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Phreesia Registration Update

Effective November 3, 2020, patients will no longer have the ability to change their name on registration when completing the Phreesia check-in process. Front desk staff will need to verify that the patient name on the government issued identification matches the name on CBIZ and Phreesia prior to starting the check in process.

Note: Patients with multiple last names must be combined in registration with no space separating the last names.

Example: Maria RodriguezGutierrez

Changing Patient Name on Phreesia

  • On the Phreesia Dashboard, click on the Patient Name. Select Edit.


  • Modify the Patient Name to match the name on CBIZ. Click Save to submit changes.


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CBIZ Videos on Learning Channel

New CBIZ users are now assigned CBIZ training videos, similar to the EMR training videos. These videos are located in the EMR Learning Channel and available to everyone at any time. The EMR Learning Channel content and videos are accessible to users after training for reference or refreshers as needed.


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EMR Announcements

There is currently 1 EMR Announcement(s):
    • is coming soon.

    • Please dial 215-4111 Option 3 for support.

    • To request to file an EMR document in error please send an e-mail to Please remember the document must be signed and appended with the Request for Removal encounter type in order to be removed.

    • Newsletter feedback and/or requests can be submitted to:

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EMR Known Issues

There are currently 0 EMR Known Issues:

    To report any issues please e-mail us at or contact us at 215-4111 option 3.
As always we are working to resolve these issues in a timely fashion and will keep you updated on their status.

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