ReferralMD
- Company typePrivate
- Founded2010
- HeadquartersMt Pleasant, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
ReferralMD firmographics
Firmographics- Name
- ReferralMD
- Legal name
- Electronic Referral Manager, Inc.
- Website
- https://getreferralmd.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
ReferralMD industry classification
Industry- Product category
- Healthcare Referral Management Software
- NAICS
- Computer Systems Design and Related Services (5415)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Care Navigation, Referral & Digital Front Door Platforms (HLALABAH)
- akta.pro secondary industries
- Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ), EHR/EMR Integration & Interoperability Middleware (HL7/FHIR) (HLALAKAD)
Keywords
Where ReferralMD is headquartered
LocationHeadquarters
- HQ city
- Mt Pleasant
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ReferralMD business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Practice Subscription (Freemium): Free tier for inbound and outbound referral management with free provider CRM and appointment scheduling. Pay-as-you-go pricing for automation features including SmartFax AI, digital patient intake, and patient SMS & email communications.
- Enterprise Platform Subscription: Custom-priced enterprise deployment for PCP and specialty networks, health systems, ACOs and CINs. Includes advanced EHR integrations, enterprise reporting and analytics, standardized and configurable network workflows, network practice management tools, and dedicated implementation and project managers.
- Professional Services: Implementation and post go-live services including dedicated project manager and account manager with technical support and business reviews for enterprise deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free practice tier with basic referral management and optional paid automation features |
| Subscription | Multi-year contract | Enterprise tier for health systems, ACOs, and CINs with advanced features and dedicated support |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
ReferralMD product offering
Product offeringCore offering
ReferralMD provides a cloud-based, AI-powered healthcare referral management platform that centralizes inbound/outbound referral intake, AI-driven fax processing, patient intake, scheduling, and provider communication for practices and health systems. It integrates with 25+ EHR systems using HL7, FHIR, APIs, and Direct protocols, and offers two product tiers — a free Practice tier for individual providers with pay-as-you-go AI add-ons (SmartFax AI, digital patient intake, SMS/email communications), and a custom-priced Enterprise tier for health systems, ACOs, and CINs that includes advanced EHR integrations, network-wide analytics, and dedicated implementation services.
Product overview
ReferralMD is a unified healthcare referral operating platform built around an all-in-one AI-powered architecture. The core offering consists of two product tiers: ReferralMD Practice (for primary, specialty, therapeutic, and home care practices) and ReferralMD Enterprise (for health systems, ACOs, CINs, and large networks). These tiers are supported by modular capabilities including SmartFax AI for intelligent fax management, Digital Front Door for conversational AI patient intake, Referral Management for tracking referrals from request to appointment, Consult Management for e-consult workflows, Scheduling modules (Patient and Provider), Patient Communications, Marketing CRM, Advanced Analytics, and SmartEXCHANGE Integrations for EHR interoperability. The platform integrates with over 25 EHR systems including Epic, athenahealth, and ModMed, and supports healthcare interoperability standards including HL7, FHIR, and Direct messaging.
Differentiator
Problem solved
Functional benefit
Brands
- SmartFax: AI-powered fax management solution designed for healthcare, featuring intelligent OCR and automated routing
- SmartExchange
- SmartMatch
Products and services
- ReferralMD Practice Free entry-level platform tier for primary, specialty, therapeutic, and home care practices. Includes free inbound and outbound referral management, free provider CRM, and free appointment scheduling and automation; paid pay-as-you-go add-ons cover SmartFax AI, digital patient intake, and patient SMS and email communications.
- ReferralMD Enterprise Comprehensive enterprise platform tier for PCP and specialty networks, health systems, ACOs, and CINs. Includes everything in the Practice tier plus advanced EHR integrations, enterprise reporting and analytics, standardized and configurable network workflows, network practice management tools, and dedicated implementation and project managers. Custom-priced with multi-year contracts.
