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Setup

Getting Started

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

17 articles

Member Resources

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

5 articles

Client Onboarding

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

15 articles

Healthie Platform

About Healthie

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

8 articles

Healthie Release Notes

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

46 articles

General Information

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

8 articles

Privacy and Security

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

8 articles

Account Management

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

15 articles

Branding & Marketing

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

10 articles

Integrations

Connecting your Healthie account with your favorite apps and services

42 articles

Automations & Workflows

Set up workflows to streamline business operations

19 articles

Reporting

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

19 articles

EHR / Back-office

Calendar

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

29 articles

Client Management (Groups & Tags)

13 articles

Charting & Client Profile

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

25 articles

Electronic Forms

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

33 articles

Payments

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

27 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

37 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

2 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

6 articles

E-Labs

Bring electronic lab ordering to your clients, through Healthie.

5 articles

Inventory Management

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

2 articles

Client Engagement

Emails and Notifications

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

6 articles

Health Records

1 article

Client Settings

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

4 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)

31 articles

Programs

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

13 articles

Journal Entries

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

17 articles

Goals

Build goal regiments for clients and track progress along the way

8 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

12 articles

Care Plans

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

3 articles

Organizations

Account Setup & Onboarding

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

8 articles

API & Advanced Configurations

15 articles

Branding & Customizations

6 articles

Team Member Management

Add / remove members in your organization and set specific permissions

9 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

8 articles

Special configurations

Specialty Populations

Learn about best practices when working with specific client populations

13 articles

Partners

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

4 articles