Real-World Case Studies and Customer Success Stories with Access eForms

UTMB Health used Phreesia’s Access eForms to digitize forms and cut paper use by 5. 5 million sheets each year....The solution integrated with Epic and Hyland OnBase, letting forms reach the medical record in just 2–3 minutes. UTMB saved $440,000 annually on printing and handling. Staff gained full audit-trail visibility and faster access to patient documentation. Providers can now make quicker decisions, improving patient care and compliance.
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Phreesia VoiceAI helped Urology Associates of Mobile cut call abandonment from 15% to less than 1%. The practice reclaimed 624... staff hours each month by automating call handling. Staff used a dashboard to quickly follow up with patients, improving response times. Patients experienced fewer dropped calls and faster callbacks. The solution delivered $25,000 in monthly operational value within six months.
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Phreesia’s Appointment Accelerator helped Summit Orthopedics fill 75% of EMG cancellations automatically. The tool captured $200K in extra revenue and... saved over 40 years of patient wait time each year. Staff no longer need to manually manage the waitlist. Patients now get care faster, even when cancellations happen at odd hours. The solution improved scheduling and patient experience.
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Metroplex Medical Centres used Phreesia VoiceAI to manage high call volumes across nine clinics. The AI solution automated routine patient... calls, freeing staff to focus on care. Over four months, it handled 60,500 calls and triaged 18,600 after-hours calls. The practice saved 12,200 hours and realized $442,300 in cost savings. Staff reported lower administrative burden and improved revenue.
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Phreesia helped Ellinwood Hospital & Clinic collect $352K in digital payments in six months. The hospital reached 83% self-service check-in... and a 92% patient satisfaction score. Before Phreesia, most payments were by check or in person, and intake was manual. Phreesia enabled secure digital payments, flexible payment plans, and improved patient communication. Patients are now 4.5 times more likely to pay digitally than with staff.
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Metroplex Medical Centres used Phreesia VoiceAI to automate scheduling, payments, and patient communication. The group grew to nine clinics and... faced rising admin work. Phreesia helped 92% of patients self-check-in and enabled 15x more digital payments. Schedules stayed full with no marketing spend. The solution delivered $1.2M in annualized value and let staff focus on patient care.
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Phreesia VoiceAI helped Evergreen Family Medicine save $650,000 and handle 100,000 calls in two months. The practice eliminated hold times... and reclaimed 20,000 hours of staff time. Smart call routing connected patients to the right departments faster. Overflow calls went to a central dashboard, so staff could respond quickly. All messages synced directly to their EHR, improving care and reducing delays.
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Phreesia helped Effingham Health System boost time-of-service collections by 55% in just one month. The health system used Phreesia's digital... intake platform to cut staff time per patient by 8–12 minutes. No-shows dropped, and 89% of patients checked themselves in. Staff collected 80% of copays and achieved a 91 Net Promoter Score. The new workflow improved patient experience and operational efficiency.
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Phreesia helped Oracle health system digitize patient intake across emergency departments and outpatient clinics. Before Phreesia, intake was slow and... inconsistent, causing billing errors and patient frustration. With tailored digital workflows, 74% of ED patients checked in digitally and copay collection rates reached 80%. Patient satisfaction stayed high at 95%. The health system saw more patients without adding staff and reduced claim denials.
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Phreesia helped Ellinwood Hospital & Clinic collect $352K in digital payments in six months. The hospital saw 53% of payments... made digitally and a 4.5x higher likelihood of payment through Phreesia than staff. Self-service check-in reached 83%, and patient satisfaction hit 92%. Phreesia also streamlined intake and improved patient communication with secure messaging. The hospital moved from manual, paper-based processes to efficient digital workflows.
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Phreesia helped Winona Health collect more copays and balances. The health system used Phreesia to streamline eligibility checks and reduce... data-entry errors. Within six months, copay collections doubled. The no-show rate dropped to one-fourth when patients completed pre-visit registration. 89% of patients said they were satisfied with Phreesia. Winona Health also minimized vendor fees and gave patients better visibility into what they owed.
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Phreesia helped South County Orthopedic Specialists fix front-office bottlenecks. The group used Phreesia to streamline registration, insurance checks, and payments.... They eliminated over 90,000 sheets of paper with digital intake tools. Staff saved 1,500 hours, worth $33,000, by using self-service intake. Patient self check-in led to a 4.9x higher collections rate and a 4.5x lower no-show rate. 88% of patients said they were satisfied with Phreesia.
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Phreesia’s revenue cycle tools helped Roosevelt General Hospital and Clinics improve payment collections and save staff time. The hospital used... Phreesia with its MEDITECH Expanse EHR. 100% of insured patients had their eligibility and benefits checked automatically. Staff saved 2,500 hours. Payments collected via self-service check-in were 3.9 times higher than with staff check-in. 82% of patients used digital self-service check-in. 96% of patients were satisfied with their digital check-in experience.
