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Phreesia

Enterprise patient intake, check-in, and payments platform.

4.4
our score
HIPAA CompliantBAA Availableenterprise
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Overview

Phreesia is a patient intake and check-in platform that supported about 1 in 6 US patient visits in 2025. It automates digital check-in, registration, insurance eligibility verification, consent collection, and payment capture, and added VoiceAI for AI phone answering in 2025. It was Best in KLAS for Patient Intake Management from 2020 through 2022, and it is best suited to multi-site groups and high-volume practices.

Pros
  • +Scale: about 1 in 6 US visits (2025)
  • +Best in KLAS for patient intake, 2020–2022
  • +Strong payment and eligibility tooling
  • +Reduces front-desk data entry
Cons
  • -Quote-based pricing
  • -Setup can be heavy for low-volume practices
  • -Costs climb with modules
  • -AI scribe not included

Features

Digital check-in and registrationRules-based intake formsInsurance eligibility verificationCopay and payment collectionVoiceAI phone answeringAppointment reminders

Integrations

athenahealthMost major EHR and practice management systems (verify for yours)
From the blog

Articles that cover Phreesia

Guides

The CY 2027 Fee Schedule Final Rule and AI: What CMS Now Allows in the Wellness Visit, the New MIPS AI Activity, and the RPM Delay

Medicare still will not pay separately for AI in 2027, but the final fee schedule spells out, element by element, where AI may and may not help in the Annual Wellness Visit, adds a MIPS improvement activity for clinician AI use, and pushes the outsourced remote-monitoring ban to 2029. We read the rule so you do not have to.

Workflows

AI Is Answering Your Practice's Phone: The Call Workflow and Its Four Compliance Gates

Freed, Phreesia, and Hyro will all answer your phones now. But an inbound AI receptionist and an outbound AI caller are two different legal products — one is a HIPAA and recording-consent problem, the other is a TCPA problem worth $500 to $1,500 per call. Here is the full call workflow, the four gates where practices get hurt, and what these systems actually deflect.

Workflows

Your Patient Inbox Grew 153%. AI Drafts Are Not Fixing It — The Routing Is.

JAMA put a number on the inbox problem in June 2026: patient portal messages up 153% since 2020, office visits up 17%. The industry answer is AI draft replies — and four studies now show they save physicians almost no time, help nurses far more than doctors, and get worse as messages get longer. Here is the workflow that actually moves turnaround time, plus the e-visit billing trap and the disclosure rule that review-before-send quietly solves.

Guides

AI for the Front Desk in 2026: Cutting No-Shows, Phone Volume, and Front-Office Burnout

No-shows and missed calls are among the most preventable revenue losses in a practice, and AI scheduling and intake tools promise to fix both. We break down what actually works, what the ROI data does and does not show, and how to evaluate front-office AI for your practice.