Phreesia Referral Management

About

Phreesia Referral Management is ranked #19 of 36 in referral management software on Inferse. It runs on Web. There is no free plan.

Compared on referral management software

Free plan

Nophreesia.com

Referral types

professionalphreesia.com

Capture methods

portalphreesia.com

API or webhooks

Yesphreesia.com

Facts

Purpose

Phreesia Referral Management helps provider organizations send and receive referrals and turn them into scheduled appointments.phreesia.com · 7 Oct 2026

Referral intake

It consolidates referrals arriving by fax, phone, portal or EHR into a single organized queue.phreesia.com · 7 Oct 2026

Workflows

Teams can create custom-filtered work queues, assign tasks and prioritize referrals by value and urgency.phreesia.com · 7 Oct 2026

Transcription

The service digitizes and transcribes referrals, including paper and e-faxes, into a dashboard for staff review.phreesia.com · 7 Oct 2026

Patient engagement

Staff can text patients to confirm information and request documents.phreesia.com · 7 Oct 2026

Insurance checks

The software can check referred patients’ eligibility and benefits before scheduling.phreesia.com · 7 Oct 2026

Analytics

Its dashboard reports referral volume, status, clinical reason, open versus scheduled rates, insurance mix and top referring providers.phreesia.com · 7 Oct 2026

Integration

Phreesia says it offers bidirectional integration with leading PM and EHR systems, using HL7v2, FHIR, proprietary APIs, data extracts and other methods.phreesia.com · 7 Oct 2026

Supported systems

Phreesia lists integrations including athenahealth, Epic, Meditech, NextGen, Oracle and Veradigm, and says it supports open standards such as HL7, FHIR, CCD and CSV.phreesia.com · 7 Oct 2026

Security

Phreesia lists HITRUST CSF certification, PCI DSS Level 1 service provider status, SOC 2 Type 2 and PCI-validated Point-to-Point Encryption.phreesia.com · 7 Oct 2026

Support

Each client receives a dedicated account owner reachable by phone, chat and email, with responses within 24 hours.phreesia.com · 7 Oct 2026

Implementation

Phreesia says a dedicated team handles the build, integration and testing, and most practices can go live in as little as six weeks.phreesia.com · 7 Oct 2026

Who it is for

The referral software is described for provider organizations coordinating referrals among primary care physicians, specialists and other providers.phreesia.com · 7 Oct 2026

Company history

Phreesia says it was founded in 2005 and describes itself as a platform for healthcare organizations.phreesia.com · 7 Oct 2026

Company

Founded

2005phreesia.com · 28 Sept 2026

Headquarters

Wilmington, Delaware, United Statesphreesia.com · 28 Sept 2026

Where it ranks on Inferse

• Best Referral Management Software in 2026#19 of 36

Sources

• phreesia.com/referral-management-software/· checked 7 Oct 2026
• phreesia.com/platform/· checked 7 Oct 2026
• phreesia.com/our-story/· checked 7 Oct 2026
• phreesia.com· checked 28 Sept 2026
• phreesia.com/pricing/· checked 7 Oct 2026