HEALTHCARE REFERRAL MANAGEMENT SOFTWARE

A complete referral management software solution 

Get higher-quality referrals and easily turn them into scheduled appointments with Phreesia.

Front desk worker using Phreesia's referral management software on desktop computer

How can referral management software help you? 

Our referral management software lets you organize, prioritize and standardize every referral from a single screen (even the faxed ones!) 

With our purpose-built platform and robust PM/EHR integrations, you can send and receive referrals, communicate with providers in real time and schedule referred patients twice as fast. 

Benefits of referral management software 

See how Phreesia’s referral management platform supports organizations of all sizes, from solo practitioners to health networks and everything in between. 

Tailored workflows

Create custom-filtered work queues and assign tasks to staff members

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Automatic transcriptions

Transcribe every referral you receive, including paper and e-faxes

Insurance verification

Check referred patients’ eligibility and benefits before scheduling them

Real-time insights

Monitor referral analytics and KPIs to benchmark your performance

Smart engagement

Text patients to confirm their information, request documents and more

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On-demand changes

Prioritize referrals based on their value and urgency

Get a referral management platform with robust analytics

Phreesia’s medical referral management software gives you actionable insights about your referral patterns, staff productivity, scheduling efficiency and more—all from one dashboard. 

Our secure platform helps you understand: 

  • Referral volume, status, clinical reasons and modalities 
  • Percentage of open and scheduled referrals 
  • What types of insurance your patients use 
  • Top-referring providers by referral quantity 
  • And more! 
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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. 

Here’s how it works: 

  1. Referring providers send referrals using whatever channel they prefer 
  2. Phreesia securely digitizes every referral—even those sent via fax 
  3. Every referral gets consolidated onto a central dashboard for the receiving provider(s) to review and action 

The traditional referrals process is disconnected. But with the right software, your organization can close the loop. 

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Did you know?

Referrals managed by Phreesia are up to 3x more likely to be scheduled.

Learn more >

Track all your referrals from one dashboard

Here’s a sobering statistic: Specialists receive more than 100 million referral requests every year—but only half of them get completed. 

That’s why Phreesia is the referral command center your healthcare organization needs. With our electronic referral management system, you can: 

  • Organize, prioritize, assign and track everything in one place 
  • Have details from faxed referrals transcribed for you 
  • Communicate 1:1 with patients and referring providers 
  • Understand your performance with analytics and KPIs 

Ready to heal the pain points in your referrals process?

Front desk worker using Phreesia's medical scheduling software on computer

Phreesia’s referral management solutions, at a glance

Our platform is the trusted solution for managing physician referrals—and the proof is in the numbers.

See up to 3 new patients per provider per month when using Phreesia to manage referrals

Save 21 minutes of staff time for every referral sent via Phreesia

See a 50% decrease in the number of days it takes to schedule a referred patient

Ready to transform your referral process?

The proven leader in patient referral management

See why specialists choose Phreesia to streamline their referral process.

Read more insights from providers >

See Phreesia’s referral management platform in action

Frequently asked questions

What is healthcare referral management software? 

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. 

What features are included with referral management software? 

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. 

How much does healthcare referral management software cost? 

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. 

Can I modify Phreesia’s text message reminders? 

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. 

Does Phreesia offer bidirectional EHR integration? 

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. 

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See how Phreesia’s medical referral management software can help your organization.

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