Streamline intake, reduce no-shows and enhance clinical care

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

Trusted by family medicine groups nationwide

Allen's Family Practice Clinic
Complete Family Care, LLC
Danvers Family Doctors, PC
Family Medicine of Michigan
GILA Health Resources
Jacksonville Medical Care
Sierra Nevada Family Medicine
Think Whole Person Healthcare logo
Trinity Family Medicine, LLC
Frederick Primary Care Associates
Platte River medical Clinic logo

Increase efficiency and support patient activation

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

  • Streamline registration
  • Stay on schedule
  • Increase revenue
  • Enhance clinical care
  • Patient activation

Simplify registration and save staff time

Digitize check-in

Let patients check in the way they want to—at home, on the go or when they arrive for their appointment—from the privacy and security of their own device.

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 intake and improve data accuracy.

Monitor your intake process

Access patient check-in status, receive automated alerts, view workflow analytics, manage registration exceptions and more—all from one screen.

Explore Phreesia’s registration tools >

Pre-registration check-in workflow on mobile phone for family medicine

Across Phreesia’s network, 76% of family medicine patients check themselves in

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

Boost scheduling efficiency and close gaps in care

Reduce no-shows

Remind families about their appointments and recall them for missed or delayed care, including physical exams and routine vaccinations.

Keep your schedule full

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

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.

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 >

Self-schedule a family medicine appointment on mobile phone

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

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 convenience

Provide modern, flexible 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 >

Making a payment using a credit card on mobile phone
Payment infographic

87% of family medicine patients’ copays are paid at the time of service.

Apple Pay® is a registered trademark of Apple Inc.

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.

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

  • Alcohol use disorder (AUDIT, CRAFFT) 
  • Depression (PHQ-2/9/A) 
  • Postpartum depression (EPDS) 
  • Fall risk (STEADI) 
  • Development (ASQ, M-CHAT) 
Health screening clinical intake form on mobile phone

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

Support patients in taking a more active role in their care

Give families 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.


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 on mobile phone engaging with health campaign
Mother calling doctor with sick child at night
Manage and coordinate after-hours calls

Do your providers dread being on call? With our after-hours answering solution, PhreesiaOnCall, they don’t have to—and we’re giving it to Phreesia clients at no cost.

Get started for free >

Fill your administrative staffing gaps

Overview video thumbnail

Your family medicine group 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 reminder

  • 2

    Schedule visit

  • 3

    Complete registration

  • 4

    Report clinical history

  • 5

    Make payment

  • 6

    Meet with provider

  • 7

    Complete survey

Receive reminder

It's time for Theo to visit his family physician. His provider sends an automated message to remind him that he’s due for care—along with a link for him to self-schedule an appointment.

Reminder to self-schedule a doctor appointment on mobile phone

Schedule visit

Theo clicks the link and is taken to a scheduling form. The form is customized to match Theo 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, Theo 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 Theo’s eligibility and benefits and shares the information with his provider’s administrative staff.

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

Report clinical history

During registration, Theo is automatically prompted to complete the PHQ-9—a questionnaire that helps his provider assess whether Theo is at risk for depression.

Complete Health Screening survey during mobile intake

Make payment

Theo 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 payment using Google Pay on mobile phone

Meet with provider

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

Complete survey

When the appointment ends, Theo 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

Measurable results for your staff and patients

We’re proud to help organizations like yours operate efficiently, save staff time and create great patient experiences.

1 in 10

family medicine clients say Phreesia’s products are easy to use

Phreesia helps family medicine groups 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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