👋🏻Meet Phreesia VoiceAI

Never miss a chance to connect, convert and provide care  

 Introducing Phreesia VoiceAI—our new, always-on, AI solution that answers, triages and routes every patient call—24/7 and in multiple languages.

Payments

Eliminate redundant collection efforts for patients on Phreesia Payment Plans with Patient Bill Pay 

What’s new: Patients who are on Phreesia Payment Plans will now be flagged in the Patient Billing Manager within Patient Bill Pay. 

How this helps you: You can now clearly identify patients with an active payment and eliminate unnecessary staff intervention and attempts to collect. 

Easily reconcile transactions across your systems with new Patient Identifiers   

What’s new: The Patient’s ChartID has been added as a patient identifier for the Batch Summary Report.  

How this helps you: Your team can now easily match patient transactions with your external PM or host system, improving payment transparency across platforms.

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 automatically collect balances owed by patients who were manually checked in. 

Analytics

Enhanced reporting with new location-specific filters     

What’s new: The Review Notifications Report now includes Location Name and Location Group in the filter options. 

How this helps you: Organizations with multiple locations now have clear visibility into location-level data, supporting operational efficiency and location-specific performance insights. 

Map regional health needs for SDOH with additions to the Insight Report 

What’s new: Patient Address, including Street and Zip code, now appears within the Patient Details section of the Insight Report. 

How this helps you: Your team can now easily map regional trends pertaining to Social Determinants of Health, and allocate resources as needed. 

Easily attribute patient survey responses to the right provider 

What’s new: We’ve added a Provider Identifier (GUID) field to Patient Survey Data.

How this helps you: Survey responses are attributed to the appropriate provider, making patient feedback easy to deliver.

Patient custom question responses now visible in Appointment Requests  

What’s new: Patient answers to custom questions from Appointment Requests are now easily accessible in reports and extracts.

How this helps you: Your team can see patient answers to custom questions, providing accurate reporting and more customization for your patient engagement strategy.

Registration

Improved re-registration process for Rental PadX   

What’s new: Rental PadX devices now retain their original identity—even after being reset or reinstalled, avoiding duplicate registrations and charges. This update is automatically available for rental PadX devices supervised by Hexnode MDM.

How this helps you: This ensures a smoother, more accurate device tracking and billing experience by recognizing previously registered rental devices.

New and improved ways to manage your Phreesia devices     

What’s new: We’ve updated the Device Management experience in the Phreesia Dashboard with clearer status messages, detailed device information, and everything you need to make managing your devices easier. 

How this helps you: Your team can manage details of every device with confidence.

Continue generating PDFs quickly and reliably   

What’s new: We’ve upgraded our PDF generation service, improving the layout and formatting of PDFs.

How this helps you: Your team can continue to generate PDFs quickly and reliably, with updated spacing and formatting improvements. If you do experience any disruptions while generating PDFs, please contact support@phreesia.com.

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 every release.  

Standardized tools 

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

Bladder Control Self-Assessment Questionnaire (B‑SAQ)  

This gender-neutral 8-item self-report tool assesses urinary symptoms. 

Bright Futures Initial Health Questionnaire     

This questionnaire collects details about the child’s health, family history, and living situation to help providers identify areas where anticipatory guidance or preventative education may be needed.   

Vaccine Screening Checklists Updates     

Updated to align with the latest version from the CDC, ensuring patients receive the most current vaccine safety and schedule information.

5Ps Prenatal Substance Use Screening Tool      

This 5-item tool assesses perinatal substance use with the “5Ps” framework of parents, peers, partner, pregnancy and past.