--- title: "ReferralMD Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ReferralMD Software - reviews, pricing plans, popular comparisons to other Appointment Scheduling products and more." source_url: "https://www.capterra.com/p/140841/referralMD/" page_type: "product" language: "en" --- # ReferralMD Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 17, 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ReferralMD ## What is ReferralMD? Empower your patients when you let them search and schedule appointments with your providers. Filter results based based on location, insurance, and appointment availability. Responsive design with intuitive Google mapping built-in. Never double book. Only available appointments time slots are displayed. Create an account and our solution will remember your info and your future appointments. ## 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 (532)](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 97% of reviewers rated it above 4 stars [4.8 (97)](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 [4.6 (2,827)](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 [4.0 (1,284)](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 [View all alternatives](https://www.capterra.com/p/140841/referralMD/alternatives/) ## FAQs about ReferralMD Overview ### What company size and specific industries is ReferralMD built for? ReferralMD is designed for healthcare providers of various sizes, including small practices, larger clinics, and healthcare organizations. It is built for the healthcare sector, especially providers that need referral management, patient intake and registration, appointment reminders, eConsults, CRM, analytics, and fax handling in one system. Features and Usability ### What are the key features of ReferralMD? ReferralMD offers referral tracking, appointment scheduling, and patient intake for managing referrals and visits. It also includes patient portal and patient communications tools, plus workflow management, automated routing, alerts/notifications, and reporting/analytics. Core security and compliance features include HIPAA compliance, access controls/permissions, audit trail, encryption, and secure data storage. Integrations ### Which third-party tools and platforms does ReferralMD integrate with? ReferralMD integrates with EHR and practice management platforms including athenaCollector, athenaCommunicator, eClinicalWorks, Epic, Cerner Millennium, MEDITECH Expanse, NextGen Office, Allscripts Professional EHR, and WebPT. It also connects with AdvancedMD for Mental Health, Centricity EMR, Evident, Kareo Engage, and ShiftSelect. Getting Started and Support ### What training and onboarding options does ReferralMD offer? ReferralMD provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided remote learning, and documentation gives written reference material for self-paced review. Getting Started and Support ### What customer support options does ReferralMD offer? ReferralMD provides email/help desk support, FAQ/forum resources, a knowledge base, phone support, and chat. These channels give users several ways to get help and find answers, with direct contact options alongside self-serve documentation for common questions and ongoing support needs. ## Features AI summary Based on 14,022 Appointment Scheduling reviews Capterra reviewers highlight these as the features that matter most when choosing appointment scheduling software: - **Appointment Management** (**58%** of reviewers rated this feature as critical) - **Calendar Management** (**54%**) - **Online Booking** (**60%**) ReferralMD supports **Appointment Management** and **Online Booking**, giving teams a way to organize visits and let clients schedule appointments without manual back-and-forth. However, it does not include **Calendar Management**. Instead, it offers other important features that reviewers also value, such as **Confirmations/Reminders** (**50%**), **Mobile Access** (**51%**), and **Client Database** (**44%**). These features help businesses reduce missed appointments, access scheduling details on the go, and keep customer records organized, allowing teams to manage bookings more efficiently. 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 94 features ### All Features - 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 - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs - Care Summaries: Electronic patient health records - Client Database: Electronic storage of stakeholder contact information - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - EHR-Agnostic: Electronic patient health records, including records from multiple doctors - Electronic Faxes: Create, edit, preview, and send faxes electronically - Email to Fax: Send and receive emails by electronic fax - Encryption: Convert data into a code for security - Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability - Fax to Email: Receive faxes directly in the email account - File Management: Create, save, and store files - File Transfer: Move files across different systems or networks - FoIP: Send/receive faxes through fax over IP connection - Full Text Search: Search for specific words or phrases within a document or database - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims - Intake Management: Activities related to the initial admission of a charge into the organization's care - Live Chat: Ability to chat online in real time - Loyalty Program: Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases - Medical History Records: Records of patients' medical history - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Location: Manage and support multiple locations - Multi-Physician: Supports practices with multiple healthcare professionals - Multiple Format Support: Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) - Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service - No-Show Tracking: Track and monitor patient no-show rates - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Booking: Book meetings and appointments through a website or digital platform - Patient Communications: Allow communication between the company and patients via messages, SMS, emails, phone, and more - Patient Education: Educational and medical resources that are delivered to patients online - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Management: Managing and tracking patient health, progress, communication, and treatment plans - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Patient Scheduling: Book and manage patient appointments and follow-ups - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Physician Management: Track and organize physician schedules and pertinent information - Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more - Predictive Analytics: Predict future data based on historical data sets - Print Management: Helps control, track and monitor printing processes - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Updates: Receive system updates as soon as any changes are made - Recurring Appointments: Schedule repeating appointments based on a duration of time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rescheduling: Manage the rescheduling of appointments - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Secure Data Storage: Securely stores data to prevent data loss or breaches - Secure Messaging: Exchange messages in a secure and encrypted manner - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - SMS Reminders: Reminders sent via SMS/text message - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Text Editing: Edit text as needed - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. 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 Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.