Freedom251 › Case Management Software
Referra OS

Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | Annual contracts · Up to 200 clients · Up to 10 agency users · Full platform access · Provider portal included · Standard onboarding & support | On request |
| Enterprise | Annual contracts · Up to 2,500+ clients · Up to 75+ agency users · Full platform access · Provider portal included · Dedicated onboarding & support | On request |
| Growth | Annual contracts · Up to 1,000 clients · Up to 40 agency users · Full platform access · Provider portal included · Priority onboarding & support | On request |
As referraos.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Facts from Referra OS's own pages
- Agency operations
- The platform brings leadership, supervision, and care coordination onto one system. · referraos.com, 12 Oct 2026
- Audit trail
- Yes · referraos.com, 22 Sept 2026
- Availability
- The site lists a 99.9% uptime SLA. · referraos.com, 12 Oct 2026
- Client records
- Client records bring together plans, services, providers, files, and history from intake through reassessment and transition. · referraos.com, 12 Oct 2026
- Compliance
- The platform tracks required items and deadlines, surfaces overdue or expiring work, and records timestamped actions in an audit trail. · referraos.com, 12 Oct 2026
- Compliance claims
- The site describes its infrastructure as SOC 2 Type II and FedRAMP-authorized, offers HIPAA-ready configurations, and says a BAA is available. · referraos.com, 12 Oct 2026
- Data export
- The agency owns its data, and records, files, and audit history can be exported in standard formats. · referraos.com, 12 Oct 2026
- Deployment
- cloud · referraos.com, 22 Sept 2026
- Free plan
- No · referraos.com, 22 Sept 2026
- Product boundary
- Referra OS handles agency operations and does not replace existing tools for clinical documentation, payroll, or state-required processes. · referraos.com, 12 Oct 2026
- Provider coordination
- A dedicated provider portal supports referrals, authorizations, and coordination with case managers. · referraos.com, 12 Oct 2026
- Provider fees
- Provider access is included in the platform model with no separate provider license required. · referraos.com, 12 Oct 2026
- Purpose
- Referra OS is a connected platform for Medicaid waiver case management agencies. · referraos.com, 12 Oct 2026
- Reporting dashboards
- Yes · referraos.com, 22 Sept 2026
- Security
- The site says the platform runs on Salesforce infrastructure with role-based access, audit trails, and encryption. · referraos.com, 12 Oct 2026
- Support
- The pricing tiers list standard, priority, or dedicated onboarding and support, depending on tier. · referraos.com, 12 Oct 2026
- Workflows
- Its listed capability areas include case manager workflows, documentation and files, billing workflows, compliance tracking, and referrals and provider coordination. · referraos.com, 12 Oct 2026
Where Referra OS stands on Freedom251
- Case Management Software#167 of 177