Revenue cycle management software that helps you get paid more, faster

Phreesia automates eligibility, collects more patient payments and clears the busywork from your revenue cycle, so cash flow improves without adding friction for patients.

  • 55%

    higher time-of-service collections on average

  • 7x

    more collected after visits

  1. One flow from check-in to reconciliation

    Phreesia brings AI-powered eligibility, payments and collections into a single streamlined flow—so you collect faster with less manual work. Before the visit, it runs eligibility checks and captures insurance automatically. At the visit, it collects the copay. After the visit, it handles billing and follow-up. Behind the scenes, it auto-posts, reconciles and feeds enterprise reporting.

  2. Give your patients multiple ways to pay

    More payment options means more collections—with no extra staff work. Patients pay how they want, and PM integrations automate end-of-day reconciliation so every payment is accounted for. Options include credit, debit and FSA/HSA, Apple Pay® and Google Pay™, cash and check tracking, payment plans, card on file, and online payments.

  3. Collect outstanding balances on autopilot

    Phreesia automatically charges the card on file once insurance adjudicates—no mailed statements, no follow-up calls. The result: higher collection rates, faster payment, less bad debt, lower hard costs and time back for your staff.

  4. Verify eligibility and collect copays automatically

    Eligibility checks run in seconds—an average of three times before each visit—so coverage changes never slip through. Phreesia determines copays at time of service across primary, specialty, urgent care, vision and dental, captures insurance from the patient or your PM system at intake, and surfaces coverage details through dashboard alerts and pre-visit summaries before each visit.

  5. Stop chasing balances and start collecting them

    Phreesia accelerates post-visit revenue and reduces bad debt. Smart notifications prompt patients to pay the moment their EOB lands, via a secure text or email link. Itemized statements show the full breakdown—date of service, provider, charges, credits and adjustments. Automated reminders adapt to each patient’s payment history, and patients can pay in full or in part by credit, debit, FSA/HSA or mobile wallet.

    $2,700

    saved on paper & postage per 1,000 payments collected

  6. Payment processing, handled end to end

    Phreesia manages funding, chargebacks, fraud monitoring and everything in between. Competitive rates with no hidden fees or fluctuations. In-house support covers hardware, software, merchant accounts and underwriting. Accept every major card plus Apple Pay® and Google Pay™ in one place—all PCI Level 1-compliant and P2PE-validated, cutting your PCI scope by more than 80%.

Client Stories

How many more copays could you capture?

Increased monthly copay collections:

Increased annual copay collections:

Results are estimates based on Phreesia network averages and may vary based on practice size, specialty and patient population.

What clients say

“Before Phreesia, our staff had to ask patients out loud in the waiting area to pay a copay or balance, which could be uncomfortable for everyone involved. With Phreesia, our patients can automatically view their balances and copays, make direct payments and set up payment plans. The entire process gives patients more autonomy in the payment process and relieves staff from having to initiate difficult conversations.”

Janice Ortiz Systems Management Officer, Valley Surgical Clinics

“Phreesia has allowed our practice to not only increase collections, but drastically decrease the number of statements we send by over 93%! As a result, we’ve been able to stop using our third-party vendor that managed our statements and do it in-house instead. We’re saving $600 a month on vendor costs now!”

Shari Crooker Practice Manager, Gwinnett Center Medical Associates

“Phreesia has offered us a level of transparency that we’ve never had. The front office is able to see exactly where payments are, the back office is able to see that as well, and the finance departments appreciates have the ability to reconcile on an aggregate basis.”

Jay Verdoorn CIO, Revere Health

Frequently Asked Questions

Phreesia runs eligibility and benefits checks before the visit and shows what the patient is likely to owe. Patients can review estimates and pay during digital check-in, which makes it easier to collect copays and balances upfront. In fact, Phreesia customers collect 89% of copays compared to an industry average of 56%, and see an average 73% increase in time-of-service collections within 6 months of implementation.

Yes. Phreesia integrates with 16+ PM and EHR systems. Payments are automatically posted back to your system of record, which reduces manual entry and makes reconciliation simpler.

Phreesia supports copays, outstanding balances and post-visit payments. Patients can pay during digital check-in, through self-service bill pay or via automated collections. Payment options include credit, debit, FSA/HSA, mobile wallets (Apple Pay® and Google Pay™), and cash and check tracking.

Yes. Automated collections, self-service payments and auto-posting take a lot of manual work off your team’s plate. Organizations save an average of 133 hours of staff time per 1,000 auto-collected payments—less follow-up, less data entry, more time for higher-value work.

The best-performing practices run on Phreesia.

See what changes when your platform closes the loop—from first call to final payment.

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