ReferralMD Completes the Referral with End-to-End AI-Powered Workflow Automation

ReferralMD today announced new end-to-end automation capabilities that help healthcare organizations move incoming referrals from fax capture through patient scheduling and a documented outcome in one connected workflow. ReferralMD provides automated fax, intake, routing, patient scheduling, communications and analytics in one centralized workflow. Health systems, accountable care organizations, primary care providers, and specialty practices can identify referrals that require attention and accelerate the patient journey, automatically.

Receiving a referral is not the same as completing one. A referral can land in a work queue and stall before an appointment is booked. Staff must make repeated calls to reach the patient, the referring office waits without a status update, and leadership cannot see where the process broke down. ReferralMD automates processes, connects care teams on both ends of the referral, and provides greater visibility into process bottlenecks.

“Healthcare organizations do not have a referral-receipt problem—they have a referral-completion problem,” said David Bongiovanni, CEO of ReferralMD. “Our goal is to remove the manual gaps between receiving a referral, reaching the patient, booking care and reporting the outcome back to the referring provider.”

ReferralMD supports every stage of the referral process:

  • Capture and Documentation: SmartFax AI reads incoming fax documents, extracts information, creates charts in the EMR, and places information in the correct workflow.

  • Provider Coordination: Configurable routing, task management, and notification workflows automatically identify and request missing information and communicate with referral partners.

  • Patient Communication and Scheduling: SMS and Voice AI Agents place and answer patient and provider calls, apply customer-defined rules and real-time provider availability to book appointments directly into connected scheduling systems.

  • Visibility and Optimization: Referral status tracking and Reports AI analyze scheduling efficiency, track conversion and leakage, and identify process bottlenecks.

ReferralMD demonstrates quantifiable improvements in referral retention and network integrity. For example, a large accountable care organization in Arizona saw a 44% relative reduction in network leakage with outbound referrals leaving the network decreasing from 25% to 14% after implementing ReferralMD workflow automation across its network.

The platform’s capabilities let staff automate and monitor status, schedules, care delivery, and outcomes in one unified, connected system that seamlessly integrates with existing EHR and practice management workflows and processes. ReferralMD supports healthcare organizations ranging from solo practices to large health systems. ReferralMD’s automation platform is available today. Small practices can start with comprehensive referral management at no cost, then scale with flexible pay-as-you-go pricing designed to remain affordable for practices of any size.

About ReferralMD

ReferralMD is a healthcare referral network and automation platform that helps medical practices, health systems, ACOs, clinically integrated networks, community health centers, and post-acute organizations connect, automate, and optimize patient referrals. Its platform brings referral management, AI-powered fax processing, scheduling, digital intake, patient communications, provider matching, analytics, and EHR interoperability into one connected workflow. From affordable practice solutions to enterprise-grade network orchestration, ReferralMD helps healthcare organizations reduce administrative burden, close referral loops, minimize leakage, and connect patients with appropriate care faster. Learn more at referralmd.com.

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