Frequently Asked Questions

In order to provide quick and clear answers to the most important frequently asked questions, we’ve compiled a list related to WellMed’s referral process changes.

Read the FAQs →
FAQs for WM LP

An Important Announcement Regarding the WellMed Referral Waiver

As the Public Health Emergency referral waiver was lifted in 2023, WellMed opted to extend the waiver through 9/30/24.

Effective 10/1/2024, all Primary Care Providers (PCP) who manage any WellMed patient should begin to issue referrals for specialty care.

Click the link below to the read the rest of this important announcement.

Read the Announcement →

A Message from WellMed

Hear from WellMed leaders on the power of this joint venture for contracted & affiliated primary care providers.

Read the Announcement →

Training Sessions

MARCH 2025
Topic
Date
Time
Link to Register
Zephyr PCP Create/Send Referrals Training
March 27, 2025
12:00pm CST
Register Here
APRIL 2025
Topic
Date
Time
Link to Register
Zephyr PCP Create/Send Referrals Training
April 1, 2025
7:30am CST
Register Here
Zephyr PCP Create/Send Referrals Training
April 9, 2025
12:00pm CST
Register Here
Zephyr PCP Create/Send Referrals Training
April 11, 2025
11:00am CST
Register Here
Zephyr PCP Create/Send Referrals Training
April 22, 2025
7:30am CST
Register Here
Zephyr PCP Create/Send Referrals Training
April 30, 2025
12:00pm CST
Register Here

How to Obtain Zephyr Access


Step 1

Get a Zephyr username and password

Step 2

Sign up for a LeadingReach account

Step 3

Link your Zephyr and LeadingReach accounts

Step 4

Register for an instructor-led training

Step 5

Login to begin sending referrals

Supporting Documentation

How to Access
Zephyr to Send Referrals

Click here to download our print-ready one-pager that illustrates the steps needed to access Zephyr to send referrals.

How to Link Zephyr and LeadingReach Accounts

Click to here to download a step-by-step guide on linking your Zephyr and LeadingReach accounts together.

Benefits for Participating Primary Care Providers

Enhanced Care Coordination

High quality healthcare starts with a collaborative care plan. Coordinating with the patient’s entire care team gives each provider the insight needed to ensure the patient gets the care they deserve in a timely manner.

 

Securely Communicate with Referring Offices

Send and receive HIPAA-secure messages and file attachments with referring offices to improve care coordination and the patient experience. “Close the care loop” by providing status updates and streamlining communication with offices and patients during the referral process.

Reduce Referral Leakage and Establish Your RTA

Manage all referrals in a single dashboard with LeadingReach to establish your practice’s outbound referral-to-appointment ratio. Gain valuable insight through real-time reports identifying referral trends, appointment leakage, and workflow throughput metrics.

Frequently Asked Questions

Please follow the steps in the How to Obtain Zephyr Access section of this page.

LeadingReach is a separate platform with its own, secure login portal. The Zephyr Bridge will create a “link” between the two platforms.

You will log into LeadingReach when creating a link between your Zephyr and LeadingReach accounts. Once linked, you will not be required to log in when sending referrals or launching LeadingReach from Zephyr.

Each person who plans to send or view referrals in Zephyr will need a unique LeadingReach login.

You can use the same email address to login into both applications, but you will need a separate login for each application as they are treated independently.

Zephyr is expanding its offering to include specialist referrals. ePRG will continue to house a number of tools for WellMed Contracted and Affiliated Providers.

LeadingReach is the software company behind Zephyr and is a development partner with WellMed.

Like Zephyr, LeadingReach will be provided at no cost to WellMed Contracted & Affiliated PCPs*

*The contract with WellMed will not supersede an existing contract that the PCP may already have in place with LeadingReach*

Join over 50,000 other healthcare organizations on the LeadingReach Network

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An Important Message Regarding the WellMed Referral Waiver

WellMed's referral waiver expired September 30, 2024 and the implementation period has started, effective October 1, 2024. The primary purpose of the implementation period is to allow time for offices to stand up their referral processes and be trained to use LeadingReach.

  • Referrals are encouraged for all patients, but are currently not required
  • Patient care should not be disrupted due to this process; claims will not be denied due to lack of referral
  • Referrals and prior authorizations are separate and distinct; the prior authorization process has not changed
  • The implementation period will run until further notice

We encourage all providers to establish a connection through LeadingReach and attend training to learn more.