# Page 3 | Phreesia Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Phreesia the right Appointment Scheduling solution for you? Explore 166 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131633/Phreesia/reviews --- Phreesia 4.3 (166) [View alternatives](https://www.capterra.com/p/131633/Phreesia/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 3rd, 2026 # Page 3 - Reviews of Phreesia ## Showing most helpful reviews Showing 51-75 of 166 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DK Debra K. Technology Project Manager Medical Practice Used the software for: 2+ years ### "A resource for answers across your organization!" June 18, 2021 5.0 Flexibility and creativity! Phreesia becomes a part of your organization for solutions to the demands of the medical industry. Because of their enthusiasm to improve, their team works with you to achieve your goals. Pros Flexibility and ingenuity! Phreesia is not only a platform for patient intake and insurance verification, it can be a resource for answers to many of the healthcare demands. Phreesia has been instrumental in capturing data and reports needed to satisfy requirements such as PCMH, Care Coordination, health screenings, compliance and business agreements, UDS, and more. It is the fastest and most effective means of communication to our patients regarding new programs and/or changes to office protocols or announcements. Cons As with any software, there are some limitations, however, with Phreesia many of the limitations are from our EHR software and not Phreesia. The bright side of any limitations is that Phreesia has been wonderful in working with their clients and listening to their suggestions and needs and has worked to find solutions that work! Review Source CL Carisa L. Office Manager Medical Practice Used the software for: 1-2 years ### "Phreesia Review" June 17, 2021 5.0 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. Switched from [Solutionreach](https://www.capterra.com/p/160916/Solutionreach/) We liked the fact that the information exported directly into our PM/EMR system and that we did not have to have a separate credit card processing company. With Phreesia it is all-in-one. The processing rates were very competitive and in the end is was just a best overall fit for our practice and needs. Review Source LP Lauren P. Clinical Manager Health, Wellness and Fitness Used the software for: 6-12 months ### "Review of our experience" November 15, 2022 1.0 Make sure to read your contract VERY carefully and make note of your effective date on your order form. Your contract will automatically renew after 12 months or what they call your "initial term". But keep in mind, your contract will have 2 phases - Phase 1 which is an evaluation phase where you can decide if you like the product, and Phase 2 is your committed term where you pay monthly fees. BUT DON'T GET BLINDSIDED - your 12 month intial term is both Phase 1 and Phase 2. Don't make the mistake I did where I assumed our 12 month term was 12 months of paid usage that began in Phase 2. We are now locked into a contract with a product we do not want to use for another year.They will try to upsell you on everything, and I recommend you read the fine print before you commit to a new add-on. While some of the features were really useful for us, like self scheduling (which allowed us much more customization for our practice compared to Athena), we are now locked into using the product because of a clause in our contract. We only used self scheduling for covid testing blitzes and now we don't use it. But we have to keep paying. Okay, fine, I understand it is in the contract. Just pay very close attention to what you sign.Configuration is good, but not perfect. Be prepared to review everything that is built for your practice with a VERY fine toothed comb. Pros Self scheduling allowed more customization than our EMR system AthenaMore customizable messaging to patientsIntegration with our EMR system Cons Pricing structureContract fine print - misleading verbiage Amount of labor on our end to ensure forms were built correctly and matched with correct appointmentsThey will upsell you on everythingErrors related to daylight savings time Review Source TL Tami L. Supervisor Medical Practice Used the software for: 2+ years ### "Phreesia user" June 30, 2023 4.0 Saves staff time with confirmations, insurance verification and the appointment hub is great for referring doctors! Pros Insurance verification has saved our office many hours of manually checking eligibility. Cons some of the integration and the speed of integration with our EHR.I also wish there was a better demo to show referring doctors the Phreesia hub Reason for choosing Phreesia I started working at the clinic a few months after we began our partnership with Phreesia Review Source KS Katie S. Office Manager Hospital & Health Care Used the software for: 2+ years ### "Phreesia eases the front desk burden!" June 30, 2023 5.0 Set up and maintenance is a breeze - monthly meeting with my rep keeps me updated on all options/updates/changes. Pros The chat feature within the reminder and check-in system is a huge time-saver! Cons Coordination for reports between our EMR and Phreesia has been clunky (most on our EMR side) - so some features we have not coordinated with that transition a little unclear for maximum use. Review Source FR Frankie R. Practice manager Medical Practice Used the software for: 1-2 years ### "Product does