Account Set Up

Getting Started

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

7 articles

Member Resources

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

4 articles

Client Onboarding

Find resources for onboarding and working with your clients in Healthie.

16 articles

Healthie Platform

About Healthie

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

7 articles

General Information

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

7 articles

Privacy and Security

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

5 articles

Account management

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

5 articles

Branding & marketing links

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

7 articles


Connecting your Healthie account with your favorite apps and services

22 articles


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

16 articles

Healthie Product Roadmap

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

24 articles

EHR / Back-office

Calendar and Scheduling

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

18 articles

Charting & Client Profile

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

13 articles

Intake forms

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

18 articles

Out of pocket payments

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

11 articles

Client Packages

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

6 articles


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

7 articles


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

3 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


2 articles

Inventory Management

Track & store products, manage inventory

1 article

Client Engagement

Emails and Notifications

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

6 articles

Client Settings

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

2 articles

Chat (Secure Messaging)

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

11 articles

Healthie Video Calls (Telehealth)

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

10 articles


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

9 articles

Journal Entries

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

3 articles


Build goal regiments for clients and track progress along the way

7 articles


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

4 articles


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

9 articles

Care Plans

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

1 article

Special configurations

Group Practices and Organizations

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

14 articles

Specialty Populations

Learn about best practices when working with specific client populations

5 articles

Healthie Partners

Find programs and businesses that have a special relationship with Healthie.

4 articles