Self-service Check-in

Frequently Asked Questions

Answers to the most commonly asked questions

What is Phreesia?

• What does Phreesia do?
• What is a PhreesiaPad?
• What is the Phreesia Dashboard?
• Will Phreesia change clinician workflow?
• Can all of my patients use Phreesia?
• Will Phreesia integrate with my PMS/EMR?
• What is the educational content on the PhreesiaPad?
• How do patients view the educational content?

What is Phreesia Payment Services?

• How does Phreesia Payment Services work?
• Will Phreesia make me more money?
• Can I still collect cash and/or check payments?
• Can I use my existing bank account?
• How long will it take for payments to be deposited?
• What credit cards will I be able to accept?
• Do patients get a receipt?
• Are you PCI-compliant?
• Can payments be deposited into multiple bank accounts (e.g. for multiple physicians)?
• How can I reconcile statements?
• Which payers are included with eligibility & benefits verification?
• How much does point-of-care eligibility and benefits verification cost?

How does Phreesia fit into your clinical workflow?

• Is patient privacy protected?
• What specialties does Phreesia support?
• How do I view patient information?

What is Phreesia?

What does Phreesia do?

• Phreesia is the nationally recognized leader in simplifying the patient check-in experience for medical practices and their patients
• Phreesia replaces the traditional clipboard by digitizing check-in paperwork with a wireless touchscreen PhreesiaPad. In the waiting room, patients use the PhreesiaPad to electronically complete check-in forms and sign consent forms (eg, HIPAA).
• Phreesia automatically verifies insurance eligibility and benefits while patients check in, and calculates accurate patient copayment at each visit
• Phreesia asks patients to pay at each visit, removing the burden from front-desk staff, and resulting in more copays and balances paid at the time of service

What is a PhreesiaPad?

• The PhreesiaPad is a portable, wireless touchscreen tablet that replaces the outdated patient clipboard. Patients enter all information by touch or with a stylus. PhreesiaPads rest comfortably on patients' laps, and your office receives as many as you need based on patient volume. The PhreesiaPad is not a patient kiosk.

What is the Phreesia Dashboard?

• The Phreesia Dashboard is a secure online tool that helps office staff manage patient flow in the waiting room, and access and manage patient data. With the Dashboard, you can:
• Accept and manage all patient payments, and store all receipts and payment records in one place
• Track patient flow and progress during check-in
• Receive improved eligibility and benefits verification
• Easily access and review your Monthly Value Report online, which features your monthly revenue, payer mix and patient chief complaints

Will Phreesia change clinician workflow?

• No, Phreesia does not modify existing clinician workflow.
• Clinicians can experience improvements in workflow with:
• Detailed clinical information from patients BEFORE patients enter the exam room
• Automatically scored results from clinical surveys

Can all of my patients use Phreesia?

• Yes, Phreesia accommodates new and returning patients. Returning patients verify, rather than re-enter, information.
• Phreesia is extremely easy to use, and is designed for people with little to no computer experience. The same patients that traditionally need help filling out paper forms will need help with Phreesia.

Will Phreesia integrate with my PMS/EMR?

• Most PMS and EMR systems on the market support some form of integration compatible with Phreesia.
• Contact your EMR vendor or technical contact to see which integration options are possible.

What is the educational content on the PhreesiaPad?

• On the PhreesiaPad, patients have the opportunity to view relevant educational messaging prior to being seen by their clinician. The educational content is provided by some of the most prominent companies in the healthcare industry, as well as several leading medical and educational institutions.

How do patients view the educational content?

• Patients see sponsored content only AFTER they complete check-in, and ONLY if they opt in.
• If you do not like a sponsor's health content, we will remove it within 24 hours.

What is Phreesia Payment Services?

How does Phreesia Payments Services work?

• Patient balances are entered into Phreesia before check-in to ensure collection.
• During the check-in process on the PhreesiaPad, Phreesia verifies the patient's insurance and calculates the correct copayment.
• At the end of the check-in interview, the patient will be asked to pay his or her copayment and any outstanding balances.
• The patient receipt will automatically print, and payment results will be recorded in the online Phreesia Dashboard, which can be viewed by practice staff.

Will Phreesia make me more money?

• Phreesia increases your cash flow by collecting payments from patients before they leave the office.
• By using Phreesia's Copay Calculator for every patient check-in, you will collect the correct copayments at every visit.
• Nearly 25% of medical practice revenue today comes directly from patient payments, yet 30% of patients make no payment at the time of service. Phreesia has demonstrated increased payment collections by more than 7% in medical practices, and is an effective solution to narrowing the payment gap.
• Click here to calculate how much value Phreesia can add to your practice

Can I still collect cash and/or check payments?

• Yes, Phreesia allows patients to select their method of payment, and tracks all cash, check and credit card payments in the Phreesia Dashboard.

Can I use my existing bank account?

• Yes, all of the money collected by Phreesia will be deposited into the checking account of your choice.

How long will it take for payments to be deposited?

• Payments will be deposited within 48-72 hours.

What credit cards will I be able to accept?

• All major credit cards are accepted—Visa, MasterCard, American Express, and Discover.
• Phreesia also accepts Flex Spending Account and Health Savings Account cards.

Do patients get a receipt?

• Yes, the receipt is automatically printed at the front desk after a patient has electronically signed for his or her transaction on the PhreesiaPad.
• Receipts for cash or check payments can be printed directly from the practice's online Phreesia Dashboard.
• All receipts are stored electronically for easy retrieval.

Are you PCI-compliant?

• Yes, Phreesia safeguards all of the information it collects.
• Our encryption and security standards match those of banking institutions, to protect all cardholder data.

Can payments be deposited into multiple bank accounts (eg, for multiple physicians)?

• Yes, each clinician can have a separate merchant account set up with Phreesia if they so choose.

How can I reconcile statements?

• Phreesia makes reconciling statements easy. At the end of each day, Phreesia produces a statement illustrating which patients paid, and their method of payment.
• Practice managers can also export all financial data from the Phreesia system, in various file formats.

Which payers are included with eligibility and benefits verification?

• Phreesia uses a third-party service, which covers over 300 payers.
  
• Click here to see a list of our payers

How much does point-of-care eligibility and benefits verification cost?

• E&B verification is included in the cost of Phreesia.

How does Phreesia fit into your clinical workflow?

Is patient privacy protected?

• Yes. Phreesia is committed to the rules outlined in the Health Insurance Portability and Accountability Act of 1996 (HIPAA). We have implemented a secure platform in order to preserve the privacy and security of individually identifiable patient information that is gathered and transmitted via the Phreesia system.
• As a business associate of your practice, we are required to safeguard any personal health information (PHI) that passes through Phreesia. We work closely with your practice to set up and maintain a HIPAA-compliant Phreesia experience.
• Ultimately, it is the responsibility of each practice to ensure it is compliant with HIPAA regulations.
• View our patient privacy page for more information.

What specialties does Phreesia support?

• Phreesia is constantly expanding the specialties that it covers.
• Current specialties include: cardiology, dermatology, endocrinology, gastroenterology, nephrology, Ob/Gyn, ophthalmology, primary care, pediatrics, rheumatology, urology, oncology, neurology, orthopedics, psychiatry and surgery.

How do I view patient information?

• After a patient finishes the check-in interview on the PhreesaiPad, a Patient Report is automatically generated.  The Patient Report can easily be printed or accessed online via the Phreesia Dashboard.
• The Patient Report summarizes the patient interview in a standard medical history format that is 100% legible and user-friendly.