Phreesia

The good, the bad, and the ugly

Patient Payments

Phreesia will show if a patient made payments on their account during registration

Copays will be posted to the date of service but not applied
Patient balances will be posted and applied to the patients oldest charges

To accept payment when they are checking in, click on the $ amount in the balance column.

To make a payment over the phone or for a patient not being seen, go to Payments > New Transaction

Payment Plans

Patient can set up payment plans when registering, when checking in or when calling over the phone.

Voids & Refunds

You can void ENTIRE patient payment made on the date of transaction.

You can partially or fully refund payments that were made previously.

Insurance Eligibility & Benefits

E & B has been verified and patient is eligible

Insurance in inactive and we need new insurance

Insurance or personal information is missing

Insurance is not supported by Phreesia (Pacific Source

Insurance is not recognized

Patient Deductible (hover to see the amount remaining)

Copay will show based on verification of benefits

Patient Balance will show based on information in PrimeSuite

Registration Status

Registration Complete

Registration started but not complete

Registration sent but not opened

Unable to Send Registration - Verify email or cell phone number

Registering a Patient

Communications

Contact Details

View or Send Text Messages

Patient and Visit Notes

Flag

Payment Assurance

Payment Assurance decreases the time spent sending invoices and increases the amount collected from your patients after their visit. Phreesia will email the patient their outstanding balance, reminding them of the amount owed and enabling them to cancel their payment if needed. If the patient does not cancel the payment by the date listed in the email, Phreesia will automatically collect the payment using the patient’s card on file on the payment date. If they cancel the payment, Phreesia will not automatically collect the payment, and the patient will receive an email payment reminder. Payments collected will post directly to your PM system, informing staff not to send any paper statements for that amount. Payment Assurance complements your practice’s current statement solution (paper, e-statements, etc.) and aims to reduce the number of statements needing to be sent, as well as speeding up the collection times for these balances.

In order to be able to charge a patient using Payment Assurance, they must have a valid card on file and a card on file agreement. For more information on Phreesia’s Card on File, please click here.

OVERVIEW OF THE PAYMENT ASSURANCE PAGE

The Payment Assurance page allows you to view payment requests, upload new charges, and cancel scheduled payments. You can filter and search all previous requests and can export them to a CSV file in order to easily collect payments.

Summary

Displays the total amount collected along with the count of payment collected, specifically Collected, Auto-Collected, Failed/Declined, Scheduled, Auto-Cancelled, Cancelled, Payment Reminder Sent, & Payment Reminder Sent (COF Declined).

Search for a request or transaction by the Patient Name, Chart Number, or date range for the Scheduled Payment.

Filter Results

Select a date range and filter by Status(s), Location(s), or Provider(s).

Export List

Export the list to a CSV file to action as needed.