Migrate from Eclinicalworks to Phreesia.
2 documentation-derived translation patterns — what carries over and what to watch for. Cited to the Feature Parity Map; the audit tells you whether the move is worth it.
Phreesia and eClinicalWorks both run a contactless, pre-visit intake from the patient's phone. A practice already on eClinicalWorks can retire the standalone Phreesia intake contract and move the workflow into healow CHECK-IN: the day before the visit it texts the patient a secure healow link (also in the healow app), and the patient confirms the appointment, reviews/updates demographics, confirms insurance, e-signs consent forms (healow Sign), completes customizable state-/clinic-specific questionnaires, reviews medications/allergies/history, and can pay copays via healow Payment Services. Because CHECK-IN runs on the eClinicalWorks/healow stack, captured demographics, consents, and questionnaire data update the same chart the EHR uses for documentation, orders, and billing — no Phreesia interface to maintain and no form to re-key. Keep eClinicalWorks as the system of record; cut Phreesia.
- Warning: healow CHECK-IN, healow Sign (e-consent), and healow Payment Services are part of the eClinicalWorks patient-engagement suite — confirm the practice has them licensed and enabled before cancelling Phreesia.
- Warning: Phreesia ships pre-built specialty-specific intake logic and validated PRO/SDOH screeners; in healow the equivalent custom questionnaires must be built and tested first, so rebuild the question sets before cutover or you lose intake content.
- Warning: If Phreesia handled point-of-service payments, confirm healow Payment Services and the merchant account are live so copay collection does not regress.
- Warning: healow CHECK-IN is keyed off the texted appointment reminder the day before; verify reminder delivery/opt-in coverage so patients who relied on Phreesia outreach still receive the check-in link.
Phreesia and eClinicalWorks both let patients self-book online against real provider availability. A practice already on eClinicalWorks can drop Phreesia self-scheduling and run booking through healow Open Access: patients book from the practice website, the Patient Portal, or the healow app, see providers' real schedules and open slots, and either book directly or request a slot for staff to confirm. Because Open Access reads and writes against the eClinicalWorks practice schedule, the booked slot lands directly on the same provider calendar used for documentation, orders, and billing — no double-entry and no external sync to maintain. Keep eClinicalWorks as the system of record; cut Phreesia.
- Warning: healow Open Access needs the practice's real schedule, providers, visit types, and publish rules configured before it routes correctly — rebuild and test the booking logic to match Phreesia's specialty rules before cutover.
- Warning: Decide per provider whether slots are directly bookable or request-and-confirm; a mismatch with how Phreesia behaved can surprise patients or staff at go-live.
- Warning: Phreesia's VoiceAI phone self-scheduling and Appointment Accelerator waitlist/no-show auto-backfill have no exact native equivalent; if telephone self-booking or automated cancellation backfill is relied on, plan a replacement before cancelling Phreesia.
- Warning: Re-point website 'Book appointment' and outreach links from the Phreesia self-scheduling URL to the healow Open Access entry point so external booking keeps working.