Referra OS
referraos.com
Spec sheet
- Purpose
- Referra OS is a connected platform for Medicaid waiver case management agencies.Read 12 Oct 2026 · referraos.com
- Deployment
- cloudRead 22 Sep 2026 · referraos.com
- Free plan
- NoRead 22 Sep 2026 · referraos.com
- Security
- The site says the platform runs on Salesforce infrastructure with role-based access, audit trails, and encryption.Read 12 Oct 2026 · referraos.com
- Compliance
- The platform tracks required items and deadlines, surfaces overdue or expiring work, and records timestamped actions in an audit trail.Read 12 Oct 2026 · referraos.com
- Support
- The pricing tiers list standard, priority, or dedicated onboarding and support, depending on tier.Read 12 Oct 2026 · referraos.com
- Agency operations
- The platform brings leadership, supervision, and care coordination onto one system.Read 12 Oct 2026 · referraos.com
- Audit trail
- YesRead 22 Sep 2026 · referraos.com
- Availability
- The site lists a 99.9% uptime SLA.Read 12 Oct 2026 · referraos.com
- Client records
- Client records bring together plans, services, providers, files, and history from intake through reassessment and transition.Read 12 Oct 2026 · referraos.com
- Compliance claims
- The site describes its infrastructure as SOC 2 Type II and FedRAMP-authorized, offers HIPAA-ready configurations, and says a BAA is available.Read 12 Oct 2026 · referraos.com
- Data export
- The agency owns its data, and records, files, and audit history can be exported in standard formats.Read 12 Oct 2026 · referraos.com
- Product boundary
- Referra OS handles agency operations and does not replace existing tools for clinical documentation, payroll, or state-required processes.Read 12 Oct 2026 · referraos.com
- Provider coordination
- A dedicated provider portal supports referrals, authorizations, and coordination with case managers.Read 12 Oct 2026 · referraos.com
- Provider fees
- Provider access is included in the platform model with no separate provider license required.Read 12 Oct 2026 · referraos.com
- Reporting dashboards
- YesRead 22 Sep 2026 · referraos.com
- Workflows
- Its listed capability areas include case manager workflows, documentation and files, billing workflows, compliance tracking, and referrals and provider coordination.Read 12 Oct 2026 · referraos.com
Plans and prices
Enterprise Priced on request Annual contracts Up to 2,500+ clients · Up to 75+ agency users · Full platform access · Provider portal included · Dedicated onboarding & support Read 12 Oct 2026 · referraos.com
Growth Priced on request Annual contracts Up to 1,000 clients · Up to 40 agency users · Full platform access · Provider portal included · Priority onboarding & support Read 12 Oct 2026 · referraos.com
Starter Priced on request Annual contracts Up to 200 clients · Up to 10 agency users · Full platform access · Provider portal included · Standard onboarding & support Read 12 Oct 2026 · referraos.com
Where Specifiction places it
- Case Management Software#166 of 1776.8
