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Phreesia Features

Features Summary

Functionality

4.3

/5

141

Total features

63

8 categories

Phreesia features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Automated Responses

Common features of Appointment Scheduling software

API
Access Controls/Permissions
Activity Dashboard
Appointment Management
Automated Scheduling
Availability Management
Calendar Management
Client Database

Price starts from

ic-pricetag

No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.3

/5

141

Price starts from

ic-pricetag

No pricing info

Total Features

63

Unique features

  • Registration Management

  • Rescheduling

  • Customizable Reports

  • Automated Responses

Functionality

4.4

/5

2.6K

Price starts from

29

Per month

Total Features

131

Features in Common

35

Unique features

  • Self Payment

  • Patient Monitoring

  • Single Provider Practice

  • Document Templates

Functionality

4.5

/5

920

Price starts from

49

/user

Per month

Total Features

104

Features in Common

26

Unique features

  • Records Management

  • EDI

  • Electronic Claims

  • Handwriting Recognition

Common Phreesia comparisons

Reviewers who mentioned features said:

RH
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Rose H.

Medical Practice, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia Review

Reviewed 3 years ago

In the beginning, we saw a huge increase in our collection of balances. Since, we seem to realize a consistent balance with this. Because of the improvements we saw in workflow efficiency, we were able to repurpose staff to other duties and not rehire to replace a few front desk staff who left. We also decreased our billing staff by 1 FTE because we were able to redistribute duties to other staff. We also experienced significant savings in paper products and printing.

Pros

Phreesia is the central component of our daily patient flow. It integrates extremely well with our EHR system. We are able to capture patient demographics and clinical information electronically and have it populate directly into a chart. It has eliminated paper, significantly reduced time spent checking patients in and allowed staff to focus on other things. Patient chat has allowed us to communicate with patients waiting in cars. We are going to continue doing this post-COVID because it works so well and parents love it.

Cons

We have tried using Appointment Accelerator but found it didn't work for most of our appointments. We have a very diverse set of appointment types. Phreesia has been great though trying to find a way to tweak it wo make it try to work for us.

FR
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Frankie R.

Medical Practice, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Product does not function as promised

Reviewed a year ago
Pros

Integration to our PM system (Modernizing medicine) is poor and does not function as advertised. Patients and staff constantly complain about errors and issues. Connectivity is also poor, in a sense that when you have a busier day and you're checking in multiple patients at a time, they may not appear checked in on the EMR system which creates double work.

Cons

Patients show the front desk all the time that they completed their check in, however it does not reflect on the dashboard. Not as easy company to work with by any means, more headaches than anything else.

CB
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Chris B.

Hospital & Health Care, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Lots of Options But Phreesia is the Clear Cut Winner

Reviewed 8 months ago

We had a great experience from the design of the platform and working with the Phreesia team to customize the platform exactly the way we wanted it. They have flexibility to make it specific to your practice and the Phreesia team is incredibly knowledgeable and helpful.

Pros

Completely streamlined the patient experience from reminder calls, Kiosk service for self check in, converted all our patient documents to digital format, allowed for online portal payments and have allowed us to create custom patient satisfaction surveys for our patients.

Cons

Can be a little cost prohibitive for some smaller practices but made sense for our office which falls in the medium/large category. Customer success reps change frequently post implementation.

MG
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Melissa G.

Hospital & Health Care, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent product with a lot of valuable features

Reviewed 5 months ago
Pros

Daily census tracking to help identify staffing needs at a glance. Patient reminders and the fact they can go out via text and email since some patients may have either or. These are just a couple of the features I find most valuable from a patient access standpoint.

Cons

Some of the E&B functionality can get confusing when payers aren't set up correctly, however, in these situations, the Phreesia support team has been great with not only helping resolve issues, but responding timely.

MR
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Megan R.

Medical Practice, 201-500 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Patient Services Manager

Reviewed 5 years ago

Overall I feel this has truly benefited our practice with the check in process taking less time, and more importantly balance/copay collection.

Pros

I love the preregistration feature that allows patients to get checked in ahead of time for their appointments. This saves them time and the front desk when they arrive so their focus can be more on those that are new to the practice or walked in for our immediate care. I also like that with this same feature, patients can take care of payment ahead of time to avoid the awkward conversations that used to be had with the front desk asking for this.

