Which Phreesia module would you open to manage patient intake forms and templates?

• A. Billing Manager
• B. Analytics Dashboard
• C. Patient Portal
• D. Form Builder module (Templates Library) depending on configuration

Answer: (D)

Managing patient intake forms and templates is handled by the Form Builder tool, which may appear as the Templates Library depending on how Phreesia is configured. This capability is built to create, edit, and organize the forms patients fill out during check-in and to store reusable templates for future encounters. That focus on authoring and organizing forms is why this option is the best fit: it’s specifically designed for building and managing intake content, including customizing questions, layouts, and required fields, and then reusing those templates across patients. The other modules serve different purposes—Billing Manager handles charges and payments, Analytics Dashboard provides metrics and insights, and the Patient Portal is for patient access rather than form creation and template management. In some setups, the same functionality is accessed under a combined Form Builder or Templates Library label, which is why the answer notes that naming may vary by configuration.