Best Referral Management Software - Page 5

How Many Referral Management Software Products Does G2 Track?

Total Products under this Category: 84

Category Stats (Sep 2026)

  • Average Rating: 4.44/5 The average rating of products in this category, based on all submitted ratings

Last updated: September 08, 2026

How Does G2 Rank Referral Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 700+ Authentic Reviews
  • 84+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

Netsmart Interoperability

Who Is the Company Behind Netsmart Interoperability?

  • Seller: Netsmart
  • Year Founded: 1968
  • HQ Location: Overland Park, KS
  • Twitter: @netsmarttech
    4,424 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,725 employees on LinkedIn®

Netsmart Referral Manager

Netsmart Referral Manager® automates the referral process, eliminating the need for emails, phone calls, faxes and manual data entry. The cloud-based, EHR agnostic solution cuts referral response time in half by electronically aggregating multiple referral networks into a single portal and streamlining the acceptance and rejection process. Organizations use fewer resources to handle referrals, processing them more quickly and accurately, while gaining a competitive advantage.

Who Is the Company Behind Netsmart Referral Manager?

  • Seller: Netsmart
  • Year Founded: 1968
  • HQ Location: Overland Park, KS
  • Twitter: @netsmarttech
    4,424 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,725 employees on LinkedIn®

ODLink

OD Link is comprehensive practice management and EMR/EHR software for maintaining patient records, exams, appointments, inventory and dispensing for retail, billing and insurance information, recalls, referrals, and more.

Who Is the Company Behind ODLink?

Pariox

Pariox is an all-in-one software for home health therapy companies with features integrated to help you manage your time and money such as, electronic documentation, scheduling, medicare compliance, referral management, billing and payroll, and more.

Who Is the Company Behind Pariox?

  • Seller: Pariox
  • Year Founded: 2007
  • HQ Location: N/A
  • Twitter: @Pariox
    3 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Philips Interoperability Solutions

forIndex is designed to simplify the care professionals workflow by providing one interface. This allows for the discovery of all clinical information regardless of where that information is stored, internally or externally.

Who Is the Company Behind Philips Interoperability Solutions?

  • Seller: Forcare
  • Year Founded: 2006
  • HQ Location: Zeist, NL
  • Twitter: @ForcareBV
    265 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Phreesia

Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN

Average Rating: 3.9/5.0

Total Reviews: 44

Who Is the Company Behind Phreesia?

  • Seller: Phreesia
  • Year Founded: 2005
  • HQ Location: Wilmington, DE
  • Twitter: @phreesia
    1,542 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,442 employees on LinkedIn®
  • Ownership: NYSE: PHR

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 56% Small, 38% Medium

What Do G2 Reviewers Say About Phreesia?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Phreesia, finding it user-friendly and efficient for scheduling and analytics.
  • Users value the time-saving features of Phreesia, achieving significantly reduced check-in times and streamlined processes.
  • Users praise Phreesia's exceptional customer support for its responsiveness, knowledge, and commitment to successful implementation.
  • Users appreciate the intuitive and customizable features of Phreesia, enhancing patient intake and overall workflow efficiency.
  • Users appreciate the efficiency of Phreesia, significantly reducing check-in times and enhancing overall productivity.
Cons
  • Users note a challenging learning curve for Phreesia, particularly with scattered training and advanced configurations.
  • Users experience technical issues with Phreesia, including incomplete form integration and problems with online bill pay functionality.
  • Users note a training deficiency with Phreesia, particularly for new users navigating advanced features and training flow.
  • Users find the difficult setup of Phreesia overwhelming, with challenges in workflows and making changes to intake forms.
  • Users find insufficient guidance in Phreesia's training, complicating the learning process for new and advanced features.

What Are Recent G2 Reviews of Phreesia?

What Are G2 Users Discussing About Phreesia?

Prodoc

Prodoc AI empowers healthcare providers to enhance patient engagement through our AI-powered patient engagement platform. Our vision is to enable zero wait time for all patient interactions, automating communication to ensure timely, efficient, and personalized experiences at every touchpoint. Prodoc AI implements autonomous agents using custom-built Specialized Language Models (SLMs), ensuring effective patient interactions and dynamic care journey generation. The platform seamlessly handles a wide range of tasks, from appointment scheduling and reminders to follow-ups and treatment adherence, improving both operational efficiency and patient satisfaction. Headquartered in Bangalore, India, Prodoc AI serves healthcare providers across private hospitals, multi-specialty clinics, telemedicine platforms, and insurance providers. Over 100+ healthcare organizations use our platform to automate patient communications and enhance engagement across voice, chat, SMS, and app ecosystems.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Prodoc?

  • Seller: Prodoc
  • Year Founded: 2022
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Prodoc?

RecordLinc

Securely and easily send electronic referrals between dental professionals.

Who Is the Company Behind RecordLinc?

  • Seller: RecordLinc
  • HQ Location: Chandler, AZ
  • Twitter: @recordlinc
    1,286 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Referral Management App

The Referral Management App is a turnkey, pre-configured work ow solution that gives you the tools you need to properly handle referrals and ensure a healthy pipeline for your business.

Who Is the Company Behind Referral Management App?

ReferWell

ReferWell connects providers into Virtually Integrated Networks that optimize transitions of care. We help you drive the patient journey through the last mile with complete visibility into all interactions—so providers and payers can close the loop efficiently. With our system, you’ll direct patients toward the highest-quality providers, increase patient compliance, reduce leakage and close more care gaps. Clients raise revenue by increasing keepage, improving STAR ratings and getting more members’ HCC coding updated. Our comprehensive suite of services connects to all your EMRs for streamlined referrals, point-of-care appointment scheduling and care team support, including provider directory management, eConsult and telehealth capabilities.

Who Is the Company Behind ReferWell?

Regard

Regard is a comprehensive healthcare software solution designed to enhance clinical decision-making by integrating and analyzing electronic health records (EHRs) and medical data. It provides healthcare providers with evidence-based clinical assessments, streamlining workflows and improving patient care.

Who Is the Company Behind Regard?

  • Seller: Regard
  • Year Founded: 2017
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    106 employees on LinkedIn®
Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024