Phreesia Referral Management

What Phreesia Referral Management is

Phreesia Referral Management is web-based software for provider organizations coordinating referrals among primary care physicians, specialists, and other providers. It gathers referrals received by fax, phone, portal, or EHR into one queue. Teams can create filtered work queues, assign tasks, and prioritize referrals by value and urgency. Paper referrals and e-faxes can be digitized and transcribed into a dashboard for staff review. Staff can text patients to confirm information or request documents, and check insurance eligibility and benefits before scheduling. Reporting covers referral volume and status, clinical reason, open versus scheduled rates, insurance mix, and top referring providers. Phreesia describes bidirectional integration with leading practice management and EHR systems, including athenahealth, Epic, Meditech, NextGen, Oracle, and Veradigm. Integration methods include HL7v2, FHIR, proprietary APIs, and data extracts; supported standards also include CCD and CSV. Phreesia lists HITRUST CSF certification, PCI DSS Level 1 service provider status, SOC 2 Type 2, and PCI-validated Point-to-Point Encryption. Pricing is on request. The company was founded in 2005 and is headquartered in Wilmington, Delaware.