New in Medsender · Agentic Referral Management

Referral to appointment.
Within minutes.

Medsender automatically processes every referral as soon as it arrives, contacts the patient, and follows up until they book an appointment.

See what referral leakage is costing you

One referral, start to finishToday
MB
Marcus Bell
Referred by Lakeview Family Medicine
9:24 AM
Referral received
Fax arrives and is read automatically
9:26 AM
Patient contacted
Text sent with a link to self-schedule
9:41 AM
Appointment booked
Thursday at 2:15 PM with Dr. Jones
Scheduled
10:02 AM
Chart created or updated
Referral added to the patient chart in your EHR
Every step above handled automatically by Medsender.
HIPAASOC 2 Type IIEnd-to-End Encryption

1,000+ independent practices trust Medsender

Trusted by practices from 1 location to 250+

Referral Inbox

Every referral, one screen.

This is the referral view your staff works from. Each referral arrives already sorted, labeled, and matched to the patient, with status and due dates visible at a glance.

Medsender referral management screen showing referrals sorted by contact status with patient, referrer, labels, and due dates
What customers say
Every referral that sits in a fax queue is a patient who might go somewhere else. If we lose a referral, we lose money.
AB
Anabell Brown
Piedmont Plastic Surgery and Dermatology
The problem

Every day, referrals sit untouched.
Every day, patients move on.

Day 0

A referral fax arrives. It looks like every other fax. Nobody knows it’s there.

Days 1 - 3

Staff work the queue when they can. The patient waits.

Days 4 - 14

Someone finally calls. Voicemail. The patient has moved on.

The result

The patient is on someone else’s schedule. You never knew.

What’s at stake

The practice revenue
math is the real story.

A missed referral is not just one missed appointment. It is a new patient’s first visit, and every visit after that, going to another practice.

Try the referral leakage calculator
What one missed referral adds up to
First visit$180
+ Follow-up 1$180
+ Follow-up 2$180
+ Future visits (yr 1)$720
= Total per referral$1,260
At just 10 missed referrals a month:
that’s$12,600/mo.,$151,200/yr.walking out the door.
With Medsender

The referral arrives. We automatically contact
them before they leave their doctor’s parking lot.

Medsender handles every step on its own. Your coordinator handles only the exceptions.

Minute 1
REFERRAL

Referral automatically identified

Pulled out of the fax pile the moment the fax arrives.

Minute 4
Hi Marcus, Dr. Jones can see you this week. Tap a time to book.
Delivered · 9:26 AM

Patient contacted within minutes

A text with a self-scheduling link, not a request to call back.

Minute 17
Thu · 2:15 PM · Dr. Jones
Scheduled

Patient appointment booked

The patient picks a time and lands on your schedule.

Agentic AI - Working in the background

The agentic AI steps behind every referral

PatientDOBInsuranceReferring provider
REFERRAL

Reads, labels, sorts

Extracts and verifies patient info. Categorizes, labels and tags every referral. Routes referrals to their own inbox.

Duplicate check
Chart matched
Reply sent

Creates chart

Checks for duplicates, creates or matches the chart, and sends the referral reply.

TextEmailRetry

Starts outreach

Handled by AI agents: text first, then send an email; each message contains self-scheduling links.

NEEDS REVIEWRC
Assigned to your referral coordinator

Flags exceptions

Anything unusual is flagged for your referral coordinator. Judgment calls stay with your team.

See how it works

Patient outreach

Follow-through that
never drops a patient.

Agentic AI follow-up runs on its own. No one triggers it. It keeps going until the patient is booked or a person needs to step in.

See how Medsender works for practices like yours
9:24 AM

The referral arrives. A text goes out within minutes.

The patient hears from you while the referral is still top of mind.

No reply?

Medsender sends an email.

If the text goes unanswered, an automatic follow-up email is sent, without anyone on your team having to notice or step in.

Still nothing?

Medsender tries again the next day.

One contact every few days until the patient responds. Nobody has to remember to follow up.

Needs a person?

Unusual cases are flagged for review.

Your team steps in with every contact attempt already documented.