Cons

I don't care for how much information is needed to be manually entered, especially with designated fields for this information (i.e. Emergency Contact, Release of Confidential Communication).

MP
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Melissa P.

Medical Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia for the ENT office

Reviewed 3 years ago

we raised our co-pay collection dramatically. We collect balances when patients are checking in for their appointments. I am always pleased when I see a large balances has been collected on the weekend when patients are checking in for their monday appointment. We literally do not have to do a thing and the balance is collected.

Pros

We love how the patients can enter most all of their information into the workflow and it automatically goes to our EMR freeing up our medical assistants from entering this information.

Cons

We have become so reliant on Phreesia and texting patients. When there is an outage we feel lost without it.

JW
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Jackie W.

Health, Wellness and Fitness, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Highly Recommend Phreesia-Makes life much easier from day to day

Reviewed 3 years ago
Pros

The insurance verification is awesome, the payment plan program is great and how you can your own perimeters up. Sending out mass emails to patients is awesome and reminder test mails is great. Patients being able to check in in advance is a great tool also.

Cons

Would love to have control to set it up where the patient gets a message that their appointment time is one time and the schedule actually shows a 15 minute time later. This way all patients arrive early for the check in process for their appt.

MG
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Meghan G.

Health, Wellness and Fitness, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product

Reviewed 3 years ago

We have always had a great experience

Pros

This has made our check in system so much easier for front desk staff. It was especially helpful during the last year and a half with Covid. The screening they have saved us a lot of potential issues

Cons

I wish all insurances showed up and that the texting was secure so we didn’t have to make sure there was no patient info in there. Also would be helpful to use phreesia to check out as well. We’ve had some issues with money transferring lately also

DN
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Dan N.

Medical Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia check-in and insurance verification

Reviewed 3 years ago

I am very happy with Phreesia. They have an excellent product. But, it is during the COVID pandemic that they have really shined. In early 2020, we went from 0 telehealth appts on one Friday to 88 appointments on the following Friday. Phreesia enabled the check in, and connected the patients to our telehealth platform easily. Then, Phreesia built a check-in workflow to allow us to provide COVID vaccinations from our office. They are an excellent company to work with. High quality product, proactive, one of my most highly recommended vendors.

Pros

Excellent check-in experience for patients. Same workflow when the patient is in the office, checking in early from home, or checking in for a telehealth visit. Well integrated with our EHR. Best insurance verification platform that I have seen.

Cons

I can't think of any drawbacks to using Phreesia.

JC
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Julie C.

Health, Wellness and Fitness, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Our office has had a fantastic experience with the Phressia system! Great customer service.

Reviewed 7 years ago

Help with insurance benefits and eligibility. Makes the check-in process much easier.

Pros

The implementation of the software with our system seemed easy with the help of the Phreesia personnel. I love that our front desk staff can verify benefits at the time of service! We collect at the time of service and if there is a balance from a previous visit - Phreesia notifies the patient at the time of check-in. This has really helped with collections from past visits. As an Administrator, I am able to run reports on the use of the system, patient satisfaction surveys, as well as many other reports. We are able to refund money back to the patient on the card that was used - without having to hold this card information in our office. Love the Phreesia system!

Cons

There are a few insurance companies that will not verify through the Phreesia system, although this is not really a big problem for us at this time. We really have not had any negative issues with Phreeisa or the many staff members that have helped us over the past year.

CP
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Cole P.

Medical Practice, 11-50 employees

Used other for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Did not function as expected. Paid for a year and never used.

Reviewed 6 years ago

We received no benefit from this product. We paid for a year of service and never implemented fully as we found during set up and testing that it did not provide the service needs we expected. Phreesia would not release us from contract even after we made the case that the system did not function anywhere close to our needs.

Pros

Customer service was helpful to tell me all of the things Phreesia couldn't do. Communication was quick till we decided we weren't going to use the system. Software may be helpful in a slow practice setting needing minimal patient feedback/information. If you need to just check in and collect a copay, this may be an OK system for your practice.

Cons

Software could not implement office documents as expected. The check in process was slower using this service during our testing than a manual check in with a short follow up questionare. We signed up for this service to speed up the check in process and continue to move to a paperless process. The software could not implement PDF or manipulate any documents on the hardware ( E.G. add text, check a box, provide patient consent, signature, ETC.). We never went live with the product. We paid for a year of service and never used it. Phreesia would not release us from contract even after we made the case that the system did not function anywhere close to our needs. We also found the hardware heavy and cumbersome. If you have any elderly patients , this may not be the best choice for them.

