June 2023: Release Notes

Platform Release Notes: June 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.

New Team Member Permissions

Account admins can adjust permissions that will control the ability to edit folders or documents added to the Documents library by other team members. They can also control organization members' abilities to either enroll or remove clients from programs. These member settings can be found within their team member profile.

• Member Permissions > Charting > Can Delete Charting Notes
• Member Permissions > Clients > Can Set Client Passwords
• Member Permissions > Shared Organization Resources > Can Enroll and Remove Clients from Programs

Auto Notify Provider when Insurance Eligibility is Expiring

Providers may forget to check when a client's insurance expires or is updated, and collecting the updated information or context may cause delays in billing.

Account admins can adjust permissions that will control the ability to allow the provider to automatically send notifications out to clients to request new insurance information when the insurance expiration date is approaching.

These settings can be found within Settings (top right gear icon) > Settings > Personal > Notifications. Scroll down to "Insurance" section.

When "Expiry Notifications" is selected:

• If Expiry information is available, an email will be sent to the provider 2 weeks before insurance expiration
• The email will include the insurance expiration date
• From here, you can message your client and/or send them the Insurance Billing form for completion. Learn how to manually request a client (or multiple clients) to submit the Insurance Form within Healthie here.

When "New Insurance Added Notifications" is selected:

• If a client's insurance is updated by the client via form, an email will be sent to the assigned provider
• The email will include the insurance expiration date

API Updates

All features added this month are also available directly via the API. In addition, here is some new functionality and updates you can share with your team:

• Dosespot prescription notifications webhook added for create_dosespot_notifications_job
  • if prescription_count != current notification_count, send 'dosespot_notification.created' webhook
  • Webhook contains dosespot.user_id
  • Leverage this webhook to automatically create tasks for your team
• Ability to filter by user_id inside organizationMembers; user_id is now being passed through
• Newly added task field to query_type; returns TaskType
• Added created_at arguments to billingItems query
• Added additional_record_identifier property on User. Made searchable in pg_search.

Additional Updates

• Minor bug fixes.
• For DoseSpot users, we have added a new question bank Allergies module that has adjusted more advanced fields to support DoseSpot and Healthie allergy syncing. Specifically, it switches "Current" to "Status," and adds a medication search field for the allergy name. The old allergy module will not be visible to be added to new forms, but this update does not affect existing allergy questions already added to existing forms.
• Configure the time when a user is automatically logged out of Healthie (ie. adjust it from the default of 1 hour). This advanced setting is available for members who have purchased the semi or full white-label add-on. Email hello@gethealthie.com to request this setting be enabled for your account.

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.