Best Phreesia Alternatives in 2025

When it comes to patient intake and engagement, Phreesia is one of the most recognized platforms in healthcare. In fact, the platform is used by thousands of healthcare organizations to streamline their front-desk operations, automate their paperwork, and improve patient experience.  

Phreesia’s strength lies in the range of tools it offers. Its suite includes digital check-in, payment automation, insurance verification, EHR integration and more – making it one of the more full-featured platforms in the domain.  

But that same depth can be a drawback for smaller practices with more specific needs. Some find the platform expensive relative to their size or patient volume. For others, the software can feel overwhelming for their day-to-day operations.  

If that sounds familiar, this guide is for you. Today, we take a closer look at the best Phreesia alternatives in 2025.  

Every platform listed here is HIPAA-compliant. They are also built to support modern patient workflows and are flexible enough to serve practices of different sizes, without overengineering the basics.   

Top Features to Consider in a Phreesia Alternative

Let’s step back and look at what matters most in a patient intake and engagement solution as an alternative to Phreesia. 

HIPAA compliance & security standards 

At minimum, any platform handling patient data must meet HIPAA requirements. Furthermore, look for tools that offer audit trails, data encryption (both at rest and in transit), access controls, and signed Business Associate Agreements (BAAs). If you’re in a state with additional privacy laws, like California or New York, be sure the platform’s data practices meet those requirements too.  

Patient onboarding & digital intake capabilities 

This one’s obvious for a tool handling patient intake. The best tools make digital intake easy for both patients and staff. This includes mobile-friendly check-in, pre-visit forms, e-signatures, insurance card uploads, automated reminders and more.  

Smooth onboarding helps your practice reduce wait times, prevent manual entry errors, and make a strong first impression on patients. 

EHR/EMR & billing integration 

Intake software works best when they connect with the rest of your tech stack. Primarily look for platforms that integrate directly with your EHR or EMR. Billing integration is another key consideration if your team wants to capture co-pays, verify  insurance coverage, or flag missing information.  

The more connected your systems are, the easier the flow of data between them. 

Scalability for multi-site practices 

Make sure the platform can manage location-specific workflows and branding. Also verify that it supports user roles and permissions across different teams.  

Some tools are great for solo practices but not fit for complex workflows. If you’re expanding (or plan to), choose a platform that can grow with you.  

Pricing & transparent fee models 

Finally, the cost. Some platforms price based on volume while others use flat-rate tiers. Either model can work, but what you want is transparency. Make sure you understand what’s included in the base package, what counts as an add-on, and whether long-term contracts are required.  

A lower sticker price can be misleading if it comes with limited support or surprise fees down the line. So, clarity matters when it comes to cost.  

Having covered the essentials, let’s dive into the best Phreesia alternatives for 2025. 

6 Best Phreesia Alternatives for 2025  

1. LeadSquared

A healthcare-focused CRM that also doubles as a patient intake and engagement platform. LeadSquared offers practices digital and telephonic intake, healthcare workflow automation, patient journey tracking, referral management, and secure payments, while maintaining strict HIPAA compliance. It’s aimed at clinics of various sizes, from small practices to hospitals and diagnostics centers.

What to look for in LeadSquared

• Flexible digital intake forms that patients can complete on their mobile devices. It also comes with insurance upload and e-signature support.  

• Telephonic intake workflows that allow operators to log calls and assign patients automatically based on availability or specialty. 

• Strong healthcare workflow automation tools to streamline your practices day-to-day operation 

• Built-in reporting dashboards for tracking metrics. It provides detailed insights on lead conversions, drop-off rates, appointment-to-visit ratio, no-shows, and more.  

• A patient portal and payment integration options that support invoicing and reminders via email/texts/WhatsApp. 

• Ability to integrate with EHRs/EMRs and billing systems to sync your patient records, appointment details, referrals and more. 

Where LeadSquared falls short 

Some users report that the tool can sometimes glitch or lag. 

Pricing 

Pro – $60 per user/ month 
Super – $100 per user/ month 

2. Luma

Branding itself as a “Patient Succes Platform”, Luma Health focuses on digital patient intake, appointment scheduling, two-way messaging, telehealth, and post-visit follow-up. Luma Health is used by over 600 health systems, and its use cases scale from solo clinics to enterprise networks.  

What to look for in Luma Health 

• Mobile pre‑visit check-in and intake forms that sync directly into the EHR, which reduces manual data entry and associated errors. 

• Integrated self-scheduling, waitlist management, and appointment reminders (via text, email, and call) to reduce no-shows and fill last-minute cancellations 

• Two-way secure messaging and automated campaigns (e.g. pre/post patient visit outreach, referrals) to engage patients throughout the patient journey. 

• Software for tablet and Kiosk patient intake. 
   

One user said: “I absolutely love the ease and quickness of sending secure messages to our patients with referral/appointment information. You can include every detail for them without having to play phone tag. and I can move onto the next task but still have a conversation with the patient if necessary.” 

Where Luma Health falls short 

• Customization beyond standard workflows may require professional services or additional configuration time. 

• A few practices report limited flexibility for unique specialty forms or niche workflow automation. 

One user also remarked: “We have struggled with the forms build and discrete field mapping into our EMR, Cerner. Understanding we would battle with Cerner accepting the push of data, it has been unfortunate to continue to see delays in such a powerful tool that would bring our teams so much efficiency” 

Pricing 

Custom pricing. 

