Automate registration, improve efficiency and support patient activation

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

Trusted by multispecialty groups nationwide

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A modern, convenient experience for your patients and staff

Phreesia helps multispecialty groups 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
  • Revenue cycle
  • Patient access
  • Referral management
  • Clinical solutions
  • Patient activation

Simplify registration and save staff time

Digitize check-in

Let patients check in 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 a complete patient record

Use rules-based interviews to ask patients the right questions at the right time. Our proprietary logic helps you save time, simplify intake and improve data accuracy.

Monitor your intake process

Access patient check-in status, 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

Across Phreesia’s network, 84% of patients check themselves in

Across Phreesia’s network, 5+ minutes of staff time saved per self-service check-in

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.

Consolidate vendors and realize cost savings

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 >

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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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Fill your schedule and see more patients

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

Easily fill unexpected open appointment slots with clinically relevant patients using rules-based scheduling automation—no phone calls or data entry required.

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 view upcoming available appointments

79% reduction in no-show rate within 30 days of implementing Phreesia.

Modernize your referral process

Spend less time tracking down referral information and more time providing high-quality patient care. Phreesia’s referral management platform lets you organize, manage and track every referral—even the faxed ones—on a central hub, freeing up your staff to spend more time with patients. (We’ll even transcribe your paper and e-faxes so you don’t have to!)

With all your referrals in one place, you can reduce overhead, close gaps in care and schedule referred patients twice as fast.

Explore Phreesia’s referral management solution >

Laptop showing screen of Phreesia's referral management platform, Connect

Save 21 minutes of staff time per patient referral sent via Phreesia

Up to 75% reduction in staff needed to manage referrals

46% fewer paper faxes

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 have more 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.

Multispecialty groups 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
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97% of patients who are prompted with a PRO will complete it.

Support patients in taking a more active role in their care

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


Send customizable text messages directly to patients. 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.

Female on mobile phone engaging with a targeted health campaign

Fill your administrative staffing gaps

Overview video thumbnail

Your staff have more tasks to manage than ever before—and limited resources to manage them. But operating efficiently isn’t about finding more people to do the work. It’s about helping your staff work smarter, not harder.

In just a few short weeks, Phreesia can help you:

  • Reduce manual workloads
  • Improve efficiency
  • Create excellent patient experiences

A customized experience for every patient


  • 1

    Receive referral

  • 2

    Schedule visit

  • 3

    Complete registration

  • 4

    Report clinical history

  • 5

    Make payment

  • 6

    Meet with provider

  • 7

    Complete survey

Receive referral

After an annual visit, Imani’s primary care provider refers her to a specialist. The specialist uses Phreesia, so the referral is automatically tracked and digitized. Then, the specialty practice sends Imani an automated message confirming her referral—along with a link for her to self-schedule an appointment. 

Referral text screen followed by a screen to self-schedule doctor appointment

Schedule visit

Imani clicks the link and is taken to a scheduling form. The form is customized to match Imani to the right appointment type, provider and location.

Choosing an appointment date and time on self-scheduling mobile screen

Complete registration

A few days before the visit, Imani 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 Imani’s eligibility and benefits, and shares the information with her specialist’s administrative staff.

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

Report clinical history

While filling out her registration, Imani indicates that she has a family history of osteoporosis. She is automatically prompted to complete the Osteoporosis Risk Assessment—a questionnaire that helps the specialist assess Imani’s osteoporosis risk factors.

Osteoporosis assessment survey on mobile phone

Make payment

Imani needs to pay her copay before arriving for the visit. She reviews the visit charges on her mobile phone, then elects to have the practice charge her card on file for a quick, convenient checkout.

Make a payment using card on file on mobile phone

Meet with provider

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

Complete survey

When the appointment ends, Imani 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 multispecialty groups 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 >

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.

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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

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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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Phreesia cannot accept any sensitive personal or health information. Please contact your healthcare provider directly.

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