AS
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Andrea S.

Medical Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Genesis Care

Reviewed a year ago
Pros

Ease of us, patient friendly, great suppot

Cons

Technical issues where the screen times out mid interview

wa
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wendy a.

Hospital & Health Care, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Phreesia usage

Reviewed a year ago
Pros

My favorite feature is the way it verifies insurances, this saves my staff a lot of valuable time. I like that we can text our patients a message with templates we made or a custom message about their upcoming appointment. We can have all of our forms sent to patient to fill out before, during and after their appointment.

Cons

I wish we were able to push more than one form at a time to our Phreesia Pad.

TV
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Tempie V.

Hospital & Health Care, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Phreesia for the Win!

Reviewed 4 years ago

Great customer service! Our needs are address quickly and followup has been quick as well. We have been very pleased with our decision and selection of Phreesia.

Pros

It is very user friendly for our patients. The parents really do like it and it stream lines the check in process to make it more efficient and timely. We like the ability to customize the templates to our liking. It imports to our EHR seamlessly. The credit card on file function has been a game changer! Parents love the ease of paying balances and it frees up staff time not calling hunting down payments from our parents. We have had no push back from our parents on this feature and it has really improved our AR status. The self scheduling has been great as well.

Cons

I can not think of any thing I DONT like at this point.

LT
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Lindsay T.

Medical Practice, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia is great!

Reviewed 3 years ago

We love Phreesia and it's only been a positive integration in our world! I would definitely recommend this to other offices.

Pros

I really like the appointment hub and cancellation hub. Those both have worked really well for our company! The appointment requests have helped us keep better track of our referrals and increased patient volumes. The appointment confirmation has help us cancel patients and decreased the number of phone calls we'd get to cancel or reschedule those patients. I also like the communication options in Phreesia. Being able to text a patient information is very helpful!

Cons

I with the appointment hub looked a little more organized in new referrals, pending referrals, and unable to reach or doesn't want to come in.

KH
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Kimberly H.

Medical Practice, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Saving staff time and making charts more accurate

Reviewed a year ago

Good overall experience

Pros

Being able to have the patients complete all new patient paperwork and policies on the tablet or their phone/computer saves the staff time. Plus, this makes their charts more up to date.

Cons

When we have issues with a tablet it is a lot of back and forth with support to get the issue resolved

KP
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Kristin P.

Hospital & Health Care, 51-200 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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User Friendly

Reviewed 3 years ago
Pros

Phreesia is very user friendly and easy to train end users. During the check-in process, the dashboard provides a better overview when compared to the PM, which we used before transitioning to Phreesia.

Cons

Phreesia is very easy to work with and resolve any issues promptly. On occasion, our practices will revise a form or workflow. The logic for each workflow can cause some delays with implementing. This is not necessarily a con due to Phreesia, but nature of the practice's autonomy, evolving patient needs, and the requirement to have support involved in the changes. Once the logic is updated, there is a lot of testing before releasing.

MP
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Monica P.

Medical Practice, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Adding Phreesia has made the Checkin process much more efficient

Reviewed 7 years ago
Pros

The ability for patient to quickly complete and sign necessary forms for the office; and the ability to pay copays and balances on the Pad. Ortho Patients are often in a splint or cast so this is very helpful.

Cons

Advertisement at the end of the interview sometimes confuses patients if they are in fact finished. Patients sometimes think we are trying to sell them things. Sometimes they ask us about products listed and we have no idea what they are talking about

AC
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April C.

Medical Practice, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best full service product by far

Reviewed 2 years ago
Pros

Ease of use, practice management integration, and patient surveys are fantastic. I appreciate the accuracy of insurance verification as well. This product truly does it all! Mobile check in, kiosk check in, patient reminders, messaging, and so much more.

Cons

Customer service could be better- still good just not on par with the robust services that are offered.

KD
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KRISTY D.

Mechanical or Industrial Engineering, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Phreesia

Reviewed 6 years ago
Pros

I loved that the parents could fill out the patient information (and you could read it) . I also loved that it would tell you if you had a bill, how much, they could set up payment arrangements and slide their credit card in private rather than being called back up to the window.

Cons

With EMD's the forms didn't automatically go into the patients chart for the doctors and nurses to see

KA
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Kelsey A.

