ReferWell
- Company typePrivate
- Founded2014
- HeadquartersStamford, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What ReferWell does
ReferWell is a private digital health company founded in 2014 and headquartered in Stamford, Connecticut, that operates a SaaS care-navigation platform targeting health plans, at-risk provider organizations, ACOs, hospitals/health systems, and FQHCs. Its purpose is to close the loop between identifying patients who need care and ensuring they actually complete their appointments — addressing an industry-wide baseline show rate of roughly 60% and persistent referral leakage. The platform comprises two products sold as a bundled offering: ReferWell Connect™, an EHR-agnostic referral management and scheduling system featuring intelligent provider matching and real-time specialist availability that books appointments in under one minute with an 85% in-network capture rate; and ReferWell Engage™, a technology-enabled service layer staffed by expert Care Navigators who perform member outreach in native languages, confirm insurance, coordinate transportation, and follow up to confirm attendance and retrieve consult notes.
ReferWell monetizes through recurring, quote-based enterprise contracts sold via a direct field-sales motion to large healthcare organizations. The company is privately held and has raised four funding rounds — a 2014 seed from Blueprint Health and New York Angels, follow-on rounds in 2016 and 2020 led by Health Catalyst Capital and Connecticut Innovations respectively, and a Series B in January 2023 led by Viewside Capital Partners with participation from Essen Ventures, Health Catalyst Capital, and Connecticut Innovations. Strategic deployment partner Essen Health Care serves as a flagship commercial anchor, and the company reports platform-wide scale metrics of 10M+ covered lives, 1.8M people engaged, and 1M+ appointments scheduled, with reported outcomes including a 92% MA member show rate, 8-10x validated ROI for health plan partners, and 88% retention for at-risk members. In June 2026 the company appointed Eric Rosow, a healthcare technology entrepreneur with 35+ years of experience, as Chief Executive Officer to lead its next growth phase.
ReferWell firmographics
Firmographics- Name
- ReferWell
- Legal name
- ReferWell
- Website
- https://referwell.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
ReferWell industry classification
Industry- Product category
- Healthcare Care Coordination & Referral Management Software
- NAICS
- Other Ambulatory Health Care Services (6219)
- SIC
- Services-Health Services (8000)
- akta.pro primary industry
- Care Coordination, Referral Management & Transitions-of-Care Pathways (HLACAGAL)
- akta.pro secondary industries
- Care Navigation, Referral & Care Coordination Engagement (HLACAEAD), Referral Intake & Scheduling Coordination (HLACADAF), Care Management & Coordination Platforms (case/disease management workflows) (HLACAHAD)
Keywords
Where ReferWell is headquartered
LocationHeadquarters
- HQ city
- Stamford
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
ReferWell business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Healthcare Navigation Platform Services: ReferWell generates revenue through its care navigation and scheduling platform services sold to health plans, at-risk provider organizations, hospitals, health systems, and FQHCs. The company provides both technology (ReferWell Connect) and technology-enabled services (ReferWell Engage) to close care gaps and improve show rates.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
ReferWell product offering
Product offeringCore offering
ReferWell provides a combined platform-plus-services offering for healthcare payers and providers: ReferWell Connect™ is an EHR-agnostic referral management and scheduling platform with intelligent provider matching and real-time specialist availability, while ReferWell Engage™ deploys expert Care Navigators who educate members, schedule appointments, verify insurance, coordinate transportation, and follow up to confirm attendance and retrieve consult notes. Together they close the referral loop from prior authorization through completed appointment for health plans, at-risk providers, ACOs, hospitals, health systems, and FQHCs.
Product overview
ReferWell offers a unified platform-plus-services model consisting of two interconnected products: ReferWell Connect™ (the core scheduling and referral management technology) and ReferWell Engage™ (a technology-enabled service layer using expert Care Navigators working on the Connect platform). Together, they form an orchestrated navigation system combining intelligent scheduling technology with human-in-the-loop care navigators to close the gap between care identification and completed appointments.
Differentiator
Problem solved
Functional benefit
Brands
- ReferWell Connect™: End-to-end referral management and scheduling platform that closes the loop from prior authorization through completed appointment, featuring intelligent provider matching, real-time specialist availability, and EHR integration.
- ReferWell Engage™
Products and services
- ReferWell Connect™ End-to-end referral management and scheduling platform that closes the loop from prior authorization through completed appointment. Features intelligent provider matching, real-time specialist availability, and seamless EHR integration, enabling booking in under one minute per referral. Targeted at health plans, at-risk provider organizations, ACOs, hospitals, health systems, and FQHCs.
- ReferWell Engage™ Technology-enabled service deploying expert Care Navigators who work the ReferWell Connect platform on behalf of clients. Navigators educate members, schedule appointments, confirm insurance and provider access, coordinate transportation, address barriers, and follow up to confirm attendance and retrieve consult notes. Targeted at health plans, providers, ACOs, hospitals, and FQHCs needing human-in-the-loop outreach in members' native languages.
