Healthie's Reports Feature makes it easy for providers to:

  1. Pull client information and track key activity
  2. Analyze metrics and health outcomes
  3. Run analyses on appointments (no-show rates, most common appointment types, etc)
  4. Track payments, bank transfers, Superbills, and CMS 1500 data. 
  5. For organizations: understand individual and aggregate provider performance, track CMS 1500 claims and status by provider, organize accounting by provider 

Screenshot of Healthie's Reporting Tab:

What happens when you download a report? 

Relevant data will appear in a .CSV file format for you to download and analyze. 

How can you leverage Healthie reports in your business? 

Here are six common use cases of Healthie's reporting: 

  1. Corporate Wellness: Tracking client data and outcomes to share with employers and human resources departments. Metrics tracked is fully customizable, and common fields include weight, BMR, health education (Scales of 1-10), engagement levels and participation in webinars and courses. 
  2. Engagement in a concierge plan: See how active clients are in terms of client logging, messaging, and relate these to outcomes. 
  3. Goal achievement: Use the Client Activity (Goals, Log-ins, Posts) to assess how client's are achieving their goals
  4. Group Practice Billing: Download data around your appointments, tie that into out-of-pocket and insurance billing, assess performance, and track Superbills / CMS 1500s. 
  5. Quizzes and surveys: Leveraging Healthie's Intake Form System and custom auto-scoring feature, build quizzes and download results to get feedback and assess performance. 
  6. Downloading client e-mails for newsletters: Want to send a monthly newsletter to your clients? Download this report

Can I add / customize fields in my reports? 

Yes, please Contact Us: if you'd like to add fields that you currently do not see in Data & Reporting. We can generate custom reports and fields for you. 

Want help with data analysis of your reports? 

Healthie offers advanced reporting and data analysis - most commonly to group practices, corporate wellness providers, grocery stores, and other organizations. Please Contact Us: if you'd like to discuss your business's specific needs. 

What's coming up next with Healthie's Reports Feature? 

We are working hard to roll out a feature that will allow you to filter reports and entries by date, as well as additional filters by which to analyze data. Stay tuned. 

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