Referral Management
Referral vendors help provider organizations manage the end-to-end referral process. These solutions enable referring providers to locate quality specialists, check patient insurance eligibility, schedule visits, send and receive clinical information, and engage with patients.Most EHRs provide basic functionality in support of referral workflows. Purpose-built referral solutions help to streamline the process, providing more advanced management and reporting capabilities for both referring providers and specialists.
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Calvient
Claimed
Calvient
Company Info
Founded: 2021
Headcount: 1-10
Customers
Verified Customers: 4
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Calvient's unified platform combines patient engagement tools with AI-powered document management to enhance healthcare operations. It offers online scheduling, automated appointment reminders, digital registration, and secure messaging to facilitate patient interactions. The system also includes an AI-driven fax inbox that automates document processing, integrating with electronic health records to reduce administrative tasks.
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Notable
Claimed
Notable Scheduling and Referrals
Company Info
Founded: 2017
Headcount: 201-500
Customers
Verified Customers: 3
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HITRUST CSF, HIPAA, PCI DSS
Notable Scheduling allows patients to schedule appointments digitally, integrating with EHR systems and using AI to manage workflows like patient outreach and data entry. The platform offers proactive engagement for pending referrals, appointment confirmations, and a provider directory to ensure patients find the right care. Its goals are to reduce no-show rates and improve patient satisfaction by enabling easy management of upcoming appointments.
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Tennr
Claimed
Tennr
Company Info
Founded: 2021
Headcount: 11-50
Customers
Verified Customers: 8
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Tennr is an automation platform designed for healthcare operations, using its proprietary RaeLM™ machine learning model to process medical documents and optimize administrative workflows. The platform automates tasks such as processing referrals, patient intake, eligibility checks, and prior authorizations by classifying and extracting data from incoming documents like faxes. Tennr integrates with existing EHR systems, minimizing manual data entry and reducing errors, while maintaining human oversight for approvals when needed.
Titan Intake
Claimed
Titan Intake
Company Info
Founded: 2022
Headcount: 1-10
Customers
Verified Customers: 8
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 1, HIPAA
Titan Intake is a digital solution designed to automate and streamline the patient referral process. It captures all incoming referrals, extracts relevant patient health information, and integrates this data directly into EHR systems without requiring changes from referring providers. By digitizing the referral workflow, Titan Intake helps reduce manual data entry, prevent referral loss, and prioritize urgent cases.
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AristaMD
AristaMD
Company Info
Founded: 2014
Headcount: 11-50
Customers
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
AristaMD is designed to facilitate communication and collaboration between primary care providers and specialists. Its key features include eConsults, which allow primary care providers to quickly receive care planning advice and treatment recommendations from specialists across over 70 specialties within a few hours. The platform also offers referral routing and selection. Additionally, AristaMD includes a patient-to-provider matching system to help reduce wait times for specialist care.
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Forcura
Forcura
Company Info
Founded: 2010
Headcount: 51-200
Customers
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HITRUST R2, HIPAA
Forcura facilitates care coordination for providers across the continuum to reduce administrative expenses, optimize revenue cycle management and deliver better clinical outcomes. Forcura's features include electronic signatures, workflow automation, and analytics, all aimed at enhancing collaboration, efficiency, and compliance within healthcare organizations. By streamlining administrative processes, Forcura enables healthcare providers to allocate more time and resources to delivering quality patient care.
OpenLoop
Imaging Panda
Company Info
Founded: 2020
Headcount: 51-200
Customers
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Imaging Panda automates locating in-network imaging providers and ordering diagnostic imaging. It connects with thousands of imaging centers across the US and offers an API, allowing providers to order imaging from their EHR, with radiology reports delivered into the EHR.
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PicassoMD
PicassoMD
Company Info
Founded: 2019
Headcount: 11-50
Customers
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan
Product Overview
Security and Compliance Certifications: HIPAA
PicassoMD enables primary care providers to consult in real-time with specialists for clinical decision support, streamlined referrals, and coordinated patient care.
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ReferralMD
ReferralMD
Company Info
Founded: 2011
Headcount: 11-50
Customers
Verified Customers: 1
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
Security and Compliance Certifications: HIPAA
ReferralMD manages patient referrals, reduces network leakage, and enables provider communication through real-time messaging, file sharing, and automated patient scheduling. It supports healthcare providers with tools for referral tracking, patient journey mapping, and analytics.
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ReferWell
Referwell
Company Info
Founded: 2015
Headcount: 51-200
Customers
Customers Served: Ambulatory Practice, Health Plan, Risk-Bearing Providers, Hospital / Health System
Product Overview
Security and Compliance Certifications: HITRUST CSF, HIPAA
Referwell is a care coordination platform that facilitates patient referral processes for health plans and health systems. Referwell enables booking during the referral process to improve follow through and offers data sharing infrastructure to support care team coordination. Referwell’s analytics and reporting systems help health plans and providers operating in value-based structures monitor quality and value-based care performance outcomes.
Valerie Health
Valerie Health
Company Info
Headcount: 1-10
Customers
Customers Served: Ambulatory Practice, Digital Health Provider
Product Overview
Valerie Health is an AI-driven healthcare platform specializing in referral management. It automates key processes, such as extracting and verifying referral data, contacting referring providers, and following up on missing information. The platform also facilitates patient engagement by scheduling appointments, coordinating intake forms, and tracking upcoming visits, enhancing referral workflow efficiency for healthcare providers.