P

Phreesia

Live
Practice Management

PRACTIS integrates with Phreesia for practices using its patient intake platform. The integration ensures intake data collected through Phreesia flows directly into PRACTIS for clinical documentation, eligibility verification, and appointment preparation.

< 15 min
Setup time
Real-time
Data sync
Compliant
HIPAA
99.9%
Uptime SLA
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Key Features

Intake data sync
Insurance verification
Payment collection
Patient registration
Consent management

Data Flow

Phreesia
PRACTIS
Patient demographics, appointments, clinical notes
PRACTIS
Phreesia
AI-generated SOAP notes, billing codes, auth status
Phreesia
PRACTIS
Billing data, claim status, payment info
PRACTIS
Phreesia
Pre-scrubbed claims, eligibility results, compliance alerts

Setup Guide

Total: ~11 minutes

Prerequisites

Active Phreesia account with API access
PRACTIS account (free trial or paid plan)
Admin credentials for your practice
1

Connect your account

2 min

Log into PRACTIS and navigate to Settings → Integrations. Click "Connect Phreesia" and authorize access through our secure OAuth wizard.

2

Configure data sync

5 min

Choose which data types to sync (patients, appointments, documentation, billing). Set up field mappings and configure sync frequency.

3

Test the connection

3 min

PRACTIS runs a validation check to ensure data flows correctly. Review the test results and confirm everything looks right.

4

Go live

1 min

Enable the integration and let PRACTIS AI agents start working with your Phreesia data. Monitor the dashboard for sync status.

Ready to get started?

Connect Phreesia to your PRACTIS account in minutes.

Security & Compliance

HIPAA compliant
SOC 2 Type II certified
256-bit AES encryption
BAA included

Need help connecting?

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