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Tools for patient intake management by Phreesia

Phreesia was named the 2022 Best in KLAS solution for Patient Intake Management by the research and insights firm KLAS, in its annual Best in KLAS: Software and Services report.

This marked the fourth consecutive year that Phreesia was rated as the top patient intake vendor by healthcare organizations like yours. Phreesia would love the opportunity to show your organization how it can help deliver a modern patient experience with automated tools for intake, scheduling, payments and more.

Phreesia is API-certified with bi-directional integrations to leading CompuGroup Medical EHR solutions. Phreesia delivers digital intake and consent forms, mobile intake across 20 languages, logic-driven interviews customized to each individual patient, and real-time insurance verification.

Offer flexible payment options before, during, or after the patient visit including card on file, automatic payment plans, and cost estimation.

Compatible products

Phreesia integrates with the following product lines by CompuGroup Medical:

  • CGM eMDs
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Phreesia manages 70 million patient intakes annually


Encourage patients to register before their appointment or on their mobile device while in your office.

Revenue cycle

Automatically verify insurance eligibility for staff to review in a manageable, simple-to-understand format. Accelerate reimbursement by automatically prompting patients to pay. Provide flexibility with advanced tools, such as cost estimation, online payments, payment plans and card on file with payment assurance.


Offer online appointments to patients 24/7. Enable referral requests and tracking for referring providers. Track and manage requests in the appointments hub.

Patient activation

Use patient satisfaction surveys and other communication tools to engage patients in their care. 

Analytics and reports

Take control of your organization's financial and operational health through a comprehensive suite of analytic tools. Gain important insights to drive accountability and success through permission-based reporting.

Privacy and security

Rely on advanced security and privacy measures including HITRUST CSF certification from a Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider.

Michelle Steil, Office Manager, VIP Pediatric Associates
Phreesia has made great improvements in our office, and we are so glad that we use it for our patients. My staff loves it. We have seen such quality results with Phreesia, and we look forward to the upcoming interface with CGM, which will allow us to see even greater improvements in efficiency and patient data collection.

Michelle Steil, Office Manager, VIP Pediatric Associates

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