Phreesia offers a comprehensive suite of healthcare technology solutions designed to streamline operations, improve patient engagement and drive better clinical and financial outcomes for organizations across the care continuum. Built around a modern, patient-driven digital architecture, Phreesia’s products are organized into several core areas:

Patient Registration & Intake

Phreesia’s Patient Registration & Intake platform digitizes and automates the start of the patient journey, eliminating manual data entry and enhancing accuracy. It supports:

• Mobile and in-office check-in: Patients can register from home, on the go or at point of service using digital tools, with no app or login required.
• Comprehensive data capture: The system prompts patients with relevant questions about demographics, insurance coverage, clinical history and health risks, improving data quality.
• Consent management: Logic-driven consent collection captures HIPAA, financial and clinical signatures at the appropriate time and routes them directly into practice management or EHR systems.
• Integrated payment initiation: Copays and outstanding balances can be calculated and collected during intake, contributing to faster payment workflows.
• Enterprise dashboard: Staff can monitor check-ins, manage exceptions, view verification details and access analytics about registrations and payments all from a central interface.

This digital intake experience reduces administrative burden, supports telehealth and in-person workflows, and ensures consistent, accurate information capture across service lines.

Appointments Hub & Scheduling Solutions

Phreesia’s Appointments Hub centralizes scheduling and outreach to improve access and reduce no-shows:

• Automated reminders: Patients receive appointment reminders via text, email or voice, prompting confirmation or rescheduling to minimize cancellations.
• Online scheduling: Patients can self-schedule or request appointments directly from their own devices any time, creating a more convenient patient experience.
• Smart scheduling and workflow management: Customizable scheduling workflows help clinics fill open slots, manage referrals across locations and track appointment status in real time.
• Analytics: Reporting tools reveal trends in referral sources, appointment requests and scheduling efficiency to inform strategic improvements.

By automating outreach and reducing the phone burden on staff, Appointments Hub helps practices increase utilization and patient engagement at key touchpoints.

Phreesia VoiceAI

Phreesia VoiceAI is an AI-powered conversational voice solution that automates the handling of inbound patient calls. It allows patients to speak naturally while the system:

• Captures structured information: Patient intents and requests are interpreted and transformed into organized data.
• Routes data into workflows: Captured information flows directly into staff task queues and electronic health records (EHRs), reducing manual entry and improving response times.

This solution enhances access and responsiveness while easing call volume for front-office teams.

Payments, Eligibility & Revenue Cycle Solutions

Phreesia’s financial tools integrate revenue cycle support into the patient experience:

• Eligibility & Benefits Verification: Automated, real-time checks confirm coverage, copay, deductible and out-of-pocket amounts, reducing manual payer portal work and helping prevent claim denials.
• AI-driven copay selection: Smart copay logic factors in payer nuances, visit type and deductible status to surface accurate patient financial responsibility.
• Digital payment options: Patients can pay via Apple Pay, Google Pay, card on file with autopay, digital statements and flexible payment plans, improving collection rates and financial transparency.
• Automated billing workflows: Integrated tools streamline billing operations and support higher time-of-service collections by prompting patients to pay during registration and reducing downstream follow-up.

These capabilities help healthcare organizations boost financial performance while minimizing administrative and staff workload.

Clinical Support & Patient-Reported Data

Phreesia’s clinical support tools enhance care delivery by enabling the collection of high-quality patient-reported data:

• Automated screening and PRO collection: The system administers patient-reported outcomes (PROs) and clinical screening tools digitally, with results delivered in real time to providers.
• Improved care insights: By aggregating and tracking patient responses, providers can monitor progress toward treatment goals and support tailored care interventions.

This strengthens clinical decision-making and supports whole-person care.

Analytics & Reporting

Phreesia’s analytics suite delivers actionable insights across operational, clinical and financial domains:

• Performance measurement: Providers can analyze trends in registration, scheduling, payments, surveys, clinical screenings and more.
• Outcome insights: Real-time data supports goal setting and strategic decision-making by revealing patterns in check-ins, appointments, payment workflows and patient satisfaction.
• Custom reporting: Configurable reporting tools help practices track key metrics and monitor performance at scale.

These capabilities help organizations optimize workflows, better understand patient behavior and make data-driven improvements.

By organizing its technology around these core functional areas—registration and intake, scheduling, voice automation, financial workflows, clinical engagement and analytics—Phreesia delivers an integrated platform that enhances operational efficiency, supports patient engagement and improves outcomes across the healthcare continuum.

