Top 10 Best Patient Referral Management Software of 2026

ReferralMD is a leading patient referral management software that streamlines the entire referral lifecycle for healthcare providers, from intake and scheduling to tracking and analytics. It automates workflows, reduces referral leakage, and enhances care coordination across multi-provider networks. The platform integrates seamlessly with major EHR systems like Epic, Cerner, and Athenahealth, providing real-time visibility and compliance tools.

HealthViewX is a robust patient referral management platform that automates the entire referral lifecycle, from intake and triage to orchestration and closure. It integrates seamlessly with major EHR systems like Epic and Cerner, enabling real-time tracking, patient engagement via SMS/email, and analytics to minimize referral leakage. Designed for health systems and ACOs, it improves coordination across providers and enhances patient outcomes through data-driven insights.

Ensora Health is a comprehensive patient referral management platform designed to streamline the referral process for healthcare providers and networks. It automates referral workflows, enables real-time tracking, and provides analytics to reduce referral leakage and improve patient retention. The software integrates with EHR systems and offers tools for compliance, communication, and performance insights.

Kyruus Health is a comprehensive patient access and referral management platform designed for health systems to optimize provider matching and scheduling. It leverages AI-driven algorithms to connect patients with the right providers based on clinical expertise, availability, location, and insurance, while streamlining referral workflows from intake to completion. The solution integrates with EMRs like Epic and Cerner to reduce referral leakage, improve patient satisfaction, and deliver network performance analytics.

athenahealth, via its athenaOne platform, provides comprehensive patient referral management integrated within its cloud-based EHR and practice management system. It streamlines the referral process with automated workflows, real-time tracking of referral status, and coordination between referring and specialist providers to reduce leakage and improve care continuity. The software leverages the athenahealth Network for interoperability, enabling electronic referrals, patient notifications, and analytics on referral patterns and outcomes.

Luma Health is a patient engagement platform with strong referral management capabilities, automating the entire referral lifecycle from intake to completion. It tracks referrals in real-time, coordinates with specialists, sends automated patient reminders, and integrates seamlessly with major EHR systems like Epic and Cerner. The software helps reduce referral leakage by improving communication and patient follow-through, making it efficient for healthcare providers handling high referral volumes.

Elation Health is a cloud-based EHR platform tailored for primary care practices, featuring robust patient referral management tools that enable electronic referrals, status tracking, and coordination with specialists. It streamlines the referral process by automating workflows, providing real-time updates, and integrating with patient portals for transparency. Designed to reduce administrative burdens, it supports closed-loop referrals to ensure continuity of care and better patient outcomes.

CharmHealth is a cloud-based electronic health record (EHR) platform that offers integrated patient referral management tools designed for medical practices. It enables providers to create, send, track, and receive referrals electronically, with features like status updates, document sharing, and coordination between referring and specialist providers. The system ties referrals directly into patient charts, scheduling, and reporting for streamlined workflows.

SimplePractice is a comprehensive practice management platform tailored for behavioral health professionals, offering tools for scheduling, billing, telehealth, and EHR. For patient referral management, it includes referral source tracking, waitlist management, and customizable intake forms to streamline referral processes and monitor sources of new patients. While robust for integrated practices, its referral features are embedded within a broader suite rather than being a standalone solution.

Kareo is a cloud-based platform primarily designed for medical practice management, EHR, and revenue cycle management, with built-in patient referral tracking capabilities. It allows providers to manage referral workflows, track patient referrals from intake to completion, and integrate with electronic health records for seamless data sharing between referring and specialist providers. While not a standalone referral management tool, its features support coordination, status updates, and reporting on referral outcomes within a broader practice ecosystem.