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Simplify data collection with HIPAA-compliant online forms

Replace paper intake with HIPAA-compliant online intake forms that feed directly into your EHR.

Patient Privacy and Signature

Collect patient data with HIPAA-compliant security

Phreesia’s privacy and security standards are backed by many of the industry’s most well-known and trusted certifications.

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

  1. Online intake forms that patients actually complete.

    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.

  2. EHR integrations that eliminate the manual handoff.

    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.

  3. Intake that gets done before patients walk in the door.

    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.

How much staff time could you give back to patient care?

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What clients say

Frequently Asked Questions

The following entities may require HIPAA-compliant forms: 

  • Healthcare providers, including doctors, hospitals, clinics, dentists, psychologists, chiropractors, nursing homes and other healthcare professionals who collect and maintain PHI. 
  • Health plans, such as health insurance companies, HMOs, Medicare, Medicaid and other entities that provide or pay for healthcare services. 
  • Healthcare clearinghouses, which are entities that process nonstandard health information into standard formats, such as billing services or claims processing companies. 
  • Business associates, or third-party entities that handle PHI on behalf of a covered entity. 

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. 

  • Conditional logic shortens forms
  • Data routes automatically into your EHR
  • Staff spend less time fixing errors and more time preparing for the visit

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.

The best-performing practices run on Phreesia.

See how Phreesia can help your organization replace paper intake, collect patient information securely online and route data directly to your EHR/PM.