Phreesia’s Coronavirus Disease 2019 (COVID-19) Screening Module and Workflow

Last updated: 12/1/2021 

Screening Questions for Adults (patients 18 years and older) 

For Adult Patients

Major Updates

Patients receive the following COVID-19 screening questionnaire, prior to their visit or in the office. 

Patient-Facing Alerts – Dependent on Question Answers & Session Type

Educational messages are generated for patients to inform them how to proceed given their responses to the screening questions.

Practices will have more flexibility when it comes to configuring the language and presentation of patient-facing alerts. For example, the patient-facing alerts can be suppressed for telemedicine visits or the language can be adjusted to reflect the individual practice’s policies (e.g. no visitors or mask policy). The default configuration of these patient-facing alerts states that the patient may be accompanied by only one visitor, but there is an alternative version of these alerts that instructs patients to not bring any visitors to their appointment.

Scenario 1

Patient completes questions pre-visit; Is symptomatic and/or has an epidemiologic risk factor(s):

Scenario 2

Patient completes questions pre-visit; Is asymptomatic, has no epidemiologic risk factor(s), is not immunocompromised and is not due for a booster shot.

Practices that allow one visitor can use the following alert*:

Scenario 3

Patient completes questions pre-visit; Is asymptomatic, has no epidemiologic risk factor(s), is immunocompromised but not due for an additional dose (<28 days).
 
Since pre-visit may be done one or more days in advance of a visit, a patient’s eligibility may change by the time of their appointment; as such, a patient in this scenario is still encouraged to discuss whether an additional dose of COVID-19 vaccine is appropriate for them. It also allows patients and providers to discuss vaccine sentiment, timing and logistics of receiving the additional dose.
 
Practices that allow one visitor can use the following alert*:

Scenario 4

Patient completes questions pre-visit; Is asymptomatic, has no epidemiologic risk factor(s), is immunocompromised and due for an additional dose (>28 days). 

Practices that allow one visitor can use the following alert*:

Dashboard Alerts

If a patient’s response to the COVID-19 screening questions puts them in an at-risk status, Phreesia will display an alert to notify staff. The icon will be the same in all scenarios.

Staff-facing alerts display all the patient’s answers—regardless of whether the screening questions are completed pre-visit or in-office. 

Alerts are triggered if a patient has a response that indicates positive symptoms, positive household symptoms, positive for recent close contact, outstanding or positive COVID-19 test results due to symptoms/contact, or positive household test.

Patients’ responses to the vaccination questions do not factor into the alerting logic. That said, responses to the vaccination questions inform both the patient-facing education (see above) and the practice-facing alert (see below) to encourage further discussion between patients and clinical care teams for individuals who may be eligible for an additional dose (if immunocompromised) or a booster shot.   

Pre-Visit Alerts 

For example, if a patient completes the screening questions pre-visit and enters new symptoms of “fever” and “fatigue”, “yes” to a household member being symptomatic, “yes” to recent close contact with someone with symptoms of COVID-19 or who tested positive for COVID-19, “yes” to recent travel and indicates they traveled to “New York City”, “yes” to being recently tested and are awaiting their results, “wanted to know COVID-19 status” as their reason for testing, “yes” to someone in their household recently testing positive for COVID-19, “yes” to receiving a dose of COVID-19 vaccine, designating “Pfizer” as their vaccine product and receiving “1 dose” so far, the following staff alert will be generated. At the bottom of the staff alert there is a date stamp that specifies when the patient completed this COVID-19 Screening. 

In-Office Alerts 

For example, if a patient completes the screening questions in-office and enters new symptoms of “fever” and “fatigue”, “yes” to a household member being symptomatic, “yes” to recent close contact with someone with symptoms of COVID-19 or who tested positive for COVID-19, “yes” to recent travel and indicates they traveled to “New York City”, “yes” to being recently tested and are awaiting their results, “wanted to know COVID-19 status” as their reason for testing, “yes” to someone in their household recently testing positive for COVID-19, “yes” to receiving a dose of COVID-19 vaccine, designating “Pfizer” as their vaccine product and receiving “1 dose” so far, the following staff alert will be generated. At the bottom of the staff alert there is a date stamp that specifies when the patient completed this COVID-19 Screening. 

Appointments Hub

At-risk patients will appear in the Appointments Hub to be tracked by staff.

Any new COVID-19 alerts that appear in the Appointments Hub will now have detailed information related to when the patient’s scheduled appointment is. In order for Phreesia to properly pull the appointment date, time, location, and provider the reason for visit must include COVID or Coronavirus. 

Staff can filter their alerts to show patients who have been flagged for possible COVID-19 risk factors. This filter is conveniently located next to the filters icon and will apply a setting to only select COVID-19 reasons for visit (or Coronavirus reasons for visit) for any status other than closed. As needed, additional filters can be layered on top of this auto filter.

When a COVID-19 alert is triggered and displayed in the Appointments Hub, questions and answers for the screener will now be displayed on the View Appt Request overlay. Staff can access this detailed information by clicking on the magnifying glass to the right of each alert on the hub. All questions and answers can be located at the bottom of this overlay. 

Appointments Hub Reason for Visit 

  • Patient complete questions pre-visit; Is symptomatic, someone in their household is symptomatic, has had a recent close contact with someone who has symptoms of COVID-19 or who tested positive for COVID-19, has an outstanding or positive COVID-19 test result due symptoms/contact, someone in their household has a positive COVID-19 test: “COVID19 – Previsit” 

  • Patient completes questions in-office; Is symptomatic, someone in their household is symptomatic, has had a recent close contact with someone who has symptoms of COVID-19 or who tested positive for COVID-19, has an outstanding or positive COVID-19 test result due symptoms/contact, someone in their household has a positive COVID-19 test: “COVID19 – In-office” 

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Practices requiring mask/cloth face covering for in-office appointments and a no-visitor policy can use the following alternative alert:

*default visitor policy configuration

Fill out the short form below to be contacted about setting up the COVID-19 Screening Module at your organization.

