PH Exchange®
Managing referrals from start to finish
Orchestrate referral workflows across your network — with visibility, coordination, and accountability.
Ensure referrals move forward, are completed, and stay within your network — improving performance and retaining referral revenue.
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Standardize referral workflows – and close the loop on every referral
Referral management doesn't end at intake.
PH Exchange®
Without visibility and coordination across providers, referrals stall, fall through the cracks, or leave the network entirely — resulting in lost revenue and fragmented care.
PH Exchange® standardizes and automates referral workflows — enabling healthcare organizations to track referral status, identify bottlenecks, and coordinate care across providers and locations.
By bringing structure and accountability to referral processes, organizations can ensure referrals are completed, improve care transitions, and reduce referral leakage.
Before PH Exchange, we had limited visibility into what happened after a referral was sent. Now we can track referrals from start to finish, improve coordination across providers, and ensure more patients stay within our network — protecting both care continuity and revenue.
Chief Executive Officer
Multi-State ACO
Built to manage referral workflows at scale
PH Exchange® combines workflow orchestration with real-time visibility – powered by complete, structured referral data.
Referral workflow standardization and automation
Visibility and coordination across the referral lifecycle
Standardize and automate how referrals are initiated, routed, and managed across providers and locations.
End-to-end referral tracking and visibility
AI-powered referral intake and document processing
Gain visibility into referral status, activity, and bottlenecks — enabling proactive management and improved completion rates.
Network-wide coordination
Keep referrals and referral revenue within your system
Connect providers, practices, and care teams — ensuring referrals move efficiently and care transitions are seamless.
Referral completion and loop closure
Real-time collaboration between providers
Ensure referrals are completed with confirmation — improving accountability and reducing leakage.
Referral analytics and performance insights
Real-time collaboration between providers
Analyze referral patterns, identify leakage trends, and improve performance across your network.
Close more referrals.
Improve performance.
Retain more revenue.
Without visibility and coordination, referrals are often delayed, incomplete, or lost — impacting both patient access and financial performance.
PH Exchange® enables healthcare organizations to standardize referral workflows, improve visibility into referral activity, and ensure timely completion.
By closing the loop on referrals and reducing leakage, organizations can improve care transitions, strengthen performance, and retain more referral revenue.
Increased referral completion
Improved visibility into referral status and bottlenecks
Stronger referral revenue retention
Explore the full referral management platform
Proficient Health Platform
Manage referrals end to end — from intake through coordination, communication, and completion.
PH Capture®
Digitize and automate referral intake — transforming fax- based and manual workflows into structured, actionable data.
PH Connect®
Enable secure, real-time communication between providers to improve coordination and reduce delays across care teams.
PH Exchange®
Manage referral workflows across your network with visibility, coordination, and accountability.