🚀 FEATURED
Reduce manual insurance checks with AI powered classification
What’s new: Phreesia’s market leading Eligibility and Benefits solution is now even more powerful. AI Insurance Coverage Classification is now available, with medical, dental and vision icons displayed directly on the overlay, so coverage types are easy to identify at a glance. Staff can update classifications within the workflow, helping improve accuracy over time.
How this helps you: No more searching through complex insurance details or checking external payer websites to determine coverage type. Staff can see what kind of plan a patient has instantly, saving time and reducing the risk of errors and denials. Eligibility review becomes quicker and more confident at check-in.
How this helps you: This feature will be automatically enabled for all clients using Phreesia’s Eligibility & Benefits
Track patient payments with real time billing insights
What’s new: Patient Bill Pay now includes a new Analytics Summary view within Patient Billing Manager. Track daily, monthly, and annual performance for approved bills, including paid, auto collected, insurance hold, canceled and failed statuses.
How this helps you: This delivers real time insight into your post visit revenue performance. Monitor how bills are progressing, understand AutoPay effectiveness and quickly identify gaps in collections. With stronger visibility, you can make faster, more informed decisions that support revenue.
Next step: This update will be automatically enabled for all Patient Bill Pay clients.
Patient Bill Pay is now live for athenahealth clients and coming soon to eClinicalWorks.
Discover how Patient Bill Pay can improve your collections. LEARN MORE
🧪 In Beta: Automate more with VoiceAI
Turn billing questions into completed payments
What’s new: Phreesia VoiceAI now includes Reason for Balance, designed to give patients clear, easy to understand explanations during automated payment calls. Patients hear key details about their visit and the amount owed before being asked to complete payment.
How this helps you: Reduce billing confusion, shorten call times and support stronger collections. Clear explanations help patients understand their balance and feel more confident completing payment.
Available in beta for clients using Patient Bill Pay and Phreesia VoiceAI.
Phreesia VoiceAI Updates
Avoid missed outreach with real time SMS alerts
What’s new: Care teams now see an in-app alert if a patient’s phone number is a landline or if a text message fails to send. The alert explains that SMS was not delivered and advises the user to call the patient instead. Notifications appear within the current workflow and do not interrupt tasks.
How this helps you: Avoid missed or delayed communication. Staff receive immediate feedback when outreach fails and can quickly switch to the right contact method, improving responsiveness and patient experience.
Next step: This feature will be automatically available for all organizations using Secure Patient Chat
Interested in learning more about Phreesia VoiceAI? LEARN MORE
Export documents automatically when messages are reviewed
What’s new: Organizations can now trigger document exports when a message is marked as Reviewed. This eliminates the need to mark messages as Actioned to start the export process.
How this helps you: Reduce manual steps and ensure documents are exported at the right time. This streamlines workflows while maintaining accurate message history and preventing duplicate exports.
Next step: This feature will be automatically available for all organizations using Secure Patient Chat
Communication
See campaign performance and unsubscribe risk at a glance
What’s new: The Key Statistics banner is now available for informational, inter-visit and custom link health campaigns. View engagement metrics, including text and email unsubscribe rates, at the top of each campaign. If rates exceed best practice thresholds, they are highlighted with a visual alert. Metrics reflect the past 30 days.
How this helps you: Instantly understand how your campaign is performing without navigating to separate reports. Quickly spot rising unsubscribe rates and adjust messaging, targeting or channel strategy before engagement drops further. It is a faster, more proactive way to manage outreach performance.
Next step: This update is automatically available to all clients using Health Campaigns.
Interested in learning more about Health campaigns? LEARN MORE
Strengthen campaign control with smarter permissions
What’s new: New role-based permissions allow you to separate campaign creation from campaign sending. Teams can assign access based on responsibilities, either independently or together.
How this helps you: Reduce unintended edits, improve accountability and streamline workflows across teams and locations. It gives you stronger governance without slowing down execution.
Next step: Permissions are available upon release and can be managed in your dashboard.
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).
Modified Gait Efficacy Scale (mGES)
This validated 10-item PRO measures a patient’s confidence walking in everyday situations, such as navigating stairs or stepping over obstacles. It provides a standardized way to assess walking self-efficacy and identify patients who may limit activity due to low confidence.
Modified Medical Research Council (mMRC) Dyspnea Scale
This validated five-grade PRO measures the severity of shortness of breath based on its impact on daily activities. It helps standardize how breathlessness is captured and supports consistent symptom tracking over time.