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Best Referral Management Software

Dominick Duda
DD
Researched and written by Dominick Duda

Referral management software provides health care organizations with a system to keep track of patient referrals and decrease out-of-network referral practices. A few benefits referral management software brings to the patient, physician, referral networks, and health care administrators include: reduced leakage, increased completion rates of referrals, and improved utilization.

Referral management software supports and streamlines the entire referral process, minimizes human error, increases patient satisfaction, and facilitates the accurate sharing of patient information across organizations and networks. Hospitals and practices can also leverage the analytics capabilities within referral management software to discover actionable referral pattern insight.

To qualify for inclusion in the Referral Management category, a product must:

Leverage information that exists within an EHR and other patient data sources
Keep track of and consolidate existing and historical patient referrals into a central database
Develop referral workflows

Best Referral Management Software At A Glance

Highest User Satisfaction:
Best Free Software:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
66 Listings in Referral Management Available
(42)4.7 out of 5
2nd Easiest To Use in Referral Management software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Unite Us is America’s partner for social care. We combine innovative technologies, a deep understanding of stakeholders’ needs, and a unique network model to empower social service organizations to ad

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Government Administration
    Market Segment
    • 38% Mid-Market
    • 36% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Unite Us
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @UniteUSHQ
    5,052 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    598 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Unite Us is America’s partner for social care. We combine innovative technologies, a deep understanding of stakeholders’ needs, and a unique network model to empower social service organizations to ad

Users
No information available
Industries
  • Hospital & Health Care
  • Government Administration
Market Segment
  • 38% Mid-Market
  • 36% Small-Business
Seller Details
Seller
Unite Us
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@UniteUSHQ
5,052 Twitter followers
LinkedIn® Page
www.linkedin.com
598 employees on LinkedIn®
(65)4.7 out of 5
1st Easiest To Use in Referral Management software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Word of Mouth Marketing. Done For You. Get more customers. Snoball generates referrals, creates marketing assets, and collects reviews from your happy customers. Finally, a word of mouth marketing p

    Users
    • Marketing Manager
    Industries
    • Renewables & Environment
    • Oil & Energy
    Market Segment
    • 46% Mid-Market
    • 43% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Snoball Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    12
    Helpful
    12
    Review Management
    10
    Customer Satisfaction
    8
    Cons
    Review Management
    3
    Contact Management
    2
    Missing Features
    2
    Poor Contact Management
    2
    Communication Delays
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Snoball
    Year Founded
    2019
    HQ Location
    Pleasant Grove, UT
    LinkedIn® Page
    www.linkedin.com
    139 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Word of Mouth Marketing. Done For You. Get more customers. Snoball generates referrals, creates marketing assets, and collects reviews from your happy customers. Finally, a word of mouth marketing p

Users
  • Marketing Manager
Industries
  • Renewables & Environment
  • Oil & Energy
Market Segment
  • 46% Mid-Market
  • 43% Small-Business
Snoball Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
12
Helpful
12
Review Management
10
Customer Satisfaction
8
Cons
Review Management
3
Contact Management
2
Missing Features
2
Poor Contact Management
2
Communication Delays
1
Seller Details
Seller
Snoball
Year Founded
2019
HQ Location
Pleasant Grove, UT
LinkedIn® Page
www.linkedin.com
139 employees on LinkedIn®

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(12)5.0 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Valer’s technology speeds and simplifies prior authorization and referral management by automating submissions, status checking, verification, reporting, and EHR synchronization across all your health

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 67% Enterprise
    • 25% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Valer
    Year Founded
    2011
    HQ Location
    Huntington Beach, CA
    Twitter
    @valerhealth
    168 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Valer’s technology speeds and simplifies prior authorization and referral management by automating submissions, status checking, verification, reporting, and EHR synchronization across all your health