- SmartFax AI Standalone AI-powered fax management add-on designed for healthcare. Features intelligent OCR, AI-powered routing, and built-in document workflow tools that automate fax intake, reduce labor, and improve speed and accuracy. Sold as a paid pay-as-you-go add-on to the Practice tier and bundled into the Enterprise tier.
- Professional Services Implementation and post go-live services for enterprise customers, including a dedicated project manager and account manager, technical support, and business reviews following deployment.
Quantifiable outcome
- Streamlined referrals and intake with improved visibility and scheduling speed
Companies that use ReferralMD
Customer profileNamed customers12 records
Segments9 records
Ideal customer profiles2 records
ReferralMD technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration28 records
AI capability7 records
Feature6 records
ReferralMD partnerships and signals
Strategic signalPartnerships
14 partnerships are on record, tiered core and supporting.
- EpiccoreIntegration partnership enabling real-time collaboration with Epic EHR system and App Orchard marketplace listing. Supports bidirectional data exchange including patient demographics, referral status updates, orders, and consult reports.
- athenahealthcoreIntegration partnership enabling bidirectional data exchange with athenahealth EHR system including referral management and appointment availability synchronization.
- Modernizing Medicine (ModMed)coreIntegration partnership with ModMed EMA EHR system, mentioned in customer success stories (Atlantic Orthopaedics) as enabling seamless referral workflow modernization.
- AdvancedMDsupportingIntegration partnership with AdvancedMD cloud EHR and practice management system.
- Azalea HealthsupportingIntegration partnership with Azalea Health cloud-based clinical and financial healthcare solutions.
- CarePort Health (WellSky)supportingIntegration partnership with CarePort powered by WellSky for care coordination across settings.
- Mirth (Infor)coreMirth Integrations Engine is the core integration technology used to rapidly deploy integrations with EHRs, Practice Management Systems, and Data Warehouses.
- eClinicalWorkssupportingIntegration partnership with eClinicalWorks EHR system.
- Greenway HealthsupportingIntegration partnership with Greenway Health Intergy and Prime Suite EHR systems.
- NextGen HealthcaresupportingIntegration partnership with NextGen Healthcare EHR and Practice Management solutions.
- MEDITECHsupportingIntegration partnership with MEDITECH Expanse and legacy EHR systems.
- Veradigm (Allscripts)supportingIntegration partnership with Veradigm (formerly Allscripts) EHR systems.
- DirectTrustcoreCertified integration partner enabling Direct messaging for secure healthcare communication and referral exchange.
- naviHealth (Optum)supportingIntegration partnership with naviHealth post-acute care platform for care coordination across settings.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
ReferralMD competitors and assessment
Company assessmentDirect peers
- CarePort (WellSky): CarePort, part of WellSky, provides care coordination and referral management across acute, post-acute, and home settings. It is one of ReferralMD's named integration partners and directly competes on care transitions, network referrals, and post-acute workflow automation.
- Kyruus: Kyruus is a healthcare provider data, search, scheduling, and referral management platform serving health systems and provider networks. It directly competes with ReferralMD's combination of provider matching (SmartMatch), scheduling, and network-wide referral analytics.
- Par8o (formerly Everseat): Par8o offers referral management, scheduling, and patient access automation for health systems and provider networks. It addresses the same referral leakage and network management pain points as ReferralMD, making it a close competitive peer.
Broad incumbents
- athenahealth: athenahealth offers a leading cloud EHR and practice management suite with embedded referral workflows and patient scheduling. While it is also an integration partner of ReferralMD, its native referral and scheduling capabilities position it as a broad incumbent reference point.
- Tebra (PatientPop): Tebra, formed from the PatientPop and Kareo merger, offers a broad practice growth and EHR/PM platform including patient acquisition, online scheduling, intake forms, and patient communication for independent practices. Its patient intake and scheduling capabilities partially overlap ReferralMD's Practice tier.
