# Best Referral Management Software

## How Many Referral Management Software Products Does G2 Track?

**Total Products under this Category:** 77

### Category Stats (Jul 2026)

- **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings

_Last updated: July 27, 2026_

## How Does G2 Rank Referral Management Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 700+ Authentic Reviews
- 77+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

### [Unite Us](https://www.g2.com/products/unite-us/reviews)

Unite Us is America’s technology partner for community-based care. We combine innovative technologies, a deep understanding of stakeholders’ needs, and a unique network model to empower private, public, and nonprofit organizations to address health and economic needs in their communities—and to do it at scale. Stakeholders from government agencies, health care systems, health plans, and community organizations use our technology to collaborate on coordinating, delivering, funding, and analyzing the impact of social care services. Pioneers of the closed-loop referral system (CLRS), we integrate more than 1.7M services and securely host the nation’s largest network of verified and accountable non-profits committed to improving whole-person health one community at a time. \*Closed-Loop Referral System\* Our platform makes it easy to securely screen clients for non-medical needs, recommend best-fit resources, send electronic referrals, and track outcomes to create a complete view of their care journey—in other words, ‘close the loop’. \*Service Reimbursement\* Embedded within the referral workflow, our payments functionality integrates with Medicaid and billing systems to streamline the billing process between healthcare and community service providers and measure the impact of funding initiatives. \*Comprehensive Insights\* Our Insights tools can measure activity at the network and organizational level, identify gaps in resource availability, and show the impact of services delivered to proactively inform interventions and decision-making. \*Care Coordination Services\* We act as an extension of your team to manage the full lifecycle of care delivery, from conducting assessments to connecting individuals to social care to evaluating outcomes.

**Average Rating:** 4.7/5.0

**Total Reviews:** 51

#### Who Is the Company Behind Unite Us?

- **Seller:** [Unite Us](https://www.g2.com/sellers/unite-us)
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @UniteUSHQ  
4,831 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8ea4eb81ca30bcfce84c7dae645c601212ccc9bfe55ba16fbad0fbf786b59e19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funiteus%2F&secure%5Burl_type%5D=linkedin_company_website)  
403 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Government Administration
- **Company Size:** 37% Medium, 35% Small

#### What Are Recent G2 Reviews of Unite Us?

**["Everything Organized in One Place"](https://www.g2.com/survey_responses/unite-us-review-12372353)**

**Rating:** 4.0/5.0 stars

_— Callie H._

[Read full review](https://www.g2.com/survey_responses/unite-us-review-12372353)

**["Streamlined approach to assisting our clients"](https://www.g2.com/survey_responses/unite-us-review-11074899)**

**Rating:** 5.0/5.0 stars

_— Carolina C._

[Read full review](https://www.g2.com/survey_responses/unite-us-review-11074899)

### [Snoball](https://www.g2.com/products/best-company-snoball/reviews)

Referrals. 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 platform that does it all for you. The Snoball Referrals Module automates the process of turning your satisfied customers into referring customers. This software complements our existing review generation and reputation-building tools to boost your word of mouth marketing. Snoball helps businesses of all sizes and departments. From marketing and sales to finance and business owners, we provide tools to grow, increase revenue, safeguard reputation, and make your current sales funnel more efficient.

**Average Rating:** 4.7/5.0

**Total Reviews:** 70

#### Who Is the Company Behind Snoball?

- **Seller:** [Snoball](https://www.g2.com/sellers/snoball)
- **Year Founded:** 2019
- **HQ Location:** Pleasant Grove, UT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ffc34ca6434b856db31869bbe0a6e0bb2031bee89eaa0463088cd0103b77d6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsnoballplatform%2F&secure%5Burl_type%5D=linkedin_company_website)  
320 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Marketing Manager
- **Top Industries:** Renewables & Environment, Consumer Services
- **Company Size:** 47% Medium, 41% Small

#### What Do G2 Reviewers Say About Snoball?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Snoball for its **responsive support team** , ensuring quick and efficient communication for customer needs.
- Users find Snoball's **referral programs highly effective** , appreciating the easy setup and significant time savings.
- Users appreciate the **time-saving automation** of Snoball, allowing them to focus on other business areas effectively.
- Users praise the **responsive support team** of Snoball, leading to strong ROI and successful outreach efforts.
- Users appreciate the **ease of use** of Snoball, valuing its seamless setup and efficient onboarding process.