not function as promised" July 1, 2023 2.0 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. Alternatives considered [Klara](https://www.capterra.com/p/203066/Klara/) Reason for choosing Phreesia Price point, we got what we paid for. Realizing now it was a mistake. Review Source JR Jennifer R. Patient Services Coordinator Medical Practice Used the software for: 2+ years ### "Orthopedic Practice" June 30, 2023 4.0 My overall experience with Phreesia has been very positive/ The Support Team is always very helpful and quick to solve issues. Pros I like that our patients are sent out reminders for their upcoming appointments and they have the ability to pre register for their appointments. This saves staff and patients time and stress when they arrive. Also Phreesia is very helpful with showing if the patients insurance coverage is active or inactive and provides the patients plan/ deductibles/where they are at with deductibles/ as well as co pay information Cons Currently we have some issues that we wish we could add to our Phreesia registrations such as Fall Risk and unfortunately not everything integrates to our current system Next Gen that we use. Review Source DE David E. EMR Specialist and Trainer Medical Practice Used the software for: 6-12 months ### "Phreesia Offers Easy and Meaningful Check-In and Intake Forms" June 30, 2023 5.0 Our patient are happier with digital check-in and we get more forms done quicker and easier than before. Pros The patient's are presented with their mandatory forms and agreements 10 days ahead of the appointment to be filled out in the comfort of their homes. Cons Communications Templates do not have a copy feature and each section has to be setup from scratch. Review Source TL Todd L. CMIO Health, Wellness and Fitness Used the software for: Less than 6 months ### "Patient Intake and Engagement for the 21st Century" June 6, 2024 5.0 Pros Excellent implementation team and training; excellent, easy to use product. Cons Certain fields do not currently transmit directly into our EHR (Greenway Primesuite) Alternatives considered [Luma Health](https://www.capterra.com/p/176533/lumahealth/) Reason for choosing Phreesia More robust, mature intake solution by far Switched from [Sistem Otel](https://www.capterra.com/p/161855/Sistem-Otel-PMS/) Healthmark oTech is being sunset as of July 1st, so we had to transition Review Source SC Savannah C. Front Desk Manager Hospital & Health Care Used the software for: 2+ years ### "Excellent Platform with room to grow" December 23, 2019 4.0 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. Pros 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. Cons 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. Review Source LT Lindsay T. Business Operation Manager Medical Practice Used the software for: 1-2 years ### "Phreesia is great! " June 17, 2021 5.0 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. Review Source TJ Tami J. Insurance Supervisor Medical Practice Used the software for: 6-12 months ### "Love how much time Phreesia saves our office." July 5, 2023 5.0 My experience with Phreesia is all positive. Pros Phreesia has saved our office so much time. Most patients have filled out their paperwork before arriving to our office, and everything is uploaded into Compulink. The front office no longer needs to make a 100 phone calls a day to confirm appointments. The insurance department no longer needs to look up eligibility on several different websites. The billing and collections are way down, as most patients pay their copay and any past due balance before they even arrive to the office. I cannot say enough good things about Phreesia, as it has been a real time saver for our office. Cons I have no complaints about Phreesia. It has exceeded my expectations. Review Source KP Kimberly P. Executive Practice Administrator Hospital & Health Care Used the software for: 2+ years ### "Phreesia kept us in business during the peak of COVID!" May 12, 2023 5.0 Pros Implementation process was relatively easy and you can always tweak features as you go. Cons Electronic signatures are not yet available. Review Source VP Valentina P. Coordinador Operaciones Wholesale Used the software for: 2+ years ### "Es una plataforma excelente." July 21, 2023 4.0 Pros Su herramienta de gestion de problemas de casos es intuitiva, versatil y adecuada. Cons Puede tardar algun tiempo en resolver casos dependiendo la complejidad. Review Source LM LeAnne M. Business Office Manager Health, Wellness and Fitness Used the software for: 2+ years ### "Review of Phreesia" August 25, 2021 5.0 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. Pros Automatic insurance verification, patient messaging, includes credit card software Cons 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. Reason for choosing Phreesia I was impressed with their demo and all the features it offered. Review Source NV Nathalie V. Office Manger Medical Practice Used the software for: 2+ years ### "Phreesia Dashboard" June 17, 2021 5.0 Overall, Phreesia is easy to work with and easy to use. It has made checking patients in for their appointments less time consuming. Pros The dashboard displays all of the patients who are scheduled to be seen in each facility. It aids in providing information about which department/area requires additional help on any given day. At a glance, one is able to see insurance eligibility for the day being reviewed in addition to forms needing to be