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Phreesia helped Raleigh Medical Group streamline operations by consolidating multiple vendors into one platform. The group needed a scalable solution... as it grew and added new locations. Phreesia provided tools for intake, scheduling, payments, outreach, and clinical support. This reduced vendor costs and simplified staff training. Raleigh Medical Group now operates more efficiently with Phreesia as its single technology partner.
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Phreesia helped Pediatric Associates, Inc. cut 120,000 phone calls by using digital patient communication tools. The practice scheduled 4,500 flu... vaccines without any phone calls. They saw a 50% drop in phone calls at their largest location. This saved $221,000 in labor costs. The system automatically rebooked 1,500 no-shows and cancellations, bringing in $225,000 in revenue. Patients self-scheduled 12,000 appointments. The practice earned $100,000 in value-based care incentives.
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Phreesia helped Northside Hospital standardize workflows across hundreds of care settings. Northside used Phreesia to support its migration to Oracle... Health’s Millennium platform. The hospital went live with Phreesia at hundreds of clinics in just weeks. 19 full-time employees were reallocated to patient care by using self-service check-in. 93% of patients are satisfied with Phreesia. 90% of patients age 65 and older have a positive experience with the platform.
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Phreesia helped NorthShore Health Centers improve their payment collections. NorthShore struggled with slow, inefficient payment processes and high vendor costs.... They needed a better revenue cycle management solution. After using Phreesia, they collected 7 times more payments after visits. They eliminated paper statements and saved $150,000 in annual collection costs. Total payments collected reached $2.9 million in one year.
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Phreesia helped MyOBGYN in Las Vegas manage rapid growth and boost revenue. The practice used Phreesia’s smart scheduling to let... patients book visits anytime and fill open slots fast. This eliminated 2,800 phone calls and saved $8,000 in labor costs. MyOBGYN sent 7,900 messages through Phreesia, saving 154 staff hours. Patient satisfaction with Phreesia reached 96%. Care delivery sped up by 43 days with smart scheduling.
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Phreesia helped Metrolina Nephrology Associates modernize their referral management. The group managed over 4,000 referrals in four months, with 66%... scheduled. Patients referred via Phreesia had double the scheduling rate. Staff saved 10 minutes per referral. The average time to schedule a referred patient dropped to 6 days. Phreesia digitized 100% of uploaded faxed referrals.
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Phreesia’s smart-scheduling tool helped HeartPlace reduce no-shows and cancellations. HeartPlace used Phreesia to automatically fill 31% of last-minute cancellations. Over... 1,100 slots were filled without staff effort. Each provider filled more than 4 slots per month. HeartPlace avoided 36 days of wait time from February to May 2023. The tool uses text messages and rules-based workflows to match patients to open slots.
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Phreesia helped HealthLinc address social determinants of health (SDOH) at scale. HealthLinc used the Patient Activation Measure (PAM) to assess... patient activation and streamline SDOH workflows. The solution allowed HealthLinc to connect more patients with needed resources and better allocate staff. HealthLinc completed over 50 PAM assessments per month. 43% more patients received SDOH resources. 57% of patients were identified as having low activation.
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Phreesia’s Appointment Reminders helped Grady Memorial Hospital lower its no-show rate. The hospital had no-shows as high as 13%, much... higher than the regional average. Phreesia’s automated reminders reduced the no-show rate by 3.5% year-over-year. This led to 655 more appointments and $296,000 in extra revenue. Staff made 2,634 fewer phone calls. Now, 65% of appointments are confirmed, a feature not available with the previous vendor.
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PhreesiaOnCall, powered by Phreesia VoiceAI, helped SIENT, a busy ENT practice, modernize after-hours call management. The practice replaced unreliable manual... workflows with AI-powered triage, confirming and tracking all messages. Staff reclaimed 37 hours and saved $3,600 in six months. Providers gained more control and flexibility, while the Net Promoter Score reached 91. Integration with ModMed EHR simplified documentation and reduced admin work.
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PhreesiaOnCall, powered by Phreesia VoiceAI, helped Harbor Pediatrics save 53 hours and $4,500 in six months. The pediatric group used... AI-powered call routing to triage 205 after-hours calls. Manual data entry was eliminated, saving 20+ minutes per call. Dr. Kyla Scarponi reports faster workflows and improved work-life balance. The solution enabled secure note dictation and better patient communication.
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Phreesia helped CovenantCare send over 9,000 recall messages in six months. The clinic saved 26 hours of staff time each... month with self-scheduling. Phreesia integrated with their EHR and automated patient outreach. This improved preventive care and boosted MIPS scores. Staff consolidated three programs into one dashboard for better patient experience.
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