Phreesia offers a cloud‑based patient intake platform that digitizes registration, insurance verification, consent collection, and payment processing, allowing patients to complete forms and pay copays online before, during, or after visits. The solution integrates with EHR, practice management, and billing systems via APIs, providing real‑time alerts, analytics, and automated outreach to reduce front‑desk bottlenecks, improve data accuracy, and boost revenue cycle performance.
Funding
$17M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Healthcare organizations rely on paper-based or hybrid patient intake processes that require manual data entry, in‑person registration, and time‑consuming eligibility checks. This creates bottlenecks at the front desk, increases staff workload, leads to data errors, and reduces patient satisfaction.
Solution
Phreesia provides a cloud‑based patient intake platform that digitizes registration, insurance verification, consent collection, and payment processing. Patients can complete pre‑visit forms, verify benefits, and pay copays from any internet‑connected device, while staff receive real‑time alerts and analytics to manage exceptions. The system integrates with electronic health records, practice management, and billing solutions via a library of APIs, ensuring data flows automatically into clinical workflows. Built‑in rules‑based questionnaires capture clinical and social‑determinant information, and automated reminders, recalls, and educational outreach keep patients engaged between visits. By moving routine tasks to a self‑service digital front door, Phreesia reduces wait times, improves data quality, and boosts revenue cycle performance.
Target Audience
Phreesia serves health systems, hospitals, and specialty practices such as OB/GYN, cardiology, dermatology, and orthopedics that need to streamline patient intake, improve collections, and enhance patient engagement.
Features
- Mobile and web self‑service registration that supports pre‑visit, on‑site, and post‑visit check‑in without paper forms
- Real‑time insurance eligibility and benefits verification with automated E&B checks
- Integrated payment engine offering card‑on‑file, Apple Pay®, Google Pay™ and payment‑plan options at time of service
- Rules‑based interview engine that tailors clinical questionnaires (e.g., PHQ‑9, substance‑use screens) and captures social‑determinant data
- Automated appointment reminders, recall messages, and targeted educational outreach via SMS/email
- Analytics dashboard and workflow alerts for staff to monitor registration status, exceptions, and financial performance
- Seamless bidirectional integration with EHR, PM, and billing systems through configurable APIs and pre‑built connectors
- HIPAA‑compliant, HITRUST and SOC 2 certified cloud infrastructure ensuring data security and privacy