January 2023: Release Notes

Platform Release Notes: January 2023. 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.

Mobile Release: v14.1.14/7.6.13

A new version of the Healthie mobile app has gone live. If the app has not automatically updated to the latest version, please go to the App Store or Google Play Store to initiate an update. 

Here are the improvements you (and your clients) will notice: 

• Improvements to the Healthie Chat experience for Android users
• Team members that have account permissions to archive clients can do so on mobile (and disabled if their member permissions do not include the ability to archive clients). 
• Shapa is now an integration option in the client Settings > Integrations section of the mobile app. If enabled by a provider for a user, the user will be able to sync their Shapa device with Healthie. 
• Security improvements and code clean up/optimization
• Clients can't book appointments if they haven't completed their intake flows
• Removal of credits information if Client Credits System is disabled for an account. 

Care Team Member Settings 

Healthie's Care Teams feature enables multiple providers within an organization to be associated with a single client. This will allow the client to securely work with multiple healthcare providers, for more comprehensive care. For multi-disciplinary care, each provider can create their own paperwork and intake flows, appointments, packages and more - facilitating specialized care. 

Account admins have control over, and insight into, care team members. These settings can be configured on a per-member basis, within their member settings. Deep Dive: Team Member Settings. 

Related Care Team member settings have been organized into their own section within the settings page. You can locate these settings under  Care Team Members. 

Automatically Schedule Charges for Appointments [Ongoing Release]

Fundamental work is being done that will allow providers to charge directly for appointments (as an alternative to including them within Client Packages). This functionality will be brought to the platform via a series of releases. An initial release has gone live that allows providers to do the following: 

• Turn on an Appointments Setting that will allow providers to add a price for an appointment type 
• Ability to edit an appointment type to add a price (when setting is enabled) 

Forthcoming updates will bring the following functionality to the platform: 

• Optional setting to configure appointment charge based on the actual duration of the appointment (ie. charge more for sessions that ran over on time) 
• Ability to automatically charge or invoice clients for completed appointments 

Learn More & Subscribe to our Product Portal card to be notified when automatic charging for appointments is fully supported. 

Disable Client Credits System 

Healthie's Credits System makes it easy to track how many sessions a client has purchased and has remaining at any given time. In Healthie, one credit equals one session, for a specific appointment type, that a client could book with you. Some businesses (ie. insurance-based practices) may prefer to not use the credit system. 

Credits can now be disabled by account admins within Appointments Settings. 

Learn more here: Disable Client Credits System. 

Share or Embed a Client Form 

Healthie enables providers to collect information from clients via electronics forms, both inside the platform and externally. An Intake Form is a single form that a provider/business can access from Healthie's form library, or self-build within the platform. 

An intake form can also be shared outside of Healthie via a sharing link, or embedded onto your website, for both prospective or existing customers to complete. If a new/prospective client completes a shared form, a Healthie account will be created for them, and the form will be stored in their Client Profile for the provider to review. 

Example use-case: Have prospective or new clients to complete a specific form (e.g., prescreening questionnaire, survey) as part of initial onboarding, and have this information create a client profile and store completed form information

Learn how to generate a sharing link or embed code for an intake form here. 

20 Minute Appointment Intervals

Within Appointment Settings, providers can indicate the timing of appointment intervals. The timing options including: 

• Any interval 
• 5 minutes 
• 20 minutes 
• 30 minutes 
• 60 minutes

When 20 minutes is selected, clients will only be able to self-book appointments at 00:, :20, or :40. 

For example, if a provider has availability from 9am - 10am, and there are no other appointments scheduled, clients can potentially self-book an appointment to start at 9am, 9:20am, 9:40am, or 10am.  

Learn more: Appointment Settings

Chart Note Versioning Notification

For many providers, having Healthie open in multiple browser tabs can be a useful part of their workflows. In the event that the same charting note is open for a client in multiple browser tabs, providers will now see a notification "Newer Version Available." 

This notification will alert the provider to the fact that there is a newer version of the note elsewhere open, and to prompt the provider to either: 

• Overwrite the newer version of the note (keep the changes you've just made) 
• Discard the changes and maintain the newer version of the note (discard the changes you've just made)

This notification will help ensure that important charting data is not lost, or duplicated. 

As a best practice, we highly recommend using Healthie's internal charting tabs option when charting to ensure that a charting note is only open once. You can learn more about charting tabs here: View Multiple Chart Notes at Once

API Updates

• All features added this month are also available directly via the API. 

• deleted_at field to appointment added to API schema, to determine if an appointment is deleted (via the appointment query) without making two calls. 

Additional Updates

• Minor bug fixes
• Chat message links now open in a new browser tab by default
• Improvements to the Join Video Call blue banner that appears for providers and clients, preventing the need for a page refresh. 
• Indicator that will appear during in-product (OpenTok) video calls when a poor internet connection is detected. Learn how to improve your internet connection. 
• Added 'required' check box on the 'BMI' smart field in the 'Client Info' question bank in Form Builder.
• Update to Appointment Timing Settings to (optionally) prevent bookings within 30 minutes of the appointment start time (minimum time in advance). 
• Ability to set an end-date for recurring availability

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.