- WellSky (broader portfolio): WellSky is a large healthcare technology platform spanning care coordination, post-acute, behavioral health, and analytics, including via its CarePort acquisition. It represents a broader incumbent competitor in care transitions and referral workflows that overlaps ReferralMD's LTC/PAC and network focus.
Emerging players
- Relatient: Relatient is a patient engagement platform offering automated outreach, scheduling, intake, and two-way messaging integrated with EHRs. Its patient intake and scheduling modules overlap with ReferralMD's Digital Front Door and scheduling products.
- Luma Health: Luma Health provides patient scheduling, intake, referral management, and automated communication workflows for ambulatory practices and health systems. Its referral workflows and EHR-integrated patient access tooling compete with ReferralMD's Practice and Enterprise modules.
- Lightbeam Health Solutions: Lightbeam provides population health, ACO analytics, and care management tooling including referrals and care coordination workflows for ACOs and CINs. It addresses overlapping ACO-level referral and network performance needs.
- Innovaccer: Innovaccer is a healthcare data and analytics platform with referral management, care coordination, and network performance modules for ACOs and health systems. Its referral leakage analytics and network workflows overlap with ReferralMD's Enterprise analytics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
ReferralMD social profiles
Digital presenceReferralMD compliance and trust
Trust signalCompliance1 record
ReferralMD financial estimates
Financial estimateRevenue estimate
Valuation estimate
ReferralMD leadership team
Management profileNumber of profiles
Profiles3 records
ReferralMD funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ReferralMD M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ReferralMD
What does ReferralMD do?
ReferralMD provides a cloud-based, AI-powered healthcare referral management platform that centralizes inbound/outbound referral intake, AI-driven fax processing, patient intake, scheduling, and provider communication for practices and health systems. It integrates with 25+ EHR systems using HL7, FHIR, APIs, and Direct protocols, and offers two product tiers — a free Practice tier for individual providers with pay-as-you-go AI add-ons (SmartFax AI, digital patient intake, SMS/email communications), and a custom-priced Enterprise tier for health systems, ACOs, and CINs that includes advanced EHR integrations, network-wide analytics, and dedicated implementation services.
Is ReferralMD a public or private company?
ReferralMD is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ReferralMD founded?
ReferralMD was founded in 2010. It employs 11 to 50 people.
Where is ReferralMD based?
ReferralMD is headquartered in Mt Pleasant, United States, in the North America region.
How does ReferralMD make money?
Three revenue lines are on record. Practice Subscription (Freemium) is the primary driver. The others are enterprise Platform Subscription and professional Services.
Who are ReferralMD's main competitors?
Direct peers on record are CarePort (WellSky), Kyruus and Par8o (formerly Everseat). Broad incumbents are athenahealth, Tebra (PatientPop) and WellSky (broader portfolio). Emerging players are Relatient, Luma Health, Lightbeam Health Solutions and Innovaccer.
Does ReferralMD have an API?
Yes. ReferralMD supports integrations via standard healthcare interoperability protocols including HL7 and FHIR for real-time bidirectional data exchange with EHRs, practice management systems, and other healthcare IT systems. APIs are used to query third-party systems for up-to-date information such as provider appointment availability or to request Continuity of Care Documents (CCD or CCDA). The Mirth Integrations Engine enables rapid deployment of integrations with third-party systems for exchanging discrete data and documents between ReferralMD and Electronic Health Records (EHRs), Practice Management Systems, and Data Warehouses. Developer documentation is at referralmd.com/solutions/smartexchange-integrations.
What industry is ReferralMD in?
ReferralMD's product category is Healthcare Referral Management Software. Its primary akta.pro industry code is HLALABAH, Care Navigation, Referral & Digital Front Door Platforms, with a secondary code of HLALABAJ, Patient Engagement, Education & Messaging Platforms (portal/CRM integrated). Its NAICS code is 5415 and its SIC code is 7372.