Phreesia | AdvancedMD

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Phreesia provides digital check-in, patient communications, clinical screening tools, and patient surveys. Phreesia has been named 2022 Best in KLAS for Patient Intake Management by the research and insights firm KLAS, in its annual Best in KLAS: Software and Services report. This marks the fourth consecutive year that Phreesia was the top-ranked patient intake management vendor.

Enhance your AdvancedMD workflow with Phreesia automation tools.

As AdvancedMD clients face pent-up patient demand and administrative staff shortages, improving efficiency has never been more important. Phreesia automates appointment reminders, registration, consent management, and patient copay collection to save your staff time and provide the modern, convenient experience patients expect. The Phreesia platform requires no username, password, or app to download, so patients can easily access all the available digital tools. Phreesia provides so much value that you’ll feel like you added staff to your team. Learn the many roles that are included.


Phreesia tailors the intake experience to each patient, collecting demographic, medical, and social history, payment information and consents. Patients can register before their appointment, or in your office – all from their mobile device. Phreesia automatically sends the data back to AdvancedMD, allowing you to capture a complete record.

Online Appointments

Offer your patients the convenience of 24/7 access to request their own appointments online, either through a link on your website or in response to your patient-outreach communications. With Phreesia, you can track and manage referral requests and appointments from the Appointments Hub.

Revenue Cycle

From verifying patient insurance coverage and calculating copays to posting payments and charging cards on file, Phreesia’s revenue cycle management tools help automate key steps in the payment process—before, during and after the patient visit—saving everyone time and helping you collect more, faster. Simply put, Phreesia does the work, so you don’t have to.

Clinical Support

Phreesia intake interviews enhance patient care by prompting patients to complete clinical screening tools and provide relevant patient-reported outcomes (PROs), leading to more productive conversations with their providers. With Phreesia, you can:

  • Automatically prompt patients to complete PROs and clinical screening tools for relevant health conditions.
  • Collect and calculate responses for appropriate follow-up care and reimbursement.

Patient Activation

Use the patient intake process to engage patients in their care, educate them about your ancillary services, and communicate with them before, during and after their visit for a seamless patient experience. Each of the products above also includes the following features:

The robust suite of analytic tools within Phreesia empowers you to take control of your organization’s financial and operational health. The self-service reports, which can be pulled anytime by staff, provide important insights to drive accountability and success in your organization.

Privacy & Security
Privacy and security are top priorities. Phreesia is honored to have its efforts recognized with many of the industry’s most well-known certifications: HITRUST CSF Certification, Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider, and Security Organization Control (SOC).

Phreesia Overview
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Category: Patient Engagement, Practice Operations | Software Type: Patient Engagement

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