Simplify data collection with HIPAA-compliant online forms
Replace paper intake with HIPAA-compliant online intake forms that feed directly into your EHR.
Replace paper intake with HIPAA-compliant online intake forms that feed directly into your EHR.
Collect patient data with HIPAA-compliant security




Phreesia’s AI-powered solutions are built on 20 years of workflow intelligence to support minimum-necessary data collection and appropriate use of protected health information (PHI).
97%
fewer errors in consent form completion
3
minutes or less for data to reach your EHR
20+
years of workflow intellgience
4
industry leading security certifications
With Phreesia’s fully customizable electronic forms, intake happens before the visit—with patients completing forms via mobile, tablet or desktop and responses flowing directly into your EHR. 97% fewer errors in consent form completion, and data shows up where it’s needed while eliminating administrative work for staff.
Patient-entered data flows directly from completed forms into your EHR or PM—including athenahealth, eMDs, Veradigm and more—with updates syncing across systems in 3 minutes or less. No duplicate entry, no scanning and workflows that adapt by specialty and visit type.
No scanning. No rekeying. Structured fields replace handwriting and incomplete forms, leading to 97% fewer errors—and patients arriving with forms already completed means shorter check-in times, fewer waiting room bottlenecks and a better experience for everyone.
Monthly time savings (hours):
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Results are estimates based on Phreesia network averages and may vary based on practice size, specialty and patient population.
“Phreesia is very user-friendly and easily adaptable to fit our organization’s needs. They’ve made it so easy for us to create forms and integrate them into our existing workflows.”
“Automating the registration process and eliminating paperwork is a huge help. The front-desk staff isn’t bogged down by paper, they don’t need to worry about making space to store copies, and they don’t need to dedicate mental capacity to thinking about the specific forms each patient needs. Those things are just happening automatically. It has really been a game-changer.”
The following entities may require HIPAA-compliant forms:
Not all forms used by these entities need to be HIPAA-compliant. Only forms that collect, transmit or store PHI need to adhere to HIPAA requirements.
Yes. Phreesia forms are built to meet HIPAA requirements for handling PHI, backed by some of the industry’s most well-known certifications—including HITRUST CSF certification, Payment Card Industry Data Security Standard (PCI-DSS), Security Organization Control (SOC) 2 Type 2 and PCI Point-to-Point Encryption (P2PE),
You also configure what’s collected and when, supporting minimum-necessary data practices without relying on staff to manage it manually.
You don’t have to choose between secure and usable. Phreesia combines required safeguards, like consent capture, audit trails and controlled access, with workflows that reduce manual work.
With Phreesia, you get a compliant system that also speeds up intake, improves data quality and helps staff focus on patient care.
Yes. Patients receive forms via a secure link before the visit and complete them on their own time, on any device. Many finish before they arrive, but for those who don’t, in-office completion is fast and guided. This means fewer clipboards, shorter lines and more complete information at check-in.
As soon as patients submit HIPAA forms through Phreesia, the data is automatically sent to your EHR or PM system in 3 minutes or less through a direct integration. No scanning or re-entry required. Teams start the visit with up-to-date information already in the chart, which reduces delays and follow-up work.
See how Phreesia can help your organization replace paper intake, collect patient information securely online and route data directly to your EHR/PM.