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 67% Enterprise
  • 25% Mid-Market
Seller Details
Seller
Valer
Year Founded
2011
HQ Location
Huntington Beach, CA
Twitter
@valerhealth
168 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clarify Health unlocks valuable insights making complex care decisions easier for providers, payers, tech and services organizations, and life science companies. The Clarify Atlas Platform® forms the

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 93% Enterprise
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Clarify Atlas Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Helpful
    2
    Comprehensive Platform
    1
    Customer Support
    1
    Data Management
    1
    Ease of Use
    1
    Cons
    Slow Loading
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    San Francisco, CA
    Twitter
    @ClarifyHealth
    1,153 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    189 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clarify Health unlocks valuable insights making complex care decisions easier for providers, payers, tech and services organizations, and life science companies. The Clarify Atlas Platform® forms the

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 93% Enterprise
  • 7% Mid-Market
Clarify Atlas Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Helpful
2
Comprehensive Platform
1
Customer Support
1
Data Management
1
Ease of Use
1
Cons
Slow Loading
1
Seller Details
Year Founded
2015
HQ Location
San Francisco, CA
Twitter
@ClarifyHealth
1,153 Twitter followers
LinkedIn® Page
www.linkedin.com
189 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    To thrive in today’s rapidly-changing care economy, you need to know you’re making the best decisions for your organization—decisions based on solid data, not hearsay. With Trella on your team, you ca

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 55% Mid-Market
    • 27% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    Atlanta, GA
    Twitter
    @TrellaHealth
    437 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    149 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

To thrive in today’s rapidly-changing care economy, you need to know you’re making the best decisions for your organization—decisions based on solid data, not hearsay. With Trella on your team, you ca

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 55% Mid-Market
  • 27% Small-Business
Seller Details
Year Founded
2015
HQ Location
Atlanta, GA
Twitter
@TrellaHealth
437 Twitter followers
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    HealthViewX Patient Referral Management is an end-to-end care orchestration platform for managing both inbound & outbound referrals that enables greater convenience for healthcare providers, payer

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2005
    HQ Location
    Plano, TX
    Twitter
    @payoda
    465 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    607 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

HealthViewX Patient Referral Management is an end-to-end care orchestration platform for managing both inbound & outbound referrals that enables greater convenience for healthcare providers, payer

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
Year Founded
2005
HQ Location
Plano, TX
Twitter
@payoda
465 Twitter followers
LinkedIn® Page
www.linkedin.com
607 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Intiveo is a patient engagement software, designed to empower dental practices to enhance patient experiences. We facilitate open communication, reduce no-shows and cancellations, boost staff producti

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 84% Small-Business
    • 13% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Intiveo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Patient Communication
    2
    Reminders
    2
    Automation
    1
    Communication
    1
    Cons
    Lack of Customization
    1
    Limited Customization
    1
    Limited Features
    1
    Limited Messaging Features
    1
    Messaging Issues
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Intiveo
    Year Founded
    2010
    HQ Location
    Vancouver, CA
    Twitter
    @Intiveo
    187 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Intiveo is a patient engagement software, designed to empower dental practices to enhance patient experiences. We facilitate open communication, reduce no-shows and cancellations, boost staff producti

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 84% Small-Business
  • 13% Mid-Market
Intiveo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Patient Communication
2
Reminders
2
Automation
1
Communication
1
Cons
Lack of Customization
1
Limited Customization
1
Limited Features
1
Limited Messaging Features
1
Messaging Issues
1
Seller Details
Seller
Intiveo
Year Founded
2010
HQ Location
Vancouver, CA
Twitter
@Intiveo
187 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Meddbase, acquired by Cority Software in 2025, is a fully-secure software solution for healthcare management, designed with healthcare experts over two decades, to solve key healthcare challenges cove

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 44% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Meddbase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    3
    Telehealth
    3
    Comprehensive Features
    2
    Customer Support
    2
    Ease of Use
    2
    Cons
    Appointment Management
    1
    Communication Issues
    1
    Complex Setup
    1
    Difficult Setup
    1
    Expensive
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2004
    HQ Location
    London, UK
    Twitter
    @Meddbase
    241 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Meddbase, acquired by Cority Software in 2025, is a fully-secure software solution for healthcare management, designed with healthcare experts over two decades, to solve key healthcare challenges cove

