Target
relevant patients during intake
Educate
patients about the services you offer
Strengthen
your ancillary
service revenue
Optimize
your outreach efforts with engagement data
Four components. One platform.
Formatta helps you manage the entire form-process lifecycle
and make the most of your existing technology investments.
Bringing people
together
Phreesia’s Employee Resource
Groups (ERGs) are voluntary,
employee-led groups that
bring together individuals from
a wide range of backgrounds, experiences and perspectives.
These groups foster a sense
of shared community and empowerment while driving
initiatives that further develop
our culture of inclusion.
A flexible, scalable electronic forms platform that
transforms paper processes into data-driven workflows.
The connectivity you need
A flexible, scalable electronic
forms platform that transforms
paper processes into
data-driven workflows.
ENTERPRISE FORMS MANAGEMENT
A paperless office
Experience the power of web forms with Formatta, a secure electronic forms platform.
Our integrated solution lets you manage e-forms anytime, anywhere—and eliminates the costs
and risks associated with capturing paper and other unstructured forms.
You’ve spent lots of time and energy getting your IT investments up and running.
Why not squeeze every ounce of value you can from them?
Formatta’s web-based platform bidirectionally integrates with industry-leading ECM systems, ERP applications
and ODBC- and JDBC-accessible databases. That means you can securely share forms data across your organization,
remove paper from your processes and embrace the increasingly mobile nature of business.
ENTERPRISE FORMS MANAGEMENT
Black@Phreesia aims to ensure
an inclusive work environment
for Black Phreesians that fosters
opportunities to excel personally
and professionally.
LGBTQIA+@Phreesia strives
to build connections among
LGBTQIA+ peers, allies and senior executives. This ERG advocates
for and empowers LGBTQIA+
Phreesians, promoting a supportive
environment for their community.
LatinX focuses on celebrating
the diversity and rich cultural
heritage of the LatinX community
at Phreesia, while advocating for the broader LatinX patient population.
Our Middle Eastern/North African
(MENA) ERG fosters an inclusive environment for MENA employees
and allies, allowing them to discuss interests and concerns with
colleagues who share a
common identity.
The Military Exchange supports
those who are in the reserve,
veterans, and/or employees with
familial relations to military members
and seeks to attract and retain
talent with a military-friendly brand.
The PHR-Asians ERG promotes
professional development and
outreach for the APIDA community
at Phreesia. It celebrates the
diversity of Asian culture and
serves as a partner and ally
to all Phreesia ERGs.
Phree & Able promotes
acceptance, self-acceptance and
inclusion of people with visible and
hidden disabilities, while inviting
others to learn about how this
can impact daily life and
encourage diversity.
Phreesia Women’s Network (PWN)
is committed to supporting
women and those who identify
as women to empower their professional and personal growth through career development,
education and advocacy.
Find yourself
at Phreesia
Phreesia seeks to recruit
employees of all backgrounds,
affirm their identities and support
their professional development.
If you are passionate about
technology and want to join
our mission to make healthcare
better, we’d love to hear from you.
Design, create and publish digital versions of paper forms
Authenticate forms with legally binding digital signatures
Complete forms online or offline, and submit them anytime
View and organize every e-form from one place
Distribute forms and send alerts
Output forms and share data
Use Formatta to:
Access clinical and
administrative e-forms through
your workstation or by
scanning a patient’s wristband
Capture patient
information and signatures
during registration
or at the bedside
Pre-populate data into
e-forms to alleviate burden
on staff and patients
Empower your staff
to focus on patients—
not paperwork
Designer
Drag-and-drop, WYSIWYG
form development
Automated completion
(pre-population) of field data
Field validation and conditional rules
One-time form design available
for online and offline use
Access clinical and
administrative e-forms through
your workstation or by
scanning a patient’s wristband
Capture patient
information and signatures
during registration
or at the bedside
Pre-populate data into
e-forms to alleviate burden
on staff and patients
Empower your staff
to focus on patients—
not paperwork
E-Forms Manager
User and form security,
form publishing, versioning
Workflow routing and notification
plus general administration
Integration management (web services/
XML, ODBC/JDBC, connectors)
Online forms portal
Access clinical and
administrative e-forms through
your workstation or by
scanning a patient’s wristband
Capture patient
information and signatures
during registration
or at the bedside
Pre-populate data into
e-forms to alleviate burden
on staff and patients
Empower your staff
to focus on patients—
not paperwork
iFiller
(Online form access)
Online form access, completion
and submission
Full support for Digital Signature, our authentication and authorization solution
Renders the same for every web
browser and operating system
Access clinical and
administrative e-forms through
your workstation or by
scanning a patient’s wristband
Capture patient
information and signatures
during registration
or at the bedside
Pre-populate data into
e-forms to alleviate burden
on staff and patients
Empower your staff
to focus on patients—
not paperwork
iFiller
(Online or offline form access)
Offline form completion
Secure data submission when online
Full support for Digital Signature, our authentication and authorization solution
Solutions for every industry
Federal government
State and local
government
Higher education
K-12 schools
Healthcare
Construction
Financial services
Have questions?
We can help. Contact us at +1 (888) 448-1811
or send an email to info@formatta.com.
A paperless office
Experience the power of web
forms with Formatta, a secure
electronic forms platform.
Our integrated solution lets you
manage e-forms anytime, anywhere
—and eliminates the costs
and risks associated with capturing
paper and other unstructured forms.
Design, create and publish digital versions of paper forms
Authenticate forms with legally
binding digital signatures
Complete forms online or offline,
and submit them anytime
View and organize every e-form
from one place
Distribute forms and send alerts
Output forms and share data
Four components.
One platform.
Formatta helps you manage the
entire form-process lifecycle
and make the most of your existing technology investments.
Designer
Drag-and-drop, WYSIWYG
form development
Automated completion
(pre-population) of field data
Field validation and
conditional rules
One-time form design
available for online and
offline use
E-Forms Manager
User and form security,
form publishing, versioning
Workflow routing and
notification plus general administration
Integration management
(web services/XML, ODBC/
JDBC, connectors)
Online forms portal
Use Formatta to:
iFiller
(Online form access)
Online form access, completion
and submission
Full support for Digital Signature, our authentication and authorization solution
Renders the same for every web
browser and operating system
Online form access,
completion and submission
Full support for Digital
Signature, our authentication
and authorization solution
iFiller
(Online form access)
Renders the same for
every web browser and
operating system
iFiller
(Online form access)
Online form access, completion
and submission
Full support for Digital Signature, our authentication and authorization solution
Renders the same for every web
browser and operating system
Offline form completion
Secure data submission
when online
iFiller
(Online or offline form access)
Full support for Digital
Signature, our authentication
and authorization solution
The connectivity
you need
You’ve spent lots of time and
energy getting your IT investments
up and running. Why not squeeze every ounce of value you can from them?
Formatta’s web-based platform
bidirectionally integrates with
industry-leading ECM systems, ERP
applications and ODBC- and JDBC-
accessible databases. That means
you can securely share forms
data across your organization,
remove paper from your processes
and embrace the increasingly
mobile nature of business.
Solutions for
every industry
Federal
government
State and local
government
Higher
education
K-12 schools
Healthcare
Construction
Financial services
Have questions?
We can help. Contact us at
+1 (888) 448-1811
or send an email to
info@formatta.com.