In Episode 77 of the WeInfuse Podcast, we welcome back Trey Holterman from Tennr for a timely and practical conversation on how to create a reliable referral-to-treatment process in today’s increasingly complex healthcare environment.

Trey returns following his earlier appearance on Episode 69: How to Improve Efficiency, Reimbursement & Service with Trey Holterman where he explored how automation and workflow optimization can help infusion centers process patients faster and improve reimbursement outcomes, where he discussed improving efficiency, reimbursement, and service across patient intake workflows. In this follow-up episode, the conversation goes deeper, focusing on where referrals break down, why patients get stuck, and how operational gaps at the front end create downstream problems for patients, staff, and revenue.

Trey shares the most common points of failure between referral and treatment, including incomplete orders, slow outreach, unclear financial responsibility, and prior authorization delays. Trey also breaks down what many operators experience every year but struggle to manage effectively, the insurance “blizzard.” As insurance changes reset at the start of the year, infusion centers face a surge of eligibility checks, authorization reviews, and documentation updates. When these steps are not handled proactively, patients show up for care only to be turned away, or worse, receive treatment that will never be reimbursed.

Listeners will gain insight into how speed, structure, and clarity at the front end of the process directly impact patient conversion, denial rates, staff workload, and risk exposure. Trey shares real-world examples of how tightening referral intake, standardizing prior authorization workflows, and proactively managing insurance changes can dramatically improve both patient experience and operational performance.

This episode is a must-listen for infusion center leaders, operators, and referral teams who want to reduce chaos, protect revenue, and ensure patients move smoothly from referral to treatment without falling through the cracks.

In this episode, we talk with Aaron Smith, Chief Executive Officer of Vetriq. He shares how Vetriq delivers a unified platform for payer and patient workflows using automation, real-time analytics, and intelligence to create predictable, efficient, and fully visible financial operations. They don't replace RCM systems, banks, or lockboxes. They connect them so the work between them disappears for your staff.

Gibran Ameer, PharmD, CEO of VirtueTechnologies, joins the WeInfuse podcast to unpack how pharmacy and infusion workflows connect in the real world. He shares his path into infusion, the biggest challenges he sees from the chair to the courier, and a behind-the-scenes story that shows why shipment visibility and proof of delivery matter. Gibran explains his light bulb moment about unifying data across portals and walks through the VirtueScript integration with WeInfuse, including how shipment details and proof of delivery flow back into WeInfuse in a normalized, audit-ready format.

Matthew Wood, Director of Operations at Infusion Specialists in Idaho, shares how a non-traditional background in finance, marketing, and tech helped him launch and grow an outpatient infusion center—fast. From opening in months (not years) to making referrals “five-minutes easy,” Matt walks through the systems, staffing, and patient-experience choices that drive momentum.

What you’ll learn:

• How to stand up an infusion center quickly without cutting corners

• Practical ways to make referrals frictionless (beyond fax)

• Social media and short-form video that actually build trust

• Common payor/distributor pitfalls (and how to get ahead of them)

• Why documenting every visit like an E&M improves clinical and business outcomes

• A primer on medically integrated dispensing and when to consider it

• The value of peer masterminds for operators in year one and beyond

In this episode, we talk with Brenda Matthews, Director of Infusion Strategy at Cencora. Brenda shares her journey into the infusion industry, insights from her deep background in patient safety, and her work helping infusion centers optimize operations with analytics, inventory management, and enterprise strategy. You’ll also hear about the exciting partnership between Cencora and WeInfuse—and Brenda’s top advice for infusion providers looking to strengthen their safety practices.

We’re diving into the world of home infusion and specialty pharmacy with Kaila Raimondo, Head of US Markets for AlayaCare.

AlayaCare is transforming how care is delivered outside the traditional four walls of a clinic or hospital, and Kaila brings a unique perspective—not just as an industry leader, but also as a former infusion patient. We talk about everything from solving complex logistical challenges with software, to improving the patient experience, to why nurses are the true face of your brand.

In this episode, we talk with Layne Martin, SVP/GM Specialty at Morris & Dickson. Layne shares his journey into specialty pharmaceuticals and insights into smarter purchasing for sustainability of infusion centers.

In this episode, we talk with Bruce Gehring (Senior Vice President, Business Development) and Anne Orrick (Chief Operating Officer) of Allegiance Group. Bruce and Anne share how to improve the patient revenue cycle. They partner with infusion centers to recover more cash quickly and reduce the resources needed for collecting patient payments.