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 44% Small-Business
  • 33% Mid-Market
Meddbase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
3
Telehealth
3
Comprehensive Features
2
Customer Support
2
Ease of Use
2
Cons
Appointment Management
1
Communication Issues
1
Complex Setup
1
Difficult Setup
1
Expensive
1
Seller Details
Year Founded
2004
HQ Location
London, UK
Twitter
@Meddbase
241 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The ReferralMD solution was designed to effectively incorporate all the tools needed to manage eConsults, Referrals, and your Provider Network. We are the only solution on the market that offers Refer

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 33% Enterprise
    • 33% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2011
    HQ Location
    Mount Pleasant, SC
    Twitter
    @referralmd
    2,928 Twitter followers
    LinkedIn® Page
    linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The ReferralMD solution was designed to effectively incorporate all the tools needed to manage eConsults, Referrals, and your Provider Network. We are the only solution on the market that offers Refer

Users
No information available
Industries
No information available
Market Segment
  • 33% Enterprise
  • 33% Mid-Market
Seller Details
Year Founded
2011
HQ Location
Mount Pleasant, SC
Twitter
@referralmd
2,928 Twitter followers
LinkedIn® Page
linkedin.com
11 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MyMedLeads reduces the points of failure inherent in the medical industry's sales process, including not calling leads fast enough, insufficient follow-up and the absence of critical tools that track

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2009
    HQ Location
    Austin, US
    Twitter
    @MyMedLeads
    715 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MyMedLeads reduces the points of failure inherent in the medical industry's sales process, including not calling leads fast enough, insufficient follow-up and the absence of critical tools that track

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Year Founded
2009
HQ Location
Austin, US
Twitter
@MyMedLeads
715 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Besolve Solutions HMSis a solution with modules such as an appointment scheduler, patient registration, consent forms, referral management, and more.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Besolve Solutions HMSis a solution with modules such as an appointment scheduler, patient registration, consent forms, referral management, and more.

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cerner Direct Referrals is an interoperable, secure referral management solution that enables electronic communication of key clinical information, facilitates referral tracking and ensures a closed l

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Cerner
    Year Founded
    1979
    HQ Location
    Kansas City, MO
    LinkedIn® Page
    www.linkedin.com
    15,295 employees on LinkedIn®
    Ownership
    VIE - Vienna Stock Exchange
    Total Revenue (USD mm)
    $5,505
Product Description
How are these determined?Information
This description is provided by the seller.

Cerner Direct Referrals is an interoperable, secure referral management solution that enables electronic communication of key clinical information, facilitates referral tracking and ensures a closed l

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
Seller
Cerner
Year Founded
1979
HQ Location
Kansas City, MO
LinkedIn® Page
www.linkedin.com
15,295 employees on LinkedIn®
Ownership
VIE - Vienna Stock Exchange
Total Revenue (USD mm)
$5,505
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    CP-1 can classify, organize, separate, and extract, even taking care of exception handling. This is a complete solution for the modern healthcare office.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    60 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

CP-1 can classify, organize, separate, and extract, even taking care of exception handling. This is a complete solution for the modern healthcare office.

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
LinkedIn® Page
www.linkedin.com
60 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Seller Details
    Expand/Collapse Seller Details
By Duo
(1)5.0 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Duo enables e-commerce stores to implement a post-purchase referral program with cashback. After making a purchase, customers receive a unique discount code to share. When this code is used by another

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Duo
    Year Founded
    2023
    HQ Location
    Paris, FR
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Duo enables e-commerce stores to implement a post-purchase referral program with cashback. After making a purchase, customers receive a unique discount code to share. When this code is used by another

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Seller Details
Seller
Duo
Year Founded
2023
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®