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If you are a patient, please contact your healthcare provider directly. Please do not send any sensitive personal or health information.

COVID-19 Screening Module Updated Early December 2021

As always, our priority is to help your staff and patients stay safe. Our COVID-19 Screening Module was updated early December 2021 to reflect the latest guidance:

  • The Centers for Disease Control and Prevention (CDC) and the Advisory Committee on Immunization Practices (ACIP) recommends that everyone ages 18 and older should get a booster shot. 

  • The CDC and ACIP continue to recommend the following additional guidance for patients who are immunocompromised:
    • Moderately to severely immunocompromised people ages 18 years and older who completed their Moderna vaccine primary series should plan to get an additional primary dose 28 days after receiving their second shot.

    • Moderately to severely immunocompromised people ages 12 years and older who completed their Pfizer-BioNTech vaccine primary series should plan to get an additional primary dose 28 days after receiving their second shot. 

    • Moderately to severely immunocompromised people ages 18 years and older who received an mRNA COVID-19 vaccine primary series (Pfizer BioNTech or Moderna) and an additional primary dose are eligible to receive a booster shot.

    • Moderately to severely immunocompromised people ages 18 years and older who received Johnson & Johnson’s Janssen (J&J/Janssen) COVID-19 vaccine should not receive an additional primary dose. However, they should get a booster shot (you may choose the type of COVID-19 vaccine for your booster shot) at least 2 months after their single-dose J&J/Janssen primary shot.

To reflect these recommendations, our COVID-19 Screening Module has undergone the following update:

  • We have removed questions that ask patients 18-64 years old to self-identify their underlying medical conditions and living or working situations, as these responses are no longer required for COVID-19 booster shot eligibility

  • We expanded the scope of our primary vaccination series question so that all patients 18 years and older will be asked how long it has been since they completed their primary COVID-19 vaccination series:
    • If they had Johnson & Johnson’s Janssen COVID-19 vaccine, they would indicate if their primary series was completed “less than 2 months ago” or “2 or more months ago.”

    • If they had a Pfizer-BioNTech or Moderna COVID-19 vaccine, they would indicate if their primary series was completed “less than 6 months ago” or “6 or more months ago.” 


We will continue to ask the following questions that were already in the previous version of our COVID-19 Screening Module: Instead of asking patients how many doses of a COVID-19 vaccine they have received, we ask patients if they have completed their primary COVID-19 vaccine series. 

  • If a patient indicates that they have received a complete COVID-19 vaccination series, we ask if they have received a booster or additional dose of a COVID-19 vaccine.

  • If a patient indicates that they have not received an additional dose or booster dose, we will ask them to self-identify if they have any of the conditions that results in their being moderately to severely immunocompromised and for which the CDC recommends an additional dose of a COVID-19 vaccine. 

  • Depending on a patient’s response to the prior question (regarding whether they have a weakened immune system), they are asked about the timing of their second dose of a COVID-19 vaccine and provided one of the following sets of answer choices:
    • For patients who self-identify as being moderately to severely immunocompromised and have received an mRNA vaccine (Pfizer-BioNTech or Moderna)—they may indicate that their second dose was “less than 28 days ago” or “28 or more days ago.”

    • For patients who self-identify as NOT being immunocompromised
      • If they received an mRNA vaccine (Pfizer-BioNTech or Moderna)—they may indicate that their second dose was “less than 6 months ago” or “6 or more months ago.”

      • If they received Johnson & Johnson’s Janssen COVID-19 vaccine—they may indicate that their second dose was “less than 2 months ago” or “2 or more months ago.”

Additional information on COVID-19 Screening Module updates is included in our Product Release Notes as well as the Quarterly Release Summaries.

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Practices requiring mask/cloth face covering for in-office appointments and a no-visitor policy can use the following alternative alert:

Practices requiring mask/cloth face covering for in-office appointments and a no-visitor policy can use the following alternative alert:

Scenario 5

Patient completes questions pre-visit; Is asymptomatic, has no epidemiologic risk factor(s), is not immunocompromised and is due for a booster shot.

Practices that allow one visitor can use the following alert*:

Practices requiring mask/cloth face covering for in-office appointments and a no-visitor policy can use the following alternative alert:

Scenario 6

Patient completes questions in office; Is symptomatic and/or has an epidemiologic risk factor(s):

Practices requiring mask/cloth face covering for in-office appointments can use the following alternative alert:

Scenario 7

Patient completes questions in office; Is asymptomatic, has no epidemiologic risk factor(s), is not immunocompromised and is not due for a booster shot.

Scenario 8

Patient completes questions pre-visit; Is asymptomatic, has no epidemiologic risk factor(s), is immunocompromised but not due for an additional dose (<28 days).

A patient in this scenario is still encouraged to discuss whether an additional dose of COVID-19 vaccine is appropriate for them. It allows patients and providers to discuss vaccine sentiment, timing and logistics of receiving the additional dose.

Scenario 9

Patient completes questions in office; Is asymptomatic, has no epidemiologic risk factor(s), is immunocompromised and due for an additional dose (>28 days).

Scenario 10

Patient completes questions in office; Is asymptomatic, has no epidemiologic risk factor(s), is not immunocompromised and is due for a booster shot.