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Access eforms

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uuid000aojb

Namestring
Access eforms
Legal namestring
Phreesia
Websiteurl
accessefm.com
Company typeenum
Private
Founded yearint
1999
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersTebas, Brazil
HQ citystring
Tebas
HQ countrystring
Brazil
HQ regionstring
Latin America
Markets served

Serves global market

Keyword5 values
forms management software, procedural consent digitization, healthcare workflow automation, paperless forms processing, patient intake forms
Industry3 codes
1HLACAEAF
CodeHLACAEAFPrimaryYes
2HLACADAD
CodeHLACADADPrimaryNo
3HDAEAHAJ
CodeHDAEAHAJPrimaryNo
NAICS code1 code
  • 541511
SIC code1 code
  • 7372
Product category
Healthcare Forms Management Software
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1SaaS Subscription - Patient Intake Platform
TypeSubscription Recurring
Description

Phreesia generates revenue primarily through a SaaS subscription model for their patient intake software platform. Healthcare organizations pay for access to the platform which includes registration, scheduling, eligibility verification, revenue cycle management, and patient engagement tools. The platform supports both mobile and in-office registration workflows with specialty-specific configurations.

phreesia.com
Marketing channels8 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Pricing details3 tiers
1Enterprise healthcare organizations
ModelSubscriptionBilling cadenceAnnual
Notes

Custom pricing based on organization size, specialty requirements, and selected modules. Quote-based pricing model.

phreesia.com
2Multi-specialty practices
ModelSubscriptionBilling cadenceAnnual
Notes

Custom pricing for practices covering multiple specialties with modular add-ons available.

phreesia.com
3Health systems and FQHCs
ModelSubscriptionBilling cadenceMulti-year contract
Notes

Enterprise agreements with pricing based on patient volume and number of locations.

phreesia.com
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 record
1Access eforms
Description

Digitize Procedural Consents - Seamless, integrated forms management built for complex workflows.

phreesia.com
Core offering1 text field

Access eforms provides technology solutions that create automated and paperless forms management processes. Within the Phreesia platform it operates as a specialized module delivering seamless, integrated forms management built for complex procedural consent workflows, enabling healthcare organizations to digitize procedural consents and forms handling as part of a broader digital front-door intake strategy.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 6 values shown
  • 1 in 10 clients would recommend Phreesia to a friend or colleague (90% NPS)
+5 more records
Product overview1 text field

Phreesia offers a unified patient intake and engagement platform with multiple integrated modules. Access eforms is a specialized module focused on digitizing procedural consents and forms management. The platform includes core offerings such as registration, scheduling, eligibility verification (E&B), revenue cycle management, VoiceAI for call automation, patient-reported data collection, analytics, and growth marketing tools. Access eforms specifically addresses the need for digital consent management within complex healthcare workflows, functioning as part of Phreesia's broader digital front-door strategy.

Product and service1 record
1Access eforms (Procedural Consents / Forms Management)
CategoryPatient Intake / Forms Management Module
Description

A seamless, integrated forms management solution built for complex procedural consent workflows. Enables healthcare organizations (health systems, specialty practices, FQHCs, children's hospitals) to digitize, automate and centrally manage paper-based consent and forms processes as part of Phreesia's patient intake platform.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Partnership16 partners
Strategic tierCoreTypeTechnology or Integration
Description

Phreesia has a turnkey bidirectional integration with Epic, one of the largest EHR vendors in healthcare. This integration allows seamless data exchange for patient registration, clinical data, and billing information.

Strategic tierCoreTypeTechnology or Integration
Description

Turnkey integration with athenahealth's cloud-based EHR and practice management platform, enabling streamlined patient intake and data synchronization.

Strategic tierCoreTypeTechnology or Integration
Description

Integration partnership with Oracle Health (formerly Cerner) for EHR data exchange and interoperability.

Strategic tierCoreTypeTechnology or Integration
Description

Bidirectional integration with eClinicalWorks EHR/PM system for patient data synchronization.

Strategic tierCoreTypeTechnology or Integration
Description

Integration partnership with MEDITECH's EHR platform for healthcare data exchange.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with AdvancedMD cloud-based EHR and practice management solutions.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Azalea Health's EHR and revenue cycle management platform focused on rural health.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Compulink's EHR and practice management system.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with eMDs ambulatory EHR and practice management solutions.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Flatiron Health's oncology-specific EHR and data platform.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Greenway's EHR and practice management solutions.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with ModMed's specialty-specific EHR platform.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with NextGen Healthcare's EHR and practice management solutions.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Office Practicum's pediatric-specific EHR platform.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Unlimited Systems revenue cycle management platform.

