ReferralPoint

6.2easy start · #18 of 36
in Referral Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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ReferralPoint is ranked #18 of 36 in referral management software on The Geeks Club. It runs on Web.

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The record

Product: ReferralPoint is an AI-powered referral management platform for healthcare organizations.
Workflows: The platform automates both outbound referrals from primary care providers and inbound referrals received by specialty practices.
Provider matching: IntelligentDATA scores providers across six dimensions, and IdealMATCH uses those scores to surface in-network specialists based on cost, quality, and patient needs.
Prior authorization: SARA can initiate prior authorization when a referral is submitted and keep patients and staff updated.
Patient coordination: SARA contacts patients by text or email in their preferred language to schedule appointments, send reminders, and follow up after visits.
Inbound referrals: For specialty practices, ReferralPoint consolidates fax, Direct, email, web forms, labs, and notes into a queue, then can create EHR charts and initiate scheduling.
Analytics: The platform tracks referrals from order through closure, compares providers and organizations, and provides quarterly executive KPI reports.
Supported integration standards: The integration page lists Direct Message, SSO, REST APIs, FHIR, HL7 v2, CDA, and CCD.
EHR integrations: The company identifies athenahealth, eCW, NextGen, Altera, Veradigm, and Epic among its EHR connections, and says additional environments can be connected through its integration framework.
Security: ReferralPoint describes itself as HIPAA-compliant and lists encryption in transit and at rest, role-based access controls, operational logging, and audit trails.
Certifications: The security page displays HITRUST CSF Certified and SOC 2 Type II Certified badges.
Implementation: The company says most organizations go live within 60–90 days.
Support: ReferralPoint offers a demo and lists [email protected] and (972) 831-7270 as contact details.
Intended customers: The company describes the product as serving medical groups, health systems, community health centers, payers, and specialty practices.

Where it ranks on The Geeks Club

Best Referral Management Software in 2026#18 of 36

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Sources

referralpoint.ai/about· checked 4 Oct 2026
referralpoint.ai· checked 4 Oct 2026
referralpoint.ai/how-it-works· checked 4 Oct 2026
referralpoint.ai/integration-security· checked 4 Oct 2026
referralpoint.ai/demo· checked 4 Oct 2026