One platform for every patient communication workflow.

Bring calls, faxes, voicemails, texts, emails, secure messages, referrals, and more into one intelligent system built for specialties.

See Switchboard, MD in Action

Less software to manage. More connected work.

Systems of work
  • Phone
  • Fax
  • Text
  • Voicemail
  • Referrals
  • Outreach
  • Physician Liaison CRM
Phone
  • Incoming Call: Maria L.Phone Routed to schedulingLive
  • Missed CallPhone Callback queued automaticallyAssigned
Fax
  • New ReferralFax Cardiology intakeNew
  • Records ReceivedFax 12 pages, attached to chartFiled
Text
  • Appointment ReminderText Sent to patientDelivered
  • Patient Reply: ConfirmedText Same conversation threadDone
Voicemail
  • Schedule RequestVoicemail Transcribed, ready to bookNew
  • Refill QuestionVoicemail Routed to clinical teamAssigned
Referrals
  • Cardiology ReferralReferral Needs schedulingNew
  • Orthopedics ReferralReferral Scheduled for TueScheduled
Outreach
  • Recall CampaignOutreach 142 patients reachedRunning
  • No-Show Follow-UpOutreach 3 texts, 1 call queuedQueued
Physician Liaison CRM
  • Prior AuthorizationWorkflow Submitted to payerPending
  • Referring Provider: Dr. PatelCRM 14 referrals this quarterActive
Today's work
  • New ReferralFax Cardiology intakeNew
  • Callback RequestPhone Schedule request, transcribedAssigned
  • Appointment ReminderText Sent to patientDelivered

8 separate tools, 8 separate vendors, 8 separate logins.

Keep your system of record. Consolidate the systems of work around it.

We make getting referrals scheduled
as easy as possible.

New referral/Jordan Rivera
  1. 1Review & create record
  2. 2Upload to EHR
  3. 3Find appointments
  4. 4Reach out

We pulled these details from the referral. Check them against the document, then approve to create the patient record in the EHR.

AI-extracted details
Requesting doctorDr. Angela Ferris
DiagnosisNeck pain radiating to left shoulder since MVA on 06/08/2026
Clinical reasonMedication management
Create patient record
Contact provided
We recommend filing this as an admin document
It was classified as a referral.
Clinical documentNotes, results, records
Admin document RecommendedReferral, insurance, forms
referral-rivera.pdfSource: this fax, 3 pages
October 20266 open slots
  • Tue, Oct 610:30 AM
  • Tue, Oct 62:15 PM
  • Wed, Oct 79:00 AM
  • Thu, Oct 811:45 AM
2 of 12 selected
Offered timesSelect the one the patient chooses
  • Tue, Oct 610:30 AM
  • Wed, Oct 79:00 AM
Start outreach campaign
Referral complete. Nothing left to chase.

Don't take our word for it.

Read the peer-reviewed studies behind our models, published in leading medical and AI journals.

Frequently asked

The questions that come up
before the first call.

Your EHR, practice management system, and the other tools your team already uses. We read from them and write back, so staff keep working where they do today.

Your EHR stays put. For everything else, it’s your call: keep what you have and we’ll connect to it, or let us replace it.

and more...

That depends on what you replace. The platform is modular, so you can start with one piece, like fax or your call center, and add the rest when you’re ready. Most practices move everything over, since one platform costs less and runs more smoothly.

Wherever you start, sorting inbound faxes by hand goes first, along with re-routing the roughly half that land in the wrong queue. Your team keeps the part that needs a person: reaching the patient and getting them scheduled.

Four weeks on average.

Systems run in parallel during cutover so nothing is dropped, and we onboard your team hands-on, so no one is figuring it out alone.

Fewer tools. One view of every patient.

See how Switchboard, MD brings faxes, calls, texts, and referrals into one platform that works alongside your EHR and existing systems.

Book a Demo