIR.
  • Includes encrypted exchange and role-based permissions.

Limits

  • Practice plan charges for selected automation usage.
  • Enterprise pricing and contracts are custom.
  • Implementation and onboarding services are project-based.

Who it suits

ReferralMD is aimed at healthcare organizations managing patient access and referral workflows, from health systems and integrated networks to specialty practices and post-acute facilities. Its cloud access may suit organizations that do not want to install software or provision servers.

Verdict

ReferralMD combines referral workflow management with patient access tools and healthcare integrations. The free plan has no cost, while selected Practice automation carries usage charges.

Where Specifiction places it

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