The referral platform built to close the loop
Turn every referral—fax, phone or electronic—into a scheduled appointment, faster.
One screen for every referral, no matter how it arrives
Referrals shouldn’t get lost in the shuffle. Phreesia brings every referral—fax, phone, portal or EHR—into a single, organized queue, so your team can prioritize what matters and stop chasing paper. Add in real-time PM/EHR integration, and referred patients get scheduled faster than ever.
Tailored workflows
Create custom-filtered work queues and assign tasks to staff members
Automatic transcriptions
Transcribe every referral you receive, including paper and e-faxes
On-demand changes
Prioritize referrals based on their value and urgency
Referral analytics that actually tell you something
See exactly what’s happening to every referral, from the moment it lands to the moment it’s scheduled. Phreesia’s dashboard gives you a clear view of referral volume and status, the clinical reasons behind each one and how your team is performing, so you can fix bottlenecks instead of guessing at them.
- Referral volume, status and clinical reason, at a glance
- Open vs. scheduled referral rates
- Insurance mix across referred patients
- Your top-referring providers, ranked
From fax to scheduled visit, without the manual work
Referring providers can send you a referral however they prefer—fax, phone, portal or EHR. Phreesia digitizes it automatically, transcribes the details and drops it into one dashboard your team can act on right away. No re-keying, no lost paperwork, no delays.
Send and receive referrals with ease
Phreesia’s healthcare referral management software is a one-stop shop that lets provider organizations send and receive referrals with ease.
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Referring providers send referrals using whatever channel they prefer
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Phreesia digitizes and transcribes it automatically
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Your team reviews and acts from one dashboard
The traditional referrals process is disconnected. But with the right software, your organization can close the loop.
The power of Phreesia’s referral management software, providing up to 3 new patients per provider per month
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21
minutes of staff time saved per referral
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50%
reduction in days to schedule a referred patient
The proven leader in patient referral management
See why specialists choose Phreesia to streamline their referral process
“Prior to Phreesia, our referrals process was dependent upon faxes and phone calls. I was initially skeptical when we implemented Phreesia’s referral platform since it was a big change from what we were accustomed to, but our referrals team has embraced it from the beginning. It has been a ‘win’ for everyone involved.”
View the case study
“Phreesia has provided our team with valuable insight into our referrals status and how efficiently our staff are able to process these appointment requests. We are also now able to demonstrate to our referring partners how quickly we can get their patients seen for a surgical evaluation—a big competitive advantage.”
“Phreesia is valuable for both our practice and our referring organizations. They’re able to expedite patient care by sending referrals through Phreesia and have greater visibility into what’s happening with their patients. It saves everyone a lot of time and makes our referral process more seamless.”
Frequently asked questions
Healthcare referral management software is a digital tool that provider organizations use to streamline the referral management process. Its primary purpose is to help organizations coordinate referrals between primary care physicians, specialists and other providers.
Healthcare organizations use medical referral management software to enhance communication and collaboration between providers, reduce wait times for patients and ensure they receive appropriate, timely care.
Some of the most common features available with healthcare referral management software include:
- Online scheduling and appointment requests
- Referral tracking and management
- Two-way provider communication
- Bidirectional PM/EHR integration
- Reporting and analytics
- Insurance verification
- Privacy and security safeguards
Contact Phreesia to learn more about our medical referral management software.
Due to the wide variety of medical referral management software solutions available today, you’re likely to encounter a range of price points. In addition, some third-party vendors’ fees are based on features, usage or organization size, among other factors.
No matter your size, location or patient demographic, Phreesia offers a variety of bundled pricing options tailored for you. Request a quote to learn more about Phreesia’s healthcare referral management software.
Yes. Phreesia’s text message reminders have modifiable cadences, and they can be white-labeled to match your organization’s name. Contact Phreesia to learn more about modification options.
Yes. Phreesia integrates with leading practice management (PM) and electronic health record (EHR) systems, and its integrations are managed by a dedicated team skilled in HL7v2, FHIR, proprietary APIs, data extracts and more.
Click here to learn more about Phreesia’s bidirectional integrations.