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Phreesia Referral Management

phreesia.com

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Spec score 7.6 #19 of 36 in Referral Management Software

Spec sheet

Purpose
Phreesia Referral Management helps provider organizations send and receive referrals and turn them into scheduled appointments.Read 7 Oct 2026 · phreesia.com
Security
Phreesia lists HITRUST CSF certification, PCI DSS Level 1 service provider status, SOC 2 Type 2 and PCI-validated Point-to-Point Encryption.Read 7 Oct 2026 · phreesia.com
Support
Each client receives a dedicated account owner reachable by phone, chat and email, with responses within 24 hours.Read 7 Oct 2026 · phreesia.com
Headquarters
Wilmington, Delaware, United StatesRead 28 Sep 2026 · phreesia.com
Founded
2005Read 28 Sep 2026 · phreesia.com
Analytics
Its dashboard reports referral volume, status, clinical reason, open versus scheduled rates, insurance mix and top referring providers.Read 7 Oct 2026 · phreesia.com
Company history
Phreesia says it was founded in 2005 and describes itself as a platform for healthcare organizations.Read 7 Oct 2026 · phreesia.com
Implementation
Phreesia says a dedicated team handles the build, integration and testing, and most practices can go live in as little as six weeks.Read 7 Oct 2026 · phreesia.com
Insurance checks
The software can check referred patients’ eligibility and benefits before scheduling.Read 7 Oct 2026 · phreesia.com
Integration
Phreesia says it offers bidirectional integration with leading PM and EHR systems, using HL7v2, FHIR, proprietary APIs, data extracts and other methods.Read 7 Oct 2026 · phreesia.com
Patient engagement
Staff can text patients to confirm information and request documents.Read 7 Oct 2026 · phreesia.com
Referral intake
It consolidates referrals arriving by fax, phone, portal or EHR into a single organized queue.Read 7 Oct 2026 · phreesia.com
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.Read 7 Oct 2026 · phreesia.com
Transcription
The service digitizes and transcribes referrals, including paper and e-faxes, into a dashboard for staff review.Read 7 Oct 2026 · phreesia.com
Who it is for
The referral software is described for provider organizations coordinating referrals among primary care physicians, specialists and other providers.Read 7 Oct 2026 · phreesia.com
Workflows
Teams can create custom-filtered work queues, assign tasks and prioritize referrals by value and urgency.Read 7 Oct 2026 · phreesia.com

Plans and prices

Phreesia Intake platform Free Full access at no cost through spring 2027; standard pricing begins May 1, 2027. After that, pricing is customized and quoted based on organization size, workflows and products used. Every Phreesia Intake product included through spring 2027 Read 7 Oct 2026 · phreesia.com

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