#### What Are Recent G2 Reviews of Snoball?

**["Effortless Referral Management with Snoball"](https://www.g2.com/survey_responses/snoball-review-11817899)**

**Rating:** 5.0/5.0 stars

_— Alex K._

[Read full review](https://www.g2.com/survey_responses/snoball-review-11817899)

**["Seamless End-to-End Customer Engagement That Drives New and Returning Business"](https://www.g2.com/survey_responses/snoball-review-12479941)**

**Rating:** 5.0/5.0 stars

_— Gavin P._

[Read full review](https://www.g2.com/survey_responses/snoball-review-12479941)

#### What Are G2 Users Discussing About Snoball?

- [What is Best Company used for?](https://www.g2.com/discussions/what-is-best-company-used-for)

### [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)

EHRYourWay is an end-to-end, ONC-certified electronic health record (EHR) solution specifically designed for the unique needs of behavioral health organizations. This comprehensive platform caters to outpatient and inpatient mental health clinics, addiction treatment centers, psychiatric hospitals, and Certified Community Behavioral Health Clinics (CCBHCs). By integrating all necessary functionalities—from patient intake and admissions to scheduling, clinical documentation, billing, and reporting—EHRYourWay eliminates the need for multiple vendors and disjointed systems, providing a seamless experience for users. Targeted primarily at healthcare providers in the behavioral health sector, EHRYourWay addresses the complexities of clinical workflows, compliance, and billing associated with mental health care. The platform is particularly beneficial for organizations that require a high degree of customization in their documentation and operational processes. Unlike rigid EHR systems that impose predefined workflows, EHRYourWay allows organizations to configure the platform according to their specific needs, ensuring that forms, workflows, and rules align with existing practices. This flexibility is essential for maintaining efficiency and minimizing disruption in clinical settings. One of the standout features of EHRYourWay is its robust clinical documentation capabilities. The platform enables users to create fully customized electronic replicas of their existing paper forms, allowing clinical staff to document care in a familiar format. It supports a wide range of behavioral health documentation, including psychiatric evaluations, therapy progress notes, and treatment plans. Additionally, built-in validated assessments, such as the PHQ-9 and GAD-7, automate scoring, while the integrated treatment planning module ensures continuity across patient records, linking assessments, diagnoses, and treatment goals in a comprehensive, audit-ready manner. In terms of billing and revenue cycle management, EHRYourWay streamlines the entire process from eligibility verification to claims submission. Its advanced fee schedule rules engine automates the determination of CPT codes and charge amounts, reducing manual entry and minimizing errors. The platform accommodates complex billing requirements, supporting various payers, including Medicaid, Medicare, and commercial insurers. Furthermore, EHRYourWay is equipped with compliance features, such as SOC 2 and ONC certifications, ensuring that organizations remain audit-ready while adhering to regulatory standards. EHRYourWay also excels in practice management, offering integrated solutions for scheduling, telehealth, patient portals, and intake management without the need for third-party add-ons. With a dedicated team of over 150 developers focused exclusively on behavioral health, EHRYourWay provides specialized support seven days a week, ensuring that users receive assistance tailored to their operational needs. This commitment to understanding the intricacies of behavioral health operations sets EHRYourWay apart as a comprehensive solution for organizations striving to enhance their clinical and administrative workflows.

**Average Rating:** 4.7/5.0

**Total Reviews:** 332

#### Who Is the Company Behind EHRYourWay?

- **Seller:** [EHR Your Way](https://www.g2.com/sellers/ehr-your-way)
- **Company Website:** ehryourway.com
- **Year Founded:** 2008
- **HQ Location:** San Diego, California
- **Twitter:** @ehryourway  
168 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5eee67a9f7400daff75e67a2cb2cf322c139f3ba627fd3ab4ee15b86552deaf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fehr-your-way%2F&secure%5Burl_type%5D=linkedin_company_website)  
33 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Therapist, Office Manager
- **Top Industries:** Mental Health Care, Hospital & Health Care
- **Company Size:** 55% Small, 43% Medium

#### What Do G2 Reviewers Say About EHRYourWay?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of EHR Your Way, simplifying navigation and streamlining daily tasks effectively.
- Users find EHRYourWay’s **customer support exceptional** , promptly assisting with issues and enhancing overall user experience.
- Users value the **efficiency** of EHRYourWay, enjoying streamlined workflows and quick access to necessary information.
- Users appreciate the **streamlined documentation workflow** of EHRYourWay, which enhances efficiency and reduces administrative tasks.
- Users praise the **user-friendly navigation** of EHRYourWay, making it convenient for staff and improving their experience.

