November 2023: Release Notes

Platform Release Notes: November 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.

Added Date Picker Field to Form Builder

In a clinical setting, Charting Notes are often documented during the session or within a day or two of the session. In order to both speed up documentation and combat documentation errors related to an incorrect Date being listed in your "Session Date" field of a client's Charting Note, we have added a new Date Picker field option to your Healthie Form Builder.

This will likely cut down your chances of having these errors, as the Date Picker will default to only the current month; it would require more active effort to select a Date outside of the current month and year. We have observed that many of these documentation errors are caused by simple typos from manually typing in the Date field (e.g. 8/29/2023 is documented as 8/29/2024).

Learn more about creating and modifying Charting Templates here.

Option to Schedule a Message for Organization Member Chat

There may be times in which you'd like to schedule a chat message to be delivered at a specified time in the future, and draft it in advance of that time. Instances may include:

• You'd like to "plan ahead" and pre-schedule chat messages to send at a set cadence
• You'd like to use Chat to schedule daily or weekly reminders / check-ins
• You'd like to schedule messages for when you go on vacation 

Using the Organization chat, providers are now able to schedule messages in the same way they can in their individual Client chats.

Learn more about Organization Member Collaboration in Healthie Chat here.

ONC (b)(10) Patient EHI Exports is Live!

As part of the (b)(10) ONC Certification, Healthie now provides our customers with the capability to efficiently export single and multi-patient Electronic Health Information in a secure and timely manner. Healthie supports the two use cases of single patient and patient population EHI export functionalities. EHI export is also be self-service and able to be executed at any time the user chooses and without subsequent developer assistance to operate. Finally, certified Health IT Module can limit users who can perform an EHI export.

Learn more about (b)(10) Electronic Health Information Export here.

API & SDK Updates

All features added this month are also available directly via the API. In addition, we will be adding to this section new functionality and updates you can share with your team.

[UPDATE] Rate Limits Set for Healthie API

We have adjusted our API rate limits to the following:

• Maximum of 100 sign-ins per minute
• Maximum of 1000 RPS (requests per second)*
• We will continue to adjust-down the number of calls per second according to the following timeline:
  • Dec 1, 2023: 750 RPS
  • Jan 1, 2024: 500 RPS
  • Feb 1, 2024: 250 RPS

*If leveraging your own API database, we will continue to support rate limiting at 1000 RPS.

Healthie sets limits on how many requests can made against our API within a certain period of time. We put them in place to help ensure the stability and performance of our system. If you make too many requests over that period, our system will return an error message telling you that the rate limit has been exceeded.

Additional API Updates:

• Ongoing improvements to the code-base to improve our API performance
• Added Webhook for deleting GoalHistory
• Added order_by option to FormAnswerGroup
  • We are giving API users more control over sorting FormAnswerGroups.
• Webhooks added to RecurringPayment forcreated  and updated
  • When you create or update a billing item with a recurring payment, you will receive a Webhook notification.

Additional Updates

• Minor bug fixes. Thank you for taking the time to report these issues to our team, so that we could diagnose and address these for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.
  • Fixed an issue to ensure that all Organization providers who have been granted the respective permissions are able to generate and download Documents of Appointment Reports for any Time and selected, filtered list of Providers.
  • Fixed an issue where clients would be unable to book appointments via sharing link or embed when the Appointment Type had the "Clients can book this appointment type" setting disabled. The appointment on the calendar should show the time selected when creating the appointment.
  • Fixed an issue where appointments on the Calendar were jumping ahead when the Calendar Time Zone was set to the America/Mexico City Time Zone.
  • Fixed an issue to ensure that information that is added in insurance coverage section will properly save.
  • Fixed an issue where Sub-Organization provider on an appointment would get replaced by the Organization user editing the appointment.
  • Fixed an issue around inability to remove Tags (Organization > Providers) when the list is too long.
  • Removed an error message that appeared when providers tried to delete documents from a client’s profile.
  • Fixed an issue so that if a referring provider is included in a CMS 1500 claim submission, no error will occur.
  • Fixed an issue to ensure that copy fields pre-fill the last used answer on the copy field regardless of if it was the same form template.
  • Fixed an issue where an error was returning when users with Automatic Billing enabled were trying to view session details but there was no Appointment Type selected.
  • Fixed an issue that was preventing all Referring Providers to appear on the list.
  • Fixed an issue that was preventing Organization providers from using an external link when scheduling appointments from the Client Profile.
  • Fixed an issue to ensure that synced appointments from an external calendar are not reassigned (and therefore unable to be edited).
  • Fixed an issue around Organization provider receiving an email notification ("Intake Forms Finished") about the intake process when a client's group is changed, even though the client completed the process a while ago.
  • Fixed an issue to ensure that if a the Video Call Method selection at appointment creation is different than the default Video Call Method, it overrides the default for that appointment.
  • Fixed an issue related to clients unable to view chat messages with attached tasks.
  • Fixed an issue to ensure the Custom Email Edit Page displays and edits the currently selected email template.
  • Resolved an issue that was preventing Referring Provider from appearing on the Quick Profile.
  • Resolved an issue related to searching for the Referring Provider on the Client Actions Page in the client source field.
  • Resolved an issue with Charting Note metric values to ensure that each recorded entry will show even if the value matches the previous one.
  • Resolved an issue to ensure that new Clients are only created when the provider clicks the "Add" button.
• Made an update so that only positive numbers can be entered in the Appointment Duration field.
• Made an update to specifically enable having conversations with a client (and having chat enabled in the client's Settings), while allowing the Chat tab to disabled and not visible in the client's Healthie portal. This is especially valuable for Healthie API users who have built their own chat experience!
• The Care Plan PDF now includes Goal descriptions, Start/End dates, Status, Recurrence, and Subgoals. Learn more here.
• Now, when an allergy is added to an intake form or charting form, the allergy will be added to the Allergies section in the Client Profile.
• Made an update to ensure that copy fields prefill the last used answer on the copy field regardless of whether or not you are using the same Form Template.
• Made an update to allow for Healthie users to now enable/disable notifications by Appointment Type.
• Made an update to now allow Healthie users to save Client Source in the Actions tab (Clients > Client Name > Actions).  
• Made an update to ensure that cloud recording are accessible for Zoom appointments that are over a month old, and non-recurring.
• Now, when a Provider selects an email subject line that includes the following variables ({Provider Name}, {Appointment Type}, {Provider/Org Name}), the actual value of the variable is shown in the email preview.
• Added an error message to notify users when their password is too weak.
• Added the ability for Providers to "schedule message" within an Org Chat (mimicking the behavior in the individual chat feature).
• Made an update so that a new provider's default currency will match the Organization owner's currency instead of defaulting to USD.
• Added a pop-up notification when a provider attempts to creates an Individual Appointment for Appointment Type that the client does not have any credits for.
• Updated the Referring Provider smart field so that when entered into a form, it will pre-fill on the Client Profile.

Past and Planned Updates