Featured Release: New and improved experience for returning patients

What’s new: When you asked for a faster, simpler return check-in experience, we got to work—and it’s here. The new review screen lets patients confirm their existing information on one single screen.

How this helps you: This highly requested update solves one of the biggest intake frustrations: redundancy. Now, patients can breeze through check-in by confirming their details once and moving on—saving time, reducing friction, and making the process feel effortless.    

Payments 

Instantly flag Out-of-Network appointments

What’s new: Out-of-Network (OON) Tags are now available as a configurable alert that automatically flags out-of-network appointments directly on the Phreesia dashboard. 

How this helps you: OON Tags eliminate the manual effort of verifying a patient’s network status at check-in, saving your team up to 65 hours a month and giving you transparent collections from day one.

Want to turn it on? Review this guide to setup in 5 minutes.

Patient Bill Pay is now available for AdvancedMD organizations      

What’s new: Our digital billing solution, Patient Bill Pay, is now available for AdvancedMD. This integration makes it easier than ever to collect patient balances—faster, digitally, and with less effort from your staff. 

How this helps you: On average, organizations using Patient Bill Pay have seen a 15% increase in patient collections—while reducing paper statements and follow-up calls.  

If your team is currently using Payment Assurance, you can capture more of the revenue you’ve already earned by moving to Patient Bill Pay—learn how. 

Boost collections automatically with AutoPay for Patient Bill Pay   

What’s new: We’ve introduced AutoPay for Bill Pay, a new feature that automatically schedules payments when a bill is approved in the Patient Billing Manager. When enabled, patients with a card on file and a signed financial agreement will have payments automatically scheduled using their saved card. Patients receive clear notifications when the payment is scheduled and before the card is charged

How this helps you: AutoPay helps your team streamline the collections process by automating payments, reducing time to collect and increasing financial efficiency. 

Automatically collect outstanding balances for patients who were manually checked in 

What’s new: The Final Attempt Check‑In workflow now supports the Financial module for manually checked-in patients.  

How this helps you: Your team can now ensure every balance is collected automatically, including those manually checked in, so no payments fall through the cracks. 

Phreesia VoiceAI

Team Chat is now available: Secure, real-time internal messaging for your staff

What’s new: Team Chat is a secure, real-time messaging tool built directly into the Phreesia VoiceAI and PhreesiaOnCall platform. Accessible via Phreesia’s web and mobile apps, Team Chat allows your internal teams to collaborate instantly and securely, all within your existing workflows.

How this helps you: With Team Chat, you can reduce security risks, eliminate fragmented workflows, and streamline team communication—all while staying within a trusted platform.

Updated Archived inbox within the PhreesiaOnCall mobile application

What’s new: We’ve redesigned the Archived Inbox in the PhreesiaOnCall mobile app, introducing a refreshed layout and improved navigation to enhance the overall user experience.

How this helps you: The new design makes it easier for providers to find and review past messages, streamlining day-to-day workflows and supporting scalability as your team’s needs grow.

Next Step: Simply upgrade to the latest version of the PhreesiaOnCall mobile application.

Dashboard 

Redesigned intuitive login experience  

What’s new: We’ve launched a new two-step login flow that streamlines how users sign in to the Phreesia dashboard—whether they’re using Phreesia credentials or Single Sign-On (SSO). Now, your team members enter their email or username first, and the system intelligently guides them based on their organization’s login method. 

How this helps you: The new login experience reduces login errors, particularly for users who authenticate through their organization—helping your team to sign in quickly and confidently.

PHI disclaimer added to support case creation tool   

What’s new: We’ve added a clear disclaimer to the Dashboard Case Creation tool reminding users not to include Protected Health Information (PHI) when submitting support cases. 

How this helps you: This update reinforces privacy best practices and ensures that only the minimum necessary information is shared, aligning with compliance standards and safeguarding patient data. 

Analytics 

Clearer insights into PadX and ArrivalsX usage  

What’s new: ArrivalsX is a new metric within “Intake Sessions by Type” that shows how patients complete intake across different modalities. We’ve also improved the accuracy of the existing PadX metric, giving you a more complete and reliable view of patient intake activity by modality.  

How this helps you: Your team can now more accurately track the adoption and utilization of different intake methods. 

Registration  

Upgrade your Phreesia Registration app for PadX and ArrivalsX 

What’s new: Version 25.11 of the Phreesia Registration app is now available for PadX and ArrivalsX devices.  

How this helps you: Stay current with the most secure and reliable version of the Phreesia Registration app for both PadX and ArrivalsX.  

Next Step:   

• Own your PadX or ArrivalsX? Manually upgrade and restart your devices. 
• Rent your PadX or ArrivalsX? Just restart—we’ll handle the upgrade during after-hours maintenance. Make sure devices are on Wi-Fi and charging.  
• Thinking about switching to PadX? Enhance your check in process—get yours today! 

Phreesia Library

Phreesia offers a library of standardized tools and best-practice content designed to align with industry recommendations and increase completion rates. These pre-built modules can be seamlessly added to your existing intake workflows. Organizations that use these modules see a 9.5% lower drop rate, and patients complete interviews 48.8% faster compared to custom content. We deploy new and updated content with every release. 

Malnutrition Screening Tool (MST) 

This 3-item self-report questionnaire assesses malnutrition risk, gathering information about weight loss, and decreased appetite.   

Fear-Avoidance Beliefs Questionnaire (FABQ) 

This 16-item self-report questionnaire assesses a person’s fear-avoidance beliefs about physical activity and work, gathering information across many activities of daily living, behavior, functional mobility and general health and life participation.  

Obsessive-Compulsive Inventory (OCI-R)  

This 18-item self-report questionnaire measures symptoms of obsessive-compulsive disorder (OCD), gathering information across 6 subscales including washing, checking, neutralizing, obsessing, ordering and hoarding.