If you're already using Medsender’s fax automation, you’ve taken a big step toward eliminating manual busywork. But if you're still handling referrals manually, entering data into your EHR, and tracking follow-ups by phone, you’re missing the bigger opportunity.

Whether you're an existing Medsender customer or just exploring automation for the first time, now’s the time to fully automate referral workflows, especially if your practice uses an EHR.

Unlock the Full Power of Automation with AI-Powered Referral Management

Medsender’s AI-powered Referral Management goes beyond fax automation. It intelligently extracts referral data, routes it to the right place, integrates directly with your EHR, and tracks each referral through to completion.

• No more manual data entry
• No more wondering if patients were scheduled
• No more chasing providers for status updates

And because it’s built into the Medsender AI Automation Platform, you’ll access everything with one secure login and a unified interface your team already knows.

For customers already using our AI-powered fax solution

You’ve seen the value of intelligent document automation. Now bring that same AI capability to your referral process:

• Auto-track every referral from intake to completion
  
  
• Send smart reminders and follow-ups automatically
  
  
• Get real-time visibility into referral status and bottlenecks

No disruption. Just more ROI from the platform you already use.

For customers already using our basic fax automation and have an EHR

You’re still likely doing the hardest parts manually:

• Extracting referral info by hand
  
  
• Entering it into your EHR (see our list of EHR integrations)
  
  
• Following up to ensure loop closure
  
  
• Tracking everything outside your system
  
  

With AI-powered Referral Management, that all goes away. Let our platform handle the busywork, your team has better things to do.

Not yet a Medsender customer?

If you're still relying on fax machines, phone calls, and sticky notes to manage referrals you can skip the slow evolution and jump straight to smart automation.

• Start with Medsender’s AI-powered Referral Management
  
  
• Get full EHR integration without a lengthy implementation (see our list of EHR integrations).
• Automate the parts of your workflow that cost you the most time and money
  
  

It’s a fast, proven way to reduce patient loss, improve access to healthcare, and scale without hiring more staff.

One Platform. One Login. Zero Disruption.

Referral Management is fully integrated into the Medsender product platform, which means:

• A single, secure login
  
  
• Familiar user interface
  
  
• Seamless access to all your Medsender tools
  

Whether you’re upgrading or just getting started, the experience is consistent—and incredibly easy to use.

Most practices are up and running within a day. 

Real Results, Real Fast

Practices using Medsender’s AI-powered Referral Management see:

• 35% more referrals completed
  
  
• 50% less staff time spent on manual work
  
  
• Reduced leakage, faster patient access, and better documentation

Ready to Fully Automate Referrals?

Want to see it in action? Schedule a personalized demo or check out how Frontier Dermatology is using Medsender to streamline referrals and reduce patient loss.