Healthie Platform

Getting Started

Get your Healthie account set up in five simple steps

12 articles

Privacy and Security

Learn about Healthie's HIPAA, PIPEDA, GDPR, and PCI Compliance Measures

1 article

Account management

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

6 articles


Reporting features, leveraging reports for your business, use case scenarios

4 articles

General Information

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

8 articles


Connecting your Healthie account with your favorite apps and services

6 articles


Learn how to add your brand, logo, company information, and colors

6 articles

Announcements & Updates

Web release notes: See what's new with the Healthie web and mobile platform

3 articles

EHR / Back-office

Calendar and Scheduling

Set schedule, manage calendar, automate appointment e-mails, sync externally

10 articles


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

14 articles


Send and receive faxes electronically through Healthie, activate your own fax number

7 articles

Intake forms

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

14 articles

Out of pocket payments

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

17 articles

CMS 1500 forms

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

6 articles


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

5 articles

Client engagement

Working with clients on Healthie

Learn about Healthie's capabilities to engage with your clients

6 articles

Adding clients to Healthie

There are several ways to add clients to Healthie to fit your workflow

7 articles

Chat (Secure Messaging)

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

6 articles


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

5 articles

E-mails and notifications

Customize and automate the e-mail, text, and push notifications sent to your clients

4 articles

Education platform

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

5 articles

Goals Platform

Build goal regiments for clients and track progress along the way

1 article

Virtual Appointments (Telehealth)

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

5 articles

Special configurations

Group Practices and Organizations

Set up your multi-login business and take advantage of add-on capabilities

7 articles

Specialty Populations

Learn about best practices when working with specific client populations

2 articles