signed/completed. Cons I would love for Phreesia to be able to check/verify eligibility for all insurances, but I do believe they will get there eventually. The item that frustrates me the most at this time is the COVID screening as it is unable to save COVID injection information for each patient so we are needing to ask the same questions at each appointment. Review Source EP Echo P. Director of Financial Operations Hospital & Health Care Used the software for: Less than 6 months ### "Positive experience with Phreesia" May 20, 2024 5.0 It has been a positive experience. The implementation team is very helpful and has continued with weekly meetings to ensure that everything is running as expected. Pros The ability to collect payments, automated eligibility checks, support received during implementation. Cons I haven't had any negative experiences with Phreesia in the very short time we have used it. Switched from [Relatient](https://www.capterra.com/p/183345/Relatient/) Customer service with previous company was poor. Phreesia had additional capability of merchant processing with competitive processing fees. Review Source AR Alex R. Practice Administrator Medical Practice Used the software for: 2+ years ### "Patient intake and management" August 26, 2021 5.0 Benefits realized include Insurance verification, EMR integration and managing patient intake have all been a great experience. However, Phreesia is expensive and whilst we appreciate that Phreesia has a lot of functionality, it takes a lot of training and a keen eye to fully understand all the notification icons on the portal's home page. Pros Integration with our EMR and having patient engagement with appointment confirmation. For applicable patients to be able to complete their gaps in care on the tablet for things such as ADHD, Risk Fall Assessment, Anxiety and depression. Cons Integration with our EMR was not difficult, but stability or reliability of the system with numerous loss of some functionality. Text message limitations. It seems that the ability for patients to pay online through our website stopped working due to some problem with copying the HTML code from Phreesia to our website. Review Source SB Sarah B. F. Office Manager Hospital & Health Care Used the software for: 2+ years ### "Phreesia get 5 stars" June 17, 2021 5.0 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. Pros 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 Cons 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. Review Source TC TIffany C. Reception Manager Medical Practice Used the software for: 2+ years ### "Satified" June 23, 2023 5.0 Phreesia helps us collect balances, copays, change insurance and get all required documents completed by patients before the appointment which runs relatively smoothly and issues or problems we face with Phreesia seem to be fixed in a timely manner Pros Phreesia makes the check in process for staff very very easy and speeds up the process overall at the checkin window getting patients seen faster Cons I wish there were more inter office flags on Phreesia for different meaning for us Review Source Jessica A. Office Manager Medical Practice Used the software for: 2+ years ### "Great for Small processes" October 31, 2019 5.0 We enjoyed Phreesia while we could and wished we could have continued. Pros This software was good in the beginning. It handled check it but the machines were bulky. I wished at the time that it could integrate into our EMR but it couldn’t so we had to copy and paste info which led to more mistakes. I liked that patients could physically sign off on information and it helped reduce paper. Cons I didn’t like that they eventually took away our ability to work with the software. As they upgraded their platform, they still were unable to integrate with our EMR. Eventually, the pricing options made us have to look elsewhere. Switched from [Medisoft](https://www.capterra.com/p/163977/Medisoft/) Reduce paper use Review Source DN Dan N. CIO Medical Practice Used the software for: 2+ years ### "Phreesia check-in and insurance verification" June 21, 2021 5.0 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. Reason for choosing Phreesia Phreesia supported remote check-in, which proved to be invaluable as it allowed Telehealth check-in. Also supported insurance verification, payment plans. Review Source AC Andrew C. Practice Administrator Hospital & Health Care Used the software for: 1-2 years ### "Game Changing Technology" February 23, 2024 5.0 Pros 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. Cons The integration period for our office took longer than we hoped but overall I could not be happier. Review Source AS Andrea S. Practice Administrator Medical Practice Used the software for: 1-2 years ### "Genesis Care " July 3, 2023 5.0 Pros Ease of us, patient friendly, great suppot Cons Technical issues where the screen times out mid interview Reason for choosing Phreesia corporate decision Switched from [Relatient](https://www.capterra.com/p/183345/Relatient/) Corporate decision Review Source CA Claudia A. Sr. Director of Business Operations Health, Wellness and Fitness Used the software for: 2+ years ### "One patient intake at a time" June 28, 2021 4.0 Pros While there is a ton of training available at Phreesia University, the product is very easy to use and intuitive. It is also very customizable. Cons It doesn't support dental insurance verification. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.