Family Medicine Practice Solutions

A customized patient intake experience for your practice

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Phreesia family medicine solution main header image showing family doctor talking to a patient

Your patient intake partner

Phreesia knows that family medicine requires integrated care for patients at every stage of life. Whether you’re managing demand for wellness or acute care, working to create a better patient experience or just trying to run a more efficient practice, we can help.

ONE PATIENT,100 INTAKE TASKS

From newborns to seniors, every patient who comes through your door has unique needs. But completing all of the necessary intake tasks for each patient at every visit can seem impossible without an army of staff. Phreesia’s automated platform makes it happen and tailors the intake experience to each one of your patients.

  • Create a better patient experience

  • Complete the right intake tasks for every visit

  • Improve your understanding of your patients’ needs

  • Use Phreesia to do it all at scale, with consistency and fewer staff

Sample Phreesia profile for returning family medicine patient requesting a wellness visit
Woman holding her mobile phone displaying the Phreesia family medicine Appointment Request Form screenWoman holding her mobile phone displaying the Phreesia family medicine Appointment Request Form screen

An easier way to make an appointment

Providers’ offices are flooded with phone calls. We know this chaos is as hard on your staff as it is on patients. Whether your patients need an annual check-up or a flu vaccination, Phreesia offers them the convenience of self-scheduling or requesting appointments on your website anytime, anywhere. That means you can put down the phone and focus on the patients right in front of you.

  • Deliver the consumer experience patients expect
  • Drive more new patients to your practice
  • Track all appointment requests and sources
  • Insurance is automatically verified before scheduling an appointment
Learn more about Patient Appointment Scheduling >

Say goodbye to clipboards and scanning

Phreesia is designed to save your team—and your patients—the headache of check-in forms. Whether patients register on their mobile device, a PhreesiaPad or an Arrivals kiosk, our intake tools help speed things up for your practice, while giving patients the consumer-friendly, self-service options they want.

Mobile

Send texts or emails that let your patients register up to a week before their appointment. They can also check in on their mobile device when they arrive at your office. With Mobile, patients can update their medical history, sign consents, make payments and take photos to store in their patient record.

PhreesiaPad

Allow your patients to enter their demographic information, complete clinical questionnaires, capture photos to store in their patient record, and pay privately and securely on our in-office wireless tablets. You can also remind them about preventive services and screenings directly on the PhreesiaPad.

Arrivals Kiosk

Streamline check-in for patients who have already completed pre-visit interviews. Phreesia Arrivals gives patients who need to check in quickly an efficient, self-service option.

Learn more about Patient Check-In >
Phreesia Arrivals station kiosk in use at family medicine practice
Sample family medicine practice patient intake form on the PhreesiaPad tablet, patient indicating she drinks 4 or more times a week

The right questions,
the right answers

In healthcare, every patient is unique. Phreesia tailors the patient experience to each patient, capturing medical, family and social history, payment information and consents. The data is automatically sent back to your EMR/PM system, allowing you to collect a complete patient record.

  • Deliver patient-specific, guided intake interviews
  • Gather complete patient demographic profiles
  • Capture medical history, payments and e-signature consents
  • Integrate patient data with your EMR/PM system
Learn more about Clinical Support Workflows >

Activate patients throughout their journey

What if you could engage patients and empower them to take a more active role in their care? Phreesia Health Campaigns allows you to send targeted messages to the right patients at the right time and prompt them to self-schedule specific appointments, such as nurse visits for flu shots, DEXA scans and Medicare Annual Wellness Visits. Health Campaigns activates patients in their care and helps you improve clinical quality, reduce staff workload, improve patient recall and boost practice revenue. This lowers call volume and scheduling workload for your staff, gives providers more time during the visit and encourages patients to take charge of their health.

  • Identify target patient populations in need of specific appointment types
  • Present custom messages to patients during intake or between visits, prompting them to request or self-schedule appointments
  • Monitor and analyze outreach metrics and patient responses
  • Enhance quality performance by driving preventive care
  • Maximize time with patients to deliver quality care and a better patient experience
Learn more about Patient Activation >
Woman holding her mobile phone and filling out Phreesia patient satisfaction survey for orthopedic practices to track patient perceptionsWoman holding her mobile phone and filling out Phreesia patient satisfaction survey for orthopedic practices to track patient perceptions

Insurance verification with results you can use

Need to know a patient’s copay? No problem. What about the remaining deductible? We’ll tell you. Eligibility for a Medicare annual wellness visit? We have that too. Phreesia’s automated Eligibility & Benefits application gives your staff the data they need in a manageable, simple-to-understand format.

