Phreesia Webinars

Phreesia User Salon: Eligibility and Benefits Upgrades

June 22 2016 1:00pm - 1:30pm ET
Phreesia User Salon: Eligibility and Benefits Upgrades

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Phreesia would like to invite you to join our upcoming user salon. Phreesia User Salons are great opportunities to hear from other Phreesia users, ask questions and offer your own ideas about Phreesia’s many different features and tools.

Our June 22, 2016 topic will be: Eligibility and Benefits Upgrades

In April, 2016, Phreesia launched the eagerly anticipated upgrades to our Eligibility and Benefits. We automated the E&B checking process, so checks are performed whenever a new patient visit is created or when a patient’s insurance changes, eliminating the need to run manual checks in the dashboard.

We also added secondary insurance, updating the dashboard’s E&B overlay to display two easy-to-navigate tabs—Primary and Secondary.

Finally, we created a dedicated E&B transaction history page that allows your practice to review, filter and sort past E&B checks. The page is searchable by patient name or E&B transaction date, and results are exportable.

During our salon, Robin Scott, business office manager at Virginia Cardiovascular Specialists, PC, and Jim Bartolotta, Product Manager at Phreesia, will discuss how these upgrades are enabling practices to save time and fine-tune their operations.

Sign up today and join the conversation.



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