##### Cons

- Users often face **technical issues** , including bugs and slow performance, which hinder daily workflow and productivity.
- Users find the **limited customization** in EHRYourWay restricting for their clinical documentation needs.
- Users find **poor navigation** in EHRYourWay frustrating, impacting usability and slowing down their workflow significantly.
- Users find EHRYourWay to be **not user-friendly** , especially for older coworkers and during busy workflow times.
- Users notice a **significant learning curve** with EHRYourWay, making initial navigation challenging for new users.

#### What Are Recent G2 Reviews of EHRYourWay?

**["Extremely Helpful and Time-Saving EHR with Minimal Issues"](https://www.g2.com/survey_responses/ehryourway-review-12210651)**

**Rating:** 5.0/5.0 stars

_— Amanda J._

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12210651)

**["Consistently Excellent Support and a Smooth EHRYW Implementation"](https://www.g2.com/survey_responses/ehryourway-review-12678542)**

**Rating:** 4.0/5.0 stars

_— Kate T._

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12678542)

#### What Are G2 Users Discussing About EHRYourWay?

- [What are the EHR functions?](https://www.g2.com/discussions/what-are-the-ehr-functions) - 1 comment
- [What are the key components of an EHR?](https://www.g2.com/discussions/what-are-the-key-components-of-an-ehr)
- [What are the unique features of electronic health record software?](https://www.g2.com/discussions/what-are-the-unique-features-of-electronic-health-record-software) - 1 comment
- [What are the features of an EHR system?](https://www.g2.com/discussions/ehr-your-way-what-are-the-features-of-an-ehr-system)

### [Valer](https://www.g2.com/products/valer/reviews)

Valer’s technology speeds and simplifies prior authorization and referral management by automating submissions, status checking, verification, reporting, and EHR synchronization across all your healthcare settings, specialties, and payers from one platform and portal. All built just for you.

**Average Rating:** 5.0/5.0

**Total Reviews:** 12

#### Who Is the Company Behind Valer?

- **Seller:** [Valer](https://www.g2.com/sellers/valer)
- **Year Founded:** 2011
- **HQ Location:** Huntington Beach, CA
- **Twitter:** @valerhealth  
101 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8525f0f63276703e4206ee0bb96450f105d6ce8e245a588a32cb92c5b1786774&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvaler-health%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 67% Large, 25% Medium

#### What Are Recent G2 Reviews of Valer?

**["Valer is a great partner!"](https://www.g2.com/survey_responses/valer-review-9182541)**

**Rating:** 5.0/5.0 stars

_— Ryanne L._

[Read full review](https://www.g2.com/survey_responses/valer-review-9182541)

**["Valer: A Game-Changer for Streamlined Workflows"](https://www.g2.com/survey_responses/valer-review-9199951)**

**Rating:** 5.0/5.0 stars

_— Jackie A._

[Read full review](https://www.g2.com/survey_responses/valer-review-9199951)

### [Artera](https://www.g2.com/products/artera/reviews)

Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes.

**Average Rating:** 4.8/5.0

**Total Reviews:** 93

#### Who Is the Company Behind Artera?

- **Seller:** [Artera](https://www.g2.com/sellers/artera)
- **Company Website:** artera.io
- **Year Founded:** 2015
- **HQ Location:** Santa Barbara, US
- **Twitter:** @Artera\_io  
762 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=976736bd41c5a021848013732114a03579b63ad72296d312b2e9f055af6ecca0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9405895%2F&secure%5Burl_type%5D=linkedin_company_website)  
294 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 65% Medium, 18% Large

#### What Do G2 Reviewers Say About Artera?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient communication tools** of Artera, enabling quick outreach to patients via various methods.
- Users highlight Artera's **user-friendly design** , making patient communication and appointment management seamless and efficient.
- Users appreciate the **quick and effective patient communication** via text, voicemail, and email, enhancing outreach efficiency.
- Users value the **quick messaging capabilities** of Artera for easy and effective patient communication.
- Users value the **mass texting feature** for its ease and efficiency in communicating quickly with patients.

