November 2022: Release Notes

Platform release notes: November 2022. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently.

Newly Launched: Healthie Product Roadmap 

Our product team has been hard at work, updating our Product Roadmap for Q4 2022 and beyond. You'll find our roadmap newly launched on our Product Portal https://portal.productboard.com/gethealthie/

Zus Integration: Beta Launch

With the Healthie + Zus integration, organizations can manage patient care leveraging the Zus Aggregated Profile integration. The clinical history for 270M+ patients is integrated directly into Healthie in a user-friendly way. 

Rather than sifting through hundreds of CCDs, Zus Conditions Management allows providers to easily manage their own client problem lists leveraging a summarized history of conditions reported for that patient and detailed chronologies of clinical documentation associated with each condition. 

We have released V1 of our integration, and additional modules on top of Medications and Timeline are forthcoming. We're also exploring additional integrations (e.g., with ADT, labs, etc). 

This integration is currently in beta testing and is not yet available for more customers. To request more information, please submit an integration feature request or email hello@gethealthie.com. 

Learn More: Zus and Healthie

Invoice for an Appointment 

Healthie's Invoicing feature allows providers to send invoices to clients for specific one-time payment instances, outside of Client Packages. Invoices can now be created for an appointment that has occurred, or is scheduled. Collect payment for an appointment via invoicing. 

Learn more: Invoice for an Appointment

create a new client account via the "Add Client" modal, if an email address is entered that already belongs to an active or archived client within the same organization, then when the 'add client' button within the modal has been pressed, a confirmation modal will appear. This will give the opportunity to review and decide, before confirming. 

When two separate clients share an email address, their client accounts are linked in Healthie. At times, this is preferred (ie. when families share an email address), but a confirmation modal will also prevent an instances where account linking is not preferred. 

Learn more: Link Accounts to Indicate Relationship

Team Member Management Updates

• Organization admins can now control which team members can submit CMS 1500 claims to Office Ally (if the Office Ally integration is enabled for the account). 

Learn More: Deep Dive: Team Member Permissions

Ability to Embed an Intake Flow

Add an Intake flow directly to your website for prospective/new clients to complete your series of forms. 

This feature is available by request for Plus Plan members and above. If interested, please email hello@gethealthie.com with the name of your Intake Flow. 

Learn more: Have Clients Complete Forms From Your Website

Care Team Member Permission Updates 

Healthie's Care Teams feature enables multiple providers within an organization to be associated with a single client. Notably, there will be the forthcoming ability for admins to control Care Team permissions for each team member. A breakdown of the additional Care Team settings that will be available in subsequent releases: 

• [Live] "Can be added as a Care Team member" - when this setting is enabled for a provider (even a support role), they can be added as a Care Team member to any client's account within the organization. 
• [Live] "Has Chat conversation automatically created with client" - when added as a Care Team member to a client's account, the client will see this member as an option to Chat with
• [Live] "Clients can schedule sessions with this org member" - when added as a Care Team member to a client's account, the client will see this member as an option to book with
  • Note: This setting requires the "Should appear as a provider" setting to be enabled.
• [Live] Ability for a provider to add themselves as a Care Team member, making it easier to bulk-edit the Care Team member settings for clients. 
• [Live] Booking with Care Team members is now supported on mobile
• [Live] "Is notified of any client activity including intake forms, journal entries, programs, and documents" - team member is notified of client activity when added as a Care Team member to their account
  • Note: This setting is dependent on the org member's personal notification settings. For example, if the org member's personal notification settings are configured to not receive a notification about a client posting a journal entry, then they would not receive a notification about a client who they are a care team member for posting a journal entry.

Note: a quick follow-up will create "Care Team Members" as it's own dedication section within the member permissions page. This will make it easy to locate & manage all care team member related settings that can be applied to each team member.

Add Multiple Addendums to a Chart Note

When a charting note is Locked & Signed, the charting note cannot be edited. Instead, the provider (or other team members) can add an addendum to the charting note. Multiple addendums can now be added to a single locked charting note by the provider, or other Care Team members. 

When viewing a Charting note, at the bottom of the note should appear a section where any org member who has "Can write addendums to charting notes of other providers" enabled can add an addendum.

While this release technically went live in October, the setting to "Can write addendums to charting notes of other providers" is now visible within team member permissions. Enable this setting for your team members: Team Member Permissions & Settings. 

Apply a Promo Code to Specific Client Package(s) 

Create a Healthie promo code that can only be applied by clients to specific packages. Indicate which packages the promo code qualifies for when creating a new promo code.

Watch a tutorial video here, or read step-by-step instructions. 

View Availability for All Appointment Types

When "Availability by Appointment Type" is enabled for an account, providers are able to create availability for each appointment type. 

From the Calendar Availability view, the option to select "ALL" will now appear in the side filter for Appointment Types. This will then display all availabilities added for every appointment type. Healthie will automatically adjust the view to display multiple scheduled availabilities if there is any overlap. 

Hover over an availability added to the calendar to expand more details. 

Learn more: Set & Remove Availability

API Updates

• All features added this month are also available directly via the API
• Migration of all existing Hubspot API key access to Private App Access Tokens. More developer documentation on this migration from Hubspot can be found here. 
• Zoom Meeting UUID is now used for API calls for better handling of recurring calls. 
• Endpoint for patient preferred pharmacy now exposed for API

Additional Updates

• Minor bug fixes
• Clients will now appear in alphabetical order inside a Session Details drawer (Calendar > Appointment Details) 
• If a charting note has been written and signed/locked, a locked indicator next will appear next to the written indicator inside a Session Details drawer (Calendar > Appointment Details)
• Alphabetical sorting of the "Client" column in the Task list.
• Ability to set a recurring intake form for every 2 weeks.

Past and Planned Updates

View all updates from last month here. 

See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.

https://portal.productboard.com/gethealthie/

Have a request for our team? Learn how to add feedback to a current roadmap item, or submit a new idea for our team to review. Learn how to add comments and submit feedback to our Roadmap here.