ReferralPoint review
Automates specialist referral workflows for health systems, with EHR-connected loop closure.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
ReferralPoint coordinates patient referrals for medical groups, health systems, community health centers, payers, and specialty practices. It supports both outbound referrals from primary care teams and inbound referrals for specialists, aiming to keep the process connected to electronic health records. For health systems seeking to automate specialist referrals rather than run consumer reward programs, its healthcare-specific workflow is the central fit.
The product’s scope runs from intake through follow-up: it can collect inbound referrals from fax, Direct, email, web forms, labs, and notes, create patient charts in the EHR, match patients with in-network specialists using cost, quality, and patient needs, and automate prior authorization submissions, outreach, and scheduling. Closed-loop updates in the EHR help teams track referrals through completion. Provider scoring uses claims data and configurable dimensions and weights, adding a way to shape matching around organizational criteria. These capabilities make the platform relevant where referral volume crosses teams and intake channels; organizations looking for a simple referral-reward tool should choose another category of product.
ReferralPoint is cloud-based and available through web and API. Named EHR integrations include athenahealth, eClinicalWorks, NextGen, Altera, Veradigm, and Epic, which gives prospective buyers specific systems to evaluate against their existing environment. AI features are listed, while HIPAA and SOC 2 appear among its compliance credentials. According to the vendor’s pricing approach, organizations request a personalized demo rather than select a published plan, so buyers should expect a sales-led evaluation. Its listed support channel is email. ReferralPoint is most appropriate for mid-market and enterprise healthcare organizations prioritizing connected referral operations; teams seeking transparent self-serve pricing or referral programs outside healthcare should look elsewhere.
ReferralPoint pros and cons
- Where it wins
- Matches patients with in-network specialists using cost, quality, and patient needs
- Automates prior authorization, patient outreach, and scheduling workflows
- Captures inbound referrals across channels and tracks EHR loop closure
- Where it doesn't
- Healthcare patient referrals—not consumer referral-reward programs
- Pricing requires contacting sales for a personalized demo
- Specialist referral scope may not fit broader referral-management needs
ReferralPoint fact sheet, pricing and score →
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