Quantifiable outcome
- 92% MA member show rate (vs ~60% industry average)
- +6 more outcomes
Companies that use ReferWell
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
ReferWell technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature4 records
ReferWell partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Essen Health CareflagshipEssen Health Care is deploying ReferWell's technology across its extensive healthcare network. This represents a major commercial deployment partnership where ReferWell's platform will be implemented to serve Essen Health Care's patient population for care navigation and referral management.
Scale indicators10 records
Recent moves5 records
Expansion highlights6 records
ReferWell competitors and assessment
Company assessmentDirect peers
- Bamboo Health: Bamboo Health (formerly Collective Medical/PatientPing) provides real-time care coordination, notifications, and provider directory data across acute and post-acute settings. Directly comparable to ReferWell in the transitions-of-care and care-coordination workflow layer for payers and providers.
- Arcadia: Arcadia is a healthcare data and analytics platform that powers population health, care management, and value-based-care workflows for ACOs, health plans, and provider groups. Comparable to ReferWell in care-gap closure, MA quality analytics, and at-risk provider enablement.
- Phreesia: Phreesia provides patient intake, scheduling, and engagement tools deployed at the point of care across health systems and physician practices. Comparable to ReferWell in patient access, scheduling automation, and healthcare consumer engagement, though Phreesia is more focused on intake than referral closure.
- CipherHealth: CipherHealth offers patient outreach, navigation, and post-discharge engagement solutions for health systems and payers. Comparable to ReferWell Engage's navigator-driven model for closing care gaps, transitions of care, and patient follow-up.
- DocASAP: DocASAP offers online scheduling, provider search, and patient access technology for health plans and provider networks. Closely comparable to ReferWell Connect's provider-matching and real-time scheduling capabilities for payer-provider deployments.
Broad incumbents
- Health Catalyst: Health Catalyst offers a broad data and analytics platform for health systems, including care management, population health, and quality-improvement modules. It is also a ReferWell investor (Health Catalyst Capital). Overlaps with ReferWell in value-based-care analytics and ACO enablement but operates at a much larger enterprise scale.
- WellSky: WellSky provides care coordination and post-acute care software across hospitals, home health, and community providers. Comparable to ReferWell in transitions-of-care and referral workflows, but operates at much broader scale across the post-acute continuum.
- HealthEdge: HealthEdge delivers core administrative processing, care management, and member engagement software to health plans. Comparable to ReferWell in health plan-facing care management workflows, but with broader claims and benefits administration capabilities.
Emerging players
- Lumeris: Lumeris is a value-based-care enablement platform that partners with health systems and physician groups to manage MA populations, including care navigation and population health workflows. Comparable to ReferWell's at-risk provider and ACO segment, with deeper payer-services integration.
Regional players
- Krames (StayWell): Krames/StayWell provides patient education, engagement, and care navigation content used by health plans and providers to support member outreach. Comparable to ReferWell Engage in member-facing engagement, though primarily content-led rather than navigator-led.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
ReferWell social profiles
Digital presenceReferWell compliance and trust
Trust signalCompliance1 record
ReferWell financial estimates
Financial estimateRevenue estimate
Valuation estimate
ReferWell leadership team
Management profileNumber of profiles
Profiles4 records
ReferWell funding detail
Funding detailFunding overview
Funding rounds4 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ReferWell M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ReferWell
What does ReferWell do?
ReferWell provides a combined platform-plus-services offering for healthcare payers and providers: ReferWell Connect™ is an EHR-agnostic referral management and scheduling platform with intelligent provider matching and real-time specialist availability, while ReferWell Engage™ deploys expert Care Navigators who educate members, schedule appointments, verify insurance, coordinate transportation, and follow up to confirm attendance and retrieve consult notes. Together they close the referral loop from prior authorization through completed appointment for health plans, at-risk providers, ACOs, hospitals, health systems, and FQHCs.
Is ReferWell a public or private company?
ReferWell is a private company. It is classified as venture growth investor backed and is currently operating.
When was ReferWell founded?
ReferWell was founded in 2014. It employs 51 to 100 people.
Where is ReferWell based?
ReferWell is headquartered in Stamford, United States, in the North America region.
How does ReferWell make money?
One revenue line is on record: healthcare Navigation Platform Services.
Who are ReferWell's main competitors?
Direct peers on record are Bamboo Health, Arcadia, Phreesia, CipherHealth and DocASAP. Broad incumbents are Health Catalyst, WellSky and HealthEdge. Lumeris is listed as an emerging player. Krames (StayWell) is listed as a regional player.
Does ReferWell have an API?
No public API is recorded for ReferWell.
What industry is ReferWell in?
ReferWell's product category is Healthcare Care Coordination & Referral Management Software. Its primary akta.pro industry code is HLACAGAL, Care Coordination, Referral Management & Transitions-of-Care Pathways, with a secondary code of HLACAEAD, Care Navigation, Referral & Care Coordination Engagement. Its NAICS code is 6219 and its SIC code is 8000.