Luma Health vs Phreesia
Two Patient Access & Intake vendors, side by side. Facts from public sources; judgments are ours.
At a glance
Derived from public facts · a rough scale, not a ranking
| Luma Health | Phreesia | |
|---|---|---|
| Pricing model | Subscription (per user or PMPM) · Custom quote, third parties estimate ~$250/user/month | Subscription (per user or PMPM) · Custom quote, roughly $250+ monthly plus transaction fees |
| Speed to go live | EHR-integrated deployments run 60 to 120 days | Standard EHR-integrated intake rollout |
| Automation model | Software platform · Patient access automation with AI concierge | Software platform · Intake, payments, and messaging |
| Built for | Mid-size groups, Enterprise systems | Small practices, Mid-size groups, Enterprise systems |
| Security posture | SOC 2 Type II, HITRUST, ISO 27001, HIPAA | SOC 2 Type II, HITRUST, PCI DSS, HIPAA |
| Company maturity | 11 yrs (est. 2015) | 21 yrs (est. 2005) |
| Financial backing | $160M · Series C | Public (NYSE: PHR) |
| Named customers | 5 named | 2 named |
| Published results | No public numbers | Specific numbers public |
| Documented integrations | 5 listed | 5 listed |
| Third-party validation | None found | None found |
Bottom line
- Pick Luma if you're a mid-size or enterprise group that wants scheduling, reminders, and patient communication wired deeply into your EHR.
- Pick Phreesia if you want a proven, heavily certified intake and payments layer tied to your EHR and can live with custom quotes and module fees.
Luma Health
Patient access, intake, and communication built on the EHR
- Founded
- 2015
- HQ
- San Francisco, CA
- Stage
- Series C
- Raised
- $160M
What it does
- Self-scheduling and automated waitlist backfill
- Appointment reminders and two-way patient messaging
- Digital intake, forms, and e-consents
- AI agents for inbound calls and faxes
- Multilingual outreach and patient feedback workflows
- Referral management and recall campaigns
Where it's strong
- Deep bidirectional EHR integration means schedules and intake data stay in the system of record instead of a side database.
- Large installed base (over 1,000 health systems and 100 million patients after the Tonic deal) gives buyers plenty of comparable references.
- The Tonic acquisition adds strong dynamic intake and patient-reported outcomes, especially for Oracle Health shops.
What buyers should weigh
- Epic customers should compare carefully against MyChart and Cheers features they already license before paying for overlap.
- The platform is modular, so quoted price varies a lot with module count; scope the contract tightly.
- Tonic integration is recent (late 2025), so ask how the combined product roadmap affects the modules you are buying.
Named customers
Cook County Health · Montefiore Health System · Banner Health · Kelsey-Seybold Clinic · Franciscan Health
Integrations
Phreesia
Public company powering patient intake and payments
- Founded
- 2005
- HQ
- Wilmington, DE
- Stage
- Public (NYSE: PHR)
- Raised
- n/a
What it does
- Digital patient intake, registration, and consent management
- Insurance eligibility verification and card capture
- Patient payments, payment plans, and receivables financing (AccessOne)
- Automated appointment scheduling, reminders, and waitlist fill
- Patient surveys, screenings, and post-visit engagement
- Handles roughly 1 in 6 US patient visits
Where it's strong
- Massive proven scale: over 180 million patient visits enabled in 2025 and deep bidirectional integrations with every major EHR.
- Now GAAP profitable ($480.6M revenue, $2.3M net income in fiscal 2026), so vendor viability risk is low.
- The AccessOne acquisition adds patient payment plans and financing, making it a fuller patient-payments platform.
What buyers should weigh
- Part of its business model is pharma-sponsored patient messaging, which some organizations find uncomfortable in an intake tool.
- Pricing runs higher than point solutions, and smaller practices may pay for breadth they will not use.
- It covers intake, access, and payments but is not a denials or back-end RCM solution.
Named customers
HeartPlace · Summit Orthopedics
Integrations
Compare against the rest of Patient Access & Intake
Deciding between these two?
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