Automate intake, increase collections, see more patients and support patient activation

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Best In KLAS logos 2019, 2020, 2021, and 2022
Rated #1 in Patient Intake Management four years in a row

Trusted by ophthalmology groups nationwide

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Retina Consultants of Texas
Boulder Eye Surgeons
Horizon Eye Care
Vitreoretinal Consultants of New York
Metrolina Eye Associates
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Retina Associates of Kentucky
Pediatric Eye Specialists

A modern, convenient experience for your patients and staff

Phreesia helps ophthalmology practices streamline payments, registration, scheduling, referrals, clinical services and operations. Our customizable platform helps you automate time-consuming tasks and gives your patients an individualized experience at every visit.

  • Increase revenue
  • Streamline registration
  • See more patients
  • Manage referrals
  • Enhance clinical care
  • Patient activation

Collect more payments and streamline insurance capture

Increase collections

Seamlessly calculate and collect copays and outstanding balances with pre-visit, time-of-service and automated post-visit payments. Plus, send payment reminders to help patients understand what they owe.

Offer convenience

Give your patients modern, flexible 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 >

Ophthalmology patient making mobile payment with credit card

A multi-site ophthalmology group used Phreesia to achieve an 89% pre-visit payment rate among patients who check in digitally before their appointment.

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Simplify registration and save staff time

Digitize check-in

Let patients check in from anywhere—at home, on the go or when they arrive for their appointment—from the privacy and security of their own device.

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, manage registration exceptions and more—all from one screen.

Explore Phreesia’s registration tools >

Pre-registration welcome screen on mobile phone

Across Phreesia’s network, 64% of ophthalmology patients check themselves in

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

Get patients the care they need sooner

Save time

Reduce inbound phone calls and manual work by letting patients request or self-schedule an appointment 24/7 from their own device.

Fill your schedule

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

Close gaps in care

Ensure timely pre-op and post-op visits with customizable outreach campaigns and automated appointment reminders via email, text message or voice.

Monitor your appointment workflows

Centralize, manage and track all your in-person and virtual appointments across multiple locations and sources.

Explore Phreesia’s scheduling tools >

Ophthalmology patient looking at phone to schedule an appointment

Save 8 minutes of staff time for every patient who self-schedules a visit.

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 >

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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

The organization of referrals within Connect has been incredible compared to our previous process and has made it easier to contact referred patients.”

Stefanie Lynn, Business Systems Coordinator, Pediatric Eye Specialists

Deliver high-quality care and boost reimbursement

Streamline clinical intake, collect patient-reported data and easily administer 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. Plus, you can use our templated content and customizable outreach messaging to close gaps in care.

Ophthalmology practices also use Phreesia to automate the delivery and scoring of applicable patient-reported outcomes (PROs) and screening tools that assess:  

  • Dell Questionnaire for cataract surgery 
  • Screening for dry eye symptoms (SPEED) 
  • LASIK Questionnaire 
  • Depression screening (PHQ-2/9) 
Mobile phone showing a health screening tool for incoming patients

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 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.


Connect with your ophthalmology patients before, during and after their visit with targeted messages that encourage routine care and drive follow-up appointments.

Female patient looking at phone and engaging with health campaign
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Acquire more patients with MediFind, a Phreesia company 

Claim your free profile to see why more than 3.5 million providers rely on MediFind

Learn more >

Fill your administrative staffing gaps

Overview video thumbnail

Your ophthalmology practice has lots of tasks to manage—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

Rowan has been experiencing eye dryness for weeks, and saline drops haven’t helped. Their physician refers them to a nearby ophthalmology practice that uses Phreesia, so the referral is automatically tracked and digitized. Then, the practice sends Rowan an automated message confirming their referral—along with a link for them to self-schedule an appointment.

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

Schedule visit

Rowan clicks the link and is taken to a scheduling form. The form is customized to match Rowan 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, Rowan receives a text message or email prompting them to pre-register. They confirm their demographic information, medical history and insurance coverage, then provide their e-signature for applicable consents. Upon submission, Phreesia verifies Rowan’s eligibility and benefits and shares the information with their ophthalmology provider’s administrative staff.

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

Report clinical history

Since Rowan’s dry eye symptoms were documented in the referral and on the appointment request form, they are automatically prompted to complete the Standardized Patient Evaluation of Eye Dryness (SPEED)—a questionnaire that lets Rowan self-report the frequency and severity of their symptoms.

SPEED survey for dry and irritated eyes on mobile phone

Make payment

Rowan needs to pay their copay before arriving for the visit. They review the visit charges on their mobile phone, then enter their credit card information for a quick, convenient checkout.

Pay copay with a new credit card mobile screen

Meet with provider

Rowan arrives on time and checks in beforehand. And because they completed all the necessary intake tasks ahead of time, Rowan’s ophthalmologist spends more time addressing their needs and having a productive, meaningful encounter.

Complete survey

When the appointment ends, Rowan gets a text message asking them to fill out a satisfaction survey. After completing it, they are prompted to share an online review about their visit.

Filling out post-visit office survey on mobile phone

Measurable results for your staff and patients

1 in 10

ophthalmology clients say Phreesia’s products are easy to use


of ophthalmology clients would recommend Phreesia to a friend or colleague

1 in 10

ophthalmology clients say Phreesia is part of their long-term plans

Phreesia helps ophthalmology practices 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 >

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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