##### Cons

- Users struggle with **messaging issues** , particularly in managing multiple team messages and appointment cancellations affecting workflow.
- Users find Artera has **limited features** for larger organizations, impacting efficiency in managing high patient volumes.
- Users find the **limited messaging features** hinder efficient communication, especially for managing large patient volumes.
- Users experience **communication issues** with Artera, relying on staff for replies and lacking timely notifications.
- Users find the **difficult navigation** in Artera frustrating, especially for larger organizations with numerous practices.

#### What Are Recent G2 Reviews of Artera?

**["Artera: Simple, Fast Campaigns with Easy Message Duplication"](https://www.g2.com/survey_responses/artera-review-13051576)**

**Rating:** 5.0/5.0 stars

_— Daniel A._

[Read full review](https://www.g2.com/survey_responses/artera-review-13051576)

**["Powerful Campaigns for Mass Outreach and Appointment Reminders"](https://www.g2.com/survey_responses/artera-review-13106574)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/artera-review-13106574)

#### What Are G2 Users Discussing About Artera?

- [How does well health make money?](https://www.g2.com/discussions/how-does-well-health-make-money) - 1 comment
- [Is Well Health Technologies a buy?](https://www.g2.com/discussions/is-well-health-technologies-a-buy)
- [What is well company?](https://www.g2.com/discussions/what-is-well-company)
- [What does well app do?](https://www.g2.com/discussions/what-does-well-app-do) - 1 comment

### [Clarify Atlas](https://www.g2.com/products/clarify-atlas/reviews)

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 foundation to stack the building blocks necessary to grow topline, contain costs, guide care, and more. Powered by the industry’s largest and most robust dataset of over 300 million lives and more than 20 billion AI-powered predictions, Clarify’s offerings deliver actionable insights with unparalleled speed and actionability. Clarify’s excellence has been recognized by industry analysts and watchers, including a Best in KLAS award naming Clarify Health #1 for Data Analytics Platform (Payers) by KLAS Research. Newsweek also named Clarify one of the world’s best Digital Health companies. To learn more about Clarify Health and its high-performance healthcare insights, please visit www.clarifyhealth.com.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### Who Is the Company Behind Clarify Atlas?

- **Seller:** [Clarify Health Solutions](https://www.g2.com/sellers/clarify-health-solutions)
- **Year Founded:** 2015
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=996d54e0c34c4adc21caf7129a5a8b393069a3bb9b2c06fc518457c82ed30343&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclarify-health-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
114 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 93% Large, 7% Medium

#### What Do G2 Reviewers Say About Clarify Atlas?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **responsive customer support** from Clarify Atlas, appreciating their commitment to improving user experience.
- Users appreciate the **quick data downloading and utilization** features of Clarify Atlas for various use cases.
- Users appreciate the **responsiveness and support** from Clarify Atlas, enhancing their overall experience and partnership.

#### What Are Recent G2 Reviews of Clarify Atlas?

**["Clarify provides great data and customer service."](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)**

**Rating:** 5.0/5.0 stars

_— Ryan D._

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-7800977)

**["Trusted Analytics Partner Committed to Problem-Solving"](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)**

**Rating:** 5.0/5.0 stars

_— Brandon R._

[Read full review](https://www.g2.com/survey_responses/clarify-atlas-review-9923637)

#### What Are G2 Users Discussing About Clarify Atlas?

- [What is Clarify Health used for?](https://www.g2.com/discussions/what-is-clarify-health-used-for)

### [Trella Health: Marketscape](https://www.g2.com/products/trella-health-marketscape/reviews)

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 can make those decisions with confidence. We empower providers and suppliers from across the care continuum to work together, paving the way for healthier, more cost-effective outcomes. There are a lot of data and CRM tools out there – we’ll help you boost productivity and find top-performing partners to hit your goals.

