Phreesia capabilities
12 mapped capabilities, each graded and dated. The map shows what Phreesia can do; the audit shows whether it’s worth consolidating — and a guide shows how to move.
Capabilities
AI-driven eligibility and benefits verification
provisionalverified yesterdayAutomatically verifies a patient's insurance eligibility and benefits multiple times before the visit to reduce claim denials and surprise bills.
Analytics and reporting dashboards
provisionalverified yesterdayOperational, clinical and financial dashboards spanning registration, surveys, payments, appointments and clinical data, with national benchmarking.
Automated appointment reminders and confirmations
provisionalverified yesterdayCustomizable multi-channel reminders that prompt patients to confirm, cancel or reschedule appointments to reduce no-shows.
Bidirectional EHR and PM integration
provisionalverified yesterdayTwo-way integration that syncs intake data, insurance, consents and payments between Phreesia and the practice's EHR/PM system.
Digital consents and forms management
provisionalverified yesterdayCaptures electronic signatures on consent and policy documents and triggers the right forms automatically based on visit context.
Digital patient registration and check-in
provisionalverified yesterdaySelf-service patient intake that collects demographics, insurance, clinical history and health-risk data before or at the visit using logic-driven, specialty-specific workflows.
Online appointment scheduling and self-booking
provisionalverified yesterdayPatient self-scheduling across web, mobile and voice, plus automated waitlist filling and no-show rebooking to keep the schedule full.
Patient payments and revenue cycle collection
provisionalverified yesterdayCollects copays and balances before, at and after the visit, with payment plans, card-on-file auto-collection and automatic posting back to the practice management system.
Patient-reported outcomes and clinical screening
provisionalverified yesterdayAutomated delivery, scoring and routing of patient-reported outcomes (PROs), validated screeners and social-determinants assessments captured during intake.
Phreesia VoiceAI conversational call management
provisionalverified yesterdayAn always-on conversational AI phone agent that answers, triages and routes patient calls 24/7 in multiple languages without phone trees.
Plans and pricing
provisionalverified yesterdayCustom, quote-based pricing with no public price list; cost is tailored to organization size, location, patient demographics and the modules selected, sold via sales consultation.
Referral management and tracking
provisionalverified yesterdayA central hub to organize, manage and track inbound and outbound patient referrals and convert them into scheduled visits.