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

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 an appointment is scheduled
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 at home, in your parking lot or in your office, Phreesia’s intake tools help streamline your operations, while giving patients the safe, contactless options they want and your providers the specific information they need.
Mobile
Send texts or emails that let your patients register up to a week before their appointment. They can check in from their mobile device at home, in their car or in another designated area when they arrive at your office. Mobile offers patients a convenient and contactless way to update their medical history, sign consents, make payments and take photos to store in their patient record.
PhreesiaPad
Patients who don’t use Phreesia Mobile to register can check in on our in-office, wireless tablets. The PhreesiaPad provides them with a private and secure option to enter their demographic information, complete clinical questionnaires, make payments and capture photos to store in their patient record.
Arrivals Kiosk
Streamline check-in for patients you see regularly, such as those coming in to your vein clinic or for health coaching. Phreesia Arrivals gives patients who need to check in quickly an efficient, self-service option.
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 EHR/PM system, allowing you to collect a complete patient record.
- Deliver patient-specific, guided intake interviews on any device
- Gather complete patient demographic profiles
- Capture medical history, payments and e-signature consents
- Integrate patient data with your EHR/PM system
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 prompts 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, drive patient recall and improve 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
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
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 revenues, 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

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

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 under 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 that address their needs
1 nam.edu/social-determinants-of-health-101-for-health-care-five-plus-five/

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
Measure, understand and improve
Phreesia’s robust suite of analytic tools empowers you to take control of your organization’s financial and operational health. Our permission-based reports give you the insights you need to make the decisions that drive accountability and success in your organization.
96%
mobile
check-in rate
88%
copay
collection rate
95%
patient
satisfaction
Your partner in security
At Phreesia, privacy and security are our top priorities—not boxes we check during a once-a-year review. At each and every level of our organization, we foster a culture of compliance focused on safeguarding patient data. Phreesia adheres to industry-leading regulations and requirements for securing and protecting health data, and we set best-in-class policies across our entire company. We’re honored to have those efforts recognized with many of the industry’s most well-known certifications, including:
- HITRUST CSF Certification
- Payment Card Industry Data Security Standard (PCI DSS)
- System and Organization Controls (SOC) 2 Reporting
Robust, bidirectional integrations
Phreesia is pleased to announce our newest integration with Office Practicum. Learn more


Want More?
Explore these additional applications for your practice
Health Campaigns
Send targeted messages to patients and prompt them to self-schedule specific appointments