---
title: Phreesia Reviews
meta_title: 'Phreesia Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 45 reviews by the users' company size, role or industry to
  find out how Phreesia works for a business like yours.
aggregate_rating:
  rating_value: 3.9
  review_count: 45
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Patient Experience
  url: https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675
---


# Phreesia Reviews
**Vendor:** Phreesia  
**Category:** [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)  
**Average Rating:** 3.9/5.0  
**Total Reviews:** 45
## About Phreesia
Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,700 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. 80%+ of patients pay their copay at point of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN



## Phreesia Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features. (8 reviews)
- Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes. (6 reviews)
- Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond. (4 reviews)
- Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency. (4 reviews)
- Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity. (3 reviews)
- Users value the **efficiency improvements** of Phreesia, notably reducing check-in time and streamlining patient workflows. (3 reviews)
- Users praise the **streamlined check-in experience** with Phreesia, appreciating its ease for all patients and staff. (3 reviews)
- Users appreciate the **ease of implementation** with Phreesia, highlighting its user-friendly dashboard and responsive support. (3 reviews)
- Integrations (3 reviews)
- Users value the **effective patient communication** and user-friendly interface provided by Phreesia, enhancing workflow integration. (3 reviews)

**What users dislike:**

- Users note a **steep learning curve** for new features and training that could be more structured and cohesive. (3 reviews)
- Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively. (3 reviews)
- Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging. (3 reviews)
- Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues. (2 reviews)
- Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively. (2 reviews)
- Users face **integration issues** with Phreesia, particularly regarding ID and insurance card uploads and athena synchronization. (2 reviews)
- Users face a **lack of automation** with Phreesia, leading to increased time and labor for staff. (2 reviews)
- Users find Phreesia **not very user-friendly** , noting overwhelming initial experiences and ongoing issues with the interface. (2 reviews)
- Users express concerns over **payment issues** , notably with Bill Pay configuration and integration with insurance verification. (2 reviews)
- Users find the **poor interface design** frustrating, facing challenges with ease of use and support delays. (2 reviews)


## Phreesia Discussions
  - [What is patient intake software?](https://www.g2.com/discussions/what-is-patient-intake-software) - 1 comment

- [View Phreesia pricing details and edition comparison](https://www.g2.com/products/phreesia/reviews?page=3&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+11%3A38%3A19+-0500&secure%5Bsession_id%5D=20d03d53-f721-45f8-9a85-be940e9f2623&secure%5Btoken%5D=81742f65d8a8c6a1bcee66c65b634680d9000c9d9198b069b7187900a4db8f2e&format=llm_user)
## Phreesia Integrations
  - [Compulink Advantage](https://www.g2.com/products/compulink-advantage/reviews)

## Phreesia Features
**Additional Functionality**
- Patient Records Management
- Pre-Appointment Screening
- EMR/EHR
- Calendar Management
- Third-Party Integrations
- SMS Messaging
- Customizable Branding
- Broadcast Messaging
- Commenting/Notes
- Cancellation Management
- Room Scheduling
- Billing & Invoicing
- Email Marketing
- Faculty/Staff Management
- Recurring Appointments
- AI Copilot
- Multiple Appointment Types
- API
- Alerts/Notifications
- No-Show Tracking
- Patient Portal
- Multi-Physician
- Payment Processing
- Wait List Management
- Electronic Signature
- Task Management
- Reporting/Analytics
- Patient Communications
- HIPAA Compliant
- Prescription Renewal
- Patient Questionnaires
- Insurance Eligibility Verification
- Patient Intake
- Multi-Location
- Virtual Meetings
- Approval Process Control
- Check-in/Check-out
- Mobile Access
- Generative AI
- Reminders
- Online Scheduling

**Information Flow**
- Patient Case Management
- Referrals Management
- Records Management
- Campaign Management
- Forms Management

**Clinical**
- Software Integrations - Revenue Cycle Management (RCM)
- Task Automation - Revenue Cycle Management (RCM)
- ICD-10 Compliance
- Sarbanes-Oxley Compliance
- Invoice Management
- Workflow Management
- Financial Management
- Denial Management
- Cash Flow Management
- User Management
- Claims Management

**Platform**
- User Authorization - HIPAA Compliant Messaging
- Compliant Texting - HIPAA Compliant Messaging
- Compliant Emailing - HIPAA Compliant Messaging
- Clinical Communication - HIPAA Compliance
- HIPAA Compliance - HIPAA Compliant Messaging
- Operating Systems - HIPAA Compliant Messaging
- Message Lifespan - HIPAA Compliant Messaging
- Workflow Enhancement - HIPAA Compliant Messaging
- PCI Compliance

