Automatically process incoming referrals and instantly populate your referral log.
Sign up and you'll receive a dedicated email address for processing your referrals.
When a fax arrives at your dedicated email address, our system processes it. Patient demographics, insurance and authorization details, medications, lab results, medical history, and clinical notes are pulled out of the fax and organized.
We provide a Google Sheet template you can set up exactly how you want — your columns, your notes, your workflow. Each referral becomes a clean new row. Open the sheet, review the row, and schedule the patient.
Referral Sync wasn't built by a massive tech conglomerate. It was born out of necessity to solve the crushing administrative burden in a high-volume clinical practice.
Founder, Glucosamigos PC
Rita is a Registered Dietitian Board-Certified in Advanced Diabetes Management, running a practice focused on serving the underserved Latino community in Southern California. Managing a high volume of specialized referrals, Rita needed a way to cut down on manual data entry so she could focus entirely on patient care and clinical outcomes.
Lead Developer
As a Neurophysiologist and experienced programmer, Glen saw firsthand the toll that manual fax processing was taking on his wife Rita's practice. Leveraging his PhD background in quantitative data and cloud architecture, he built Referral Sync from the ground up to securely automate the intake pipeline—transforming hours of daily transcription into seconds of automated processing.
Most clinics don't have API access to their EHR. We meet you where you are.
We integrate directly. Demographics, insurance, medications, clinical notes — pushed straight into your EHR, ready for review. No copy-paste.
Many EHRs charge exorbitant API fees or prohibit programmatic entry outright. We don't dodge that. We build a human-in-the-loop co-pilot: AI pre-fills every field, you review and confirm in seconds. Same outcome, a fraction of the cost of competing AI products.
If a vendor offers to "automate" your EHR by scraping the browser or dodging its terms of service — walk away. A company that takes legal shortcuts with your data infrastructure can't be trusted with patient records. Ours are either authorized API integrations or transparent human-in-the-loop. No third option.
We're a clinic ourselves. We treat your patient data the same way we treat ours.
All data lives on Google Cloud, encrypted in transit and at rest. No patient information ever sits on a laptop or an exposed server.
Every document in our database carries a 30-day expiration. Email attachments are purged automatically via Google Vault on the same schedule — nothing lingers.
We provide a Business Associate Agreement. Log monitoring is continuous, and you'll be notified immediately of any Google Cloud security incident, as HIPAA requires.
Get started instantly with $1 in free credits—enough to process your first 20 pages on us.
That's it. Simple pay-as-you-go credits. Only pay for pages our AI actually extracts.