What is healthcare referral management software?

Referral management software processes referrals you receive from other practices. The best referral management software solutions allow physicians to send patient information to your practice so you can reach out and book appointments. It also includes Physician Liaison Management (PLM) tools to help you map, track, and nurture the relationships with the doctors who send you those patients.

What are the benefits of using referral management software?

Referral management software eliminates the 'black hole' of faxes, phone calls, and manual spreadsheets, streamlining the entire referral process. It improves communication between referring providers and your practice so you can book new patients—who actually show up—in a fraction of the time. It also gives your physician liaisons a toolkit to visualize their territory, track their visits, and prove the ROI of their outreach efforts. The best referral management systems are centralized portals that securely transfer patient documents and images, automate the referred appointment schedules directly into your PM system, and provide visibility into the patient's status.

Why should we choose Promptly over other referral management software?

Promptly offers comprehensive referral management with automated workflows, digital booking, and seamless integration with leading healthcare practice management systems.

How can we get started with Promptly?

Ready to get started? So are we! First, request a demo with our team using the form below. This isn't just a generic presentation; we listen to your practice's specific challenges and show you exactly how our platform can solve them. Once you're ready to move forward, our dedicated onboarding experts will guide you every step of the way, ensuring a seamless implementation and integration with your existing systems so you can start as soon as possible!

Load Your Schedule with Patient Referral Management Software

Say goodbye to clunky referral outreach, lost patients, and manual data entry. Promptly’s referral management software automates your entire workflow, from provider outreach to digital patient scheduling.

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Over 400 practices in all 50 states trust Promptly

Close the loop and stop the leakage

Automated referral workflows

Fill your calendar instantly! Our platform automates your entire scheduling workflow, from receiving referrals to booking patients directly into your PM system.

The result? A 200+% increase in referral appointments scheduled for Promptly users.

High-volume
digital
booking

Your staff aren’t the only ones who can benefit from Promptly’s scheduling capabilities. We solve the industry's 60-70% no-show problem with a simple, automated process that makes booking a breeze for patients.
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‍Did you know? When practices switch from a manual process to Promptly, 80% of their new referrals are booked digitally with no staff assistance.

Targeted outreach mapping

Sick of driving blind? Our map feature allows your liaisons to create targeted outreach lists and visualize your referral network geographically. You can see exactly where your partners are and plan your visits for maximum impact.

‍Our stats say it all: Referrals auto-booked digitally using Promptly have an average kept appointment rate of 97.55%.

Event and attendance management

Host events that actually drive growth. Promptly PLM makes it easy to organize and manage provider events, giving you tools to track invitees and monitor attendance so you know exactly who is engaging with your practice.

‍No, really: Practices that switch to Promptly increased their referral booking rate to 95.3%.

Referral software that powers your practice’s growth

We streamline the entire process, from managing relationships to eliminating manual work.

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See new patients. Make relationships. Grow your practice.

Promptly’s customizable, unified referral management software helps teams automate their entire network workflow, from liaison outreach to patient scheduling.

See our tools in action

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.

CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD

CEO, Utah Eye Center