How do you configure auto-collection of patient co-pays in Phreesia and what are potential policy considerations?

• A. Set co-pay amount manually during each encounter without insurance mapping.
• B. Do not collect co-pays through Phreesia.
• C. Set co-pay amount according to plan, map to insurance; ensure form prompts and receipts reflect the amount; adhere to payer rules, patient consent, and store receipts securely.
• D. Co-pays are charged automatically without patient notice.

Answer: (C)

Auto-collection of patient co-pays in Phreesia hinges on tying the charge to the patient’s specific insurance plan and payer rules while keeping the patient informed. You configure the co-pay amount based on the plan, map it to the insurance so Phreesia knows which payer and contract to apply, and ensure the form prompts and the receipts reflect the exact amount to be collected. This alignment with the plan and payer rules is essential to avoid over- or under-billing and to stay within contract terms. Policy-wise, obtaining patient consent and clearly presenting the charge aligns with patient rights and transparency, while securely storing receipts creates a compliant audit trail and protects patient data under privacy standards.