75% of EMG cancellations filled automatically | Phreesia

Summit Orthopedics implemented Phreesia’s Appointment Accelerator®, a smart, text-based scheduling solution. The tool automatically identifies clinically relevant patients and fills open slots without any staff intervention. Patients now receive care sooner, schedules remain optimized and the practice captures revenue that would have otherwise been lost.

Client Stories – NorthShore Health Centers | Phreesia

NorthShore realized benefits quickly after turning to Phreesia to address their bill collection needs. The FQHC generated nearly $402,000 in post-visit collections within a year after implementing Phreesia’s Bill Pay tool—7 times more than they collected with their previous vendor. Consolidating vendors led to organizational savings of more than $150,000 annually, while paper statements became a thing of the past. Phreesia’s user-friendly interface has eased staff workflows and now offers patients simple, flexible payment options that better support them in paying what they can.

Client Stories – Grady Memorial Hospital | Phreesia

Grady Memorial solved its no-show problem by implementing Phreesia’s Appointment Reminders solution, offering reminders via text, email and voice that include details about provider, location, time and more. The automated reminder solution has helped Grady Memorial reduce its no-shows by 3.5% across departments year-over-year comparing October 2023 and October 2024, with a notable reduction of more than 5% in pediatrics. That’s equivalent to over $296,000 in additional annual revenue for the health system.

“We’ve been a long-time Phreesia customer. Throughout this partnership, we’ve seen the product consistently improve and its features expand. It’s apparent that Phreesia is listening to its clients to ensure our registration and patient experience needs are met.” — Russell Roberts, CPHIMS, Chief Information Technology Administrator, Premier Medical Group.

“We didn’t realize how much we could leverage the technology. We’ve continued to expand it — we have been able to develop additional functionality with Phreesia that we didn’t know we needed at first.” — Michelle Fox, DBA, MHA, CHAM, Director, Revenue Operations/Patient Access, Health First.

“Phreesia makes check-in and patient payments easy. I like that our dashboard clearly shows us who has already pre-registered, paid and confirmed their appointments.” — Kim Baumgard, Revenue Cycle Supervisor, Insurance Verification and Pre-Registration, Memorial Health System

“Phreesia’s integrated workflows allow our staff to focus on the patient rather than data entry. We expected Phreesia to improve our bottom line, but we never expected how much it would impact and improve the way we interact with patients.” — Amy Smith, Director of Business Operations, The Jackson Clinic.

“They’re one of the best vendors we’ve worked with to date.” — Jordan Tannenbaum, MD, MPH, CIO & CMIO, Saint Peter’s Healthcare System.

Chaim Indig, Chief Executive Officer & Board Member

Chaim Indig co‑founded Phreesia in 2005 and serves as its Chief Executive Officer and a member of the Board. He has spent his career shaping the healthcare experience and enhancing outcomes for patients, providers and staff. Under his leadership, the company has expanded nationally, developed major strategic partnerships and led its successful IPO in 2019. Indig has also been recognized as one of The Software Report’s Top 50 SaaS CEOs in 2025. Prior to Phreesia, he introduced analytics software into the pharmaceutical marketing space.

Evan Roberts, President, Provider Solutions

Co‑founder of Phreesia, Evan Roberts oversees operations, procedures and business practices across the Provider Solutions organization. He leads customer solutions, operations, sales and sales development, shaping the company’s culture and client engagement strategies. Roberts previously served as Chief Technology Officer and Vice President of Customer Solutions, and holds a BS in computer engineering from Tufts University.

Balaji Gandhi, Chief Financial Officer

Balaji Gandhi brings over 25 years of executive experience to Phreesia, where he directs budgeting, forecasting, financial analysis, internal controls and investor relations. Before joining Phreesia, Gandhi held leadership finance roles at Madaket Health, Press Ganey and Fresenius Medical Care, and spent over a decade as a healthcare investment research analyst. He holds a master’s degree in health services administration and a BA from the University of Rochester.

David Linetsky, President, Network Solutions

David Linetsky leads Phreesia’s partnerships with life sciences companies, advocacy groups and government agencies. With more than a decade at the company, he has held leadership roles spanning analytics, insights and finance. Linetsky began his career in academia and holds a BS in mathematics, along with graduate study in mathematics and logic.

Finance, Human Resources & Corporate

Amy VanDuyn, Senior Vice President, Human Resources

Amy VanDuyn leads HR strategy and talent management across Phreesia, bringing over 20 years of experience in HR leadership roles across industries including SaaS, hospitality and public relations. She holds a BA in hospitality business from Michigan State University.

