📣Product Spotlight- Meet Phreesia PlanMatch: AI-Powered insurance matching   

Phreesia PlanMatch moves payer selection to the front of the revenue cycle. By applying machine-learning intelligence at registration, PlanMatch ties the right insurance to the bill based on eligibility results before the claim ever reaches your billing system. 

How this helps you  

• Minimizes registration-related denials by catching insurance mismatches early  
• Reduces manual rework and improves claim accuracy  
• Gives staff clear recommendations to guide plan selection  
• Continuously improves through real-time user feedback and learning 

Want early access to PlanMatch? 

Payments 

Patient Bill Pay: AutoPay status icons 

What’s new: Users can instantly identify the AutoPay status of each bill at a glance, with new color-coded icons and hover text in the AutoPay process.  

How this helps you: Staff can instantly see the status of automatic payments, helping them take action when needed and reducing confusion. This enhancement is automatically available for Patient Bill Pay users with this release. 

Ready to enable AutoPay for Bill Pay? Click here to enable

Using payment assurance, and want to learn about Patient Bill Pay? Learn more here

Keep payments on track with Card Account Updater 

How this helps you: Expired cards can disrupt payment plans and reduce collections. Card Account Updater eliminates manual follow-ups by automatically refreshing expiring card details — saving staff time and improving payment success.  

Next step: Card Account Updater will be automatically enabled for all clients using Vantiv Worldpay payment processing. 
Note: This feature does not support AMEX and does not update lost or stolen cards. Availability may vary based on the card issuer. 

Not processing payments with Phreesia yet? Learn how to get started.   

Dashboard 

A cleaner look for your Phreesia login  

What’s new: Phreesia’s login page has been redesigned with a more intuitive, step-by-step sign-in process to improve usability across the board. Now, users enter their username or email, click “Next,” and then the password field appears—making the experience more  user-friendly.

How this helps you: The new layout makes logging in faster and easier, with simple steps that guide you through the process. This enhancement will go live the week of January 13–17.  

Registration  

Upgrade your Phreesia registration app for PadX and ArrivalsX 

What’s new: Version 25.16 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 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.   

Standardized tools  

We now offer the following clinically validated patient-reported outcomes (PROs). 

PHR: Prediabetes Risk Assessment  

This evidence-based tool screens for risk of prediabetes and type 2 diabetes by evaluating factors such as family history, blood pressure, physical activity, weight, and history of gestational diabetes. 

PHR: Lie/Bet Questionnaire 

The Lie/Bet Questionnaire is a quick, two-question screening tool designed to identify individuals who may be experiencing problematic or pathological gambling behaviors. 

PHRL: PCL-5 Screener (Criterion A Version Only) 

The PCL-5 – Criterion A Version adds a trauma assessment to the standard 20-item PTSD symptom questionnaire. Patients identify their most distressing traumatic event, enabling a more complete screening by confirming trauma exposure alongside symptom reporting. 

PHR: Modified Harris Hip Score (mHHS) 

The Modified Harris Hip Score (mHHS) is a validated, 8-item patient-reported outcome measure that assesses hip pain, gait, and daily activities. It is designed to capture patients’ perspectives on hip function and functional limitations. 

Language Updates to PHR: Emergency Contacts and PHR: Responsible Party 

The Emergency Contact and Responsible Party modules have been updated with clearer, more intuitive wording to help patients better understand what information is being requested. These enhancements reduce confusion and support a smoother, more accurate check-in experience.