Strategic tierMajorTypeTechnology or Integration
Description

Integration with Veradigm's connected healthcare ecosystem and developer platform.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Peers10 records
TypeDirect peer
Description

Phreesia is the parent platform within which Access eforms operates as a procedural-consent/eForms module, sharing the same patient intake, registration, and EHR integration use case. Phreesia's enterprise footprint (4,700+ customers, 180M annual visits) provides the customer base and distribution through which Access eforms reaches healthcare buyers, making it the most direct functional peer even as Access eforms itself is described as a sub-brand within Phreesia.

TypeDirect peer
Description

Solutionreach offers patient engagement, intake, and communication software to dental, specialty, and medical practices with bidirectional PMS/EHR integrations, directly competing for the same digital front-door budget as Access eforms. Both target independent practices and small health systems with subscription-based patient intake and messaging workflows.

TypeDirect peer
Description

Clearwave provides digital patient intake, eligibility verification, and patient-pay/clearwave kiosk solutions to specialty practices and health systems, overlapping with Access eforms' eligibility, registration, and revenue cycle modules. Both sell on a subscription basis with focus on reducing administrative burden and increasing time-of-service collections.

TypeDirect peer
Description

Artera offers a patient communications and digital front-door platform for healthcare providers, including intake, consent, and two-way messaging. It competes directly with Access eforms in patient engagement and intake for specialty and primary care practices, sold via annual subscription to similar buyer personas.

TypeDirect peer
Description

HealthTrack UX provides patient intake, patient portal, and population health outreach integrated with EHR systems (including Epic, athenahealth, Cerner) — directly mirroring Access eforms' bidirectional EHR integration strategy. Comparable use cases include registration, consent, reminders, and patient-reported outcomes for ambulatory and acute care.

TypeBroad incumbent
Description

DocuSign is a broad incumbent in eSignature and digital agreement workflows, and its healthcare vertical directly competes for procedural-consent and HIPAA-compliant forms sign-off that Access eforms provides. While DocuSign operates across all industries, its healthcare consent and patient intake solutions overlap meaningfully with Access eforms' consent/eForms product focus.

TypeDirect peer
Description

Formstack provides HIPAA-compliant online forms, eSignatures, and document workflow automation used by healthcare organizations for patient intake, consent forms, and registration. It overlaps directly with Access eforms' core 'automated and paperless forms management' positioning and targets similar mid-market healthcare buyers.

TypeDirect peer
Description

Jotform offers HIPAA-compliant form builders used heavily by healthcare practices for patient intake, consent, and registration, giving it direct product overlap with Access eforms' eForms focus. It competes on ease of use and implementation in specialty practices and smaller health systems — segments that overlap with Access eforms' primary verticals.

TypeRegional player
Description

Doctolib is a leading European patient booking, intake, and telemedicine platform with deep penetration in France, Germany, and Italy, providing the same patient-first digital front-door capabilities as Access eforms in healthcare. While not active in the US/EMEA healthcare IT market Access eforms serves, it's a regional peer in the same global category of digital patient intake and engagement.

TypeBroad incumbent
Description

athenahealth is a major cloud-based EHR and revenue cycle vendor whose patient engagement and intake capabilities are bundled with its core EMR offering. While athenahealth is a named integration partner of Access eforms, its own patient portal/intake suite is a competitive substitute for buyers standardizing on a single EHR vendor.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers15 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

Integration16 records

Each record includes

Title, Type, Description, Source

AI capability4 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Access eforms

Healthcare Forms Management Softwareaccessefm.com

Access eforms firmographics

Firmographics
Name
Access eforms
Legal name
Phreesia
Website
https://accessefm.com
Company type
Private
Founded year
1999
Operating status
Operating
Headcount range
51–100 employees
Ownership category
akta.pro rank

Where Access eforms is headquartered

Location

Headquarters

HQ city
Tebas
HQ country
Brazil
HQ region
Latin America

Markets served

Access eforms business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

  1. SaaS Subscription - Patient Intake Platform: Phreesia generates revenue primarily through a SaaS subscription model for their patient intake software platform. Healthcare organizations pay for access to the platform which includes registration, scheduling, eligibility verification, revenue cycle management, and patient engagement tools. The platform supports both mobile and in-office registration workflows with specialty-specific configurations.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualEnterprise healthcare organizations
SubscriptionAnnualMulti-specialty practices
SubscriptionMulti-year contractHealth systems and FQHCs

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Access eforms product offering

Product offering

Core offering

Access eforms provides technology solutions that create automated and paperless forms management processes. Within the Phreesia platform it operates as a specialized module delivering seamless, integrated forms management built for complex procedural consent workflows, enabling healthcare organizations to digitize procedural consents and forms handling as part of a broader digital front-door intake strategy.

