Advice and answers from the Healthie Team

For Providers: First Steps

How to get started with Healthie

4 articles in this collection
Written by Erica Jain and Chelsey Amer

For Clients: First Steps

How to get started with the Healthie platform

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14 articles in this collection
Written by Erica Jain, Cavan Klinsky, and Chelsey Amer and 1 other

For Providers: General Questions

24 articles in this collection
Written by Erica Jain, Layla Connelly, and Chelsey Amer

Adding Clients to Healthie: Deep-dive

Specific questions when adding clients to the Healthie platform

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10 articles in this collection
Written by Layla Connelly, Emma Bixler, and Cavan Klinsky and 2 others

Intake Forms and Charting Notes

Set up, leverage Healthie library of forms, and sharing forms with clients

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24 articles in this collection
Written by Erica Jain, Chelsey Amer, and Cavan Klinsky and 3 others

Virtual Appointments (Telehealth)

Healthie's HIPAA-compliant video chat solution allows you to connect with clients virtually, both one-on-one and in groups

8 articles in this collection
Written by Chelsey Amer, Layla Connelly, and Erica Jain

Messages, E-mails, and Notifications

Automate E-mails & Messages to Clients, Leverage Healthie Chat for communication

11 articles in this collection
Written by Erica Jain and Layla Connelly

Client Logging

Details on Healthie's photo food-logging, tracking metrics, and logging workouts for accountability

8 articles in this collection
Written by Erica Jain, Layla Connelly, and Chelsey Amer

Calendar: Set up, advanced settings, and more

How to set up your availability and integrate calendar into your site.

14 articles in this collection
Written by Erica Jain, Phil Pinto, and Layla Connelly

Documents

Store recipes, meal plans, and more, securely share and store client documents

4 articles in this collection
Written by Erica Jain

Billing Insurance: Superbills & CMS 1500s

Use Healthie to generate Superbills & CMS 1500 forms for insurance submission

10 articles in this collection
Written by Erica Jain, Layla Connelly, and Chelsey Amer

Billing Out-of-pocket: Credit card payment processing and client packages

Add your bank account to securely receive credit card payments through Healthie

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24 articles in this collection
Written by Erica Jain, Layla Connelly, and Chelsey Amer and 3 others

Education

Automatically share videos, documents, and surveys; used for DPP, online group coaching, programs, and more.

4 articles in this collection
Written by Erica Jain and Layla Connelly

E-fax

Send and receive faxes through Healthie, Request your own fax number, or port an existing one.

6 articles in this collection
Written by Phil Pinto and Erica Jain

Reporting and Data Outcomes

Overview of Healthie's downloadable CSV files for analysis

2 articles in this collection
Written by Erica Jain

Group Practices and Organizations

Working with multiple providers within an organization? Check out our Organization FAQ

6 articles in this collection
Written by Erica Jain, Cavan Klinsky, and Chelsey Amer

Student Accounts FAQ

Healthie partners with Universities, coaching programs, and other institutions. Here are details on account permissions and settings.

1 article in this collection
Written by Erica Jain

Further Reading

1 article in this collection
Written by Erica Jain

Other tutorials

1 article in this collection
Written by Erica Jain