**Operations**
- Workflow Optimization - Clinical Documentation
- EHR Integration - Clinical Documentation
- Clinical Communication - Clinical Documentation
- Transcription Automation - Clinical Documentation
- CDI Training - Clinical Documentation
- Clinical Data Exchange - Clinical Documentation
- Document Access - Clinical Documentation
- Digitization - Clinical Documentation

**Data Management**
- EHR Integration
- Referral Insight
- Referral Database
- Data Sharing

**Patient Convenience **
- Tablets and Kiosks
- Payment Collection
- Form Workflow
- Patient Check-in
- Mobile Patient Intake
- Customizable Forms
- Data Collection

**Patient-Centered Functions**
- Online Presence Management
- Patient Feedback Management
- Patient Portal
- Patient Communications
- Third-Party Integrations
- Compliance Management
- Multi-Channel Communication
- Calendar Management
- Patient Records Management
- Campaign Management
- Appointment Management
- Self Service Portal
- Intake Management
- Records Management
- Claims Management
- Document Management
- Invoice Management
- Forms Management

**Agentic AI - Medical Billing**
- Natural Language Interaction

**Additional Functionality**
- Customizable Templates
- AI Copilot
- Third-Party Integrations
- Data Import/Export
- Secure Data Storage
- Audit Trail
- Collaboration Tools
- Reporting & Statistics
- Drag & Drop
- Search/Filter
- Archiving & Retention
- Vulnerability Scanning
- Customizable Reports
- Data Security
- Self Service Portal
- Customizable Forms
- For Healthcare
- Document Storage
- Risk Alerts
- API
- Generative AI
- HIPAA Compliant
- Activity Tracking
- Access Controls/Permissions
- Real-Time Reporting
- Document Templates
- Reminders
- Compliance Tracking
- Version Control
- Activity Dashboard
- Risk Analysis
- Monitoring

**Additional Functionality**
- Workflow Management
- Charting
- Practice Management
- Secure Data Storage
- Customizable Dashboard
- Generative AI
- Scheduling
- Invoice History
- HIPAA Compliant
- Electronic Payments
- Online Intake Forms
- Dunning Management
- Records Management
- Reminders
- Credit Card Processing
- Accounting
- Document Management
- E-Prescribing
- Remittance Advice
- PACS Integration
- Customizable Templates
- Historical Reporting
- Compliance Tracking
- Billing & Invoicing
- Claims Management
- Data Import/Export
- Live Chat
- Code & Charge Entry
- Financial Management
- Reporting & Statistics
- Claims Scrubbing
- Quotes/Estimates
- Activity Dashboard
- Customizable Reports
- API
- Self Service Portal
- Real-Time Reporting
- Appointment Management
- Insurance Eligibility Verification
- Real-Time Data
- Forms Management
- AI Copilot
- Revenue Management
- Multi-Location
- Payment Collection
- Customer Database
- Calendar Management

**Patient Experience**
- Dashboards & Reporting
- Team Management
- Secure Communications
- Patient Experience Management
- Historical Reporting
- Real-Time Reporting
- Discharge Management
- Invoice Management
- Registration Management
- Admissions Management
- Booking Management
- Calendar Management
- Claims Management
- Appointment Management
- Communication Management
- Workflow Management
- Email Management
- Contact Management
- Document Management
- Pipeline Management
- Lead Management
- Task Management
- Client Management

**Financial**
- Billing Automation - Revenue Cycle Management (RCM)
- Clearinghouse Integration - Revenue Cycle Management (RCM)
- Claims Management - Revenue Cycle Management (RCM)
- Medical Billing
- Recurring/Subscription Billing
- Reimbursement Management
- Insurance Eligibility Verification
- EHR/EMR Integration

**Visibility**
- Scheduler
- Source Tracking
- Referral Tracking

**Administration **
- Patient Data Transfer
- HIPAA Compliance
- Insurance Credentialing
- ID Verification
- Appointment Scheduler Integration
- E-Signature
- Insurance Eligibility Verification
- Patient Records Management

**Operations**
- Workflow Management
- Interoperability
- Digital Intake Forms
- Engagement Measuring
- Patient Satisfaction Management
- EHR Integration
- IPC Systems Integration
- Patient Intake
- Patient Engagement
- Care Plan Management
- Communication Management
- Customizable Forms
- Care Summaries
- EHR-Agnostic
- Assessment Management
- Social Media Integration

