Phreesia
Phreesia is a healthcare software company providing digital patient-intake and engagement solutions to healthcare organizations.
Last updated August 25, 2026
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Overview
Phreesia, Inc. is a healthcare software-as-a-service company focused on automating and managing patient intake. Its platform is designed to help healthcare organizations collect information from patients, support administrative workflows, and engage patients through digital tools. The company is headquartered in Wilmington, Delaware, and operates across the United States and Canada. Phreesia was founded in January 2005 by Chaim Indig and Evan Roberts. Indig became the company's chief executive officer, while Roberts served as chief operating officer. Michael Weintraub has served as chairman of Phreesia's board since the company's founding. The business developed around the digitization of front-office and intake processes that have traditionally depended on paper forms, manual data entry, and disconnected administrative systems. Its offering is centered on patient intake and related digital-engagement applications. These tools are intended for use by healthcare providers and organizations seeking to collect demographic, clinical, insurance, and consent information electronically while improving the patient experience and reducing administrative work. Phreesia has also expanded its product scope through acquisitions. In 2021, it acquired QueueDr, a scheduling-management solution that was subsequently offered to Phreesia customers under the name Appointment Accelerator. Later in 2021, Phreesia announced the acquisition of Insignia Health, whose assets included licensing rights to the Patient Activation Measure, a framework used to assess and support patient involvement in managing health. In 2023, Phreesia acquired Access eForms, a provider of electronic forms management and automation technology headquartered in Sulphur Springs, Texas. Phreesia became a public company on July 18, 2019, when it completed its initial public offering and began trading on the New York Stock Exchange under the ticker symbol PHR. The listing marked a significant transition from a privately held healthcare-software provider to a publicly traded company. The company has been described as employing approximately 1,400 people across the United States and Canada. Its positioning combines healthcare workflow software, patient-experience technology, digital forms, scheduling support, and patient-engagement capabilities. The available reference material does not establish a separate consumer product brand or a parent company; Phreesia is presented primarily as the operating corporate brand.
History
Phreesia was established in January 2005 by Chaim Indig and Evan Roberts. The company was created as a healthcare technology business serving organizations that needed to modernize patient intake and related administrative processes. Its core proposition was to replace or reduce paper-based registration and manual information handling with software-supported digital workflows. From its early development, Phreesia concentrated on patient intake and digital engagement. Healthcare organizations use this category of technology to gather patient information, support registration, manage forms, and connect intake activities with broader administrative or clinical processes. Phreesia's platform therefore developed as a business-to-business, software-as-a-service offering rather than as a direct-to-consumer healthcare brand. Michael Weintraub has served as chairman of the board since the company's founding, while Indig became chief executive and Roberts served as chief operating officer. A major corporate milestone came on July 18, 2019, when Phreesia completed its initial public offering. The company was listed on the New York Stock Exchange under the ticker PHR. The IPO gave Phreesia a public-market identity and provided a framework for financing and reporting its continued expansion as a healthcare software provider. Phreesia broadened its capabilities through a series of acquisitions in the 2020s. In 2021, it acquired QueueDr, a scheduling-management company or solution. Phreesia subsequently incorporated the acquired capability into its customer offering as Appointment Accelerator, extending the platform beyond intake into appointment-related workflow management. In December of the same year, Phreesia announced the acquisition of Insignia Health. Insignia Health was associated with the Patient Activation Measure, a licensed framework for assessing a patient's knowledge, confidence, and ability to manage health and healthcare. The acquisition supported Phreesia's expansion into patient engagement and activation-related services. In August 2023, Phreesia acquired Access eForms, an electronic forms management and automation provider headquartered in Sulphur Springs, Texas. The transaction expanded the company's relationship to digital forms and workflow automation. The amount paid was not disclosed in the available reference material. Phreesia is headquartered in Wilmington, Delaware, and has been described as employing approximately 1,400 people across the United States and Canada. Its present business scope includes digital patient intake, patient engagement, electronic forms, scheduling support, and tools related to patient activation. The available materials do not identify a parent company, a separate controlling owner, or a change to its public-company status. Phreesia remains an active healthcare software brand and corporate operating company.