Product overview

Phreesia offers a unified patient intake and engagement platform with multiple integrated modules. Access eforms is a specialized module focused on digitizing procedural consents and forms management. The platform includes core offerings such as registration, scheduling, eligibility verification (E&B), revenue cycle management, VoiceAI for call automation, patient-reported data collection, analytics, and growth marketing tools. Access eforms specifically addresses the need for digital consent management within complex healthcare workflows, functioning as part of Phreesia's broader digital front-door strategy.

Differentiator

Problem solved

Functional benefit

Brands

  • Access eforms: Digitize Procedural Consents - Seamless, integrated forms management built for complex workflows.

Products and services

  • Access eforms (Procedural Consents / Forms Management) A seamless, integrated forms management solution built for complex procedural consent workflows. Enables healthcare organizations (health systems, specialty practices, FQHCs, children's hospitals) to digitize, automate and centrally manage paper-based consent and forms processes as part of Phreesia's patient intake platform.

Quantifiable outcome

  • 1 in 10 clients would recommend Phreesia to a friend or colleague (90% NPS)
  • +5 more outcomes

Companies that use Access eforms

Customer profile

Named customers15 records

Segments5 records

Ideal customer profiles2 records

Access eforms technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability4 records

Feature6 records

Access eforms partnerships and signals

Strategic signal

Partnerships

16 partnerships are on record, tiered core and major.

  • EpiccoreTechnology or IntegrationPhreesia has a turnkey bidirectional integration with Epic, one of the largest EHR vendors in healthcare. This integration allows seamless data exchange for patient registration, clinical data, and billing information.
  • athenahealthcoreTechnology or IntegrationTurnkey integration with athenahealth's cloud-based EHR and practice management platform, enabling streamlined patient intake and data synchronization.
  • Oracle HealthcoreTechnology or IntegrationIntegration partnership with Oracle Health (formerly Cerner) for EHR data exchange and interoperability.
  • eClinicalWorkscoreTechnology or IntegrationBidirectional integration with eClinicalWorks EHR/PM system for patient data synchronization.
  • MEDITECHcoreTechnology or IntegrationIntegration partnership with MEDITECH's EHR platform for healthcare data exchange.
  • AdvancedMDmajorTechnology or IntegrationIntegration with AdvancedMD cloud-based EHR and practice management solutions.
  • Azalea HealthmajorTechnology or IntegrationIntegration with Azalea Health's EHR and revenue cycle management platform focused on rural health.
  • CompulinkmajorTechnology or IntegrationIntegration with Compulink's EHR and practice management system.
  • eMDsmajorTechnology or IntegrationIntegration with eMDs ambulatory EHR and practice management solutions.
  • Flatiron HealthmajorTechnology or IntegrationIntegration with Flatiron Health's oncology-specific EHR and data platform.
  • Greenway HealthmajorTechnology or IntegrationIntegration with Greenway's EHR and practice management solutions.
  • ModMedmajorTechnology or IntegrationIntegration with ModMed's specialty-specific EHR platform.
  • NextGen HealthcaremajorTechnology or IntegrationIntegration with NextGen Healthcare's EHR and practice management solutions.
  • Office PracticummajorTechnology or IntegrationIntegration with Office Practicum's pediatric-specific EHR platform.
  • Unlimited SystemsmajorTechnology or IntegrationIntegration with Unlimited Systems revenue cycle management platform.
  • Veradigm ConnectmajorTechnology or IntegrationIntegration with Veradigm's connected healthcare ecosystem and developer platform.

