Getting Started: Resources for your membership

Healthie University

Learn how to make the most of Healthie; video tutorials & free live webinars

1 article

Healthie Facebook Group

Exclusive to Healthie members; join your colleagues in health and wellness

1 article

Healthie Blog

Read hundreds of articles on building your business: best practices, success stories

1 article

Healthie Platform

About Healthie

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

12 articles

Privacy and Security

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

8 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

7 articles


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

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

13 articles


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

15 articles


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

8 articles

Intake forms

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

17 articles

Out of pocket payments

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

19 articles


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

12 articles


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

4 articles

Client engagement

Working with clients on Healthie

Learn about Healthie's capabilities to engage with your clients

8 articles

Adding clients to Healthie

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

6 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

6 articles


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

8 articles

Goals Platform

Build goal regiments for clients and track progress along the way

8 articles

Virtual Appointments (Telehealth)

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

7 articles

Special configurations

Group Practices and Organizations

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

10 articles

Specialty Populations

Learn about best practices when working with specific client populations

5 articles