**Average Rating:** 4.9/5.0

**Total Reviews:** 10

#### Who Is the Company Behind Trella Health: Marketscape?

- **Seller:** [Trella Health](https://www.g2.com/sellers/trella-health)
- **Year Founded:** 2015
- **HQ Location:** Atlanta, GA
- **Twitter:** @TrellaHealth  
428 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a213f47350ad270c103f49a0a2f1d10859d9f44bfe1eb2701b72dd0c4ed6159e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrellahealth&secure%5Burl_type%5D=linkedin_company_website)  
137 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 55% Medium, 27% Small

#### What Are Recent G2 Reviews of Trella Health: Marketscape?

**["Changed our Marketing 10 fold!"](https://www.g2.com/survey_responses/trella-health-marketscape-review-6846393)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/trella-health-marketscape-review-6846393)

**["Quality data to make informed marketing decisions"](https://www.g2.com/survey_responses/trella-health-marketscape-review-7340319)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/trella-health-marketscape-review-7340319)

#### What Are G2 Users Discussing About Trella Health: Marketscape?

- [What is Trella Health: Marketscape used for?](https://www.g2.com/discussions/what-is-trella-health-marketscape-used-for)

### [Intiveo](https://www.g2.com/products/intiveo/reviews)

Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity.

**Average Rating:** 4.8/5.0

**Total Reviews:** 31

#### Who Is the Company Behind Intiveo?

- **Seller:** [Intiveo](https://www.g2.com/sellers/intiveo)
- **Year Founded:** 2010
- **HQ Location:** Vancouver, CA
- **Twitter:** @Intiveo  
183 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27bfc8e2049c49b1292c058d93f2841800fca64b5d8779de4c7ffeb780ea636e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2642067%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 84% Small, 13% Medium

#### What Do G2 Reviewers Say About Intiveo?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Intiveo, allowing them to achieve quick and precise results effortlessly.

##### Cons

- Users find the **long waiting time** until 7am to access voicemails frustrating and inconvenient.
- Users are frustrated with the **poor call functionality** , making it difficult to check voice mails promptly.
- Users express frustration over **unreliable communication** due to delayed access to voicemails until 7am.

#### What Are Recent G2 Reviews of Intiveo?

**["Streamlined Patient Management, Exceptional Experience"](https://www.g2.com/survey_responses/intiveo-review-9922852)**

**Rating:** 4.0/5.0 stars

_— Dr. Hamza T._

[Read full review](https://www.g2.com/survey_responses/intiveo-review-9922852)

**["Very reliable and 100 %accurate when it come to verify cancel apts. love it."](https://www.g2.com/survey_responses/intiveo-review-7448524)**

**Rating:** 5.0/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/intiveo-review-7448524)

### [HealthViewX Patient Referral Management](https://www.g2.com/products/healthviewx-patient-referral-management/reviews)

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, payers, and most importantly, patients. The solution enables care providers to improve the patient experience using technology to create defined workflows & improve care quality. HealthViewX is the ONLY standalone Patient Referral Management solution to get certified for Stage 3 Meaningful Use for Transition Of Care. With HealthViewX customers can now enjoy MU credits and generate AMC reports seamlessly. Today several FQHCs, specialty clinics, imaging centers, universities, and hospitals use the HealthViewX platform to automate their end-to-end referral process. HealthViewX Patient Referral Management Features: - Multi-Channel Referral Consolidation - Automated form fill for Insurance Pre-auth - Tracking Referral Progress (Timeline) - HIPAA-Compliant Instant Messaging - Integrated Appointment Scheduling - Bi-directional Integration with EMR/EHR - Document Merge - Payer Portal Integration - Patient Reminder Framework - Provider Recommendation List - Configurable fields and workflows - Secure Document Exchange / Sharing - Actionable Dashboard and Analytics - and many more... HealthViewX Medical Referral Management Solution's Integration Capabilities: - Bi-directional Integration with EMRs - Scheduler Integration - Fax, Phone, Email, etc More details at https://www.healthviewx.com/referral-management/

**Average Rating:** 4.7/5.0

**Total Reviews:** 3

#### Who Is the Company Behind HealthViewX Patient Referral Management?

- **Seller:** [Payoda Technology](https://www.g2.com/sellers/payoda-technology)
- **Year Founded:** 2005
- **HQ Location:** Plano, US
- **Twitter:** @payoda  
453 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d06147d910c92f6f3193c93bab93ef46733af2ac0379251f2b7139b13a988453&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpayodatechnology&secure%5Burl_type%5D=linkedin_company_website)  
655 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of HealthViewX Patient Referral Management?

