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Eliminate Manual Data Entry with a Turnkey Phreesia + athenahealth Integration

Your staff are buried under a mountain of paperwork, manually keying in patient data from paper forms into your PMS. This tedious process isn't just slow—it's a breeding ground for costly errors, leading to rejected claims, billing headaches, and staff burnout, pulling them away from patient care.

This playbook deploys a powerful, pre-configured solution that automates the entire patient intake process. By leveraging Phreesia's best-in-class digital intake platform and its certified, marketplace integration with athenahealth, you create a seamless data pipeline. Patients complete their forms digitally, and the information—from demographics to payments—flows directly and accurately into your athenahealth PMS, no manual transcription required.

Expected Outcomes

  • Eliminate manual data entry and associated human errors.
  • Drastically reduce administrative overhead and operational costs.
  • Increase clean claim rates and accelerate payment cycles.
  • Improve staff efficiency and satisfaction by freeing them for patient-facing roles.
  • Modernize and streamline the patient check-in experience.
  • Ensure data consistency and accuracy between your intake and PMS systems.

Core Tools in This Stack

Phreesia

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Phreesia is a comprehensive patient intake management platform designed to automate and simplify the patient experience, from pre-visit registration and appointment scheduling to post-visit payments and surveys, while integrating directly with existing EHR and practice management systems.

Key Features
  • Automated Patient Registration
  • Mobile and On-site Check-in (PhreesiaPad)
  • Online Appointment Scheduling
  • Secure Payment Collection (at intake, online, or via text)
  • Two-way Integration with EHR/PM Systems
  • Digital Consent Management
  • Patient Surveys and Feedback Collection
  • Appointment Reminders and Communication
Ideal For

Company Size: Small, Medium, Large

Industries: Health & Wellness, Technology & Software

Pricing

Model: Subscription, Quote-Based

Tier: Enterprise

Ease of Use

High

athenahealth

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athenahealth provides network-enabled services for healthcare and point-of-care mobile apps, combining EHR, practice management, patient engagement, and revenue cycle management into a single, integrated platform.

Key Features
  • Integrated Practice Management
  • Electronic Health Records (EHR)
  • Revenue Cycle Management (RCM)
  • Patient Engagement Tools
  • Integrated Telehealth
  • Reporting and Analytics
  • Mobile App (athenaOne)
Ideal For

Company Size: Small, Medium, Large

Industries: Health & Wellness, Technology & Software

Pricing

Model: Quote-based, Subscription, Revenue-based

Tier: Enterprise

Ease of Use

Moderate

The Workflow

graph TD subgraph "Turnkey Intake & PMS Integration" direction LR N0["Phreesia"] N1["athenahealth"] N1 -- "Sends real-time appointment schedules" --> N0 N0 -- "Sends updated patient demographics" --> N1 N0 -- "Sends discrete clinical data" --> N1 N0 -- "Sends completed forms & screeners (PDFs)" --> N1 N0 -- "Sends patient payments" --> N1 N0 -- "Updates appointment status to 'Checked-In'" --> N1 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • Phreesia Marketplace for athenahealth

    This is a bidirectional integration. athenahealth sends real-time appointment schedules to Phreesia, triggering the appropriate pre-visit or day-of-service check-in workflows for patients. Once a patient completes their intake on a Phreesia tablet or their own device, Phreesia sends data back to athenahealth. This includes updated patient demographics, discrete clinical data, completed consent forms and clinical screeners (as PDFs), patient payments, and updates the appointment status to 'Checked-In'.

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