39 workflow automations purpose-built on top of Phreesia — no data leaves your system, no parallel tool for your team to learn.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in athenahealth, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI schedules infusions against chair capacity in athenahealth, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI checks payer-specific PA requirements, pulls the chart from athenahealth, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings from the recall list — no-show rate drops to under 6%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in Epic, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Epic, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs PDMP checks on every controlled-substance order, documents the check in athenahealth, flags concerning patterns, and generates compliance reports — audit-ready, every prescription. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI schedules infusions against chair capacity in athenahealth, verifies drug stock and PA, and rebalances when patients reschedule — chair utilization climbs and patients stop waiting. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI checks payer-specific PA requirements, pulls the chart from athenahealth, submits the PA with clinical justification, and tracks status — turnaround drops from 7 days to under 48 hours. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality move in the same direction. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring clinical judgment — nurse hours return to clinical work. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in Nextech, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in Nextech, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Nextech, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI reviews every encounter in athenahealth, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encounter climbs and audit risk falls. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — write-offs from bad eligibility drop 85%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital payment flow — patient collections climb 40%. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up when indicated — no abnormal result sits more than 24 hours. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones don't die quietly. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks the payer response — appeal capture rate doubles. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI sends the intake packet via athenahealth, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running Phreesia — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Phreesia for any repetitive process. Tell us what you'd automate.
