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Our Platform

More than intake.
Built from it.

Connecting the workflow, from first call to final payment

Most healthcare organizations run many systems to do one job. Phones in one. Intake in another. Payments somewhere else. Then, the EHR cleans up what’s left.

With Phreesia, scheduling, registration, payments and communication are all on one platform—and all built around the part of the visit where you actually get paid.

Built to work with the system you already run.

Phreesia’s integrations run both directions. Patient data flows into your PM/EHR and back out, so nothing gets keyed twice and nothing falls through. That’s how registration stays clean enough to actually collect on.

Don’t see your PM/EHR? Know Phreesia integrates through open standards—HL7, FHIR, CCD, CSV and more. Contact us for more.

Security certifications

Privacy and security are our foundation, not boxes checked once a year. Our certifications help prove how safe it is to move money and protected health information through Phreesia every day.

  • HitTrust CSF Certified logo featuring red and dark blue text with a gold horizontal line separator

    HITRUST CSF Certification (2024)

    Phreesia achieved HITRUST CSF certification, giving our clients peace of mind that we meet trusted security benchmarks.

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  • PCI DSS compliant certification badge with teal background, white "PCI" text, green checkmark, and "DSS COMPLIANT" label below

    Payment Card Industry Data Security Standard (PCI-DSS)

    As a PCI DSS Level 1 Service Provider, Phreesia is committed to upholding industry security standards for cardholder data.

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  • AICPA SOC 2 certification badge with blue and black circular design, indicating Service Organization Control Reports compliance, formerly SAS 70 Reports. Visit aicpa.org/soc

    Security Organization Control (SOC) 2 Type 2

    Phreesia has completed the SOC 2 Type 2 certification process to evaluate our security, availability and confidentiality protocols.

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  • PCI P2PE encryption compliance logo with checkmark symbol

    PCI Point-to-Point Encryption (P2PE)

    Phreesia’s PCI-validated solution enables healthcare organizations to accept P2PE credit and debit card payments. Find Phreesia listed under Bluefin Payment systems.

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Phreesia dashboard on desktop computer with hand navigating mouse

Experience our white glove, smooth implementation process

You don’t have the staff to run a year-long software rollout…and you don’t need to. With Phreesia, a dedicated implementation team handles the build, the integration and the testing. Your staff’s lift is measured in hours, not weeks. Most practices go live in as little as 6 weeks and are running digital check-ins and collecting payments on day 1—no rip-and-replace, no downtime at the front desk.

Robust analytics & reporting

You can’t improve the revenue moment you can’t see. Phreesia turns every check-in, payment and no-show into reporting you can act on—by location, visit type, and staff member. See where registration leaks revenue, then close the gap.

Track check-in volumes by location, visit type and staff member. Watch pre-registration completion against scheduled times, confirm signed consents, and verify insurance eligibility in real time—fewer denials, faster front office.

See how many patients would recommend you, and why—with custom questions for your organization. Real-time alerts on negative feedback let staff follow up before it becomes a public review, plus national benchmarks show how you stack up.

Track collections—pre-visit, time-of-service and post-visit—across every location. See which tools (reminders, card on file) actually drive payment, plus test new initiatives before you roll them out across sites.

See how long your team takes to schedule and complete each appointment, plus where the gap is between requests and bookings. Referral and source data surface your top new-patient drivers and show a clearer growth picture for marketing.

Spot care gaps and at-risk patients early—from preventive care delivery to social determinants of health. Track outreach campaign performance, plus automate the scoring of patient-reported outcomes (PROs) and screenings to flag risk before it escalates.

Explore more

Asthma patient reported outcome screening example
Phreesia support conversation example

All clients get a dedicated support team.

No ticket queue, no offshore script. Every Phreesia client gets a dedicated account owner who knows your setup. They’re reachable by phone, chat and email and respond within 24 hours. When something at the front desk breaks, you’re not opening a case and waiting—now, you’re talking to someone who can fix it.

 

One platform, every way patients engage.

Patient preferences vary across age groups, care settings and visit types. Most health systems end up with a different vendor for each channel. Phreesia delivers mobile, voice and in-office hardware as modalities of a single platform. 

Patients complete registration, screenings and payments from their own device before they arrive. No app or login required. 85% of patients at top-performing health organizations self-check-in.

Phreesia VoiceAI handles inbound calls 24/7: scheduling, appointment management and routine questions resolved without staff involvement, at every location across your system.

Phreesia PadX and Phreesia Arrivals bring the same intake experience to the front desk and waiting room for patients who prefer in-office check-in or need guided support. Consistent configuration, consistent experience, every site.

Phreesia PadX with person clicking check in now in office

What clients say

Registration is revenue.

Frequently asked questions

Most likely, yes! Phreesia integrates bidirectionally with many of the industry’s leading EHRs to streamline patient intake and reduce manual work. If you’re unsure whether we support your system, our team can walk you through your integration options.

Yes. Phreesia is built to protect both patient data and payment information. We maintain industry-recognized certifications and standards, including HITRUST CSF, SOC 2 Type 2, PCI DSS Level 1 and PCI-validated Point-to-Point Encryption (P2PE), so you can confidently manage protected health information and payments on one platform.

It’s up to you. Some organizations start with a single solution and expand over time, while others choose multiple products from day one. Because every Phreesia product is built on the same platform, it’s easy to add new capabilities as your organization’s needs evolve.

Yes, if that’s your goal. Many organizations use Phreesia to replace disconnected tools for patient intake, registration, payments and communication with one connected platform. 

Others prefer to use it alongside the systems they already have. Phreesia integrates with leading PMs and EHRs, giving you the flexibility to modernize your workflows without a rip-and-replace implementation.

We know your team doesn’t have time for a lengthy software rollout. That’s why our implementation team handles the build, integration and testing. In practice, that means capping your staff’s time commitment at hours, not weeks.

Every Phreesia client receives ongoing support from a dedicated team that knows your organization’s setup, so you’re never left waiting in a generic support queue. You’ll have your very own account owner you can reach by phone, chat or email for responses within 24 hours.