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- Phreesia Referral Management
On the recordRead 7 Oct 202616 facts
Phreesia Referral Management
Wilmington, Delaware, United States
Plans and prices
Phreesia Intake platform
Free
Every Phreesia Intake product included through spring 2027
Read 7 Oct 2026 · phreesia.com
On the record
- Analytics
- Its dashboard reports referral volume, status, clinical reason, open versus scheduled rates, insurance mix and top referring providers.phreesia.com · read 7 Oct 2026
- Company history
- Phreesia says it was founded in 2005 and describes itself as a platform for healthcare organizations.phreesia.com · read 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 · read 7 Oct 2026
- Insurance checks
- The software can check referred patients’ eligibility and benefits before scheduling.phreesia.com · read 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 · read 7 Oct 2026
- Patient engagement
- Staff can text patients to confirm information and request documents.phreesia.com · read 7 Oct 2026
- Purpose
- Phreesia Referral Management helps provider organizations send and receive referrals and turn them into scheduled appointments.phreesia.com · read 7 Oct 2026
- Referral intake
- It consolidates referrals arriving by fax, phone, portal or EHR into a single organized queue.phreesia.com · read 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 · read 7 Oct 2026
- Support
- Each client receives a dedicated account owner reachable by phone, chat and email, with responses within 24 hours.phreesia.com · read 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 · read 7 Oct 2026
- Transcription
- The service digitizes and transcribes referrals, including paper and e-faxes, into a dashboard for staff review.phreesia.com · read 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 · read 7 Oct 2026
- Workflows
- Teams can create custom-filtered work queues, assign tasks and prioritize referrals by value and urgency.phreesia.com · read 7 Oct 2026