**["Robust Referral Management System"](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4348843)**

**Rating:** 5.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4348843)

**["HVX provides the foundation for a more efficient and productive RM workflow."](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4334747)**

**Rating:** 4.0/5.0 stars

_— David R._

[Read full review](https://www.g2.com/survey_responses/healthviewx-patient-referral-management-review-4334747)

#### What Are G2 Users Discussing About HealthViewX Patient Referral Management?

- [What is HealthViewX Patient Referral Management used for?](https://www.g2.com/discussions/what-is-healthviewx-patient-referral-management-used-for)

### [Meddbase](https://www.g2.com/products/meddbase/reviews)

Healthcare teams shouldn't have to piece together five different tools to run one practice. Meddbase brings booking, clinical records, billing, communications, and analytics into a single platform, so clinical and operational teams can spend less time on admin and more time with patients. Built over two decades alongside the healthcare professionals who use it, Meddbase scales from single-site practices to large, multi-site enterprises with complex workflows and thousands of users. The Pathways system lets teams run their unique processes directly through the platform, supported by strong out-of-the-box workflow capabilities and role-based access that keeps collaboration clean and secure across departments. Where Meddbase stands out is flexibility. The Enterprise API supports a wide range of integrations, ranging from external booking tools to self check-in terminals. A dedicated Data Warehouse gives teams direct, ongoing access to their data across reporting and day-to-day workflows. With over 50 integrations completed to date, including Xero, Healthcode, Pathology Labs, and Telemedicine, connecting your existing systems is straightforward. Migrating from another platform? Meddbase has moved data from a wide range of systems, including DGL Practice Manager, Crosscare, and TM2/TM3, with a dedicated team keeping operations uninterrupted throughout. Security is independently verified: HIPAA compliant, EU GDPR compliant, ISO 27001 certified, and SOC 2 certified. The platform works from any web-enabled device, giving your team the flexibility to work wherever they need.

**Average Rating:** 4.4/5.0

**Total Reviews:** 10

#### Who Is the Company Behind Meddbase?

- **Seller:** [Cority](https://www.g2.com/sellers/cority)
- **Year Founded:** 1985
- **HQ Location:** Toronto, Ontario
- **Twitter:** @CoritySoftware  
2,291 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a322f02d2734c70436558951d619b63b10209bd4207f5bb9ad68f2f49df39f4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcority%2F&secure%5Burl_type%5D=linkedin_company_website)  
860 employees on LinkedIn®
- **Phone:** 1-416-863-6800

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care
- **Company Size:** 40% Small, 30% Medium

#### What Do G2 Reviewers Say About Meddbase?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **comprehensive platform** of Meddbase, which unifies EHR, practice management, and billing effectively.
- Users value the **customizable workflows** of Meddbase, tailoring it to meet diverse specialty needs effectively.
- Users appreciate the **centralized document management** of Meddbase, enhancing clinical workflows and document creation efficiency.
- Users appreciate the **efficiency** of Meddbase, streamlining document management and enhancing clinical workflows effectively.
- Users appreciate the **integrated healthcare management features** of Meddbase, enabling efficient workflows and centralized documentation.

##### Cons

- Users find the **complex setup** of Meddbase challenging, especially for beginners without prior experience in electronic health records.
- Users find the **steep learning curve** of Meddbase challenging, especially without prior experience in electronic health records.
- Users find **customization limitations** in Meddbase lead to unnecessary complexity in clinical drafts.
- Users find Meddbase's learning curve steep, especially for those without prior **experience in electronic health records systems**.
- Users find **navigation difficult** in Meddbase, especially those with no prior experience in electronic health records systems.

#### What Are Recent G2 Reviews of Meddbase?

**["A Comprehensive Healthcare Management Solution"](https://www.g2.com/survey_responses/meddbase-review-10873533)**

**Rating:** 4.5/5.0 stars

_— Suman S._

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10873533)

