# ReferralMD Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ReferralMD Software - reviews, pricing plans, popular comparisons to other Healthcare CRM products and more. Source: https://www.capterra.com/p/140841/referralMD --- # ReferralMD Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ReferralMD ## What is ReferralMD? ReferralMD is a comprehensive healthcare CRM and referral management platform that streamlines patient access, intake, and provider communication. Designed for hospitals, health systems, and payers, it reduces patient leakage, improves referral coordination, and enhances the patient experience. With integrated decision support and real-time analytics, ReferralMD helps organizations boost revenue, increase efficiency, and deliver better care. ## What is ReferralMD used for? [Patient Scheduling](https://www.capterra.com/patient-scheduling-software/)[Referral](https://www.capterra.com/referral-software/)[Collaboration](https://www.capterra.com/collaboration-software/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $100 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## ReferralMD alternatives Highest Rated [4.8 (490)](https://www.capterra.com/p/178984/Jane-App/reviews/) Starting price $54.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.8 (96)](https://www.capterra.com/p/159263/Better/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.0 (1,278)](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/reviews/) Starting price $300.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [4.6 (2,819)](https://www.capterra.com/p/130710/SimplePractice/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/140841/referralMD/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Communication Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat Electronic Faxes 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, edit, preview, and send faxes electronically Patient Records Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Patient Scheduling 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Book and manage patient appointments and follow-ups Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities ReferralMD 93 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention A record of all activities within the system, including user access, changes made, etc. Tickets are automatically assigned to specific agents based on predefined rules Automatically create schedules based on business needs or employee availability and qualifications Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage the treatment plan and coordination between care providers and patients with special health care needs Electronic patient health records Electronic storage of stakeholder contact information Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Automated reminders and confirmations for booked appointments and events via text or email Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Assembly of graphs and charts for visualizing and tracking statistics/metrics Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Electronic patient health records, including records from multiple doctors Create, edit, preview, and send faxes electronically Send and receive emails by electronic fax Convert data into a code for security Receive faxes directly in the email account Create, save, and store files Move files across different systems or networks Send/receive faxes through fax over IP connection Search for specific words or phrases within a document or database Automatically find mutually available meeting time slots across multiple calendars Compliant with HIPAA, which sets standards for sensitive patient data protection Checking eligibility of patients for different insurance claims Activities related to the initial admission of a charge into the organization's care Ability to chat online in real time Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Records of patients' medical history Communicate using messages within the system Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple locations Supports practices with multiple healthcare professionals Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Track and monitor patient no-show rates Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Book meetings and appointments through a website or digital platform Allow communication between the company and patients via messages, SMS, emails, phone, and more Educational and medical resources that are delivered to patients online Allows medical providers to engage patients in a variety of ways to ensure their health. Patients can register for appointments in advance online Managing and tracking patient health, progress, communication, and treatment plans Online portal where patients can access information such as health records, treatment plants, etc. Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Book and manage patient appointments and follow-ups A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track and organize physician schedules and pertinent information Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more Predict future data based on historical data sets Helps control, track and monitor printing processes Arrange tasks based on the level of priority or urgency Reporting on how each user, task or process has advanced since its initiation Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Preview and make real-time changes in the web content Analyze and gain insights into data in real-time Receive data and information in real time Receive system updates as soon as any changes are made Schedule repeating appointments based on a duration of time Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Manage the rescheduling of appointments Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan availability and assign specific time slots for tasks and resources Securely stores data to prevent data loss or breaches Exchange messages in a secure and encrypted manner Online portal through which end users can access the system, manage tasks, or obtain information Reminders sent via SMS/text message Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Edit text as needed Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (5) 4.2 Based on 5 reviews ## Pricing Value for money 4.3 (4) Free Trial Basic $100.00 Value for money 4.3 (4) 4.3 Based on 4 reviews ## Integrations [ NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/)[ WebPT](https://www.capterra.com/p/92920/WebPT/)[ eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/)[ MEDITECH Expanse](https://www.capterra.com/p/99070/Practice-Management-Solution/)[ AdvancedMD for Mental Health](https://www.capterra.com/p/183961/AdvancedMD-for-Mental-Health/)[ EPICS](https://www.capterra.com/p/125797/EPICS/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (5) 4.8 Based on 5 reviews ## User reviews Overall rating 4.6 Based on 5 reviews Filter by rating 5(3) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DM Danielle M. Rev manager Hospital & Health Care ### "Good" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 July 12, 2021 It’s easy to use and affordable. It very many of any complainys Pros The product is easy to use and affordable. People seem to like it and have no complaints or bug/software issues Cons I really can’t think of any cons regarding this product. It seems to work pretty well and my staff seems to have no issue Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VP Venu P. Manager Information Technology and Services ### "One of the best when it comes to referal management systems" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 23, 2020 Pros All the information being stored in one place is really helpful and the product itself is easy to use. Cons The only con is that the patients have to be entered in manually. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ron H. DSRIP IT Project Manager Health, Wellness and Fitness ### "The best referral management system out there" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 10, 2018 Referral leakage Pros \*All information being stored in one place allowing the referral loop to be successfully closed. \*Capability to interface with EHR system Cons Default reporting could be more detailed but the has been open to request given Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ZS Zoe S. Director, Care Coordination Initiative Hospital & Health Care ### "Excellent product and great support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 7, 2018 We have gained better insight into our referral volume, processing times, appointment wait times, no-show rates, etc. This provides us the opportunity to conduct targeted quality improvement to enhance patient access and satisfaction. Pros Improved communication and tracking for referral management. Cons Would like to have the ability to share appointment information with patient (we understand that this functionality is under development). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IP Isabel P. Manager Hospital & Health Care ### "Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 November 7, 2018 Still working on improving. Pros easy access to locating referrals scanned Cons Does not alert when a duplicate patient is being entered. Have to add all the patients in manually Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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