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.

Learn more about this Partner

Works with:

Prime Suite


Appointment scheduling
Patient Acquisition and Engagement
Specialty Solutions
Patient Education
Billing Optimization
Check-in Solutions
Care Management
Workflow Efficiency
Request Info

Phreesia has been named 2022 Best in KLAS for Patient Intake Management by the research and insights firm KLAS, in its annual Best in KLAS: Software and Services report. This marks the fourth consecutive year that Phreesia was the top-ranked patient intake management vendor.

As Greenway organizations face pent-up patient demand and administrative staff shortages, improving efficiency has never been more important. Phreesia automates registration, consent management, schedule management, and patient copay collection to save your staff time and provide the modern, convenient experience patients expect. You’ll see so much value, you’ll feel like you added staff to your team. Find out how many roles we can cover.

Phreesia provides robust applications for:

  • Registration
  • Online appointment request
  • Revenue cycle
  • Clinical support
  • Patient activation

Registration: Phreesia tailors the intake experience to each patient, collecting demographic, medical, and social history, payment information and consents. Patients can register before their appointment, or on their mobile device while in your office.

Online appointment request: Offer your patients the convenience of 24/7 access to request their own appointments online, either through a link on your website or in response to your patient-outreach communications.

  • Track and manage referral requests and appointments all from the Appointments Hub
  • Give your patients the scheduling experience they expect
  • Easily send appointment confirmation messages via automated text message, email or voice call

Revenue cycle: Accelerate reimbursement with revenue cycle applications for before, during and after the visit.

  • Automatically verify insurance eligibility for staff to review in a simple-to-understand format
  • Provide flexibility with tools such as online payments, payment plans and card on file with payment assurance

Clinical support: Phreesia’s intake interviews enhance patient care by prompting patients to complete clinical screeners and provide relevant patient-reported outcomes (PROs), leading to more productive conversations with their providers.

  • Automatically prompt patients to complete PROs and clinical screening tools for relevant health conditions
  • Collect and calculate responses for appropriate follow-up care and reimbursement

Patient Activation: Patient Satisfaction Surveys and other communication tools to engage patients in their care


Each of the products above also includes the following features:

Analytics: Phreesia’s robust suite of analytic tools empowers you to take control of your organization’s financial and operational health. Our self-service reports, which staff can pull at any time , provide important insights to drive accountability and success in your organization.

Privacy and security: 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)