Never drop a referral
Track every inbound and outbound referral as a task with an owner — and see which ones still need action.
HIPAA compliant · AES-256 encrypted · Full audit trail
Referrals fall through the cracks — and patients leak away.
Lost referrals
Inbound referrals sit in a fax inbox; outbound ones never get confirmed.
Patient leakage
Patients fall out of the loop when referrals are not tracked to completion.
No status
No one can see which referrals are pending, scheduled, or closed.
Assign it. Work it. Done.
Referral management work, assigned to a team member and tracked to done.
Capture
Log each referral — direction, provider, and patient.
Assign
Give it an owner and a follow-up date.
Close the loop
Track it through scheduled and completed.
What changes for your practice.
- No lost referrals
- Less patient leakage
- A clear referral pipeline
- A record of every referral
Built for the medical back office.
HIPAA-grade
AES-256 encryption, full audit trail, and a BAA on paid plans.
A layer on top
Works alongside your EMR — no migration, no rip-and-replace.
Full audit trail
Every task and update is timestamped, so nothing is lost.
Common questions
What is referral management software?
A tool to track inbound and outbound referrals as tasks with owners and follow-up dates, so none are lost and patients do not leak out of the practice.
Does it handle inbound and outbound referrals?
Yes — both directions are tracked in one place, each as an owned task with a status.
Does it integrate with my EMR?
RCMTask works alongside your EMR via manual entry or Excel/CSV import today; real-time HL7/FHIR is on the roadmap.
Is it HIPAA compliant?
Yes — RCMTask is HIPAA-compliant, AES-256 encrypted, fully audit-trailed, with a BAA available on paid plans.
Works alongside
Eligibility verification →
Make sure every patient’s coverage is checked before they arrive, with a record that shows it happened.
Medical clearance →
Track each clearance request to the PCP as a task with an owner and a due date — and chase the ones that run…
Surgical coordination →
Turn each procedure into a checklist of tasks — clearances, auths, equipment, patient prep — assigned to your team and tracked to done.
See it on your own workflow.
Start free with demo data, or book a walkthrough for your practice.