Account Set Up

Getting started

Start setting up your Healthie account by following these easy first steps.

9 articles

Member Resources

Find free resources from Healthie for your business and account setup.

5 articles

Healthie Platform

About Healthie

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

8 articles

Privacy and Security

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

4 articles

Account management

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

4 articles


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

13 articles

General Information

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

7 articles


Connecting your Healthie account with your favorite apps and services

10 articles

Branding & marketing links

Customize Healthie with brand, logo, company info, colors. Create links to schedule.

7 articles

Healthie Product Roadmap

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

11 articles

EHR / Back-office

Calendar and Scheduling

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

21 articles

Intake forms

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

20 articles


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

16 articles

Out of pocket payments

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

19 articles


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

4 articles


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

11 articles


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

7 articles


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

1 article

Client engagement

Working with clients on Healthie

Learn about Healthie's capabilities to engage with your clients

10 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

7 articles

E-mails and notifications

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

6 articles

Virtual Appointments (Telehealth)

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

7 articles


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

5 articles


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

10 articles


Build goal regiments for clients and track progress along the way

8 articles

Special configurations

Group Practices and Organizations

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

11 articles

Specialty Populations

Learn about best practices when working with specific client populations

6 articles