One platform, not seven tools.
Run the work of the agency on one connected system.
Executive Operations
Built for Medicaid waiver case management. Run leadership, supervision, and the care team's day on one connected platform.
Bring leadership, supervision, and care coordination onto one connected platform — so your team spends the day on the care work, not the coordination of it.
Run the work of the agency on one connected system.
Spot risk, workload, and revenue across the agency without scheduling another meeting.
Less coordination drag. Less burnout. So your best people stay.
Owner-led agencies to multi-county teams. Each role gets the view built for the way they actually work.
Workload, risk, and revenue across the agency — in real time.
Manage the case manager team from one view. See where the work is and where it's stuck.
The client, the documentation, and the compliance work — on the same record.
A dedicated portal for referrals, authorizations, and coordination with the case manager.
Everything your team needs about a client, on one record — from intake through annual reassessment to transition.
Plan, services, providers, files, and history — the moment the record opens.
When more than one provider serves the client, your team coordinates from a single record — not two systems and a thread of emails.
Renewals, reassessments, and signature deadlines surface on the timeline — so the team works ahead of the calendar.
Every service has more than one party doing the work. Referra OS puts them on the same record.
Agency, case manager, client, and provider on the same source of truth — so everyone serving this client works from the same page.
Dates, hours, and approvals connected to the service the moment it begins.
Coordination stays on the record — not with whoever was on the email.
Required items live on the records they govern. Deadlines surface before they pass. Audit history builds itself.
Six capability areas. One platform. Purpose-built for the work of care coordination.
Caseloads, workload, performance, and risk in one view — so leadership runs the agency on real numbers.
The records, tasks, and follow-up of the daily workflow on one platform — so coordination doesn't stall the work.
Notes, files, and history in the context of the record they belong to — so the team finds what they need without asking.
Revenue operations connected to the service work that generates them — so billing keeps pace with delivery.
Required items in context. Gaps surfaced before they become audit problems.
Referrals, responses, authorizations, and ongoing coordination — in one flow providers actually want to use.
Full platform access at every tier. Provider access included. Priced by client count.
Annual contracts. Custom tiers available for larger agencies.
Trust isn't bolted on. It's built in. Referra OS runs on the same Salesforce infrastructure your security and procurement teams already know how to evaluate — role-based access, audit trails, and encryption included.
Case management agencies running Medicaid waiver services — and the provider networks they coordinate with.
Referra OS unifies the operational side of the agency. It doesn't replace the tools you already use for clinical documentation, payroll, or state-required processes.
No. Provider access is included in the platform model — no separate license required.
Implementation timelines depend on migration scope, configuration needs, and rollout approach.
Yes. HIPAA-ready configurations and BAA support are part of the platform.
Your agency owns its data. Records, files, and audit history export in standard formats.
A 30-minute walkthrough on real records and real workflows.