Referra OS
The facts below are what the maker publishes about Referra OS, checked and dated. Our editors have not written about it yet.
Plans and prices
From Referra OS's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | Priced on request | Up to 2,500+ clients · Up to 75+ agency users · Full platform access · Provider portal included · Dedicated onboarding & support · Annual contracts |
| Growth | Priced on request | Up to 1,000 clients · Up to 40 agency users · Full platform access · Provider portal included · Priority onboarding & support · Annual contracts |
| Starter | Priced on request | Up to 200 clients · Up to 10 agency users · Full platform access · Provider portal included · Standard onboarding & support · Annual contracts |
The facts
Each one read from Referra OS's own pages, with the date it was checked.
What it does
- Agency operations
- The platform brings leadership, supervision, and care coordination onto one system.checked 12 Oct 2026
- Audit trail
- Yeschecked 22 Sep 2026
- Availability
- The site lists a 99.9% uptime SLA.checked 12 Oct 2026
- Client records
- Client records bring together plans, services, providers, files, and history from intake through reassessment and transition.checked 12 Oct 2026
- Compliance
- The platform tracks required items and deadlines, surfaces overdue or expiring work, and records timestamped actions in an audit trail.checked 12 Oct 2026
- 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.checked 12 Oct 2026
- Data export
- The agency owns its data, and records, files, and audit history can be exported in standard formats.checked 12 Oct 2026
- Deployment
- cloudchecked 22 Sep 2026
- Product boundary
- Referra OS handles agency operations and does not replace existing tools for clinical documentation, payroll, or state-required processes.checked 12 Oct 2026
- Provider coordination
- A dedicated provider portal supports referrals, authorizations, and coordination with case managers.checked 12 Oct 2026
- Provider fees
- Provider access is included in the platform model with no separate provider license required.checked 12 Oct 2026
- Purpose
- Referra OS is a connected platform for Medicaid waiver case management agencies.checked 12 Oct 2026
- Reporting dashboards
- Yeschecked 22 Sep 2026
- Security
- The site says the platform runs on Salesforce infrastructure with role-based access, audit trails, and encryption.checked 12 Oct 2026
- Support
- The pricing tiers list standard, priority, or dedicated onboarding and support, depending on tier.checked 12 Oct 2026
- Workflows
- Its listed capability areas include case manager workflows, documentation and files, billing workflows, compliance tracking, and referrals and provider coordination.checked 12 Oct 2026
Money
- Free plan
- Nochecked 22 Sep 2026
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