- 2023
Access eForms acquisition
[1]Phreesia acquired Access eForms in August 2023, expanding its electronic forms management and automation capabilities.
- 2021
QueueDr acquisition
[1]Phreesia acquired QueueDr and later offered its scheduling-management capabilities to customers as Appointment Accelerator.
- 2021
Insignia Health acquisition announced
[1]Phreesia announced its acquisition of Insignia Health in December 2021, adding capabilities associated with the Patient Activation Measure.
- 2019
Initial public offering
[1]Phreesia completed its initial public offering on July 18, 2019, and was listed on the New York Stock Exchange under the symbol PHR.
- 2005
Company founded
[1]Chaim Indig and Evan Roberts founded Phreesia in January 2005. Michael Weintraub has served as board chairman since the company's founding.
Products and positioning
A healthcare software-as-a-service provider focused on digitizing patient intake, administrative workflows, scheduling, forms, and patient engagement.
Healthcare software
Phreesia patient-intake platform
Phreesia's core platform provides digital tools for healthcare organizations to automate and manage patient intake. The offering is intended to support the collection of patient information and related administrative data while reducing reliance on paper forms and manual entry. It forms the foundation for the company's wider patient-engagement and front-office workflow portfolio.
Healthcare scheduling software · 2021
Appointment Accelerator
Appointment Accelerator is Phreesia's customer-facing offering based on the scheduling-management capabilities obtained through its acquisition of QueueDr in 2021. It extends Phreesia's platform into appointment-related workflow management and complements the company's patient-intake tools.
Patient engagement measurement
Patient Activation Measure
The Patient Activation Measure is a licensed assessment framework associated with Insignia Health. Phreesia added the related capability through its announced 2021 acquisition of Insignia Health, supporting broader efforts to understand and improve patients' engagement in managing their health.
Electronic forms management · 2023
Access eForms capabilities
Access eForms supplied electronic forms management and automation technology. Following Phreesia's 2023 acquisition, these capabilities became part of the company's broader effort to provide digital forms and workflow automation for healthcare organizations.
Brand decisions
2023
Acquisition of Access eFormsM&ABackground
Digital forms and workflow automation are closely related to Phreesia's patient-intake and administrative software activities.
Action taken
Phreesia acquired Access eForms in August 2023.
Aftermath
The acquisition expanded Phreesia's electronic forms management and automation capabilities. The transaction value was not disclosed in the available reference material.
2021
Expansion into scheduling through QueueDrM&ABackground
Phreesia's established focus was patient intake and digital engagement, while healthcare organizations also require appointment and scheduling workflows.
Action taken
Phreesia acquired QueueDr and incorporated the scheduling-management technology into its portfolio as Appointment Accelerator.
Aftermath
The acquisition broadened Phreesia's product scope from intake toward appointment-management support.
2021
Acquisition of Insignia HealthM&ABackground
Phreesia sought to expand its patient-engagement capabilities beyond administrative intake.
Action taken
In December 2021, Phreesia announced the acquisition of Insignia Health and its association with the Patient Activation Measure.
Aftermath
The transaction added a patient-activation and engagement-measurement component to Phreesia's healthcare software portfolio.
2019
Public listing through an initial public offeringStrategyBackground
Phreesia had developed as a private healthcare software provider focused on patient intake and digital engagement.
Action taken
The company completed its initial public offering on July 18, 2019, and listed its shares on the New York Stock Exchange under the ticker PHR.
Aftermath
The transaction established Phreesia as a publicly traded healthcare technology company.
Recent events
Phreesia partners with CONVINCE USA on vaccine-hesitancy initiative[2]
Reported:
Phreesia announced a partnership with CONVINCE USA to create a patient survey and data-driven education tool to better understand and address patients' COVID-19 vaccine hesitancy.
Sources2 sources
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