Matt Cardon, Vice President, Financial Planning & Analysis

Matt Cardon oversees budgeting, forecasting and financial analysis. His background includes finance leadership at Medidata Solutions and Verizon Communications. He holds an MS in Finance from the University of Rochester Simon School of Business.

Yvonne Hu, Chief Accounting Officer

Yvonne Hui manages revenue recognition and quote‑to‑cash functions at Phreesia. Her prior leadership roles include global revenue operations at Google, Spotify, Twitter and Intuitive Surgical. She is a Certified Public Accountant with a BS in Accounting from the University of Hull (UK).

Maureen McKinney , Vice President, Corporate Communications

Maureen McKinney oversees internal and external communications, brand storytelling and public relations. With nearly 20 years in healthcare journalism and communications, she previously reported for Modern Healthcare and holds degrees from the University of Michigan and Northwestern University’s Medill School of Journalism.

Kristen Ballantine, Vice President, Public Affairs

Kristen Ballantine leads advocacy and public affairs efforts, representing Phreesia on policy and regulatory issues. She has 20+ years of healthcare government and public affairs experience, including roles at McKesson Corporation and Walgreens. She holds a BA in political science and psychology.

Legal

Allison Hoffman, General Counsel

Allison Hoffman leads Phreesia’s Legal, Compliance, Risk, Privacy and Security teams. She has over 25 years of legal leadership, including roles at Intersection and Martha Stewart Living Omnimedia. Hoffman holds degrees from Wharton and the University of Chicago Law School.

Tiffany McGee, Assistant General Counsel

Tiffany McGee negotiates commercial contracts and advises on compliance, privacy and risk. She previously served as Compliance and Privacy Officer at Shirley Ryan AbilityLab and Sinai Health, and holds a JD from DePaul University College of Law.

Product, Engineering & Security

Jack Callahan, Chief Technology Officer

Jack Callahan oversees core and integration platforms, patient intake, data center operations, site reliability and analytics teams. He joined Phreesia in 2010 and previously worked as a developer and architect at Spotfire. He holds a BS in computer science.

Nick Kemske, Chief Information Security Officer

Nick Kemske leads Phreesia’s enterprise information security program. With 15+ years of cybersecurity experience, he holds an MS in Security Technologies and SANS certifications.

Kristin Roberts, Vice President, Product Management

Kristin Roberts drives product vision and roadmap to address client needs and enhance patient engagement. She previously consulted on product launch and growth strategy and holds an MBA from Columbia Business School.

Sally Thayer, Vice President, Product Management

Sally Thayer oversees patient engagement applications, with extensive experience in healthcare product management. Her teams focus on registration, communication and clinical documentation UX.

David Breton, Vice President, Product Management

David Breton leads integration product strategy, bringing over a decade of experience in developing healthcare interoperability solutions.

Elizabeth Fox, Vice President, Product Marketing

Elizabeth Fox oversees data and clinical product marketing to help clients and patients gain deeper insights and engagement.

Richard Greenwell, Vice President, Engineering

Richard Greenwell leads engineering for Network Solutions, including patient communications product development.

Will Snow, Vice President, Engineering

Will Snow oversees infrastructure and IT to ensure reliable delivery of Phreesia’s applications. He previously spent eight years in cloud engineering at Cisco and holds an MBA.

Provider & Client Solutions

Nick Vissat, Vice President, Strategic Sales

Nick Vissat leads strategic sales efforts, partnering with healthcare leaders to advance patient experience and organizational goals.

Briana Kearney, Vice President, Marketing

Briana Kearney directs provider marketing strategy, go‑to‑market execution and brand growth initiatives.

Sara DiNardo, Vice President, Client Solutions

Sara DiNardo leads Client Services and Success teams, guiding pre‑sales, implementation and account management to optimize workflow and enhance experiences.

Michael Rasbury, Vice President, Client Services

Michael Rasbury oversees a global team focused on implementations, pre‑sales and client value realization.

Network Solutions

Danielle Lynch, Vice President, Client Experience

Danielle Lynch leads client experience for Network Solutions, helping clients engage ideal patient audiences through targeted campaigns.

Sandra Schittone, Vice President, Market Development

Sandra Schittone directs market development efforts for Network Solutions, shaping product and operational offerings for meaningful client outcomes.

