How we work with Phreesia
Unlimited Systems works with Phreesia to connect modern patient intake experiences with downstream specialty operations and financial workflows.
Partner Focus
Intake Innovation
The problem
Paper clipboards and front-desk data entry produce incomplete demographics, missing insurance, and screening forms that never make it into the chart.
About Phreesia
Phreesia gives healthcare organizations a suite of robust applications to manage the patient intake process. Their innovative SaaS platform engages patients in their healthcare and provides a modern, convenient experience while enabling clients to enhance clinical care and drive efficiency.
Where Phreesia fits in your workflow
- 1
Engage before the visit
Patients complete registration, insurance, and clinical forms on their own device.
- 2
Capture it once
Intake data is collected in a structured form instead of being re-keyed by staff.
- 3
Hand off clean data
Complete demographics and insurance reach the teams that schedule, verify, and bill.
What customers gain
- More convenient intake for patients
- Better data capture before the encounter
- Improved handoffs between access and billing teams
Interested in becoming a partner?
If your organization delivers complementary technology, AI-driven solutions, or professional and advisory services, we’d welcome the opportunity to explore a partnership.
BECOME A PARTNERWe Love Hearing From Our Users
Using our product doesn't just mean quality software, but also access to a community to keep you connected to your peers and to your product team.
I'd love to set up a call to talk about SCOA, and the success we've had with Unlimited Financials.
The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.
Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.
I would recommend Unlimited Financials to other specialty practices.
We transitioned to Unlimited Financials in 2024... the team and platform are absolutely amazing.
We have been on Unlimited Financials for over three years and love it. Our claims are being processed faster and more efficiently, which means we are receiving payment more quickly.
I'd love to set up a call to talk about SCOA, and the success we've had with Unlimited Financials.
The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.
Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.
I would recommend Unlimited Financials to other specialty practices.
We transitioned to Unlimited Financials in 2024... the team and platform are absolutely amazing.
We have been on Unlimited Financials for over three years and love it. Our claims are being processed faster and more efficiently, which means we are receiving payment more quickly.