2022 Best in KLAS Patient Intake Management



A customized patient intake experience for your FQHC

Your patient intake partner

Federally qualified health centers (FQHCs) like yours play a critical role in our health system, providing care to millions of patients living in underserved communities. At the same time, you also face a myriad of financial, competitive and operational challenges while working to meet your organizational goals and provide quality, affordable care for all. Phreesia understands these FQHC challenges and provides a comprehensive suite of tools to help you manage FQHC patient intake across a range of primary and specialty care settings.



We know that every patient who walks through your door has unique needs. But managing all of the necessary intake tasks for each patient at every visit can seem impossible without an army of staff. Phreesia’s automated platform streamlines patient registration by asking the right patients the right questions at the right time, enabling FQHCs to meet their organizational goals and provide quality, affordable care for all.

  • Create a better patient experience
  • Capture a complete patient record
  • Offer flexible payment options and payment plans
  • Use Phreesia to do it all at scale, with consistency and fewer staff

Phreesia has helped with our overall goals to improve patients’ health outcomes. Working with the implementation team, we were able to tailor our questions to match our specific grants and quality measures.”

-Debra, Community Health Center of Yavapai

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.

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.

Learn more about Patient Check-In >

Phreesia mobile patient intake check in on phone Phreesia mobile patient intake check in on phone

The right questions, the right answers

From behavioral health and pediatrics to oncology and internal medicine, FQHC organizations serve a wide range of patient types, each with their own specific health risks and needs. Phreesia tailors the patient experience to each individual, capturing medical, family and social history, payment information and consents. The data is automatically sent back to your EHR/PM system, allowing you to capture a complete patient record.

  • Deliver patient-specific, guided intake interviews on any device
  • Capture a complete patient record, including key data points such as sexual orientation, veteran status and gender
  • Collect patient medical and social history, payments and e-signature consents
  • Integrate patient data with your EHR/PM system

Learn more about Clinical Support Workflows >

Data graphic illustrating that with Phreesia, medical practices (including allergy) saw an increase in time of service payments Data graphic illustrating that with Phreesia, medical practices (including allergy) saw an increase in time of service payments

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 vaccines, mammograms, DEXA scans and other preventive screenings. Health Campaigns activates patients in their care and helps you improve clinical quality, boost patient recall, and align clinical operations with both fee-for-service and value-based payment models. This reduces 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 >

Aerial view of a cluster of neighborhood rooftops with a location marker icon to illustrate importance of Social Determinants of Health.

Addressing social determinants of health

We know your patients’ health goes beyond the exam-room walls—they may face a difficult home life or lack access to healthy food, transportation or social support within their communities. Phreesia helps you leverage intake to privately ask patients about these matters and other social determinants that can have a critical impact on their health. The information you collect about the social and economic factors that influence their access to care helps you better understand your patients and connect them to the services they need to improve their overall quality of life.

  • 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
  • Automatically integrate social determinants of health data into your EHR/PM

Learn more about Social Determinants of Health >

Insurance verification for government and private-payer patients

Need to verify a patient’s insurance coverage? We’ll tell you. Not sure who is eligible for a Medicare Annual Wellness Visit? We have that, too. While not all of your patients will owe a copay, Phreesia helps ensure you’re collecting from those who do and automatically calculates the balance. Our 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 >

Woman stretching on floor mat to demonstrate benefits of Phreesia's Wellness app

Support your patients’ behavioral health and wellness goals

As an FQHC, you take responsibility for your patients’ behavioral health. Phreesia understands this, and our clinical support applications can help create a more systematic approach to managing mental wellness in your patient panel.

  • Trigger clinical screenings for depression, anxiety, alcohol use and more
  • Automatically capture the results to help you collect reimbursements
  • Track and report on patient insights to ensure your organization is meeting HRSA requirements

Learn more about Wellness >

Woman holding her mobile phone and filling out Phreesia patient satisfaction survey for OBGYN practices to track patient perceptions.

Wondering if your patients are satisfied with their care?

What do your patients think about their visits? We know your staff doesn’t always have the bandwidth to ask these questions, so Phreesia’s FQHC patient satisfaction surveys do just that—collect patient feedback in real time for you, giving you a clear picture of what they think. As an FQHC organization, collecting patient feedback helps you improve services, generate patient referrals and boost reimbursement rates.

  • 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

Learn more about Patient Satisfaction Surveys >

Measure, understand and improve

Phreesia’s robust suite of analytics tools empowers you to take control of your organization’s financial and operational health, including revenue cycle management and reporting on the FQHC quality measures needed to meet grant requirements. Our permission-based reports give you the insights you need to make the decisions that drive accountability and success in your organization.


check-in rate


collection rate



Learn more about Analytics and Reports >

Sample Phreesia Analytics desktop screen for medical practices

Collect more patient payments—before and after the visit

We get it—asking patients for payment can be difficult, and not everyone can afford to pay. Using Phreesia’s suite of payment applications, your practice can identify those patients with financial responsibilities and offer them flexible payment options.

  • E-cashiering
  • POS payments
  • Payment posting
  • Payment plans
  • Online payments
  • Phreesia Payment Assurance

Learn more about Payments >

Your partner in security

We know you have to ask patients for sensitive financial information. 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)
  • Point-to-Point Encryption (P2PE) Certification
  • System and Organization Controls (SOC) 2 Reporting

Learn more about Privacy and Security >

Our bidirectional integrations

Learn more about Integration >

Want More?

Explore these additional applications for your practice

Capture e-signatures for HIPAA, financial and clinical policies

Learn More >


Manage online appointments and referrals for simple, streamlined scheduling

Learn More >

Custom Reporting

Review patient responses to intake questions

Learn More >

Request a Demo

Let us show how 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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