What is included in referral management?

It includes receiving the referral, verifying patient and insurance details, coordinating with the specialist, and tracking the referral status until the visit is complete.

Why is referral management important?

Because it helps reduce patient delays, ensures timely care, and prevents denied claims due to missing or incorrect referral information.

Who handles referral management in a medical office?

Usually, it’s done by the front desk, billing team, or referral coordinator. Many practices outsource this to ensure accuracy and save staff time.

How can a Remote Referral Management Specialist help my practice?

A remote referral management specialist can handle the entire referral process off-site, from verifying insurance and authorizations to tracking follow-ups, helping your staff save time, reduce errors, and speed up patient access to care.

Referral Management Services

Faster Scheduling

Clean Documentation

Better Referral Completion Rates

Referrals Falling Through the Cracks?

Poorly managed referrals lead to lost appointments, frustrated patients, and revenue gaps. Delays in communication or missed paperwork often leave referrals incomplete or denied.

We take over the referral process for your practice — submitting referrals, gathering documents, following up with specialists or referring providers, and keeping everyone informed. You stay in control, but we handle the coordination.

What’s Included in Our Referral Management Support

Our team works on both sides of the referral process — managing referrals sent to you and referrals your providers send out.

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Verification of referral requirements and authorization needs.

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Submission of outgoing referrals to specialists

3

Coordination with referring offices and document gathering (notes, imaging, insurance)

4

Appointment scheduling and patient contact (if approved)

5

Referral status tracking and closure reporting.

Connect With Our Referral Team

We Fit Into Your Practice Workflow Seamlessly

We support referral workflows in Athena, eClinicalWorks, DrChrono, and more. Whether your process uses fax or electronic systems, we handle same-day referrals, access dashboards securely, and send updates directly to your front desk or care coordinators.

Stronger Coordination. Happier Patients. Better Results.

Metric

Referral completion time

Referral status visibility

Missed referrals or denials

Staff time spent on referrals

Before OneMed

3 to 7 days

Low

Frequent

High

After OneMed

1 to 2 days

Real-time

Rare

Minimal

“Referrals used to sit untracked for days. OneMed gave us a system, team, and process. Now we know the status of every referral at any time.”

— Front Office Lead, Family Medicine Practice

Referral Management That Grows With You

We help high-volume primary care and specialty groups manage increasing referral loads without missing key steps.

Start a Referral Process Review

Know the Status of Every Referral — Without Chasing It

We send daily logs with timestamps, alert your team to missing information, update patient scheduling status, and track referral completions — all via secure communication with your front desk or referral coordinator.

Talk to a Referral Specialist

How Our Referral Process Works

We keep your referrals organized, documented, and moving forward.

Referral received or ordered

Authorization or requirements verified

Documentation gathered and sent

Appointment scheduled or confirmed

Referral status tracked until complete

Final notes returned to ordering provider or staff

Request a Demo of Our Registration Workflow

Referral Management That Doesn’t Let Anything Slip

Feature

Manual document collection

Live referral status tracking

Coordination with both inbound and outbound offices

Authorization follow-up

EHR-friendly workflows

In-house Staff

Inconsistent

Rare

Partial

Missed

Basic

Software Only

Basic

Varies

OneMed Billing

Yes

Real-time

Yes

Full support

We don’t just log referrals — we manage them from start to finish.

Talk to Our Referral Management Team Today

Frequently Asked Questions

Do you support both incoming and outgoing referrals?

Yes. We handle referrals your providers send out as well as those sent to your practice.

Can you contact patients for scheduling?

Yes. If you prefer, we can contact patients on your behalf to schedule referred visits.

How fast do you process new referrals?

We begin working on referrals within 24 hours, and same-day handling is available for urgent cases.

Do you work with fax-based and electronic referral systems?

Absolutely. We adapt to both traditional fax and integrated EHR-based referral workflows.

How do you keep our team updated?

We send daily referral status logs and alert your team of any missing or delayed items right away.

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Referrals Falling Through the Cracks?

What’s Included in Our Referral Management Support

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We Fit Into Your Practice Workflow Seamlessly