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 the team worked very hard to ensure success - the team leader was amazing! The process prior to go-live included full discovery of our forms and workflows to find a general understand of how our practice really works. Then came the building of the electronic forms (with re-writes and testing), weekly meetings where the team leader kept me to task, and a virtual go-live that was seamless. My own team loved that we could ask questions on the first day, but there were not a lot to ask actually. The Phreesia implementation team has have been with us every step of the way, with little issues to be honest. And if there were, they were fixed, with explanations as to how to avoid issues in the future. The problem/case management is easy to utilize and the support team is highly responsive. My staff remain excited and engaged, and continue to love this product! When we learn something new, we love it even more. I believe Phreesia has a product that they truly care about, and they strive for success - which is what we definitely experienced here, start to finish.

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 already given us a decrease in paper costs, and all the time spent getting forms to patients, and then having to scan all of that paper as well. Our clinical staff and providers appreciate the data imports of electronic forms and medical history updates, which means less data entry, and therefore less errors in the medical record. The clinical staff spend less time during intake, which allows for the provider to have more time in their face to face with the patients. Finally, the ability to quickly satisfy Quality Measures and Population Health requirements (we are Family Practice) is already showing a big improvement in our scores, which is part of our ACO engagement. Meaning, using the logic that Phreesia provides, required questionnaires due once a year are sent to the patient and then satisfied easily in their encounter. Phreesia also captures revenue swiftly and efficiently, and in one month we have seen a 6% increase in our Time of Service collections. I expect this to increase over time as staff (and patients) understand usage of the program.

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.

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.

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.

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.

There are so many benefits to using Phreesia. From cutting down on the old school printing daily schedules, verifying every patients insurance one by one, then calling each patient to confirm appointment date/times to capturing required information via previsit in advance of the appointment.

Phreesia has grown tremendously over the years with their features, it’s amazing too see how far they have become. To be able to utilize technology & have a software to make things more streamlined with the day to day check in process for our increasing patient population is a must!

There are a few enhancements I have offered, which would be beneficial to Phreesia. Phreesia always has new features to offer, sometimes too many without making changes/updates to previous features.

The best part of Phreesia is there attention to the account from their customer support team. The responsiveness and willingness to pay attention to your requests and account with real people helping is tremendous. They're always trying to improve and it's refreshing. [sensitive content hidden], our account owner, has been tremendous for us.

The integration period for our office took longer than we hoped but overall I could not be happier.

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.

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. One huge downside to it is the duplicate account/charts that self-scheduling allows. There is not any kind of flag or notification that is sent or shown when there have been duplicate accounts created.I would also like to see the appointment confirmations improve.The appointment confirmations will continue to be sent out and ask patients to confirm an appointment they have already confirmed or canceled.

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.

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.

Our practice constantly has ideas that could improve the administrator and patient experience. I have always been a Phreesia advocate however I wish our client success associates gave us a "progress card" that we could give to our physicians. I also think Phreesia's structural organization is constantly changing as I have had over 10 different account reps to which I feel as I have to retrain/reexplain our practice every time. Again, our overall experience with Phreesia is excellent - we highly rely and function off of Phreesia.

The best part of Phreesia is everything it can do. If Phreesia is utilized to it's full ability the program pays for itself. Patient intake allows the physician to have updated and current information at every visit. We can collect and project pre collection for upcoming procedures, appointments, ect. It allows us to be knowledgeable in eligibility to know exactly what the patient's responsibility is. We are able to use data analysis to encompass how we are doing in almost every aspect; patient satisfaction survey, pre-visit utilization, collections and more.

As smart and functional as Phreesia is, I wish there was more ability to customize to our practice. We are a large facility with 4 different locations and each location may have differences that I wish Phreesia would have the ability to customize differences between these practices. For example. If we need to close a location for a day, rather than send out an email to ALL patients it would be extremely helpful to send a notification only to the patients of which are scheduled at that location.

We absolutely love Phreesia. I have personally recommended Phreesia to people for many years. We save so much staff time by doing insurance verification, appointment reminders, and financial tasks through Phreesia. I highly recommend it.

We rely on the insurance verification to make sure we have the correct information to submit a clean claim. This is the #1 feature! Along with that, Phreesia identifies balances and copays, and allows us to collect that right at the time of service. We also rely on the automated appointment reminders, which helps cut down on no-shows. We use targeted communication to remind patients to schedule important follow up visits, or annual physicals. We use the patient payment features to send emails directly to the patient about balances, and they have the option to set up a payment plan directly through Phreesia.

Sometimes patients complain about too much communication. I wish there was better integration with the EHR for data, and not just the ability to save some items as a PDF. I wish Phreesia identified credit balances.

Its been great. I have used it at other Practices and it is great. We still have some patients who aren't going to use it, but that number is way out weighed by those who do and love it.

ease of use. Patient engagement. Shout outs to patients. Cut down tremendously on wait times and paperwork that had to be filled out.

We have struggled with the money part. The co pays and how they are posted. I think is our problem.

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.

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.

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.

While using Phreesia we have cut down on the amount of reminder calls we have to make daily, our paper usage has decreased with the ability to send them out electronically. Collecting co pays and balances on account has increased with the option to keep a card on file.

We have saved a lot of time with the appointment reminder function, along with all paperwork being sent out prior to appointment. Having our patients be able to pay online and keep a card on file has been a game changer. Customer support is always a great help when contacted.

We had a few hiccups while integrating with our system, but they were great to work with and made sure everything was corrected. It would be nice if we could set patient reminders farther out than 3 days; we like to remind our patients a few weeks/months ahead of time in case they need to change the appt.

I cant' say enough about Phreesia! Their platform is so user friendly it makes the front end workflow easier and more efficient. I love that they are always growing their offerings with weekly updates. Knowing they are willing to make the moves needed to stay relevant and a leader in the market.

They have great offerings, some of which are not available for certain practice management system. There are issues with the vendors they are connecting to. The other vendors are holding back the capabilities to make Phreesia even more powerful and useful for the end users.

Ease of us, patient friendly, great suppot

Technical issues where the screen times out mid interview

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.

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

Overall experience has been awesome. Their support team is great and always there to help. They usually reach back in touch with you within 24 hours.

Phreesia has been so helpful with our company. Having pts being able to be checked in before they even get here helps us tremendously and helps our parents with small children. We have found that we our AR has gone up while using Phreesia

Sometimes the eligibility isn't always right. Wish something would be able to integrate to our EMR into the chart and not just demographics. Like to be able to have whole family account linked together, so parents don't have to make multiple transactions.

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.

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.

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

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

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!

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.

My experience with Phreesia has been great. They are always following up with any problems or questions I may have in a timely manner. They communicate with their clients for any new features or upgrades they have.

Automatic insurance verification, patient messaging, includes credit card software

When a patient fills out their pre-visit info and they have a change of address, I do not like how it automatically updates in Athena CPS. A lot of times, patients misspell words or don't use correct capitalization.

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.

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.

We have always had a great experience

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

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

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.

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

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.

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

Implementation process was relatively easy and you can always tweak features as you go.

Electronic signatures are not yet available.

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.

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