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Account Setup

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.

5 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

8 articles

Privacy and Security

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

5 articles

Account management

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

5 articles

Branding & marketing

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

10 articles


Connecting your Healthie account with your favorite apps and services

32 articles

Automations & workflows

Set up workflows to streamline business operations

1 article


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

18 articles

Healthie Product Roadmap

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

31 articles

EHR / Back-office

Calendar and Scheduling

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

22 articles

Charting & Client Profile

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

15 articles

Electronic Forms

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

23 articles

Out of pocket payments

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

14 articles

Client Packages

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

8 articles


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

10 articles


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

3 articles


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

1 article


Send and receive faxes electronically through Healthie, activate a fax number

7 articles


Prescribe medications online via Healthie's integration with Dosespot

2 articles


Sell and schedule E-Labs directly within your portal

2 articles

Inventory Management

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

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 clients in Healthie.

2 articles

Chat (Secure Messaging)

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

12 articles

Healthie Video Calls (Telehealth)

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

12 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.

7 articles


Build goal regiments for clients and track progress along the way

7 articles


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

4 articles


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

10 articles

Care Plans

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

2 articles

Special configurations

Multi-provider businesses

Set up your group practice / organization with advanced configurations

15 articles

Specialty Populations

Learn about best practices when working with specific client populations

7 articles


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

4 articles