Platform

About Healthie

Import data, download our mobile apps, and set up your brand.

9 articles

API

Build integrations and extend Healthie's functionality using our API & SDKs.

11 articles

Marketing

Promote your practice and grow your client base with built-in marketing tools.

9 articles

Healthie Release Notes

Learn about recent and upcoming updates to the Healthie web and mobile platform

81 articles

General Information

Learn about Healthie's privacy and security procedures to keep your information safe

9 articles

Privacy and Security

Learn about Healthie's HIPAA, PIPEDA, GDPR, AUS Privacy Act, PCI Compliance

10 articles

Account Management

Managing your account, adding new users, pricing information, export your data

15 articles

Branding & White-Label

Customize account with brand, logo, colors. Create URLs. Share promotions.

13 articles

Automations & Workflows

Set up workflows to streamline business operations

22 articles

Reporting & Analytics

Reporting features, pull analytics for your business, use case scenarios

25 articles

Specialty Populations

Tailored setup guides for specific practice types and client populations.

13 articles

Setup

Enterprise Guides

Get up and running with Healthie's Enterprise plan.

8 articles

Getting Started

Follow these essential steps to configure your account and start using Healthie.

18 articles

Subscription Plans

Learn about available plans, pricing, and features included at each level.

8 articles

Member Resources

Get free templates, guides, and tools to support your business and account.

4 articles

Client Onboarding

Learn best practices for onboarding and managing clients.

16 articles

Scheduling

Calendar Setup & Settings

Configure your calendar, appointment types, booking settings, and reminders

13 articles

Appointments & Availability

Schedule sessions, manage availability, and handle bookings and cancellations

14 articles

Calendar Syncs

Connect Healthie with external calendars like Google, Outlook, and iCal

9 articles

Booking Locations & Rooms

Set up physical locations and rooms to manage in-person appointment spaces

2 articles

Calendar Troubleshooting

Resolve common issues with availability, syncing, and booking conflicts

5 articles

EHR & Billing

Client Management

Organize and manage client accounts, tags, groups, and relationships

16 articles

Intelligence by Healthie

A suite of purpose built AI driven tools for providers, administrators and developers

7 articles

Interoperability

Exchange health data with other systems using FHIR, HL7, CCDA, and Direct Messaging

7 articles

Charting & Client Profile

Take notes electronically; build custom templates or use existing; E-fax to others

39 articles

Electronic Forms

Build online question banks and e-signature forms for clients to complete online

48 articles

Payments

Manage business bank account, build packages for clients, accept card payments

38 articles

Client Packages

Build client packages to charge for sessions, products, programs, and services

13 articles

Insurance

Build and track claims to submit to insurance for reimbursement of services

54 articles

Superbills

Generate and share Superbills with your clients; ICD-10 and CPT code lookup

9 articles

Tasks

Set reminders for yourself, other members in your org, and clients

4 articles

E-Fax

Send and receive faxes electronically through Healthie, activate a fax number

7 articles

E-Rx

Prescribe medications online via Healthie's integration with Dosespot

20 articles

Labs

Bring electronic lab ordering to your clients, through Healthie

9 articles

Inventory Management

Track and store products that you offer, manage inventory within Healthie

2 articles

Engagement

Emails and Notifications

Customize and automate the email, text, and push notifications sent to your clients

6 articles

Health Records

2 articles

Client Settings

Learn how to connect, support, and engage with your clients in Healthie.

5 articles

Chat (Secure Messaging)

Securely send and receive messages from clients from web or mobile app

14 articles

Video Calls (Telehealth + Zoom)

HIPAA-compliant video chat to connect with clients (one-on-one and group sessions)

33 articles

Phone Sessions

1 article

Programs

Build courses and distribute / sell to your clients; share videos, documents, e-mails

14 articles

Journal Entries

Learn how to use Healthie's journaling tool to interact and support your clients.

18 articles

Goals

Build goal regiments for clients and track progress along the way

9 articles

Metrics

Track your client progress by logging metrics, and create custom metrics.

5 articles

Documents

Securely store, send, share and receive documents as you work with clients

13 articles

Care Plans

Learn how to share recommendations with your clients with care plan templates.

3 articles

Meal Plans

2 articles

Marketplace

Overview

Explore and connect third-party integrations to extend Healthie's capabilities.

8 articles

Diagnostic Tools

Integrate wearables and health devices to automatically sync client health data

14 articles

Business Infrastructure

Connect business tools for CRM, analytics, marketing, and operations management

8 articles

Financial Tools

Integrate payment processors, accounting software, and billing platforms

10 articles

Clinician Tools

Integrate lab ordering, health assessments, and other clinical resources

12 articles

Communication Tools

Connect phone systems, video platforms, and messaging services to Healthie

6 articles

Business Tools

Connect marketing, CRM, and workflow automation services

8 articles

Provider Resources

Access partner programs, education content, and professional development tools

10 articles

Organizations

Account Setup & Onboarding

Share specific resources for each member of your team (providers, admin, billers)

5 articles

Branding & Customizations

1 article

Team Member Management

Add / remove members in your organization and set specific permissions

13 articles

Team Collaboration

Coordinate care and resources across your team

5 articles

Organization Calendar

Configure your team calendar with advanced permissions and generate sharable URLs

9 articles