Phreesia Referral Management

6.7easy start · #12 of 36
in Referral Management Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

Phreesia Referral Management is ranked #12 of 36 in referral management software on The Geeks Club. It runs on Web. There is no free plan.

Phreesia Referral Management plans and pricing

All plans

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 phreesia.com · 7 Oct 2026

Compared on referral management software

Free plan: No
Referral types: professional
Capture methods: portal
API or webhooks: Yes

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The record

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

Where it ranks on The Geeks Club

Best Referral Management Software in 2026#12 of 36

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Sources

phreesia.com/referral-management-software/· checked 7 Oct 2026
phreesia.com/platform/· checked 7 Oct 2026
phreesia.com/our-story/· checked 7 Oct 2026
phreesia.com· checked 28 Sept 2026
phreesia.com/pricing/· checked 7 Oct 2026