Automate registration, improve efficiency and support patients in taking a more active role in their care

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

Trusted by health systems nationwide

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Intake, access, payments and the experience your patients expect—at scale

Phreesia helps health systems deliver a consistent, digital-first patient journey across every care setting and service line. Experience scalable value for registration, patient access, revenue cycle management, clinical services and operations—all without adding more staff.

  • Registration
  • Patient access
  • Revenue cycle
  • Clinical solutions
  • Patient activation

Simplify registration and save staff time

Digitize registration

Let patients complete pre-registration and update their demographic information from anywhere—at home, on the go or when they arrive for their appointment—using their own device or onsite hardware.

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 complete patient records

Use automated registration before visits to see new patients sooner—and let rules-based logic trigger patient interviews based on appointment type, provider, location and more.

Monitor your intake process

Access patient information, receive automated alerts, view workflow analytics, reduce data-entry errors, manage atypical registrations and more—all from one screen.

Explore Phreesia’s registration tools >

Pre-registration welcome screen on mobile phone

A four-hospital health system reduced its check-in time by 3.5 minutes for every patient that checks in using Phreesia.

Keep providers’ schedules full

Save staff time

Give patients 24/7 access to request or self-schedule an appointment from their own device.

Reduce no-shows

Prompt patients to confirm, cancel or reschedule their visit with automated reminders via email, text message or voice.

Backfill cancellations

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

Stay organized

Centralize, manage and track all your in-person and telehealth appointments across multiple locations and service lines.

Explore Phreesia’s scheduling tools >

Mobile phone showing screenshot of Phreesia's self-scheduling tool to book an upcoming appointment

76% reduction in no-shows when patients check in with Phreesia prior to their visit.

Collect more payments and streamline insurance capture

Increase collections

Collect pre-visit and time-of-service payments, including copays and outstanding balances, across multiple locations—at scale. Plus, send payment reminders to help patients understand what they owe.

Offer flexibility

Give your patients modern, convenient 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.

Process payments

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 >

Female patient making a mobile payment using her credit card
Mobile payment infographic

Phreesia helped a large health system achieve a 5x increase in payment plans and collect 24% more time-of-service payments.

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Close gaps in care and drive better health outcomes

Streamline clinical intake, collect patient-reported data and easily administer clinical screening tools.

With Phreesia, you can capture medical, family and social histories before each visit, giving providers the information they need to facilitate 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 messaging.

Health systems also use Phreesia to meet reporting requirements with easy-to-access clinical data. And with our robust integrations, you can automate the delivery and scoring of applicable patient-reported outcomes (PROs) and screening tools that assess:

  • Depression (PHQ-2/9/A) 
  • Generalized anxiety (GAD-2/7) 
  • Substance use disorder (AUDIT, CUDIT, CRAFFT, DAST, ORT) 
  • Fall risk (STEADI) 
  • Vaccine contraindications 
Mobile phone showing screenshot of a health leads screening tool for incoming patients

After implementing Phreesia, a 5,000-provider health system saw a 4.4x increase in behavioral health questionnaires administered and a 50% increase in Medicare annual wellness visits.

Support patients in taking a more active role in their care

Give your patients the support they need to take an active role in their care.


Send customizable text messages that prompt patients to take action. 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.

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Great news: Access eForms is now part of Phreesia!

We’re so excited to offer their innovative forms management solution to healthcare organizations like yours.

Learn more >

Phreesia helps Freeman Health System succeed 

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As the largest employer in its region, Freeman Health System is always busy—and for years, the health system was inundated with time-consuming documentation. 

But not anymore. Since partnering with Phreesia, Freeman Health System has digitized paperwork, streamlined onboarding and eliminated traffic jams in its lobbies. 

Watch the video to see how they did it.

Within the first month, we saved enough employee time to pay for Phreesia for a year … Phreesia has certainly become a trusted partner for us.”

Skip Rollins, Chief Information Officer, Freeman Health System

A customized experience for every patient


  • 1

    Request appointment

  • 2


  • 3

    Move appointment

  • 4

    Complete registration

  • 5

    Report clinical history

  • 6

    Day-of instructions

  • 7

    Make payment

  • 8

    Meet with provider

  • 9

    Complete survey

Request appointment

Amy is due for care, but she doesn’t have time to call during office hours! Luckily, her local health system accepts appointment requests online. She visits their website, clicks the link and is taken to a customized appointment request form, which automatically matches Amy to the right appointment type, provider and location.

Appointment Request phone screen


After submitting her request, Amy receives an automated message indicating that her appointment has been scheduled. She adds it to her calendar on her mobile phone.

Appointment confirmation screen on mobile phone

Move appointment

Amy got lucky! Another patient was scheduled for a similar visit at an earlier date, but they canceled. Using Phreesia’s end-to-end scheduling tool, the health system sends an automated text message to offer Amy the open slot. She replies to accept the new appointment time.

Screenshot of Appointment Accelerator on mobile phone

Complete registration

A few days before the visit, Amy receives a text message or email prompting her to pre-register. She confirms her demographic information, medical history and insurance coverage, then provides her e-signature for applicable consents. Upon submission, Phreesia verifies Amy’s eligibility and benefits and shares the information with her provider’s administrative staff.

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

Report clinical history

While updating her information, Amy reported a family history of depression. During registration, she is automatically prompted to complete the PHQ-9—a questionnaire that helps her provider assess whether Amy has any depressive symptoms.

Complete Health Screening survey during mobile intake

Day-of instructions

On her appointment date, Amy’s provider sends her an automated message that includes wayfinding instructions about the appointment date, location and type, making her more likely to arrive on time and understand where she needs to go.

Make payment

Amy needs to pay her copay before arriving for the visit. She reviews the visit charges on her mobile phone, then selects Apple Pay® for a quick, convenient checkout.

Make a payment using Apple Pay on mobile phone

Meet with provider

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

Complete survey

When the appointment ends, Amy gets a text message asking her to fill out a satisfaction survey. After completing it, she is prompted to share an online review about her visit.

Filling out post-visit office survey on mobile phone

Phreesia helps health systems 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 >

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Committed to data standardization 

As an HL7 Organizational Member, Phreesia is proud to advocate for the standardization of patient-reported information for the benefit of the healthcare community. 

Learn more >

An enterprise solution to protect patient data

At Phreesia, privacy and security are our top priorities—not boxes to be checked during a yearly review. At every level of our organization, we foster a culture focused on safeguarding patient data. We’re honored to have those efforts recognized with many of the industry’s top certifications.

HITRUST CSF Certification (2023)

Phreesia achieved HITRUST CSF certification, giving our clients peace of mind that we meet trusted security benchmarks.

Read more >

Payment Card Industry Data Security Standard (PCI-DSS)

As a PCI DSS Level 1 Service Provider, Phreesia is committed to upholding industry security standards for cardholder data.

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Security Organization Control (SOC) 2 Type 2

Phreesia has completed the SOC 2 Type 2 certification process to evaluate our security, availability and confidentiality protocols.

Read more >

PCI Point-to-Point Encryption (P2PE)

Phreesia’s PCI-validated solution enables healthcare organizations to accept P2PE credit and debit card payments.

Find Phreesia listed under Bluefin Payment systems

Read more >

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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