Phreesia

Phreesia provides a patient activation platform used by over 4,500 healthcare organizations nationwide. The platform focuses on automating administrative workflows including patient intake, appointment scheduling, insurance verification, payment collection, and clinical screening. The system operates across the patient journey—before, during, after, and between visits—with both mobile and in-office registration capabilities.

The platform integrates with EHR systems through a library of APIs and offers specialty-specific workflows for health systems, OB/GYN, cardiology, dermatology, and other medical specialties. Key capabilities include pre-visit registration, eligibility verification, payment options at multiple touchpoints, patient-reported outcome collection, and automated recall messaging. The system also supports social determinants of health (SDOH) screening and patient satisfaction surveys.

Phreesia serves diverse healthcare organizations from large health systems like Piedmont Healthcare and Northwell Health to specialty practices and FQHCs. The company emphasizes patient activation—equipping patients with knowledge and confidence to participate in their care—as a core value proposition alongside administrative efficiency gains.

Choose Phreesia when your organization needs a comprehensive patient engagement platform that addresses multiple administrative pain points simultaneously. The platform excels in environments where patient volume justifies automation investment and where staff efficiency, payment collection rates, and data accuracy are strategic priorities.

Organizations should expect a managed-services approach with ongoing platform support and updates. The specialty-specific workflows and proven track record with major health systems suggest strong implementation support, though the full scope of services and associated costs require direct consultation.

Phreesia operates exclusively in healthcare with HIPAA-compliant infrastructure and specialty-specific solutions built for the unique workflows of medical practices. The platform demonstrates deep healthcare domain expertise through clinical screening integrations (PHQ-9, AUDIT-C, cancer risk assessments), insurance eligibility verification, consent management for medical procedures, and SDOH screening capabilities.

The company serves diverse healthcare verticals including health systems, children's hospitals, FQHCs, and specialty practices across 30+ medical disciplines from primary care to subspecialties like pediatric pulmonology and vascular surgery.

The ideal Phreesia client is a multi-provider healthcare organization or health system with 10+ providers handling significant patient volumes across multiple locations. Organizations prioritizing revenue cycle optimization, patient experience improvement, and staff productivity gains—particularly in specialties like cardiology, OB/GYN, orthopedics, or dermatology—will align well with the platform's capabilities and specialty-specific workflows.