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Enterprise Guides

Share these resources with your team

8 articles

Getting Started

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

16 articles

Membership Plans

9 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



7 articles

About Healthie

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

8 articles


9 articles

Healthie Release Notes

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

66 articles

General Information

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

9 articles

Privacy and Security

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

10 articles

Account Management

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

16 articles

Branding & White-Label

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

11 articles

Automations & Workflows

Set up workflows to streamline business operations

21 articles


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

20 articles

Specialty Populations

13 articles


Calendar Setup & Settings

12 articles

Appointments & Availability

13 articles

Calendar Syncs

8 articles

Booking Locations & Rooms

2 articles

Calendar Troubleshooting

5 articles

EHR & Billing

Client Management (Groups & Tags)

14 articles


5 articles

Charting & Client Profile

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

37 articles

Electronic Forms

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

46 articles


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

35 articles

Client Packages

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

13 articles


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

48 articles


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

9 articles


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

4 articles


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

7 articles


Prescribe medications online via Healthie's integration with Dosespot

15 articles


Bring electronic lab ordering to your clients, through Healthie.

9 articles

Inventory Management

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

2 articles


Emails and Notifications

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

6 articles

Health Records

2 articles

Client Settings

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

5 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)

33 articles

Phone Sessions

1 article


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.

18 articles


Build goal regiments for clients and track progress along the way

9 articles


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

5 articles


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

13 articles

Care Plans

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

3 articles

Meal Plans

2 articles



9 articles

Diagnostic Tools

13 articles

Business Infrastructure

7 articles

Financial Tools

11 articles

Clinician Tools

10 articles

Communication Tools

6 articles

Business Tools

7 articles

Provider Resources

10 articles


Account Setup & Onboarding

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

3 articles

Branding & Customizations

1 article

Team Member Management

Add / remove members in your organization and set specific permissions

11 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

9 articles