Customized Patient Intake Software

Solution by Phreesia

Our innovative SaaS platform gives healthcare organizations a suite of robust applications to manage the patient intake process. It engages patients in their care and provides a modern, consistent experience, while enabling organizations to drive efficiency, enhance clinical care and improve their financial health.

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Works with:

Prime Suite


Appointment scheduling
Patient Acquisition and Engagement
Specialty Solutions
Patient Education
Billing Optimization
Check-in Solutions
Care Management
Workflow Efficiency
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Phreesia is committed to helping medical groups and health systems stay safe, stay open and continue to see patients through the COVID-19 pandemic and beyond. As part of those efforts, we’re supporting your response to COVID-19 by offering applications across five product categories:

  1. Registration
  • Tailor the intake experience to each patient, collecting demographic, medical and social history, payment information and consents.
  • Leverage Intake for Telehealth to capture intake information ahead of each telehealth visit and facilitate the start of virtual sessions, including a link to enter the virtual waiting room.
  • Use Zero-Contact Intake to increase patient and staff safety, limit exposure and reduce face-to-face interactions during intake for in-person appointments.
  • Data is automatically sent back to Greenway, allowing you to capture a complete patient record.
  1. Appointments
  • Offer your patients the convenience of requesting or self-scheduling appointments on your website 24/7.
  1. Revenue cycle
  • Accelerate reimbursement with revenue-cycle applications for before, during and after the visit, including automated insurance eligibility verification.
  • Help alleviate patients’ financial pressures due to COVID-19 through flexible payment options such as online payments, payment plans and card on file with payment assurance.
  1. Clinical support
  • Enhance patient care by automatically prompting patients to complete clinical screeners and provide relevant patient-reported outcomes (PROs), leading to more productive provider-patient conversations.
  • Leverage our COVID-19 Screening Module to screen patients for self-reported COVID-19 risk factors, according to the latest CDC guidelines.
  1. Patient activation
  • Engage patients in their care with Patient Satisfaction Surveys and other communication tools.
  • Use Health Campaigns to connect with patients before, during or after the visit through targeted messages that engage them in their care, drive follow-up appointments and enhance quality performance for your organization.

Phreesia also offers:

Analytics – Phreesia’s robust suite of analytic tools empowers you to take control of your organization’s financial and operational health. Our permission-based reports give you important insights to drive accountability and success in your organization.

Privacy and security – At Phreesia, privacy and security are our top priorities. We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including:

  • HITRUST CSF Certification
  • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider
  • Security Organization Control (SOC)

Phreesia has been named the 2021 Best in KLAS solution for Patient Intake Management by the research and insights firm KLAS, in its annual Best in KLAS: Software and Services report. We’re so honored to continue to be the leader in patient intake management, and we’d love the opportunity to show your organization how Phreesia can help provide a safe, convenient check-in experience, support your vaccination efforts and fill your schedule.