Streamline registration, reduce no-shows and support patient activation

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

Trusted by behavioral health groups nationwide

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Global Psychiatric Services, PC
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Art of Therapy Center
Carolina Attention Specialists
Walgren Counseling PLLC

A modern, convenient experience for your patients and staff

Phreesia helps behavioral health groups streamline clinical services, scheduling, referrals, operations and more. Our customizable platform helps you automate time-consuming tasks so you can focus on getting patients the care they need sooner.

  • Enhance clinical care
  • See patients sooner
  • Alleviate burnout
  • Manage referrals
  • Patient activation

Deliver high-quality care and boost reimbursement

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

With Phreesia, you can consistently capture unbiased 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.

Behavioral health practices 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, EPDS, GDS) 
  • Generalized anxiety (GAD-2/7) 
  • Alcohol use disorder (AUDIT)  
  • Substance use disorder (CRAFFT, CUDIT, DAST, ORT) 
  • Adverse childhood experiences (PEARLS) 
  • Child anxiety-related disorders (SCARED) 
Mobile phone showing screenshot of a health screening tool for incoming patients

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

Get patients the care they need sooner

Maintain a full schedule

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

Trim your waitlist

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

Minimize cancellations

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

Monitor your appointment workflows

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

Explore Phreesia’s scheduling tools >

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

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

Automate time-consuming tasks and reduce manual work

Give your team more time to focus on patients. With Phreesia’s self-service tools, you can:

  • Let patients check in on their own device before they arrive
  • Collect consents electronically and send forms to your PM
  • Use rules-based logic to ask the right questions to the right patients at the right time
  • Gain robust, data-driven insights about your registration workflows 
  • Monitor every step of your patient registration process

Explore Phreesia’s registration tools >

Pre-registration welcome screen on mobile phone

Across Phreesia’s network, 83% of behavioral health patients check themselves in

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

Improve inbound referral quality

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 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

Support patients in taking a more active role in their care

Give your patients the 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.


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

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

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Fill your administrative staffing gaps

Overview video thumbnail

Your behavioral health practice has lots of tasks to manage—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


  • 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 a death in his family, Chris has been struggling with persistent sadness. His physician refers him to a nearby behavioral health practice that uses Phreesia, so the referral is automatically tracked and digitized. Then, the practice sends Chris an automated message confirming his referral—along with a link for him to self-schedule an appointment.

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

Schedule visit

Chris clicks the link and is taken to a scheduling form. The form is customized to match Chris 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, Chris receives a text message or email prompting him to pre-register. He confirms his demographic information, medical history and insurance coverage, then provides his e-signature for applicable consents. Upon submission, Phreesia verifies Chris’s eligibility and benefits and shares the information with his behavioral health provider’s administrative staff.

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

Report clinical history

Since Chris’s symptoms were documented in the referral and on the appointment request form, he is automatically prompted to complete the PHQ-9—a questionnaire that lets Chris self-report the frequency and severity of his symptoms.

Complete Health Screening survey during mobile intake

Make payment

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

Make a copayment using Google Pay on mobile phone

Meet with provider

Chris arrives on time and checks in beforehand. And because he completed all the necessary intake tasks ahead of time, Chris’s behavioral health specialist spends more time addressing his needs and having a productive, meaningful encounter.

Complete survey

When the appointment ends, Chris 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

Phreesia helps behavioral health practices 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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