July 2023: Release Notes

Platform Release Notes: July 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.

Re-added "View" Button for Providers with "Can create, edit, archive, and delete programs" Permission Disabled

Admins want providers to be able to view programs module even if "Can create, edit, archive, and delete programs" is disabled for them.

Regardless of whether "Can create, edit, archive, and delete programs" is disabled or enabled, and regardless of whether "Can enroll and remove clients from programs" is disabled or enabled, the "View" button should appear for providers on Program modules for in both Edit and View mode.

Added Quarterly and Annual Options for Recurring Form Completion Requests

There may be an instance in which you would like to have client(s) fill out the same intake form more than once, but have this capability live outside of a Program that you offer. Reasons for this could include wanting to send out a weekly survey, asking for an update to a journal, or something else. 

You can set this up within Healthie to apply to clients and/or groups, such that it's possible to request a form completion from multiple clients or groups at the same time. You are also able to select the frequency of when the form will be requested for clients to complete (daily, weekly, monthly, quarterly, annually, or multiple times per week).

Navigate to Forms (left sidebar) > My Forms > [...] to the right of Form Name > Request Form Completion. The Recur Frequency drop-down menu will only appear when the "This form should recur" box is selected. We have now added the ability to select "Quarterly" or "Yearly" options for recurring form completion requests.

API & SDK 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:

• Webhooks added for CarePlans to allow for care plans' creation, updating, and deleting
  • Webhooks contain care_plan.created , care_plan.updated , and care_plan.deleted
• Webhooks added to ChartingNoteAddendum model for creation, updating, and deletion.
  • Webhooks contain charting_note_addendum.created , charting_note_addendum.updated , and charting_note_addendum.deleted
• Webhooks added so that organization admin is notified every time a new provider is added into Healthie
  • Webhooks contain organization_membership.created andorganization_membership.updated
• Webhooks added so that patient is aware that a payment was requested of them in the first place, prior to them entering in billing information and organization creating a billing item
  • Webhooks containrequested_payment.created andrequested_payment.updated
• Added tag_id to appliedTag query
• Added created_at_start created_at_end to billingItemsCount query
• New SDK available: Booking & Buying (Calendar and Packages) - learn more about Healthie's SDKs here.

Additional Updates

• Minor bug fixes.
• For customers who have enabled the Healthie and Rupa integration, labs can now be ordered in NY, NJ, and RI. The Healthie + Rupa integration enables mutual customers to draft lab orders, receive lab results, and share results with clients directly within Healthie. This integration is available to all members on our Plus Plan and above, at no additional cost from Healthie. Learn more here.
• For your clients only, when pressing the Helpscout bubble/widget, the "Chat/Ask" tab will no longer be visible; this way clients can better understand how and when they should reach out to Healthie Support versus how and when they should reach out to you as their Provider. The Helpscout bubble/widget is also now specifically labeled with a magnifying glass and "Support."
  • Your client will be able to directly message Healthie Support by clicking on the "?" link at the top right of their Healthie account, and clicking on the "Support" widget.
  • We have changed the copy of "How can we help?" to "Technical Support," and "Our team will be in touch soon" to "Reach out below for technical issues only. For non-technical issues please contact your Provider via the Chat tab in the left-hand navigation menu."
• When a Charting Note is created from a Group Appointment by going to Calendar (left navigation sidebar) > Appointment block, all clients scheduled for the appointment appear in the Individual Client Notes section of the Group Charting note. Some providers only expect clients that were marked as attended to appear on the Charting Note.
  • To solve for this issue, when a Charting note is created from a Group Appointment after tracking attendance, all clients scheduled for the appointment will continue to appear in the Individual Client Notes section of the Group Charting note, but Clients who were marked as having attended the appointment will appear at the top of the Individual Client Notes section with an "(Attended)" note.
  • Meanwhile, clients who were NOT marked as having attended the appointment will appear below Clients who were marked as attended, without an "(Attended)" note.

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.