🚀 EARLY ACCESS
More precise call routing with VoiceAI Custom Triage
What’s new: VoiceAI can now ask a follow-up routing question after identifying what a caller needs, classify the response, and route the call to the right outcome: a live transfer, an SMS, a recorded message, or direct scheduling.
How this helps you: Handle complex routing in VoiceAI with fewer workarounds and less reliance on multiple vendors.
🚀 FEATURED
Faster, more secure login with authenticator apps and passkeys
What’s new: Phreesia users can secure their accounts with an authenticator app or passkey. Authenticator apps generate one-time codes offline and work well for shared workstations. Passkeys use device biometrics or PINs for one-tap login and work best on personal devices.
How this helps you: Stronger protection than text or email codes, without extra steps in your daily workflow.
Next step: Available to all users starting October 2nd. Set up your preferred method in account security settings.
Patients arrive knowing what they owe
What’s new: Patients can reuse their Appointment Readiness link to review coverage anytime before their appointment. Each visit refreshes eligibility. Available to all Appointment Readiness clients with no setup required.
How this helps you: Fewer questions about deductibles and copays, fewer front desk calls, and smoother payment conversations at check-in.
VoiceAI
Access call recordings and callback numbers in EHR tasks
What’s new: VoiceAI EHR Tasks now support attaching call recording links and callback phone numbers to each task. The Make Note page also loads significantly faster. Both are opt-in settings configurable in VoiceAI.
How this helps you: Staff can access recordings and reach patients back directly from the EHR task, without switching between systems to follow up on a call.
Next step: Available now for eCW. Early access for athenahealth.
Eligibility & Benefits
Find the right billing plan with PlanMatch
What’s new: PlanMatch uses payer eligibility details to recommend a plan from your billing system, using your organization’s carrier names. Staff see the recommendation alongside active coverage and insights into payers that cause confusion. Available for all markets.
How this helps you: Choosing the wrong billing plan at check-in leads to denied claims and correction work that doesn’t show up until days later. PlanMatch shows the right option upfront, before errors have a chance to start.
Registration
Clearer signatures on consent documents
What’s new: Patient signatures on consent documents are now rendered with greater size and contrast, ensuring they remain readable when printed, faxed, or scanned. Applies to all clients automatically with no configuration required.
Phreesia Content Library
Phreesia offers a library of standardized tools and best-practice content designed to align with industry recommendations and increase completion rates. These pre-built modules can be seamlessly added to your existing intake workflows. Organizations that use these modules see a 9.5% lower drop rate, and patients complete interviews 48.8% faster compared to custom content.
We deploy new and updated content with every release.
Standardized tools
We now offer the following clinically validated patient-reported outcomes (PROs).
Zung Self-Rating Anxiety Scale (SAS)
A validated 20-item questionnaire that measures cognitive, physical, and physiological anxiety symptoms over the past week using a 4-point frequency scale, producing scored results to support clinical assessment.
Zung Self-Rating Depression Scale (SDS)
A validated 20-item questionnaire that assesses depression symptom severity across mood, physical symptoms, and psychomotor activity using a 4-point frequency scale, giving clinicians a quantitative measure to guide treatment and track symptoms over time.
UCLA Loneliness Scale (Version 3)
A validated 20-item questionnaire that measures loneliness and perceived social isolation in teens and adults using a 4-point frequency scale, helping clinicians identify patients who may benefit from behavioral health support or community resources.