Clean ClAImsFirst Pass

Phreesia vs Sohar Health

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

PhreesiaSohar Health
Pricing model

Subscription (per user or PMPM) · Custom quote, roughly $250+ monthly plus transaction fees

Not published · API usage pricing, quotes only

Speed to go live

Standard EHR-integrated intake rollout

API integration, customer live in 3 weeks

Automation model

Software platform · Intake, payments, and messaging

Data / network utility · Eligibility, benefits, and discovery API

Built for

Small practices, Mid-size groups, Enterprise systems

Mid-size groups, Enterprise systems

Security posture

SOC 2 Type II, HITRUST, PCI DSS, HIPAA

SOC 2 Type I, HIPAA

Company maturity

21 yrs (est. 2005)

3 yrs (est. 2023)

Financial backing

Public (NYSE: PHR)

$3.8M (seed, March 2025) · Seed

Named customers

2 named

5 named

Published results

Specific numbers public

No public numbers

Documented integrations

5 listed

3 listed

Third-party validation

None found

None found

Bottom line

  • 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.
  • Pick Sohar Health if you are a behavioral health or digital health platform with engineers and want real-time eligibility answers through an API in seconds.

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

EpicOracle Health (Cerner)athenahealthNextGeneClinicalWorks
Full Phreesia profile →

Sohar Health

API-first AI eligibility verification and coverage discovery

Founded
2023
HQ
New York, NY
Stage
Seed
Raised
$3.8M (seed, March 2025)

What it does

  • Real-time eligibility checks, median response about 6 seconds
  • AI-extracted benefit details, reported 96% accuracy
  • Coverage discovery for patients without insurance details
  • Bulk API supporting up to 1,000 verifications per call
  • Configurable rulesets mapped to each payer and plan

Where it's strong

  • Developer-first design makes it fast to embed verification directly in a digital intake flow.
  • Strong fit for behavioral health, where benefit rules are messy and the customer list proves it.
  • Small company means direct access to the founding team and quick iteration on payer edge cases.

What buyers should weigh

  • Early stage with a $3.8M seed round, so weigh vendor longevity for anything mission critical.
  • Customer base skews to behavioral health and telehealth; less proven in hospitals or complex specialty settings.
  • Buyers without engineering resources will get less value from an API-first product.

Named customers

Talkiatry · Monument · LunaJoy · Finni Health · Legion Health

Integrations

SalesforceathenahealtheClinicalWorks
Full Sohar Health profile →

Compare against the rest of Patient Access & Intake

Deciding between these two?

First Pass tracks Patient Access & Intake every week: funding, launches, and what changed since this page was written.