3. Tebra

A unified healthcare platform formed by merging Kareo (EHR + billing) and PatientPop (patient acquisition & engagement). As a combined tool, Tebra offers a wide range of healthcare solutions including digital and in-office intake, online scheduling, two-way messaging, telehealth, billing automation, practice growth tools and more. It’s good to know that Tebra is designed especially for small-to-mid-size practices.  

What to look for in Tebra 

• Digital intake forms and kiosks that allow patients to check in and sign consent on mobile or in-office devices. 

• Self-scheduling and automated reminders (text, email, voice). 

• Two-way messaging and patient engagement: secure messaging, automated campaigns, birthday check-ins, and NPS-style surveys to drive feedback. 

• Integration with digital healthcare tools, provides e-prescribing, and supports specialty-specific templates 

Users also praise customer support: “The main thing for me is that every time I need help, someone actually answers the phone, and they always help me figure out what I needed and even go beyond that to give other pointers or help.” 

Where Tebra falls short 

• Pricing transparency is limited, and quotes vary. One practitioner noted that Tebra could get “spendy” as practices add providers or scale up.  

• One user also remarked: “The UI could be improved some and additional features could be added such as importing 835 files, more detailed eligibility checks, disable statements per patient, and less tabs. The case approach is ok and the ability to customize reports could be improved.” 

Pricing 

Custom pricing.

4. Mend

As a HIPAA-compliant patient engagement and telehealth platform, Mend primarily focuses on the behavioral and mental healthcare domain but also adapts to other specialties. It covers workflows associated with the full patient journey including scheduling, digital intake, secure video visits, billing, post-visit follow-up, and so on.  

What to look for in Mend 

• It offers users end-to-end appointment workflow automation features. This includes self-scheduling, automated reminders, intake forms, check-in, video visits, payments, and feedback tools.  

• Offers an AI healthcare algorithm, termed Attendance Predictor, that claims to be 99% accurate in predicting patient no-shows and cancellations. 

• Online video conferencing feature for group therapy management. 

• Strong EHR integration that syncs appointments, forms, and patient data bi-directionally with other healthcare systems. 

Users also praise how convenient the tool is for appointments: “More convenient than making an appointment at home on a weekend.” 

Where Mend falls short 

• Users report technical glitches in live sessions including audio echoes, dropped calls, or screen-sharing hiccups. 

One user said: “Sometimes it’s hard for a patient to connect and we will connect a different way”. 

Pricing 

Custom pricing. 

5. Klara

A HIPAA‑compliant patient engagement platform that focuses on streamlining healthcare communication before, during, and after appointments. Klara brings within its system a truckload of features including secure messaging, digital intake forms, scheduling, reminders, video visits, and more.   

What to look for in Klara 

• Automated digital intake and insurance collection ahead of visits, which can be submitted via mobile or desktop. 

• Two-way secure messaging alongside appointment scheduling, reminders, and follow‑ups. 

• Reminders, pre‑visit instructions, no‑show rebooking, post‑visit surveys are all automatable. 

• Video visit options for patients through links. 

One user reviewed: “Klara has really improved our capacity on communicating with our patients. It has significalty reduced our outgoing calls. We utilize it for self scheduling, as well, for routine eye exams with our Optometrists.”  

Where Klara falls short 

• EHR Integration feature leave users wanting more. One user said: “I wish there was more collaboration with the EMR software so that all the communication would directly move to the EMR instead of having to copy and paste.” 

• Another user remarked: “It is not very easy to use, and glitches, it has password’s patients always hate and forget” 

Pricing 

Custom pricing. 

6. NexHealth

A modern patient experience platform that focuses on digital intake, online booking, secure messaging, payments, and analytics. Nexhealth helps healthcare practices streamline administrative workflows across clinics of various sizes. It also offers integration options with existing EHRs and billing systems.  

What to look for in NexHealth 

• Digital intake forms that allow patients to complete and submit their details ahead of visits. 

• Real-time online scheduling and waitlist management features 

• Secure, two-way messaging for appointment reminders, follow-ups, payments, and more. 

• Analytics dashboard that provides visibility into patient engagement, drop-offs, no-show patterns, and revenue impact  

• Robust EHR integrations 

One user remarked: “Patiets can make appoinments online any time whether the office is open or not. Reminders are sent with patients able to confirm right through that reminder. Waitlist is a great new feature as well which lets us quickly and efficiently fill those late cancellation spots.” 

Where NexHealth falls short 

• Pricing can feel higher, especially for smaller practices. Some users report it’s “bit on the pricier side” for what they’re using.  

• Some users also mention the occasional inaccuracy of the appointment scheduling feature wherein it allocates an incorrect amount of time for a scheduled appointment.  

Pricing 

Custom pricing. 

Final Thoughts 

Choosing the right patient intake and engagement platform hinges on a lot of factors. How well the tool fits the scale, your workflow, and specific needs of your practice all play a part. While Phreesia remains a good patient intake solution for large organizations with complex front-desk operations, it can feel oversized or cost-prohibitive for smaller practices.  

If you’re looking for a well-balanced platform that delivers modern patient intake, effortless engagement, and enterprise-grade scalability without overcomplicating things, LeadSquared is worth a closer look. 

Book a quick demo to see how LeadSquared can help your practice simplify patient workflows and reduce manual overhead. 

FAQs

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