FEATURED
VoiceAI now handles appointment rescheduling from start to finish
What’s new: VoiceAI for athenahealth can now manage appointment rescheduling calls end to end. When a patient calls to reschedule, VoiceAI verifies their identity, confirms the existing appointment, finds a new available time, updates the schedule in athenahealth and sends an SMS confirmation.
How this helps you: Appointment rescheduling is one of the most common reasons patients call your office. VoiceAI now handles this routine workflow automatically, allowing your staff to focus on more complex patient needs without adding headcount. Every completed reschedule is automatically documented in the VoiceAI Documentation Report, helping ensure nothing is missed.
In-app Resource Center now available in the Phreesia Dashboard
What’s new: A new Help badge in the Phreesia Dashboard provides a centralized Resource Center where staff can quickly access onboarding guides, knowledge base articles, recent product releases and important announcements, all without leaving the Dashboard.
How this helps you: Finding answers is easier when help is available right where work happens. The Resource Center reduces time spent searching for documentation and helps staff stay informed about new features, workflow improvements, and other helpful resources without interrupting their day.
Next step: This enhancement is automatically enabled for organizations.
Verify eligibility and benefits for a third insurance
What’s new: Phreesia now supports eligibility and benefits verification for a third insurance on a single visit. This enhancement is automatically available for organizations using Eligibility & Benefits.
How this helps you: Organizations caring for patients with multiple insurance plans can now verify additional coverage without leaving their existing workflow. This reduces manual work for staff and provides a more complete view of patient coverage before the visit begins.
Next step: This enhancement is automatically enabled for organizations using Eligibility & Benefits.
Interested in learning more about Phreesia’s Eligibility & Benefits? LEARN MORE
Prioritize urgent patients in Appointment Accelerator
What’s new: Appointment Accelerator now supports prioritization keywords. By adding a keyword such as urgent or ASAP to an appointment note in your EHR, Appointment Accelerator automatically moves that patient to the front of the cancellation fill queue.
How this helps you: Urgent patients receive appointment opportunities before routine visits, allowing schedules to better reflect clinical priorities without creating additional work for your staff.
“Any First Available” provider option for Veradigm self-scheduling
What’s new: Organizations using Veradigm self-scheduling can now offer patients an Any, First Available provider option. Separate settings allow this option to be enabled independently for:
- New patient appointments
- Returning patient appointments
- Referral appointments
How this helps you: Patients who cannot find availability with a preferred provider now have another option to book care, helping capture appointments that might otherwise be abandoned.
Phreesia VoiceAI
Route and label calls by location
What’s new: Phreesia VoiceAI now helps organizations manage calls across multiple locations with two new capabilities:
- Practice Routing asks callers which location they need before directing the call to the appropriate EHR instance.
- Location Labeling automatically tags every message with a location identifier for reporting, filtering, and future routing.
How this helps you: Organizations with multiple offices can eliminate the need for a separate IVR system while simplifying call routing and reporting.
Expanded VoiceAI capabilities now available for ModMed organizations
What’s new: VoiceAI now supports a new integration with ModMed, now generally available for all new ModMed customers. The integration includes:
- Patient matching on inbound calls
- Patient information surfaced during calls
- Automatic export of call notes and transcripts to ModMed
How this helps you: Organizations using ModMed can now take advantage of the full VoiceAI experience, including payment collection, while automatically documenting call notes and transcripts in the EHR. Existing customers can migrate to the new integration to unlock these capabilities.
Payments
Apple Pay and Google Pay now available in Online Payments
What’s new: Patients visiting your Online Payments page can now pay using Apple Pay or Google Pay when their device supports mobile wallets.
How this helps you: Patients can complete payments faster using the payment methods they already trust, reducing friction and simplifying the payment experience on mobile devices.
Next step: This enhancement is automatically available for organizations using Online Payments with Phreesia processing.
Interested in learning more about processing payments through Phreesia? LEARN MORE
Navigation
Redesigned Locations page
What’s new: The Locations page in the Phreesia Dashboard has been redesigned with:
- A cleaner interface
- In-page editing
- Location search
How this helps you: Staff can quickly locate and update location information without navigating away from the page, making administrative tasks more efficient.
Next step: This enhancement is available automatically for all organizations.
Preview: New two-factor authentication options
What’s new: New authentication options are coming soon, including:
- Authenticator apps such as Google Authenticator and Microsoft Authenticator
- Passkeys using your device’s built-in biometrics or PIN
These methods work without cellular service and provide stronger protection against phishing attacks.
How this helps you: Additional authentication options help strengthen account security while giving organizations more flexibility in how users verify their identity.