March 2023: Release Notes

Platform Release Notes: March 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.

Automatically Charge Clients for Appointments

Fundamental work is being done that will allow providers to charge directly for appointments (as an alternative to including them within Client Packages). The following functionality is now currently live on the platform: 

• [LIVE] Turn on an Appointments Setting that will allow providers to add a price for an appointment type.
• [LIVE] Ability to edit an appointment type to add a price (when setting is enabled).
• [LIVE] Automatically charge for appointments set as occurred. When you set an appointment as occurred in your calendar, a client who has a valid payment card on file will have a charge scheduled for the day after the appointment. 
• [LIVE] Clients will automatically receive an email notification and receipt of the automatic charge, once processed. 
• [LIVE] Automatically invoice clients that do not have a credit card on file for payment. 
• [LIVE] Ability to set different pricing for appointment type(s) for different providers. 

Get Started: Automatically Schedule Charges for Appointments

Forthcoming updates: 

• [Pending] Adjust automatic charge based on the actual duration of the appointment (ie. charge more for sessions that ran over on time). Subscribe to this Product Portal item to be notified when this update goes live. 

Candid Health Integration 

Healthie’s integration with Candid Health enables digital health organizations to get ahead of claims faster. The integration results in modern healthcare providers getting paid and scaling their products and organizations more efficiently.  

Our API integration is now live, and available for any Healthie customers with a Candid Health account. This integration is included in your subscription. When enabled, providers are able to send (or batch send) claims directly to Candid from their Healthie account. 

Learn more about Healthie + Candid Health here. 

Add a File Upload Option to Intake Forms

Healthie provides a set form to collect a client's Photo ID, or Profile Picture, which you can add to an Intake Flow for clients to automatically complete. 

There may be instances where you would like to collect images or files from a client. In this case, a File Upload field can be added to a Healthie templated form, or you can build your own form. Adding this field will prompt clients to select and add an image or file to a form as they are completing it - either on onboarding, or as an ad-hoc request from their provider. 

Collected images are saved in the Client's Forms section of their profile, and are also added to Charting. 

Learn more here: Add an Image/Fill Upload Option to a Form

The File Upload field is available to Enterprise members and can be requested by emailing hello@gethealthie.com. As an alternative, providers can request clients to use their Documents to add images or files to their profile for providers to review. 

Gender and Gender Identity Fields in Client Profile

Clients can now complete their profile to make selections related to their gender and gender identity. 

The Gender field option includes: 

• Female 
• Male 
• Other 

When Other is selected, clients will see the option to select their Gender Identity and the Sex on file for insurance billing purposes. Enabling clients to self complete this information will help enable providers to have accurate gender, gender identity, and preferred pronouns - facilitating high-quality, patient-centered care.

Ability to Multi-Select Statuses in the Payments List 

Refine your payments search by selecting multiple payment statuses. The filter field can be located on the right side of the Payments Page > All Status. 

Payments can be filtered by:

• Failed 
• Paused 
• Successful 
• Scheduled 
• Stopped

Learn more about Payments in Healthie. 

Member Permissions for Charting

Healthie offers you the ability to customize  over 40 permissions and settings for each member of your team (including Support accounts). In a recent release, we've enabled account admins to get even more granular with permissions surrounding charting - especially as it pertains to signing, locking, and adding addendums to charting notes. 

The new permissions available under the Charting section include:

• Can sign own charting notes
• Can lock own charting notes
• Can sign charting notes of other providers
• Can lock charting notes of other providers
• Can write addendums to charting notes of other providers

Mobile Release - v14.2.1/7.7.1

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 goals that are added to program modules. 
• Improvements to how images display within Chat. 
• Minor bug fixes.

API Updates

• All features added this month are also available directly via the API.
• Updated form_answer_group.locked webhook for group appts. 
• Improved SSO experience. 
• Description added for org_level in daysAvailableForRange.

Additional Updates

• Minor bug fixes.
• Ability to mark tasks as completed on behalf of other team members. Learn more. 
• Task loading optimization. 
• Luxembourg as a country option. 
• Charting note statuses now displayed at the top of charting notes. 
• Fitbit Peak HR now synced with Healthie. 

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.