Target 
relevant patients during intake

Educate 
patients about the services you offer

Strengthen 
your ancillary 
service revenue

Optimize 
your outreach efforts with engagement data

Replicate paper forms. Build digital
versions quickly. Make data dynamic.

Bringing people 
together

Phreesia’s Employee Resource 
Groups (ERGs) are voluntary,
 employee-led groups that 
bring together individuals from 
a wide range of backgrounds, experiences and perspectives. 
These groups foster a sense 
of shared community and empowerment while driving 
initiatives that further develop 
our culture of inclusion.

Design & Create e-Forms

Formatta Designer enables organizations like yours to rapidly
design and create e-forms for use in any process. For existing
paper-based or electronic forms you might have, you can 
simply import PDFs and then drag and drop data field controls
to enable dynamic data collection capabilities.

Unlike other e-forms management systems, Formatta gives 
youthe power to create new forms in hours, rather than weeks,
using a simple WYSIWYG tool. The business logic and forms 
functionality is retained when the form is updated — just 
make the changes and republish.

For organizations that do not have the in-house resources or the
desire to design forms, Access’s experienced form design team
can create government-regulated or compliance-mandated forms
(such as I-9s and W-4s) and custom-designed data collection
forms with speed and accuracy.

Black@Phreesia aims to ensure 
an inclusive work environment 
for Black Phreesians that fosters 
opportunities to excel personally 
and professionally.

LGBTQIA+@Phreesia strives 
to build connections among 
LGBTQIA+ peers, allies and senior executives. This ERG advocates 
for and empowers LGBTQIA+ 
Phreesians, promoting a supportive 
environment for their community.

LatinX focuses on celebrating 
the diversity and rich cultural 
heritage of the LatinX community 
at Phreesia, while advocating for the broader LatinX patient population.

Our Middle Eastern/North African 
(MENA) ERG fosters an inclusive environment for MENA employees 
and allies, allowing them to discuss interests and concerns with 
colleagues who share a 
common identity.

The Military Exchange supports 
those who are in the reserve, 
veterans, and/or employees with 
familial relations to military members 
and seeks to attract and retain 
talent with a military-friendly brand.

The PHR-Asians ERG promotes 
professional development and 
outreach for the APIDA community 
at Phreesia. It celebrates the 
diversity of Asian culture and 
serves as a partner and ally 
to all Phreesia ERGs.

Phree & Able promotes 
acceptance, self-acceptance and 
inclusion of people with visible and 
hidden disabilities, while inviting 
others to learn about how this 
can impact daily life and 
encourage diversity.

Phreesia Women’s Network (PWN) 
is committed to supporting 
women and those who identify 
as women to empower their professional and personal growth through career development, 
education and advocacy.

Find yourself 
at Phreesia

Rapidly design and build e-forms

Easily convert existing paper and electronic forms, retaining their original structure

Retain the business logic included in converted forms

Enable dynamic collection of data that can automatically update business systems

Create forms easily with intuitive WYSIWYG designer and features like drag-and-drop

Engage Access to provide assistance with forms conversion and design

Have questions?

Design & 
Create e-Forms

Formatta Designer enables 
organizations like yours to rapidly
design and create e-forms for use 
in any process. For existing
paper-based or electronic forms 
you might have, you can simply 
import PDFs and then drag and 
drop data field controls to enable 
dynamic data collection capabilities.

Unlike other e-forms management 
systems, Formatta gives you the 
power to create new forms in 
hours, rather than weeks, using 
a simple WYSIWYG tool. The 
business logic and forms 
functionality is retained when 
the form is updated — just 
make the changes and republish.

For organizations that do not have 
the in-house resources or the
desire to design forms, Access’s 
experienced form design team
can create government-regulated 
or compliance-mandated forms
(such as I-9s and W-4s) and custom-designed data collection
forms with speed and accuracy.

Target 
relevant patients during intake

Educate 
patients about the services you offer

Strengthen 
your ancillary 
service revenue

Optimize 
your outreach efforts with engagement data

Eliminate paper. Put e-forms to use anywhere. 
Remove data barriers.

Rapidly design and build e-forms

Ensure quick user adoption because forms look and feel like existing versions
Remove the physical limitations and delays of paperwork
Speed forms completion by prefilling certain information from other databases
Add meaning and value to collected information
Provide convenient online and offline forms completion (each update is automatically saved)
Authenticate sign in and forms submission using industry-standard protocols
Trigger intelligent workflow processes in existing business systems

Replicate paper 
forms. Build digital
versions quickly. 
Make data dynamic.

Easily convert existing paper 
and electronic forms, retaining 
their original structure

Retain the business logic 
included in converted forms

Enable dynamic collection 
of data that can automatically update business systems

Engage Access to provide 
assistance with forms 
conversion and design

Create forms easily with 
intuitive WYSIWYG designer and features like drag-and-drop

Have questions?

We can help. Contact us at 
+1 (888) 448-1811
or send an email to
info@formatta.com.