Health System Solutions
A customized patient intake experience for your health system
Your patient intake partner
Phreesia knows that health systems like yours face complex challenges. From participating in risk-sharing agreements like ACOs to managing different EMR systems, you need a comprehensive solution that meets the needs of your enterprise. Our platform provides a consistent, modern experience across a wide range of specialties and settings. Whether you’re looking for new ways to improve population health, working to lower costs or just trying to run a more efficient health system, Phreesia can help.
ONE PATIENT,100 INTAKE TASKS
Every patient who walks 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—standardizing the intake process across your system—and tailoring the 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
Say goodbye to clipboards and scanning
Phreesia is designed to save your clinics—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 organization, while giving patients the consumer-friendly, self-service options they want.
We also manage hardware across all of your locations, so your IT team doesn’t have to worry about troubleshooting devices and updating software.
Mobile
Send texts or emails that let your patients register up to a week before their appointment. They can also check in from 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 important preventive services such as Medicare annual wellness visits or mammograms directly on the PhreesiaPad.
Arrivals Kiosk
Streamline check-in for patients you see regularly and those who have already completed Mobile registration. Phreesia Arrivals also includes wayfinding features, and offers patients who need to check in quickly a self-service, zero-wait-time option.


The right questions,
the right answers
In healthcare, every patient is unique. Phreesia tailors the intake 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
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. 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 know that asking patients for payments can be difficult–asking them in a systematic way across hundreds of locations is an even greater challenge. But with 40% of commercially insured patients on high-deductible health plans, time-of-service payments matter. Phreesia makes the collections process easy and offers patients multiple payment options. Whether you choose to use our secure payment platform or your current processor, our suite of payment applications will help your system increase profitability and reduce outstanding balances, while offering patients more price transparency and convenient ways to pay for their care.
- E-cashiering
- POS payments
- Payment posting
- Level 1 PCI-compliant and P2PE-certified
- Phreesia Cost Estimation
- Payment plans
- Online payments
- Phreesia Payment Assurance
Support your patients’ behavioral health and wellness goals
Identifying and addressing patients’ behavioral health needs can be challenging without a system-wide approach. Phreesia understands this, and we help create a foundation of support for managing behavioral health and wellness across your enterprise.
- Gather patient-reported outcomes (PROs) and screen for depression, anxiety, Attention-Deficit/Hyperactivity Disorder (ADHD) and more
- Capture revenue by billing for appropriate screenings
- Identify additional recommended treatments or screenings

Care Pathways to monitor and enhance your patients’ health
Before you can provide the best treatment plans for your patients, you need to understand their risks. Phreesia’s Care Pathways applications include patient-reported outcomes (PROs) and screening tools for over 15 specialties, allowing your practice to identify and treat patients for a wide range of health risks such as depression, anxiety, cancer and substance abuse. Each tool gathers critical health data from patients, calculates their risk scores and communicates the results back to their care team.
- Identify the right screenings and gather PROs for specific health conditions
- Target patients by age, gender and appointment type
- Collect and calculate responses for appropriate follow-up care and/or reimbursement
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
Are my patients satisfied with their care?
Connecting with your patients and understanding their experience and satisfaction level is critical to enhancing their care. Ever wish you had those insights in real time? What if you could know what they were thinking immediately following their visit? With Phreesia, you can. Our post-visit surveys provide patient feedback within 24 hours after their appointment, giving you results you can act on quickly and complementing your system’s CAHPS vendor services.
- 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 integrate daily with your data warehouse or data lakes, providing the real-time insights you need to make key management decisions that drive accountability and success across your organization.
Enterprise-wide support
You need software that can be rolled out across your entire network. Phreesia understands this, and has developed a robust enterprise package that allows your health system to easily manage, implement and use Phreesia at scale.
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)
- Point-to-Point Encryption (P2PE) Certification
- Security Organization Control (SOC) 2
Robust, bidirectional integrations

