🚀 BRAND NEW
Self-Scheduling now available in eClinicalWorks
What’s new: Phreesia Self-Scheduling is now available for eClinicalWorks, making it easier for patients to book care online—anytime, anywhere.
How this helps you: Self-scheduling gives patients the convenience they expect with 24/7 online scheduling—no phone calls or hold times required. Self-Scheduling helps fill appointments faster, reduce no-shows, and improve access to care. For staff, it means fewer inbound calls and less time managing the schedule, freeing them up to focus on in-person care.
Want early access to Self-Scheduling? Get early access
Answer every call with intelligent, automated support
What’s new: Phreesia VoiceAI now lets patients speak naturally when they call your practice—no menus, no button-pressing required. A friendly AI agent listens, understands their intent, and automatically routes the call to the right place.
How this helps you: By replacing traditional phone trees with conversational, AI-powered support, Phreesia VoiceAI’s enhancements reduces hold times, eases staff workloads, and ensures patients get fast, accurate answers around the clock. And because it’s built on the same platform as your existing Phreesia solutions, Voice integrates seamlessly into your workflows—giving your team greater efficiency and your patients a better experience.
Phreesia VoiceAI for Primesuite is now available
What’s new: Phreesia VoiceAI is now fully integrated with PrimeSuite, including patient matching, real-time patient details, and automatic export of call notes and transcripts into the EHR.
How this helps you: Staff can identify callers instantly, access relevant context, and skip manual documentation—making every call more efficient and informed, especially after hours.
Interested in optimizing your VoiceAI setup? LEARN MORE
🧪 In Beta: Automate more with Phreesia VoiceAI
Appointment Rescheduling
Patients can reschedule their appointments without speaking to staff, using real-time availability.
SMS Confirmations for Medication Refills
Patients receive instant confirmation texts after submitting a VoiceAI refill request—offering reassurance and reducing follow-up questions.
How these features help you: These features reduce call volume and manual tasks while keeping patients informed and in control of their care.
Analytics
Phreesia VoiceAI Reporting: Clearer insights with Call Categories
What’s new: Your Practice Metrics Report now includes a dedicated Call Categories section that groups call intent metrics—like scheduling, billing, and clinical questions—into one clear view. This update brings greater clarity to VoiceAI reporting by separating call intent data from general Daytime Calls. Now you can easily see why patients are calling, without extra filtering or manual review.
How this helps you: By separating call types from general volume data, your team can better understand what’s driving patient outreach and make smarter staffing and operational decisions.
Next Steps: This update is live and available automatically.
Eligibility & Benefits
Early Access: Enhanced Eligibility & Benefits Overlay, built for patients with multiple insurances
What’s new: We’re launching a new, more intuitive way to display eligibility and coverage details during intake—designed to support patients with more than two insurances.
How this helps you: The new interface helps staff quickly understand a patient’s insurance by showing key information like plan name and eligibility status at a glance—reducing delays and improving check-in efficiency.
Expanded HMO alerts, powered by AI
What’s new: Phreesia’s HMO alerts just got a major upgrade. We’ve expanded beyond Medicaid to automatically detect HMO plans across 1,000+ payers using AI—giving your staff even more visibility into eligibility requirements at check-in.
How this helps you: Prevent missed referrals and reduce denials by flagging HMO plans earlier in the check-in process. This update improves visibility and helps staff spend less time reviewing plan details manually.
Next step: This is now automatically enabled for clients already using the HMO alert.
Clinical
Refill Reminders: Help patients stay on track with their medications
What’s new: Patients can now receive proactive reminders when they’re eligible for a prescription refill—along with details about how many refills they have left and what steps to take next.
How this helps you: It’s now easier than ever to support medication adherence. Refill Reminders reduce the risk of missed doses and lower call volume to your office by keeping patients informed.
Next step: This is now available to clients using the expanded Medication Adherence workflow.
Communication
Health Campaigns: New location filter for faster campaign management
What’s new: Users can now filter Health Campaigns by location, making it easier to find and manage campaigns specific to their site.
How this helps you: This enhancement saves time by allowing users to quickly narrow down long campaign lists to only those that are relevant to their location(s). Whether managing one site or many, users can multi-select locations to tailor their view and reduce noise—making campaign setup and management faster and more intuitive.
Next step: This update is automatically available to all clients using Health Campaigns.
Payments
Set monthly limits for AutoPay collections
What’s new: Organizations can now set a monthly maximum amount that a patient can be charged through AutoPay.
How this helps you: Protect patients from being overcharged, especially if they have multiple visits or high balances. This update adds flexibility and ensures automated collections remain patient friendly.
Interested in learning more about Patient Bill Pay? Learn more
Text notifications for AutoPay transactions
What’s new: Phreesia now supports sending AutoPay transaction notifications via text—within hours permitted by state debt collection policies.
How this helps you: Keep patients informed with timely, text-based updates about their payments. This improves communication and supports compliance, while meeting patients where they are.
Registration
Accessibility update: Dashboard header colors
What’s new: We’ve updated the default Dashboard Header and Text colors to improve contrast and meet accessibility standards.
How this helps you: This change enhances visibility and makes the Dashboard easier to use for all staff—without affecting any custom branding already in place.
Next step: This update is applied automatically.
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).
Quantitative Androgen Deficiency in the Aging Male (qADAM) Questionnaire
This validated 10-item PRO measures the severity of androgen deficiency symptoms using a 1–5 Likert scale—providing more detailed insight than traditional yes/no screeners.