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 ~2 months agoAutomatically 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 ~2 months agoOperational, clinical and financial dashboards spanning registration, surveys, payments, appointments and clinical data, with national benchmarking.
Automated appointment reminders and confirmations
provisionalverified ~2 months agoCustomizable multi-channel reminders that prompt patients to confirm, cancel or reschedule appointments to reduce no-shows.
Bidirectional EHR and PM integration
provisionalverified ~2 months agoTwo-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 ~2 months agoCaptures electronic signatures on consent and policy documents and triggers the right forms automatically based on visit context.
Digital patient registration and check-in
provisionalverified ~2 months agoSelf-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 ~2 months agoPatient 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 ~2 months agoCollects 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 ~2 months agoAutomated delivery, scoring and routing of patient-reported outcomes (PROs), validated screeners and social-determinants assessments captured during intake.
Phreesia VoiceAI conversational call management
provisionalverified ~2 months agoAn 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 25 days agoCustom, 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 ~2 months agoA central hub to organize, manage and track inbound and outbound patient referrals and convert them into scheduled visits.