Phreesia’s Megan Turco Named to MM+M 40 Under 40  | Phreesia

MM+M’s annual 40 Under 40 list celebrates standout talent across healthcare marketing and communications. This year’s honorees were chosen for their impact in shaping the future of medical marketing through creativity, leadership and a commitment to a more inclusive, patient-centered industry.

Phreesia Named to the 2025 Deloitte Technology Fast 500™ | Phreesia

Phreesia, a leader in patient intake, outreach and activation, has been named to the 2025 Deloitte Technology Fast 500™. Now in its 31st year, the prestigious list ranks the 500 fastest-growing technology, media, telecommunications, life sciences, fintech and energy tech companies in North America. 

Phreesia Named to the 2025 Capterra Shortlists for Appointment Reminders and Appointment Scheduling | Phreesia

The Capterra Shortlist is an independent assessment that evaluates user reviews and online search activity to identify a list of market leaders that offer the top products in various software categories.

Phreesia Named to TIME’s 2025 List of the World’s Top HealthTech Companies | Phreesia

The list, developed in partnership with Statista, highlights health tech companies that drive innovation, enhance accessibility, and contribute to a more effective and sustainable healthcare ecosystem. 

Phreesia to Acquire AccessOne, Expanding Its Suite of Payment Solutions | Phreesia

AccessOne is a market leader in providing financing solutions for healthcare receivables, working with some of the largest health systems in the U.S. AccessOne takes minimal credit risk and offers healthcare providers a scalable, compliant and operationally efficient tool that improves collections without undermining patient trust. AccessOne currently manages a receivables portfolio of approximately $450 million.

Phreesia Launches VoiceAI, a Conversational AI Solution to Transform Call Management in Healthcare  | Phreesia

VoiceAI allows patients to easily resolve common requests by using patients’ natural spoken language. VoiceAI then triages and routes those patient requests accordingly. Calls requiring clinical or administrative follow-up are seamlessly directed to the right team member.  

Phreesia and Sesame Workshop Announce 5-Year Collaboration to Improve the Health of Millions of Children Through the Power of Sesame Street | Phreesia

With the help of Sesame Street’s beloved characters like Elmo, Cookie Monster and Abby Cadabby, the two organizations will engage millions of parents and caregivers with educational and entertaining messages to help keep their children healthy. Launching in October, a series of joint campaigns will run on Phreesia’s digital intake platform, engaging caregivers of children from birth to age 5 with educational content on the importance of healthy habits and preventive care as they check in for their children’s medical appointments. 

Becker’s Names Phreesia’s Kristin Roberts as one of 2025’s 100 Women in Health IT to Know  | Phreesia

In her role, Kristin drives Phreesia’s product vision and roadmap to meet the evolving needs of healthcare organizations, improve the care experience and empower patients to take an active role in their care. She recently led the launches of three new products for medication adherence, appointment readiness and patient bill pay, all built with the intention of engaging patients at key moments in their healthcare journey with the tools and information to make better, more informed decisions and improve outcomes.  

Phreesia Wins Gold 2025 PM360 Pharma Choice Award in Partnership with the Colorectal Cancer Alliance  | Phreesia

Phreesia received a Gold award in the Unbranded category for its campaign developed in partnership with the Colorectal Cancer Alliance (Alliance), the leading nonprofit dedicated to ending colorectal cancer. The campaign drives patient awareness and promotes screening for early detection of colorectal cancer through a screening navigation tool at quiz.getscreened.org.

Phreesia, Inc. is publicly traded under the ticker NYSE: PHR. The company’s stock opened at $17.00 during its initial public offering on July 18, 2019.

Since its founding, Phreesia has raised a total of approximately $112.6 million in funding across 8 rounds, attracting investment from several prominent venture capital firms. The company’s latest funding round was completed on November 8, 2017, from a Venture – Series Unknown round.

Key investors in Phreesia include:

• HLM Venture Partners – Participated in Series A, B, C, and D funding rounds.
• Polaris Partners – Involved in Series B, C, and D funding rounds.
• Ascension Ventures – Participated in multiple Series D rounds.
• LLR Partners – Involved in Series B and later venture rounds.
• Sandbox Industries – Participated in Series C and D rounds.
• The Blue Venture Fund – Participated in Series C and D rounds.
  

In total, Phreesia has 10 investors contributing to its growth and innovation in healthcare technology.

The company has also pursued strategic acquisitions to expand its capabilities, completing 5 acquisitions to date. The most recent acquisition was AccessOne on September 4, 2025, acquired for $160 million.