Phreesia

Patient intake platform that manages appointment scheduling, registration, payments, and surveys.

Open source: No

Editorial review

Phreesia has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Tags(open-source;cloud-native): patient intake, patient engagement, healthcare payments, medical scheduling, VoiceAIVerification pending

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance): SaaSVerification pending

Features · Product · Fit

Core capabilities(authoring;automation;analytics): patient self-check-in with automated forms, up-front benefits verification and copay collection, scheduling, referrals and no-show reduction, real-time dashboards across registration, payments and scheduling, Phreesia VoiceAI phone agent for inbound and outbound calls, native integrations with 16+ PM/EHR systemsVerification pending

Security · Privacy · Compliance

Security certifications(SOC 2 Type II;ISO 27001): HITRUST CSF, SOC 2 Type 2, PCI Level 1Verified

Support · Docs · Services

Support channels(email;ticket;chat;phone;community): phone, email, dedicated implementation teamVerification pending

Audience · Use · Case

Best for(Neutral editorial summary): Independent practices, specialty groups and health systems automating intake, payments and patient communicationVerification pending
Company-size fit(individual;SMB;mid-market;enterprise): SMB, enterpriseVerification pending
Primary use cases(build;monitor;automate): increase revenue and time-of-service collections, see more patients and reduce no-shows, reduce front-desk call volume and manual tasks, deliver 24/7 patient access to scheduling and paymentsVerification pending
Skill level(beginner;intermediate;advanced;specialist): intermediateVerification pending

Vendor · Maintainer

Founded year(2012): 2005Verified
Headquarters country(US): United StatesVerified
Vendor type(commercial;foundation;community;government;consortium;individual): commercialVerification pending

User reviews

Review policy

No published reviews yet.