Automate intake, increase collections, see more patients and support patient activation

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

A modern, convenient experience for your patients and staff

Phreesia helps healthcare organizations streamline registration, payments, scheduling, referrals, clinical services and operations. Our customizable platform helps you automate time-consuming tasks and gives your patients an individualized experience at every visit.

  • Streamline registration
  • Increase revenue
  • Improve access
  • Manage referrals
  • Enhance clinical care
  • Patient activation

Simplify registration and save staff time

Digitize check-in

Let patients check in and update their demographic information from anywhere—at home, on the go or when they arrive for their appointment—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 a complete patient record

Use rules-based interviews to ask patients the right questions at the right time. Our proprietary logic helps you save time, simplify patient interviews and improve data accuracy.

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 >

Mobile phone showing Phreesia's pre-registration intake workflow

Across Phreesia’s network, 85% of patients check themselves in

Across Phreesia’s network, 5+ minutes of staff time saved per self-service check-in

Collect more payments and streamline insurance capture

Increase collections

Seamlessly calculate and collect copays and outstanding balances with pre-visit, time-of-service and automated post-visit payments. Plus, send payment reminders to help patients understand what they owe.

Offer flexibility

Give your 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.

Consolidate vendors and realize cost savings

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

Explore Phreesia’s revenue cycle tools >

Patient making a credit card payment on mobile phone

With Phreesia, our patients can automatically view their balances and copays, make direct payments and set up payment plans. The entire process gives patients more autonomy in the payment process and relieves staff from having to initiate difficult conversations.”

Janice Ortiz, Systems Management Officer, Valley Surgical Clinics

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Fill your schedule and see patients sooner

Save staff time

Reduce inbound phone calls and manual work by letting patients request or self-schedule an appointment 24/7 from their own device.

Backfill cancellations

Easily fill unexpected open appointment slots with clinically relevant patients using rules-based scheduling automation.

Reduce no-shows

Ensure timely visits with customizable outreach campaigns and automated appointment reminders via email, text message or voice.

Stay organized

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

Explore Phreesia’s scheduling tools >

Mobile phone showing Phreesia's self-scheduling tool

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

8 minutes of staff time saved for every patient who self-schedules a visit

Modernize your referral process

Spend less time tracking down referral information and more time providing high-quality patient care. Phreesia’s referral management platform lets you organize, manage and track every referral—even the faxed ones—on a central hub, freeing up your staff to spend more time with patients. (We’ll even transcribe your paper and e-faxes so you don’t have to!)

With all your referrals in one place, you can reduce overhead, close gaps in care and schedule referred patients twice as fast.

Explore Phreesia’s referral management solution >

Desktop computer screen showing Phreesia's referral management platform

Save 21 minutes of staff time per patient referral sent via Phreesia

Up to 75% reduction in staff needed to manage referrals

46% fewer paper faxes

Deliver high-quality care and boost reimbursement

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 providers the information they need to have more 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 outreach messaging.

Healthcare organizations also use Phreesia to automate the delivery and scoring of applicable patient-reported outcomes (PROs) and screening tools that assess:

  • Depression (PHQ-2/9/A, GDS, EPDS) 
  • Generalized anxiety (GAD-2/7) 
  • Alcohol use disorder (AUDIT-C) 
  • Substance use disorder (DAST-10) 
  • Fall risk (STEADI) 
Mobile phone showing a health screening form

97% of patients who are prompted with a PRO will complete it.

Support patients in taking a more active role in their care

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


Send customizable text messages directly to patients. Provide pre-visit instructions, convert appointments to telehealth and more.


Assess patients’ healthcare self-management abilities with the Patient Activation Measure®. Use PAM® to personalize care and effectively engage patients.


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

Patient engaging with a targeted health campaign on cellphone
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Acquire more patients with MediFind, a Phreesia company 

Claim your free profile to see why more than 3.5 million providers rely on MediFind

Learn more >

Fill your administrative staffing gaps

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Your staff have 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

Barbara Headshot


  • 1

    Receive referral

  • 2

    Schedule visit

  • 3

    Complete registration

  • 4

    Report clinical history

  • 5

    Make payment

  • 6

    Meet with provider

  • 7

    Complete survey

Receive referral

After an annual visit, Barbara’s primary care provider refers her to a specialist. The specialist uses Phreesia, so the referral is automatically tracked and digitized. Then, the practice sends Barbara an automated message confirming her referral—along with a link for her to self-schedule an appointment.

Referral text screen followed by a screen to self-schedule doctor appointment

Schedule visit

Barbara clicks the link and is taken to a scheduling form. The form is customized to match Barbara to the right appointment type, provider and location.

Choosing an appointment date and time on self-scheduling mobile screen

Complete registration

A few days before the visit, Barbara receives a text message or email prompting her to pre-register. She confirms her demographic information, medical history and insurance coverage, then provides her e-signature for applicable consents. Upon submission, Phreesia verifies Barbara’s eligibility and benefits, and shares the results with her specialist’s administrative staff.

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

Report clinical history

While filling out her registration, Barbara enters her past medical, surgical, family and social history. She submits her responses, and Phreesia automatically shares the results with her specialist.

Osteoporosis assessment survey on mobile phone

Make payment

Barbara needs to pay her copay before arriving for the visit. She reviews the visit charges on her mobile phone, then selects Google Pay™ for a quick, convenient checkout.

Make a payment using Google Pay on mobile phone

Meet with provider

Barbara arrives on time and checks in beforehand. And because she completed all the necessary registration tasks ahead of time, Barbara’s specialist spends more time addressing her needs and having a productive, meaningful encounter.

Complete survey

When the appointment ends, Barbara gets a text message asking her to fill out a satisfaction survey. After completing it, she is prompted to share an online review about her visit.

Filling out post-visit office survey on mobile phone

Phreesia helps healthcare organizations succeed

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

Our bidirectional integrations

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Can’t find your PM/EHR? Don’t worry! Phreesia is easily integrated using open standards, including HL7, FHIR, CCD, CSV and more.

Explore all our integrations >

Request a demo

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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