Target 
relevant patients during intake

Educate 
patients about the services you offer

Strengthen 
your ancillary 
service revenue

Optimize 
your outreach efforts with engagement data

Four components. One platform.

Formatta helps you manage the entire form-process lifecycle 
and make the most of your existing technology investments. 

Bringing people 
together

Phreesia’s Employee Resource 
Groups (ERGs) are voluntary,
 employee-led groups that 
bring together individuals from 
a wide range of backgrounds, experiences and perspectives. 
These groups foster a sense 
of shared community and empowerment while driving 
initiatives that further develop 
our culture of inclusion.

A flexible, scalable electronic forms platform that 
transforms paper processes into data-driven workflows.

The connectivity you need

A flexible, scalable electronic
forms platform that transforms
paper processes into
data-driven workflows.

A paperless office

Experience the power of web forms with Formatta, a secure electronic forms platform. 
Our integrated solution lets you manage e-forms anytime, anywhere—and eliminates the costs 
and risks associated with capturing paper and other unstructured forms.

You’ve spent lots of time and energy getting your IT investments up and running. 
Why not squeeze every ounce of value you can from them?
 
Formatta’s web-based platform bidirectionally integrates with industry-leading ECM systems, ERP applications 
and ODBC- and JDBC-accessible databases. That means you can securely share forms data across your organization, 
remove paper from your processes and embrace the increasingly mobile nature of business. 

Black@Phreesia aims to ensure 
an inclusive work environment 
for Black Phreesians that fosters 
opportunities to excel personally 
and professionally.

LGBTQIA+@Phreesia strives 
to build connections among 
LGBTQIA+ peers, allies and senior executives. This ERG advocates 
for and empowers LGBTQIA+ 
Phreesians, promoting a supportive 
environment for their community.

LatinX focuses on celebrating 
the diversity and rich cultural 
heritage of the LatinX community 
at Phreesia, while advocating for the broader LatinX patient population.

Our Middle Eastern/North African 
(MENA) ERG fosters an inclusive environment for MENA employees 
and allies, allowing them to discuss interests and concerns with 
colleagues who share a 
common identity.

The Military Exchange supports 
those who are in the reserve, 
veterans, and/or employees with 
familial relations to military members 
and seeks to attract and retain 
talent with a military-friendly brand.

The PHR-Asians ERG promotes 
professional development and 
outreach for the APIDA community 
at Phreesia. It celebrates the 
diversity of Asian culture and 
serves as a partner and ally 
to all Phreesia ERGs.

Phree & Able promotes 
acceptance, self-acceptance and 
inclusion of people with visible and 
hidden disabilities, while inviting 
others to learn about how this 
can impact daily life and 
encourage diversity.

Phreesia Women’s Network (PWN) 
is committed to supporting 
women and those who identify 
as women to empower their professional and personal growth through career development, 
education and advocacy.

Find yourself 
at Phreesia

Phreesia seeks to recruit 
employees of all backgrounds, 
affirm their identities and support 
their professional development. 
If you are passionate about 
technology and want to join 
our mission to make healthcare 
better, we’d love to hear from you.

Design, create and publish digital versions of paper forms

Authenticate forms with legally binding digital signatures

Complete forms online or offline, and submit them anytime

View and organize every e-form from one place

Distribute forms and send alerts

Output forms and share data

Use Formatta to:

Solutions for every industry

Federal government

State and local
government

Higher education

K-12 schools

Healthcare

Construction

Financial services

Have questions?

We can help. Contact us at +1 (888) 448-1811
or send an email to info@formatta.com. 

A paperless office

Experience the power of web 
forms with Formatta, a secure 
electronic forms platform. 
Our integrated solution lets you 
manage e-forms anytime, anywhere
—and eliminates the costs 
and risks associated with capturing 
paper and other unstructured forms.

Design, create and publish digital versions of paper forms

Authenticate forms with legally 
binding digital signatures

Complete forms online or offline, 
and submit them anytime

View and organize every e-form 
from one place

Distribute forms and send alerts

Output forms and share data

Four components. 
One platform.

Formatta helps you manage the 
entire form-process lifecycle 
and make the most of your existing technology investments. 

Use Formatta to:

The connectivity 
you need

You’ve spent lots of time and
energy getting your IT investments
up and running. Why not squeeze every ounce of value you can from them?
 
Formatta’s web-based platform
bidirectionally integrates with
industry-leading ECM systems, ERP
applications and ODBC- and JDBC-
accessible databases. That means
you can securely share forms
data across your organization,
remove paper from your processes
and embrace the increasingly
mobile nature of business.

Solutions for
every industry

Federal 
government

State and local
government

Higher 
education

K-12 schools

Healthcare

Construction

Financial services

Have questions?

We can help. Contact us at 
+1 (888) 448-1811
or send an email to
info@formatta.com.