AI-powered, personalized check-in for every patient
Streamline intake, registration and payments across mobile, in-office and virtual visits—so patients get a smoother experience and your team can focus on people, not paperwork.
85%
of patients check themselves in
99%
of patients automatically sign consents when due
5+ minutes
of staff time saved with each self-service check-in
0
login required
What clients say
“Phreesia saves my employees so much time on the check-in process, including updating patient registration details, verifying eligibility, and collecting copays and outstanding balances. Phreesia also saves us on costs for paper as well as the time and manpower it would take to scan documents into patients’ charts.”
One check-in experience—mobile, in-office or virtual.
Patients check in the same smooth way wherever they are: Phreesia Mobile for any device, PadX in the office, intake for telehealth, and Arrivals for managing patients as they show up.
Capture a complete patient record—without staff lifting a finger.
Logic-driven workflows cut manual data entry and improve accuracy. Phreesia prompts each patient with the questions that actually apply to them—demographics, insurance, clinical history, health risks—lets them update everything from their own device with no app or login, and sends the results, screenings and patient-reported outcomes straight to your EHR.
Automate consents and clear them off the front desk.
Phreesia captures signatures electronically and routes forms to your PM or EHR automatically. It collects time-of-service signatures for HIPAA agreements, financial policies and clinical documents, uses custom logic to surface the right forms by timing, provider, location, appointment type and patient details, and files each signed consent to your system the moment it’s signed.
Run intake, exceptions and workflows from one screen.
The Phreesia dashboard gives you end-to-end visibility across locations, service lines and PM systems—all in one place. Manage appointment info, send customizable alerts, review E&B verification, set up payment plans and card-on-file policies, start a two-way text chat with patients, open visit notes, images and charts, and see copays, balances, charges, transactions and batch reporting.
Capture revenue at every step.
Phreesia automates copay and balance collection before, during and after the visit, and confirms eligibility and benefits in under a minute. Competitive merchant processing rates and payment insights protect margin on every transaction, while secure automated reminders get you paid faster—with fewer statements and less follow-up.
Turn intake data into better performance.
Every check-in becomes insight. Monitor check-in volumes by location, visit type and staff member; explore pre-registration completion against scheduled visit times; supervise check-in performance by staff member; and track patient satisfaction with the platform as you scale.
The best-performing practices run on Phreesia.
See what changes when your platform closes the loop—from first call to final payment.
Frequently Asked Questions
Phreesia’s patient intake software supports digital patient check-in across every visit type. Patients can complete intake on their own device before they arrive, use a tablet or kiosk in the office or check in for virtual visits. The experience stays consistent, so patients always know what to expect (and your team spends less time troubleshooting at the front desk).
Yes. Patients can complete forms, update their information and sign consents ahead of time through a secure link—no login or app required. That means fewer delays at check-in and more accurate information for your team that prevents downstream errors.
Yes. Phreesia’s client intake software captures insurance information and supports eligibility workflows during registration, while also collecting payments before or at the time of service. This helps reduce billing issues later and improves upfront collections. In fact, Phreesia customers collect 89% of copays, compared to an industry average of 56%.
Phreesia’s patient registration management software moves much of the intake process before the visit, so patients arrive with forms completed and information up to date. Across Phreesia’s network, 5+ minutes of staff time is saved per self-service check-in. This digital patient engagement reduces lines, minimizes last-minute issues at the front desk and keeps patients moving through check-in more efficiently.