Medical Practice, 1-10 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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DO NOT RECOMMEND

Reviewed 3 months ago

Extremely frustrating, time consuming, and expensive. Customer support communication was a complete disaster. Management was helpful but very difficult to get in touch with. Despite the product not working, they are not letting me out of my contract early. I absolutely do not recommend.

Pros

Phreesia was easy to set up and implement. This was mostly because I worked with a fantastic representative that made it easy. He was then promoted and my representative from then on was not helpful.

Cons

I used Phreesia for almost 2 years. Within months I was already asking for managers to get involved. For one year, I spoke with representatives in a one hour zoom call every other week, sent multiple emails about issues each week, submitted cases about errors with examples, etc. Despite the amount of detail and examples for each error, the customer support that would respond to submitted cases would...

JD
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Justine D.

Hospital & Health Care, 11-50 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Our staff loves using Phreesia, and it's a super useful tool to enhance patient engagement...

Reviewed 2 years ago

From the beginning, the sales process was great. My sales rep truly knew the product and kept up with me when I had questions - I'm a tough sell for sure :) He understood the complexities of Family Practice and even offered solutions along the way. He worked well with my boss/decision maker and built a trust relationship with both of us. That's important! The implementation went very well, and...

Pros

Phreesia has a seamless integration with our EHR - we use Athena. The check in process has been cut down to seconds (as opposed to up to 10 minutes at a time), which allows the staff to focus on other ancillary jobs, and less face time with patients. This is a good feature during a pandemic! Also, the reduction of paper utilizing the electronic forms that automatically flow into the charts has...

Cons

I see no cons at this time to using Phreesia. In the past there may have been a cost issue, but they have worked out better packages for practices who are interested.

CL
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Carisa L.

Medical Practice, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia Review

Reviewed 3 years ago

Aside from the software and how it has helped our practice, customer service from the very beginning until now is unmatched. I cannot say enough about the teams that I have worked with. They are patient, understanding and knowledgeable.

Pros

Our implementation of Phreesia could not have come at a better time. We started Phreesia at the beginning of 2020. When COVID guidelines came about in March 2020, we were able to keep our doors open because patients could have their registration completed before coming to the office. They did not have to wait in the waiting room as they were able to bypass the receptionist and go directly into an exam room when the time came for their appointment. Phreesia has also helped us increase our A/R because of the email reminders we can send patients regarding their balances as well as the ability to set up payment plans that are comfortable for both patients and our office.

Cons

There really isn't much to say as what we like least about Phreesia. We do have one common complaint among patients that the intake takes a long time but the information being requested is the same as on paper and necessary to their appointment.

JK
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Jessica K.

Medical Practice, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Phreesia has increased our revenue during our trial period!

Reviewed 9 months ago

I am very satisfied with the communication between the phreesia set up team and myself. They have been very helpful with following up and making adjustments as needed. Our set up was customized to fit the practice (telehealth only) and it has been working out great.

Pros

I love the ease of the system. The system integrates with eCW EMR and cuts our office time in half, allowing to focus on other areas in the practice. Phreesia automatically sends the patients our practice consent forms and collects co payments during the check in process. We also customized our platform to allow patients with an outstanding balance to enroll into a payment plan. Many patients avoid our office calls when payment is due and have noticed patients prefer to enroll in payments plans on their own. We have seen a surge in old balances being collected these last two weeks.

Cons

I would be happy if phreesia had a patient self scheduling option that integrated with eCW. Right now, patients make an appointment request through a phreesia custom form and we manually add that appointment into our EMR. We do have an alternative for established patients wishing to self schedule so we only need to manually schedule New appointment request. It's not too bad.

SJ
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Sarah J.

Medical Practice, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Super User

Reviewed a year ago
Pros

Phreesia was able to give our Practice a leg up when the pandemic hit and our office was still mostly paper. There is such a wide range of usability. I typically try to use 1-2 days every 2-3 months to catch up on new enhancements and abilities Phreesia has introduced. I love being a part of the Beta program and providing feedback on their newest products. I feel like Phreesia, as a large company, actually hears our input and also considers it.

Cons

Phreesia's support team can be very impatient. As the admin, I would like to have more ability to customize Phreesia instead of having to go through support every time we want to make changes. There is a lot of ability to customize as the Admin, but not the most important types of things such as work flows or frequency of the workflows being sent out. I would like to see their self-scheduling improve....