**Generative AI**
- AI Text Summarization

**Additional Functionality**
- Claims Tracking
- Task Scheduling
- Revenue Recognition
- Audit Trail
- Customizable Reports
- Remittance Advice
- Reporting/Analytics
- Accounts Receivable
- AI Copilot
- For Healthcare
- Payment Collection
- Dashboard Creation
- Transaction History
- Data Verification
- Document Storage
- API
- Forecasting
- Claims Scrubbing
- Revenue Management
- Payment Processing
- Generative AI
- Monitoring
- Customer History
- Credit Card Processing
- Search/Filter
- Electronic Payments
- Charting
- Patient Portal
- HIPAA Compliant
- Pre-Registration
- Patient Intake
- Customer Database
- Batch Processing
- Reminders
- Patient Scheduling

**Additional Functionality**
- Onsite Registration
- Patient Scheduling
- Activity Dashboard
- Wireless Internet Access Control
- Photo Capture
- Self Check-In/Check-Out
- QR Codes
- Alerts/Notifications
- Payment Processing
- Configuration Management
- AI Copilot
- Reporting/Analytics
- Interactive Content
- Data Synchronization
- Generative AI
- Digital Signage
- Multi-Language
- Wayfinding
- Virtual Keyboard
- User Session Management
- Customizable User Interface
- For Medical Purposes
- HIPAA Compliant
- Timeout
- Customizable Branding
- Queue Management
- Touch Screen
- ID Scanning

**Additional Functionality**
- Scheduling
- Contact Database
- Document Storage
- Activity Tracking
- AI Copilot
- Billing & Invoicing
- Customizable Fields
- Automated Scheduling
- Referral Tracking
- Reporting & Statistics
- Marketing Automation
- Reminders
- Alerts/Notifications
- Customizable Templates
- Mobile Access
- Monitoring
- Audience Targeting
- Live Chat
- Task Progress Tracking
- Predictive Analytics
- Task Scheduling
- For Healthcare
- Multi-Location
- Chat/Messaging
- Customizable Reports
- HIPAA Compliant
- Charting
- Forecasting
- Client Portal
- Mobile Alerts
- Customizable Forms
- Drag & Drop
- Waiting Time Tracking
- Document Templates
- Patient Monitoring
- Patient Intake
- Customer Database
- Real-Time Notifications
- Patient Location Tracking
- SMS Messaging
- API
- Self Service Portal
- Electronic Payments
- Surveys & Feedback
- Real-Time Monitoring
- Patient Scheduling
- Generative AI

**Generative AI**
- AI Text Summarization
- Generative AI

**Additional Functionality**
- Scheduling
- Contact Database
- Document Storage
- Activity Tracking
- AI Copilot
- Billing & Invoicing
- Customizable Fields
- Automated Scheduling
- Referral Tracking
- Reporting & Statistics
- Marketing Automation
- Reminders
- Alerts/Notifications
- Customizable Templates
- Mobile Access
- Monitoring
- Audience Targeting
- Live Chat
- Task Progress Tracking
- Predictive Analytics
- Task Scheduling
- For Healthcare
- Multi-Location
- Chat/Messaging
- Customizable Reports
- HIPAA Compliant
- Charting
- Forecasting
- Patient Education
- Electronic Payments
- Multi-Language
- Patient Questionnaires
- Onboarding
- Confirmations/Reminders
- Appointment Scheduling
- Real-Time Data
- Sentiment Analysis
- Activity Dashboard
- Real-Time Analytics
- Medication History
- Online Refills
- Messaging
- Video Conferencing
- Real-Time Monitoring
- API
- Prescription Renewal
- Customizable Branding
- Historical Reporting
- Mobile Alerts
- Lab Results
- Telemedicine
- One-to-One Messaging
- Patient Monitoring
- Health Record Access
- Medical Billing
- Customer Database
- Bill Payment
- For Medical Purposes
- Electronic Signature
- Two-Way Audio & Video
- Video Consultations
- Secure Messaging

## Top Phreesia Alternatives
  - [Luma Health](https://www.g2.com/products/luma-health/reviews) - 4.8/5.0 (81 reviews)
  - [Solutionreach](https://www.g2.com/products/solutionreach/reviews) - 4.3/5.0 (167 reviews)
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