**["Clinical documentation tool that works"](https://www.g2.com/survey_responses/meddbase-review-10744491)**

**Rating:** 4.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/meddbase-review-10744491)

### [ReferralMD](https://www.g2.com/products/referralmd/reviews)

ReferralMD is a comprehensive cloud-based care coordination platform designed to streamline the management of eConsults, referrals, and provider networks. This innovative solution integrates multiple functionalities into one platform, allowing healthcare organizations to efficiently handle referral management, patient access solutions, and analytics. By consolidating these essential tools, ReferralMD addresses the complex needs of healthcare providers and enhances the overall patient experience. Targeted primarily at healthcare organizations, including hospitals, clinics, and specialty practices, ReferralMD is particularly beneficial for those looking to optimize their referral processes and improve patient engagement. The platform is equipped with features such as online scheduling, provider directories, and patient engagement tools, which facilitate seamless communication between providers and patients. Additionally, the inclusion of marketing tools and market research capabilities allows organizations to better understand their patient demographics and tailor their services accordingly. Key features of ReferralMD include referral management, prior authorizations, pre-referral consults, and fax management, all designed to create a more efficient workflow. The platform's customizable workflow and decision support tools standardize the consult and referral process, ensuring compliance with best practices and defined service levels. Real-time analytics provide valuable insights into operational performance, enabling organizations to make data-driven decisions that enhance service delivery. The integration capabilities of ReferralMD further distinguish it from other solutions in the market. With a dedicated integrations team, the platform can seamlessly connect with existing EHR systems, data warehouses, business intelligence tools, and other legacy systems. This flexibility allows healthcare organizations to leverage their current technology investments while enhancing their referral management processes. By utilizing ReferralMD, organizations can expect to see a rapid return on investment through increased revenue, reduced patient leakage, and improved patient experiences. The platform's focus on closing the feedback loop with referral sources and driving operational efficiencies mitigates risk while fostering a collaborative environment among providers. Overall, ReferralMD stands out as a versatile solution that effectively addresses the challenges of modern healthcare coordination.

**Average Rating:** 4.5/5.0

**Total Reviews:** 3

#### Who Is the Company Behind ReferralMD?

- **Seller:** [ReferralMD](https://www.g2.com/sellers/referralmd)
- **Company Website:** www.referralmd.com
- **Year Founded:** 2011
- **HQ Location:** Mount Pleasant, US
- **Twitter:** @referralmd  
2,871 Twitter followers
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=88318a8e47920f0ece9ff2c3bb4ea466fbddba7bda68579eb4f334568ce4abb5&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Freferralmd%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 33% Large, 33% Medium

#### What Are Recent G2 Reviews of ReferralMD?

**["Useful for clinics"](https://www.g2.com/survey_responses/referralmd-review-1604875)**

**Rating:** 5.0/5.0 stars

_— Sophia M._

[Read full review](https://www.g2.com/survey_responses/referralmd-review-1604875)

**["ReferralMD will identify referral patterns and improve marketing strategies"](https://www.g2.com/survey_responses/referralmd-review-7873733)**

**Rating:** 4.5/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/referralmd-review-7873733)

#### What Are G2 Users Discussing About ReferralMD?

- [What is ReferralMD used for?](https://www.g2.com/discussions/what-is-referralmd-used-for)

### [Duo](https://www.g2.com/products/duo/reviews)

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 customer, the original customer earns cashback on their order. Store owners can customize the messaging and appearance of widgets, referral emails and texts sent to customers, ensuring brand consistency. Duo seamlessly integrates with Shopify, automation, and analytics tools, helping stores track, analyze, and optimize their referral strategies to boost customer acquisition and retention.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Duo?

- **Seller:** [Duo](https://www.g2.com/sellers/duo)
- **Year Founded:** 2023
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=083dea2552414e7151f0b2028b8929480db5f24df01957adbf847532ee6b8a4c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetduo&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Small

#### What Are Recent G2 Reviews of Duo?

**["Accurate, Productive, and Prompt with Updates"](https://www.g2.com/survey_responses/duo-review-11705167)**

**Rating:** 5.0/5.0 stars

_— Elph S._

[Read full review](https://www.g2.com/survey_responses/duo-review-11705167)

**["Experience working with Duo"](https://www.g2.com/survey_responses/duo-review-10427322)**

**Rating:** 5.0/5.0 stars

_— Verified User in Entertainment_

[Read full review](https://www.g2.com/survey_responses/duo-review-10427322)

### [MyMedLeads](https://www.g2.com/products/mymedleads/reviews)

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 all the right information about leads.

