Targeted engagement
to improve patient care

Leverage the patient intake process to create sustainable programs that engage patients in their care, educate them about your ancillary services, and communicate with them before, during and after their visit for a seamless patient experience.

Health Campaigns

Phreesia Health Campaigns allows you to connect with patients before, during or after the visit through targeted messages that engage them in their care, drive follow-up appointments and enhance quality performance for your organization. Use Health Campaigns, for example, to provide educational materials to vulnerable patient populations, including those with chronic conditions, immunocompromised individuals, expectant mothers and the elderly. Patients can follow up and easily self-schedule or request the appropriate appointments, such as Medicare annual wellness visits or diabetic eye exams.

Example Templated Content Available

  • Annual Wellness Visits (Medicare, Adult, Pediatric)
  • Breast Cancer Screening (Mammogram)
  • Recall patients for cancelled and no-show appointments
  • Convert upcoming visits to telehealth

Patient Chat

Text individual patients directly about their upcoming virtual or in-person visit right from the Phreesia Dashboard. Staff can use Phreesia’s two-way Patient Chat to send text messages to patients waiting in their car to let them know when to come inside, or to notify them that their provider is running behind schedule. In addition, Patient Chat allows staff to reach out to patients who haven’t yet showed up in the virtual waiting room for their scheduled telehealth visit.

Graphic illustration of social determinants of health, which can be screened for via Phreesia's patient activation offerings

Social Determinants of Health

Your patients’ health goes well beyond the healthcare they receive—and clinicians have a pivotal role to play. Whether it’s a child living in an unsafe area, an older adult with few friends nearby, or a pregnant woman with no access to transportation for medical appointments, social determinants of health affect people’s lives in countless ways. And it’s almost impossible to meaningfully improve your patients’ health without bringing those factors into consideration.

With Phreesia’s patient engagement applications, you can ask patients privately about their access to healthy food, safe housing and other social determinants that can have a critical impact on their health. The information you gather automatically integrates with your PM/EHR, giving you tools to better understand your patients and connect them with the services they need, helping you to meet your organizational goals.


Do you know what patients think about your practice? Phreesia’s post-visit satisfaction surveys give you the tools to find out more about your patients’ healthcare experience. Designed to align with industry standards, our surveys allow you to track your Net Promoter Score, measure key drivers of patient satisfaction, direct patients to online review sites and more. Staff can also receive real-time alerts if a patient responds poorly to a survey.

Learn more about Surveys >

man answering a survey on his mobile phone

Graphic illustration of a patient communication solution, one of Phreesia's patient activation offerings

Practice Announcements

Phreesia’s Practice Announcements allow you to send patients branded emails to share important updates, such as new locations, current safety protocols at your office, tips for staying healthy and additional services.


Use patient-reported clinical data to identify patients who are eligible to participate in clinical trials or other research at your facility. Our Research application allows you to deliver targeted questionnaires to patients who may be interested in trials and research studies, generate summary reports, and follow up with those who want to participate.

Woman using smart phone in cafe to take a survey


How well is your patient outreach working? Use Phreesia Analytics to understand how patients receive and interact with your communications.

  • View patients’ open rates for email and text messages
  • Track email click-through rates
  • Generate reports identifying which patients are interested in your clinical research or other promoted services
Graphic illustration of patient activation analytics Graphic illustration of patient activation analytics

Success Stories

A Southeastern primary care practice sent 1,260 text messages through Phreesia Patient Chat, streamlining pre-visit patient communications and saving significant staff time.

A family medicine practice leveraged Phreesia’s Health Campaigns to drive more than 500 preventive care appointments during COVID-19 in less than three weeks.

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Let us show you how Phreesia provides the modern, convenient healthcare experience your patients want and your staff expect.

If you are a patient trying to check in or cancel an appointment, please contact your healthcare provider's office directly.

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