# Referral Management & Loop Closure for Medical Office Managers with Phreesia

> AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Phreesia](https://calish.com/workflows/tool/phreesia/)
- **Role:** [Medical Office Manager](https://calish.com/workflows/for/medical-office-manager/)
- **Specialty:** Primary Care
- **Category:** Communication & Outreach
- **Canonical URL:** https://calish.com/workflows/with/referral-management-and-loop-closure-for-medical-office-manager-with-phreesia/

## The Problem

Incoming Primary Care referrals sit in fax queues and athenahealth work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.

## What We Build in Phreesia

AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.

## Phreesia Integration Approach

1. **Audit your Phreesia configuration.** We map the specific Phreesia objects, custom fields, and workflows the automation needs to touch for your primary care practice.
2. **Build on the Phreesia API or agent.** Integration happens inside Phreesia — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Phreesia with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Referral Management & Loop Closure for Medical Office Managers](https://calish.com/workflows/referral-management-and-loop-closure-for-medical-office-manager/)
- AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost.

## Other Phreesia Automations

- [Patient Experience Feedback Loop for Cardiology Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-cardiology-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Cardiology Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-cardiology-practice-manager-with-phreesia/)
- [Rx Refill Request Processing for Dermatology Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-dermatology-practice-manager-with-phreesia/)
- [Patient Experience Feedback Loop for Orthopedic Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-orthopedic-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Orthopedic Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-orthopedic-practice-manager-with-phreesia/)
- [Controlled Substance & PDMP Compliance for Pediatric Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-pediatric-practice-manager-with-phreesia/)
- [Infusion Chair & Drug Scheduling for Pediatric Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-pediatric-practice-manager-with-phreesia/)
- [Prior Authorization Submission for Pediatric Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-pediatric-practice-manager-with-phreesia/)

---

Book a free 30-minute consultation: https://calish.com/contact