Booked

The patient is on your schedule.

And the referring provider can see it happened via our referral provider portal.

Referral provider portal

Referring offices call less. And refer more.

The provider portal gives referring practices a live view of every referral they send. No phone tag, no fax follow-up.

  • Monitor every referral in real time, from received to completed
  • See the current status and last activity on each referral
  • Search by patient and filter by practice, status, and activity dates
Live statusReferring offices see where every referral stands without calling your front desk
Referring Provider ViewDr. Alan Reyes, Primary Care
Total128Received22Contacting14Waiting6Scheduled51Completed33
JM
Jordan Meele
DOB 04/12/1988
Scheduled2 hours ago
PN
Priya Nair
DOB 07/16/1962
Contacting5 hours ago
TR
Thomas Reyes
DOB 02/28/1990
Completed3 days ago
Status and last activity update as your office works each referral.
Referral Dashboard
Referral DashboardThis month
At a glance
7,324Unique Referrals Received
92%Referrals Scheduled
84%Referrals Completed
2 hrsAvg Time to Schedule
4 minAvg Time to First Contact
Top referring providers
ProviderFacilityReferralsSched. rateDr. BennettLakeside Primary Care38496%Dr. SalazarGrant Family Medicine34193%Dr. WhitfieldNorthgate Internal Med29689%Dr. IbarraCedar Point Pediatrics26294%Dr. NovakRiverbend Orthopedics23190%

Tracked start to finish. Every question, answered in one place.

The questions leadership asks have answers on a dashboard, not in a hand-built spreadsheet.

  • Which providers and facilities send the most referrals
  • Average time to first contact and to schedule
  • What share of referrals get scheduled and completed
  • Build your own reports and email them to whoever needs them
Results

Referred patients. On the schedule.

Real customers. Verified results.

3x
More referrals booked at the first region to go live
Anne Arundel Dermatology
110 locations · 325 providers
92%
Reduction in referral triage time
Florida Gulf Coast ENT
4 locations · 10 providers
50%
Of referred patients scheduled within minutes of first contact
Piedmont Plastic Surgery & Derm
10 locations · 50 providers
“Medsender created visibility into a significant referral flow that had been getting lost in manual processes and armed our teams with easy-to-use tools to quickly convert those referrals into appointments. One region increased its referral conversion rate from 20% to 62%, adding hundreds of new appointments per week.”
BD
Brittany Dimitri
Director of Operations Support, Anne Arundel Plastic Surgery and Dermatology
“We now process all our referrals the same day and schedule 50% within minutes. That’s not just faster revenue, it’s more revenue.”
NE
Noah England
COO, Piedmont Plastic Surgery and Dermatology
Implementation

Live in weeks, not months.

Nothing gets replaced. Medsender works with the fax numbers and EHR you already have.

Week 1

Connect

EHR and existing fax lines

Week 2

Guided onboarding

Fit to how you work

Week 3

Set your rules

Routing and outreach

Week 4

Training

Personalized staff training

Go live

Go live

No referral slips through

See how many referrals are waiting right now.

Book a 30-minute demo and we will show you what is in your referral queue today.

Book a 30-Minute Demo

Not ready yet? See what referral leakage is costing you.

FAQs

Frequently asked questions about referral management

What do patients receive?
A text from your practice with a link to schedule. If there is no reply, an email follows, and outreach is spaced out so patients are never bombarded.
What if a patient calls the office instead?
Your staff books the appointment as usual. Once the referral is marked scheduled, outreach stops.
Do referring offices have to use the portal?
No. Referrals arrive by fax the way they always have. The portal is there when a referring office wants status without calling you.
Does Medsender replace our fax numbers or EHR?
No. Medsender works with the fax numbers and EHR you already have. If your EHR supports chart creation and write-back, both happen automatically.
Is patient information secure?
Yes. Medsender is HIPAA compliant and SOC 2 Type II certified, with a signed BAA included with every account at no additional cost. Patient data is encrypted in transit and at rest, hosted on US-based servers, and every automated action is logged and visible to your team. Read more on our security page.