Phreesia Features
Information Flow (3)
Patient Case Management
Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management
Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management
Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Patient Experience (4)
Dashboards & Reporting
Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management
Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications
Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management
Provides organizations with the tools to optimize patient experience efforts
Clinical (2)
Software Integrations - Revenue Cycle Management (RCM)
Easily integrates with health care IT solutions like EHRs, medical scheduling, and medical billing softwares
Task Automation - Revenue Cycle Management (RCM)
Automates manual administrative tasks to reduce error
Financial (3)
Billing Automation - Revenue Cycle Management (RCM)
Automates manual financial management tasks to reduce error
Clearinghouse Integration - Revenue Cycle Management (RCM)
Streamlines any communication and data share between provider and clearinghouse
Claims Management - Revenue Cycle Management (RCM)
Streamlines the processing, scrubbing, and submission of healthcare insurance claims
Platform (8)
User Authorization - HIPAA Compliant Messaging
Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
Compliant Texting - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted text messages
Compliant Emailing - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted emails
Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
Message Lifespan - HIPAA Compliant Messaging
Allows the determination and assignment of the lifespan of a delivered message
Workflow Enhancement - HIPAA Compliant Messaging
Enhances clinical workflows
Operations (15)
Workflow Optimization - Clinical Documentation
Optimize and make efficient clinical workflows
EHR Integration - Clinical Documentation
Integrate with existing EHRs
Clinical Communication - Clinical Documentation
Synchronize patient data across the org
Transcription Automation - Clinical Documentation
Leverage NLP and ML technologies to automate and optimize clinical transcription or translation needs
CDI Training - Clinical Documentation
Provides training and education regarding clinical documentation improvement (CDI) tactics
Clinical Data Exchange - Clinical Documentation
Supports and streamlines the viewing and utilizing of patient data and assessments across the org
Document Access - Clinical Documentation
Provides access to collected patient data
Digitization - Clinical Documentation
Digitizes paper records
Workflow Management
Based on 12 Phreesia reviews and verified by the G2 Product R&D team.
Enhances clinical workflows
Interoperability
Based on 11 Phreesia reviews and verified by the G2 Product R&D team.
Integrates with existing medical practice solutions
Digital Intake Forms
Based on 11 Phreesia reviews and verified by the G2 Product R&D team.
Provides digitized intake forms both for patient and physician use
Engagement Measuring
Based on 10 Phreesia reviews and verified by the G2 Product R&D team.
Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration
Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Data Management (4)
EHR Integration
Integrates with EHRs to contextualize referral records
Referral Insight
Monitors and analyzes patterns and trends in referrals
Referral Database
Consolidates referrals into a centralized database for oversight and easy access
Data Sharing
Facilitates the sharing of information relevant to referral completion or denial across networks
Visibility (3)
Scheduler
Creates and maintains a referral scheduler to keep track of submitted and completed referrals
Source Tracking
Tracks and manages the various sources that health care organizations receive referrals
Referral Tracking
Tracks the progress of referrals throughout the referral lifecycle
Patient Convenience (5)
Tablets and Kiosks
As reported in 15 Phreesia reviews.
Provides integration with a hardware offering to facilitate patient intake process
Payment Collection
As reported in 16 Phreesia reviews.
Facilitates the collection of copays and direct payments
Form Workflow
Based on 16 Phreesia reviews.
Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in
As reported in 16 Phreesia reviews.
Streamlines the check-in workflow and experience
Mobile Patient Intake
15 reviewers of Phreesia have provided feedback on this feature.
Enables patients to complete intake forms on their personal mobile devices
Administration (6)
Patient Data Transfer
16 reviewers of Phreesia have provided feedback on this feature.
Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
HIPAA Compliance
16 reviewers of Phreesia have provided feedback on this feature.
Ensures compliance with HIPAA security and encryption regulation
Insurance Credentialing
16 reviewers of Phreesia have provided feedback on this feature.
Runs and verifies patients' health care insurance
ID Verification
14 reviewers of Phreesia have provided feedback on this feature.
Runs and verifies patient information cards
Appointment Scheduler Integration
As reported in 11 Phreesia reviews.
Seamlessly integrates with digitized online appointment booking solution
E-Signature
As reported in 15 Phreesia reviews.
Captures patients' electronic signatures
Patient-Centered Functions (4)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Based on 10 Phreesia reviews and verified by the G2 Product R&D team.
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Medical Billing (1)
Natural Language Interaction
Engages in human-like conversation for task delegation





