Why It Matters
Phreesia supports patient access and intake workflows that can influence whether a prospective patient successfully completes the steps required for care. Even after someone decides to book, unclear instructions, incomplete forms, or disconnected communication can create drop-off. Connecting acquisition and intake data helps the practice understand the full journey rather than stopping measurement at the initial lead.
What Captiva Manages
Captiva connects patient acquisition workflows with Phreesia where supported. It helps coordinate booking and intake messaging, align campaign expectations with the next patient steps, monitor points of abandonment, and connect completed actions to CRM and marketing reporting. Captiva uses those insights to improve landing pages, patient communication, and campaign targeting while keeping the handoff into practice operations clear.
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