A customized patient intake experience for your practice

Your patient intake partner

In a busy orthopedic practice like yours, efficiency is key. Whether you’re treating patients with sports injuries, joint pain or osteoarthritis, Phreesia’s innovative platform automates the intake process to help your organization streamline operations, increase staff capacity and enhance the patient experience. Our solutions allow staff to manage intake before, during and after the visit while engaging patients in their care and helping them return to their active lifestyle.



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 and tailors the intake experience to each one of your orthopedic 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
Sample Phreesia profile for preop orthopedic patient requesting a knee replacement

Woman holding her mobile phone and filling out Phreesia patient satisfaction survey to track patient perceptions

Simplified scheduling for high-volume practices

Whether they’re managing referrals, verifying insurance or directing patients to x-ray, your front desk staff handles many responsibilities. Answering patient scheduling calls doesn’t have to be another one. With Phreesia, appointment scheduling is more productive and efficient because patients can request or self-schedule appointments on your website anytime, anywhere—reducing inbound call volume and allowing staff to focus on higher-priority tasks.

  • Deliver the consumer experience patients expect
  • Drive more new patients to your practice
  • Track all appointment requests and source
  • Automatically verify insurance before the visit

Learn more about Patient Appointment Scheduling >

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

Say goodbye to clipboards and scanning

How does your orthopedic office collect patient information? Do your surgeons have preferred intake forms based on the reason for the visit? While customized intake can improve clinical care, managing multiple sets of forms is cumbersome and inefficient for your organization. Phreesia is designed to save your team—and your patients—the trouble of check-in forms. Whether patients register at home, in the 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 >

Sample orthopedic practice patient intake form on the PhreesiaPad tablet, patient indicating knee problems

The right questions,
the right answers

Phreesia tailors the intake process to both your orthopedic patients and your surgeons’ needs. Our customized workflows gather medical and social history, insurance information, consents and a history of present illness (HPI). The information is automatically sent back to your EMR/PM system, allowing you to collect a complete patient record.

  • Deliver patient- and provider-specific guided intake interviews, on any personal device
  • Gather complete patient demographic profiles and insurance information
  • Capture a comprehensive medical history, a complete review of systems and extended HPI
  • Ensure compliance with automated e-signature consents
  • Integrate patient data with your EMR/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 prompt them to self-schedule specific appointments, such as physical therapy, total joint replacement follow-ups and DEXA scans. Health Campaigns activates patients in their care and helps you improve clinical quality, reduce staff workload, drive patient recall and improve practice revenue. This lowers 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 >

Sample Phreesia orthopedic patient record indicating high deductible commercial insurance status

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. Co-insurance? We have that too. 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

Learn more about Eligibility & Benefits Verification >

Data graphic illustrating that with Phreesia, medical practices (including orthopedic) Data graphic illustrating that with Phreesia, medical practices (including dermatology) saw a significant increase in time-of-service payments

Collect more patient payments—before and after the visit

We get it—asking patients for payment can be difficult. But with patient financial responsibility making up 20% to 30% of provider revenue, everyone is feeling the pinch. Using Phreesia’s suite of payment applications, your practice can increase profitability, reduce A/R days, and offer patients flexible and convenient options to pay for their care.

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

Learn more about Patient Payment Solutions >

Man outdoors walking his dog to illustrate benefits of Phreesia's Care Pathways for Orthopedics application

Care Pathways to improve your patients’ health

Before you can provide the best treatment plans for your patients, you need to understand their risks. Phreesia’s Care Pathways for Orthopedics application gives you the right tools to identify and treat conditions affecting the upper and lower extremities, neck, spine and more. It also includes patient-reported outcomes (PROs) and screening tools, such as the Hip Disability and Osteoarthritis Outcome Score (HOOS), Knee Injury and Osteoarthritis Outcome Score (KOOS), Oswestry Disability Index (ODI) and the Opioid Risk Tool (ORT). 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 current medical conditions
  • Collect and calculate responses for appropriate follow-up care and/or reimbursement

Learn more about Care Pathways >

Illustration of Phreesia Referrals centralized list tracking for orthopedic practices

Managing referrals just got easier

If you find the referral process challenging, you’re not alone. It’s hard to manage your incoming referrals from different sources across multiple locations. With Phreesia Referrals, the process is easy: Referring providers can submit online referral requests anytime, and staff can track them in one place and send automated appointment confirmations back to referring providers.

  • Track all incoming referrals in one place with a work queue for schedulers or referral coordinators
  • Work with a dedicated Phreesia Referral Liaison to strengthen your network and improve your referral completion rate
  • Learn about your referral base through Phreesia Reporting and Analytics
  • Increase market share by improving your referring providers’ experience

Learn more about Referrals >

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

Are my patients satisfied with their care?

What do your patients think about their office visits? How do they compare to their experience at your ambulatory surgery center? Connecting with your patients and understanding their experience is critical to enhancing their care. It also helps you improve services, generate referrals and boost reimbursement rates. Phreesia’s post-visit surveys do just that: provide patient feedback in real time, giving you a clear picture of what they think.

  • 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 >

Sample Phreesia Analytics desktop screen for medical practices

Measure, understand and improve

From reporting on patient outcomes to measuring staff performance, we know that data and analytics drive many big decisions at your orthopedic practice. But capturing and analyzing that information is challenging and requires a systematic, scalable tracking method that doesn’t add to staff workload. Phreesia’s robust suite of analytic tools manages the heavy lifting and empowers you to take control of your organization’s financial and operational health. 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 >

Graphic with padlock to illustrate Phreesia security and privacy

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)
  • System and Organization Controls (SOC) 2

Learn more about Privacy and Security >

Our bidirectional integrations

AdvancedMD, Allscripts Developer Program, Athenahealth, Cerner Code Developer Program, eClinicalWorks, eMDs, AppOrchard, Azalea Health, Greenway Health, Meditech, Nextgen Healthcare, Office Practicum (OP), Compulinks Healthcare Solutions, ModMed AdvancedMD, Allscripts Developer Program, Athenahealth, Cerner Code Developer Program, eClinicalWorks, eMDs, AppOrchard, Azalea Health, Greenway Health, Meditech, Nextgen Healthcare, Office Practicum (OP), Compulinks Healthcare Solutions, ModMed

Learn more about Integration >

Want More?

Explore these additional applications for your practice

Payment Assurance

Automate card-on-file capture and post-EOB payment collection

Learn More >

Health Campaigns

Send targeted messages to patients and prompt them to self-schedule specific appointments

Learn More >

Custom Reporting

Review patient responses to intake questions

Learn 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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