Automate registration,
simplify payments and
streamline the care experience
for patients and families

Doctor giving child a stuffed animal in the halls of a children's hospital with his mom
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Rated #1 in Patient Intake Management four years in a row
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Great news: Access eForms is now part of Phreesia!

We’re so excited to offer their innovative forms management solution to healthcare organizations like yours.

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A better experience for your patients, families and staff

Phreesia empowers parents and guardians to get their children the care they need. Our platform lets families keep track of upcoming visits with automated appointment reminders, complete pre-visit registration before they arrive, check in faster by storing their information on file, seamlessly make payments with mobile wallets, and much more.

Phreesia delivers scalable value for registration, patient access, revenue cycle management, clinical services and operations—all without adding more staff.

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

Simplify registration and save staff time

Digitize registration

Let families complete pre-registration 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 forms, release of information policies and more. And with Phreesia’s robust integrations, updated consents are automatically captured in your PM.

Capture complete patient records

Use rules-based logic to ask the right questions at the right time. Phreesia lets you automatically prompt consents, screen eligible patients during intake and customize intake interviews based on appointment type, provider and location.

Monitor your intake process

Keep track of insurance changes, copayment statuses and more—all from one screen. Plus, Phreesia lets you keep tabs on who’s accompanying the child, view workflow analytics and monitor registration exceptions at scale.

Explore Phreesia’s registration tools >

Pre-registration welcome screen on mobile phone

A leading children’s hospital reallocated 13 FTEs to patient care by implementing self-service check-in.

Collect more payments 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 families understand what they owe.

Offer flexibility

Give families 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 transaction.

Explore Phreesia’s revenue cycle tools >

Female making a mobile payment using her credit card
Mobile payment infographic

Among health systems using Phreesia, patients pay 2.6x more of their financial responsibility when they check themselves in compared to checking in with staff.

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Boost scheduling efficiency and automate wellness recalls 

Save staff time

Give patients’ families 24/7 access to request or schedule an appointment from their own device.

Reduce no-shows

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

See patients sooner

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

Stay organized

Track scheduling workflows, centralize SDOH resources and manage appointment requests for in-person and telehealth visits at scale.

Explore Phreesia’s scheduling tools >

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

Phreesia helped a large children’s hospital automatically fill 36% of eligible open slots, accelerating patient care by 29 days, on average.

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, close gaps in care with customizable messaging and remind families about important requirements—including missed appointments, wellness visits, school physicals and more.

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

  • Depression (PHQ-A) 
  • Generalized anxiety (SCARED, GAD-2/7) 
  • Developmental progress (ASQ-3, M-CHAT) 
  • Substance use disorder (CRAFFT, DAST-20 Adolescent) 
  • Social determinants of health (SEEK, Health Leads) 
  • Vaccine contraindications
Mobile phone showing screenshot of a health leads screening tool for incoming patients

After implementing Phreesia, a 5,000-provider health system saw a 4.4x increase in behavioral health questionnaires administered.

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

Give families the support they need to take an active role in their children’s care.


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


Connect with families 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

Fill your administrative staffing gaps

Overview video thumbnail

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.

Phreesia can help you mitigate staffing shortages and labor costs by: 

  • Decreasing the time it takes to register new and returning patients 
  • Reducing wait times and accelerating throughput 
  • Delivering the consumer-centric experience patients expect 

A customized experience for every patient

Michael & Rob

  • 1

    Request appointment

  • 2


  • 3

    Move appointment

  • 4

    Complete registration

  • 5

    Complete screening

  • 6

    Make payment

  • 7

    Meet with provider

  • 8

    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


After submitting his request, Rob receives an automated message indicating that Michael's appointment has been scheduled. He adds it to his calendar on his mobile phone.

Appointment confirmation screen on mobile phone

Move appointment

Rob got lucky! Another patient was scheduled for a similar visit at an earlier date, but they canceled. Using Phreesia’s end-to-end scheduling tool, the hospital sends Rob an automated text message to offer Michael the open slot. He replies to accept the new appointment time.

Appointment accelerator text message screen for an earlier doctor appointment

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 hospital’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 hospital 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

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 >

An enterprise solution to protect patient data

At Phreesia, privacy and security are our top priorities—not boxes to be checked during a yearly review. At every level of our organization, we foster a culture focused on safeguarding patient data. We’re honored to have those efforts recognized with many of the industry’s top certifications.

HITRUST CSF Certification (2023)

Phreesia achieved HITRUST CSF certification, giving our clients peace of mind that we meet trusted security benchmarks.

Read more >

Payment Card Industry Data Security Standard (PCI-DSS)

As a PCI DSS Level 1 Service Provider, Phreesia is committed to upholding industry security standards for cardholder data.

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Security Organization Control (SOC) 2 Type 2

Phreesia has completed the SOC 2 Type 2 certification process to evaluate our security, availability and confidentiality protocols.

Read more >

PCI Point-to-Point Encryption (P2PE)

Phreesia’s PCI-validated solution enables healthcare organizations to accept P2PE credit and debit card payments.

Find Phreesia listed under Bluefin Payment systems

Read more >

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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