**Average Rating:** 1.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind MyMedLeads?

- **Seller:** [MyMedLeads.com](https://www.g2.com/sellers/mymedleads-com)
- **Year Founded:** 2009
- **HQ Location:** Austin, US
- **Twitter:** @MyMedLeads  
701 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=678ba326e45767cfcca950fd195a946c17b8520b8933ef8ffbaf783953879880&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmymedleads.com&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are G2 Users Discussing About MyMedLeads?

- [What is MyMedLeads used for?](https://www.g2.com/discussions/what-is-mymedleads-used-for)

### [Pivotal Referral](https://www.g2.com/products/pivotal-referral/reviews)

Pivotal Referral is a cloud-based referral management platform designed for service businesses that rely on agent and partner networks to generate revenue. It replaces email chains, spreadsheets, and manual follow-up with a shared portal where agents and referral partners can submit, track, and close referrals in real time. Shared Portal for Agents and Partners Every organization gets a dedicated portal where agents and their referral partners work from the same system. Partners connect instantly via a personal invite link and are linked directly to the agent who invited them. No IT setup, no complicated onboarding — partners are active in seconds. 30+ Industry-Specific Intake Forms Pivotal Referral includes pre-built intake forms tailored to over 30 business types including insurance agencies, real estate and mortgage, legal and law firms, HVAC, roofing, solar, financial advisors, funeral services, propane delivery, staffing, and more. Every form captures the information that specific industry actually needs — not a generic one-size-fits-all form. Real-Time Referral Tracking Every referral submitted through the portal is tracked live. Agents and managers see status updates as they happen, eliminating the need to chase partners for updates or manually log activity. Time Limit Alerts Built-in configurable time limit alerts notify agents and managers before deadlines are missed. Thresholds are configurable at both the organization and agent level, ensuring no referral falls through the cracks. Role-Specific Dashboards Agents, referral partners, and managers each get a tailored dashboard showing exactly what they need. Partners see their submitted referrals and status. Agents see their full pipeline. Managers see team-wide performance and reporting. Reporting and ROI Tracking Built-in reporting covers conversion rates, source breakdown, and agent performance. Users can log the dollar value of each referral and record payments made to referral partners, giving a clear view of ROI on every partner relationship. CSV exports are included. QR Code and Public Referral Link Every agent gets a shareable public referral link and QR code that can be handed out at events, added to business cards, or embedded on a website — allowing anyone to submit a referral in seconds without logging in. Pricing Pivotal Referral offers a single Professional plan at $99/month, which includes 5 agent seats, unlimited referral partners at no extra charge, all features, and full reporting. Additional agent seats are available at $15/month each. A 30-day free trial with full access is available. Annual billing saves $198/year.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Pivotal Referral?

- **Seller:** [Pivotal Referral](https://www.g2.com/sellers/pivotal-referral)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Pivotal Referral?

**["Stronger Referral Partner Trust and Faster Follow-Up with Pivotal Referral"](https://www.g2.com/survey_responses/pivotal-referral-review-12832188)**

**Rating:** 5.0/5.0 stars

_— Jonathan G._

[Read full review](https://www.g2.com/survey_responses/pivotal-referral-review-12832188)

**["Pivotal Referral Makes Partner Referrals Easy with Real-Time Two-Way Updates"](https://www.g2.com/survey_responses/pivotal-referral-review-12832274)**

**Rating:** 5.0/5.0 stars

_— Davis R._

[Read full review](https://www.g2.com/survey_responses/pivotal-referral-review-12832274)

### [Besolve HMS](https://www.g2.com/products/besolve-hms/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Besolve HMS?

- **Seller:** [Besolve Solutions](https://www.g2.com/sellers/besolve-solutions)
- **Year Founded:** 2008
- **HQ Location:** New Delhi , IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0aef8ed901103d7654a72bcf710445d734552e92f24391d8873c641aa0d2d9da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbesolve%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of Besolve HMS?

**["BESOLVE HMS Solution is best "](https://www.g2.com/survey_responses/besolve-hms-review-3635201)**

**Rating:** 4.5/5.0 stars

_— Ranjeet K._

[Read full review](https://www.g2.com/survey_responses/besolve-hms-review-3635201)

#### What Are G2 Users Discussing About Besolve HMS?

- [What is Besolve HMS used for?](https://www.g2.com/discussions/what-is-besolve-hms-used-for)

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[Browse Referral Management Themes](/categories/referral-management/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated October 3, 2024

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

Show More