Scale indicators3 records

Recent moves1 record

Access eforms competitors and assessment

Company assessment

Direct peers

  • Phreesia: Phreesia is the parent platform within which Access eforms operates as a procedural-consent/eForms module, sharing the same patient intake, registration, and EHR integration use case. Phreesia's enterprise footprint (4,700+ customers, 180M annual visits) provides the customer base and distribution through which Access eforms reaches healthcare buyers, making it the most direct functional peer even as Access eforms itself is described as a sub-brand within Phreesia.
  • Solutionreach: Solutionreach offers patient engagement, intake, and communication software to dental, specialty, and medical practices with bidirectional PMS/EHR integrations, directly competing for the same digital front-door budget as Access eforms. Both target independent practices and small health systems with subscription-based patient intake and messaging workflows.
  • Clearwave: Clearwave provides digital patient intake, eligibility verification, and patient-pay/clearwave kiosk solutions to specialty practices and health systems, overlapping with Access eforms' eligibility, registration, and revenue cycle modules. Both sell on a subscription basis with focus on reducing administrative burden and increasing time-of-service collections.
  • Artera (formerly Well Health): Artera offers a patient communications and digital front-door platform for healthcare providers, including intake, consent, and two-way messaging. It competes directly with Access eforms in patient engagement and intake for specialty and primary care practices, sold via annual subscription to similar buyer personas.
  • HealthTrack UX (formerly Intelichart): HealthTrack UX provides patient intake, patient portal, and population health outreach integrated with EHR systems (including Epic, athenahealth, Cerner) — directly mirroring Access eforms' bidirectional EHR integration strategy. Comparable use cases include registration, consent, reminders, and patient-reported outcomes for ambulatory and acute care.
  • Formstack: Formstack provides HIPAA-compliant online forms, eSignatures, and document workflow automation used by healthcare organizations for patient intake, consent forms, and registration. It overlaps directly with Access eforms' core 'automated and paperless forms management' positioning and targets similar mid-market healthcare buyers.
  • Jotform (Healthcare): Jotform offers HIPAA-compliant form builders used heavily by healthcare practices for patient intake, consent, and registration, giving it direct product overlap with Access eforms' eForms focus. It competes on ease of use and implementation in specialty practices and smaller health systems — segments that overlap with Access eforms' primary verticals.

Broad incumbents

  • DocuSign (eSignature for Healthcare): DocuSign is a broad incumbent in eSignature and digital agreement workflows, and its healthcare vertical directly competes for procedural-consent and HIPAA-compliant forms sign-off that Access eforms provides. While DocuSign operates across all industries, its healthcare consent and patient intake solutions overlap meaningfully with Access eforms' consent/eForms product focus.
  • athenahealth Patient Engagement: athenahealth is a major cloud-based EHR and revenue cycle vendor whose patient engagement and intake capabilities are bundled with its core EMR offering. While athenahealth is a named integration partner of Access eforms, its own patient portal/intake suite is a competitive substitute for buyers standardizing on a single EHR vendor.

Regional players

  • doctolib: Doctolib is a leading European patient booking, intake, and telemedicine platform with deep penetration in France, Germany, and Italy, providing the same patient-first digital front-door capabilities as Access eforms in healthcare. While not active in the US/EMEA healthcare IT market Access eforms serves, it's a regional peer in the same global category of digital patient intake and engagement.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights7 records

Customer concentration

Access eforms social profiles

Digital presence

Access eforms financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Access eforms leadership team

Management profile

Number of profiles

Profiles4 records

Access eforms funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Access eforms M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Access eforms

What does Access eforms do?

Access eforms provides technology solutions that create automated and paperless forms management processes. Within the Phreesia platform it operates as a specialized module delivering seamless, integrated forms management built for complex procedural consent workflows, enabling healthcare organizations to digitize procedural consents and forms handling as part of a broader digital front-door intake strategy.

Is Access eforms a public or private company?

Access eforms is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Access eforms founded?

Access eforms was founded in 1999. It employs 51 to 100 people.

Where is Access eforms based?

Access eforms is headquartered in Tebas, Brazil, in the Latin America region.

How does Access eforms make money?

One revenue line is on record: saaS Subscription - Patient Intake Platform.

Who are Access eforms's main competitors?

Direct peers on record are Phreesia, Solutionreach, Clearwave, Artera (formerly Well Health), HealthTrack UX (formerly Intelichart), Formstack and Jotform (Healthcare). Broad incumbents are DocuSign (eSignature for Healthcare) and athenahealth Patient Engagement. doctolib is listed as a regional player.

Does Access eforms have an API?

Yes. Phreesia provides a library of APIs for integration with external systems. Supports open standards including HL7, FH7, FHIR, CCD, CSV and more for connecting to EHR/PM systems.

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