Phreesia Brings Trust to POC Platform with AAM Certification

September 25, 2019

PhreesiaAAM client Phreesia recently completed certification of its digital patient engagement platform. One of the platform’s features, PatientConnect, serves sponsored content to patients and caregivers at the point of care. Here we look at how the platform certification came about, what challenges it solved and how it has helped Phreesia provide greater transparency and assurance to its clients.



Phreesia specializes in automated patient intake solutions. Its platform has grown substantially since its founding in 2005 and is expected to perform 70 million patient intakes in 2019. The platform includes features such as patient registration, clinical support, appointments, insurance verification, patient payments and revenue cycle management. One feature, PatientConnect, allows marketers to deliver content directly to the patient or their caregiver either via the patient’s phone or a Phreesia-supplied tablet at the doctors’ office. As the platform grew, Phreesia sought out solutions to provide greater transparency to its point-of-care media services and to ensure that the digital patient engagement platform operates with optimal efficiency. “If you want to work in this industry, you must provide auditing and transparency,” said David Linetsky, Phreesia’s SVP of Life Sciences.



In its search for the right assurance solution, Phreesia faced several challenges. Initially, the company implemented ad verification software but found that pixel tracking technology had its limitations. Phreesia needed a more comprehensive plan that would examine all facets of the digital point-of-care engagement platform. Also, the solution would need to adhere to the highest security standards for patient privacy.

“Patient privacy is a critical consideration in everything we do, including auditing and verification. The trust of our patients, our clients and our partners is paramount and central to our business model and mission,” Linetsky said.

As a proprietary platform, Phreesia needed a tool that could adapt its processes to meet the needs of its one-of-a-kind technology. Finally, Phreesia wanted a solution that could provide ongoing assurance to its clients. “The health care industry is dynamic and ever-changing. We need to be sure we are keeping up with demands,” Linetsky said. “Continuous, third-party auditing of our platform is vital to do this.”

By being proactive and engaging in certification, we are giving our clients greater confidence in us as partners.

- David Linetsky, Phreesia’s SVP of Life Sciences


Phreesia partnered with the Alliance for Audited Media to perform a third-party platform certification of its ad delivery system. AAM analyzed, evaluated and tested the procedures, processes and controls in place. The audit helps ensure the system delivers accurate, reliable and consistent results and complies with IAB and PoC3 standards. “By being proactive and engaging in certification, we are giving our clients greater confidence in us as partners,” Linetsky said. “This is key to our mission of creating long term partnerships built on trust.”



Phreesia saw several benefits from the certification process, including:

  • Confidence that the processes, policies and controls in place are providing clients with accurate, reliable and consistent data.
  • Advertisers gain confidence that any ad campaign run on Phreesia’s digital patient engagement system provides accurate, reliable and consistent metrics, backed by third-party assurance.
  • A third-party audit can serve as an internal check to understand any areas for improvement in business policies, ad delivery, measurement or reporting processes.
  • Establishing Phreesia as a leader in POC assurance innovation by partnering with AAM to adapt recognized auditing processes to new point of care technologies.

The partnership has also provided Phreesia with a trusted independent advisor who can inform them of best practices, point-of-care industry developments and provide suggestions to improve efficiency as the platform grows.

Learn more about AAM's Point-of-Care Audits


Topics: Point-of-Care, Case Study

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