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

Last updated: 3/5/2021

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 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 (contact): 

Scenario 2

Patient completes questions pre-visit; Is asymptomatic, and has no epidemiologic risk factors.

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

Scenario 3

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

Scenario 4

Patient completes questions in-office; Is asymptomatic and has no epidemiologic risk factors (contact): 

Dashboard Alerts

If a patient’s responses to the COVID-19 screening questions puts him/her 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 of the patient’s answers—regardless of whether the screening questions are completed pre-visit or in-office. 

Alerts are generated if a patient answers “yes” to any question on the screening module. This includes instances in which a patient reports symptom of lower respiratory illness, even if his/her symptoms are not new or worse than normal. 

Pre-Visit Alerts 

For example, if a patient completes the screening questions pre-visit and answers “no” to fever, “no” to respiratory illness, “none of the below” in reference to other new symptoms, “no” to travel, “no” to recent close contact with someone who has COVID-19, “yes” to COVID-19 testing, specifies that testing was done on 7/1/2020 and the reason for testing was “I had symptoms of possible COVID-19”, 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. The screening module will automatically calculate whether the difference of time between the patient’s self-reported COVID-19 diagnostic test date and this screening module’s completion is within the time frame that requires staff and patient notification.

In-Office Alerts 

For example, if a patient completes the screening questions in-office and answers “no” to fever, “no” to respiratory illness, “none of the below” in reference to other new symptoms, “no” to travel, “no” to recent close contact with someone who has COVID-19, “yes” to COVID-19 testing, specifies that testing was done on 7/1/2020 and the reason for testing was “I had symptoms of possible COVID-19”, 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.  The screening module will automatically calculate whether the difference of time between the patient’s self-reported COVID-19 diagnostic test date and this screening module’s completion is within the time frame that requires staff and patient notification.

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. 

A new button has been created to help staff better sort their alerts to patients with COVID-19 Alerts. This new button will be 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) in 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 and/or has an epidemiologic risk factor (travel, contact): “COVID19 – Previsit”
  • Patient completes questions in-office; Is symptomatic, and/or has an epidemiologic risk factor (travel, contact): “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.

* Required field

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 March 2021

As always, our priority is to help your staff and patients stay safe. Our COVID-19 Screening Module was updated early March 2021. Additional information on COVID-19 Screening Module updates in included in our product release notes as well as the quarterly release summaries.

Based on client feedback, our latest version includes the following additional questions regarding COVID-19 vaccination:

  • Whether the patient has ever received a COVID-19 vaccine.
  • If the patient has received a COVID-19 vaccine, he/she will be asked which vaccine product they received and how many doses.

 Alerting Logic:

Patients’ responses regarding COVID-19 vaccination are collected and presented to the practice, but their responses to these vaccination questions does not factor into the alerting logic.

As always, patient alerts will trigger for:

  • Positive response to symptoms
  • Positive household symptoms
  • Positive for close contact
  • Outstanding or positive COVID-19 test results due to symptoms/contact
  • Positive household test

Only appears if answer to question before is “yes”

Only appears if answer to question before indicates patient was tested for COVID-19 (regardless of whether their test result is pending, positive, or negative.



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Only appears if patient designates that he/she has ever received a dose of COVID-19 vaccine