Referral Management & Loop Closure for Medical Office Managers 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
Audit your Phreesia configuration
We map the specific Phreesia objects, custom fields, and workflows the automation needs to touch for your primary care practice.
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.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Phreesia with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Phreesia instance
30-minute call. We'll look at your actual Phreesia setup and show exactly how this workflow fits.