Automate registration, improve collections and elevate the care experience for patients and families

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Rated #1 in Patient Intake Management four years in a row

A modern, convenient experience for your patients, families and staff

Phreesia helps small practices streamline registration, scheduling, payments, clinical data collection, operations and more. Our platform lets you automate time-consuming tasks so you can focus on getting patients the care they need sooner.

  • Registration
  • Revenue cycle
  • Patient access
  • Clinical solutions
  • Patient activation

Simplify registration and save staff time

Digitize registration

Let patients complete pre-registration and update their demographic information from anywhere—at home, on the go or when they arrive—using their own device or onsite hardware.

Collect consents

Capture signatures for HIPAA agreements, financial policies and more. And with Phreesia’s robust integrations, updated consents are automatically captured in your PM.

Capture complete patient records

Engage patients before their visit with automated registration—and let rules-based logic trigger intake interviews based on appointment type, provider, location and more.

Monitor your intake process

Access patient information, receive automated alerts, view workflow analytics, reduce data-entry errors, manage atypical registrations and more—all from one screen.

Explore Phreesia’s registration tools >

Pre-registration welcome screen on mobile phone

84% of patients check themselves in across Phreesia’s network

5+ minutes of staff time saved per self-service check-in

Collect more payments, check eligibility and streamline insurance capture

Increase collections

Collect pre-visit and time-of-service payments, including copays and outstanding balances, across multiple locations—at scale. Plus, send payment reminders to help patients understand what they owe.

Offer flexibility

Give patients modern, convenient ways to pay with payment plans, card on file and online bill-pay options, including Apple Pay® and Google Pay™. Keep tabs on all payments with PM integrations that automate end-of-day reconciliation.

Capture insurance information

Verify patients’ insurance coverage before they arrive, and confirm their eligibility and benefits in less than a minute with automated E&B checks.

Process payments

Phreesia manages funding, chargebacks, fraud monitoring and more. Plus, our competitive merchant processing rates help you save money on every credit card transaction.

Explore Phreesia’s revenue cycle tools >

Female making a mobile payment using her credit card
Paper infographic

Phreesia helped a small eCW practice achieve a 93% decrease in paper statements sent.

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Maximize scheduling efficiency

Save staff time

Give patients and their families 24/7 access to request an appointment—all from the privacy and security of their own device.

Reduce no-shows

Prompt patients to confirm, cancel or reschedule their visit with automated reminders via email, text message or voice.

Streamline referrals

Organize, manage and track every referral—even the faxed ones—on a central hub, freeing up your staff to spend more time with patients.

Stay organized

Centralize, manage and track all your in-person and telehealth appointments, even for multiple locations and sources.

Explore Phreesia’s scheduling tools >

Mobile phone showing screenshot of Phreesia's self-scheduling tool to view upcoming available appointments

79% reduction in no-show rate within 30 days of implementing Phreesia.

Close gaps in care and drive better health outcomes

Streamline clinical intake, collect patient-reported data and easily administer screening tools.

With Phreesia, you can capture medical, family and social histories before each visit, giving clinicians the information they need to facilitate meaningful patient encounters. Phreesia helps you address patients’ health risks by asking privately about their access to food, housing and other social needs, and close gaps in care with customizable messaging.

Small practices also use Phreesia to meet reporting requirements with easy-to-access clinical data. And with our robust clinical library, you can automate the delivery and scoring of applicable patient-reported outcomes (PROs) and screening tools that assess:

  • Depression
  • Generalized anxiety
  • Developmental progress
  • Substance use disorder
  • Social determinants of health
  • Vaccine contraindications
Mobile phone showing screenshot of a health leads screening tool for incoming patients
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97% of patients who are prompted with a PRO will complete it.

Support patients and families in taking a more active role in their care

Give patients the support they need to take an active role in their care.


Send customizable text messages that prompt patients to take action. Provide pre-visit instructions, convert appointments to telehealth and more.


Connect with families before, during and after their visits with targeted messages that encourage routine care and drive follow-up appointments.

Female patient looking at mobile phone and engaging with targeted health campaign

Maximize your practice’s impact 

Overview video thumbnail

Your practice has more tasks to manage than ever before—and limited resources to manage them. But operating efficiently isn’t about finding more people to do the work. It’s about helping your staff work smarter, not harder. 

In just a few short weeks, Phreesia can help you:

  • Reduce manual workloads
  • Improve efficiency
  • Create excellent patient experiences

A customized experience for every patient

Rob & Michael

  • 1

    Request appointment

  • 2

    Complete registration

  • 3

    Complete screening

  • 4

    Make payment

  • 5

    Meet with provider

  • 6

    Complete survey

Request appointment

Rob needs to book an appointment for his son, Michael. He goes online to request a visit and is instructed to fill out an appointment request form. The form is customized to match Michael to the right appointment type, provider and location.

Mobile phone showing an appointment request form

Complete registration

A few days before the visit, Rob receives a text message or email prompting him to pre-register. He provides Michael’s demographic information, medical history and insurance coverage, then provides his e-signature for applicable consents. Upon submission, Phreesia verifies Rob’s eligibility and benefits and shares the information with the practices’s administrative staff.

Mobile intake pre-register checkin flow - fill out patient demographics, insurance information, and sign consent forms

Complete screening

Michael’s provider needs to understand whether his basic social needs are being met. During registration, Rob is automatically prompted to fill out the Health Leads questionnaire—a screening tool that will help the provider assess Michael’s social needs in five key domains.

Health leads screening tool for families on mobile phone

Make payment

Rob needs to pay his copay before arriving for the visit. He reviews the visit charges on his mobile phone, then authorizes the practice to charge his card on file for a quick, convenient checkout.

Make a payment using card on file on mobile phone

Meet with provider

Rob and Michael arrive on time. And because Rob completed all the necessary intake tasks in advance, Michael’s provider spends more time addressing his needs and having a productive, meaningful encounter.

Complete survey

When the appointment ends, Rob gets a text message asking him to fill out a satisfaction survey. After completing it, he is prompted to share an online review about his visit.

Filling out post-visit office survey on mobile phone

Ready to get started?

Phreesia helps healthcare organizations succeed

No matter your size, location or patient demographic, Phreesia can help your practice drive outcomes that matter.