  • Automatically verify insurance before or during the visit
  • Identify benefit information, such as co-insurance and deductibles
  • Accelerate reimbursement by reducing pending and denied claims
Learn more about Eligibility & Benefits Verification >
Sample Phreesia family medicine patient record indicating commercial insurance status
Data graphic illustrating that with Phreesia, medical practices (including family medicine) Data graphic illustrating that with Phreesia, medical practices (including dermatology) saw a significant increase in time-of-service payments

Collect more patient payments—before and after the visit

We get it—asking patients for payment can be difficult. But with patient financial responsibility making up 20% to 30% of provider revenue, everyone is feeling the pinch. Using Phreesia’s suite of payment applications, your practice can increase profitability, reduce A/R days, and offer patients flexible and convenient options to pay for their care.

  • E-cashiering
  • POS payments
  • Payment posting
  • Payment plans
  • Online payments
  • Phreesia Payment
    Assurance
Learn more about Patient Payment Solutions >

Support your patients’ behavioral health and wellness goals

Primary care providers often take on responsibility for their patients’ behavioral health. Phreesia understands this, and we can help create a more systematic approach to managing mental wellness in your patient panel.

  • Gather patient-reported outcomes (PROs) and screen for depression, anxiety, attention-deficit/hyperactivity disorder (ADHD) and more
  • Capture revenue by billing for applicable PROs and administered screenings
  • Identify additional recommended treatments or screenings
Learn more about Wellness >
Teacher and child playing to illustrate benefits of Phreesia's Wellness for primary care
Aerial view of community to illustrate benefits of Phreesia's Social Determinants of Health app

Addressing Social Determinants of Health in Family Medicine

It’s not just about what happens within the walls of your clinic. Social determinants of health, or the conditions in which people are born, grow, live, work and age, account for 80% or more of patients’ health outcomes.1 Do your patients feel safe at home? Can they afford to buy healthy food? What kinds of social support do they have? In order to deliver the most effective and highest-quality care, you should know the answers to these important questions.

Phreesia can help you collect information about the social and economic factors that influence your patients’ access to care, quality of life and overall clinical outcomes.

  • Leverage intake to ask patients about the social determinants that may affect their health behaviors and outcomes
  • Empower providers with the social determinants of health data they need to effectively treat patients
  • Identify your most vulnerable patients and connect them with resources to address their needs

1 nam.edu/social-determinants-of-health-101-for-health-care-five-plus-five/

Learn more about Social Determinants of Health >

Align patient intake with your Medicare preventive health strategies

Many senior patients don’t schedule Medicare screenings because they aren’t aware of their eligibility or the breadth of your services. Phreesia automatically targets Medicare patients for preventive health screenings based on annual eligibility and CMS guidelines.

We’ll also prompt patients to book appointments for a range of important services, from diabetic eye exams to colorectal screenings and mammograms.

  • Determine eligibility for Medicare annual wellness visits
  • Target patients by personal health history
  • Collect patient responses for appropriate follow-up
Learn more about Preventive for Medicare >
Data graphic illustrating that with Phreesia, patients are 2.5x more likely to schedule a Medicare appointment when prompted by Phreesia
Woman holding her mobile phone and filling out Phreesia patient satisfaction survey for family medicine practices to track patient perceptionsWoman holding her mobile phone and filling out Phreesia patient satisfaction survey for family medicine practices to track patient perceptions

Are my patients satisfied with their care?

What do your patients think about their routine check-ups? How easy is it for them to schedule an appointment? What is their waiting room experience like? Connecting with your patients and understanding their experience is critical to enhancing their care. It also helps you improve services, generate patient referrals, boost reimbursement rates and achieve care-model certifications. Phreesia’s post-visit surveys do just that: provide patient feedback in real time, giving you a clear picture of what they think.

  • Track patient perceptions
  • Identify service issues
  • Customize questions based on location and visit type
  • Measure progress on practice improvement efforts
  • Prepare for incentive-based patient satisfaction reports