March 2024: Release Notes

Platform Release Notes: March 2024. 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 Ability to View Form History for Individual Client Forms

As Healthie currently enables organizations to manually send forms to clients and set up triggers so that forms are automatically sent to clients, we want to make it as seamless for you to see how and when a client receives a form.

Navigate to Client > Charting > Forms to view forms that have been requested by you, forms that have been completed by the client, and forms that are in-progress / skipped.

You can view Form History by clicking Action (...) > View History on a listed Form.

The first Form History log entry can triggered by any one of the following workflows:

• A form is sent to a client via a Form Request
• A form is sent to a client as part of an Appointment Automation
• A form is sent to a client as part of an Intake Flow
• A client has opened a form that has been sent to them
• A client has updated a form that has been sent to them

Learn more about viewing, skipping, and completing client Intake Forms here.

Added Ability to Set 45 Minute Appointment Intervals

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

• Allow any interval (clients can book at any time that falls within the hours of your availability)
• Every 5 minutes (ie. appointments starting at 3:00, 3:05, 3:10, etc will display to be booked)
  • Note: This setting is currently available for customers on Healthie Enterprise Plans only. Please email hello@gethealthie.com to have this setting enabled for your account. 
• Every 20 minutes (ie. only appointments starting at 3:00, 3:20, 3:40, etc will display to be booked). 
• Every 30 minutes (ie. only appointments starting at 3:00 and 3:30 will display to be booked) 
• Every 45 minutes (ie. only appointments starting at 3:00, 3:45, 4:30, 5:15, 6:00 will display to be booked) 
• Every hour (ie. only appointments starting at 3:00 and 4:00 will display to be booked)

When 45 minutes is selected, clients will only be able to self-book appointments at :00, :45, :30, :15, etc. 

For example, if a provider has availability from 9:00 AM - 12:00 PM, and there are no other appointments scheduled, patients can potentially self-book an appointment to start at 9:00 AM, 9:45 AM, 10:30 AM, 11:15 AM, or 12:00 PM.  

Learn more about Healthie Appointment Settings here.

Updates to DoseSpot: Identity Proofing Process (IDP)

Every provider being set up with access to E-Rx in Healthie will need to complete the DoseSpot agreements as well as the Identity Proofing (IDP) process.

NEW as of 3/31/24 - Facial recognition is now a part of identity verification. Please note that this process is only necessary for providers who have not yet completed IDP prior to 3/31/24. Facial recognition identification is an easier, more secure method to complete, and involves just a couple steps to take a photo of your identification (such as a driver's license or passport) and a selfie of your face. You will see a pop-up, IDP Facial Recognition, that will provide more information on completing the Experian Facial Recognition Process on your cell phone.

For providers to complete this process:

1. Log in to Healthie
2. Navigate to a client's profile
3. Scroll to the e-Prescriptions section
4. Click on the "Add and Manage Prescriptions" button
5. Accept the 3 Agreements on the first screen (if you have not done so already)
6. Click on the exclamation point (!) icon within that area and follow the prompts from there.

See the attached guide for more info: DoseSpot Facial Recognition Guide.

Added Ability to Import and Export Data in Healthie via Consolidated Clinical Document Architecture (CCDA) 

As part of its ONC Certification, Healthie providers can now share clinical data via the Consolidated Clinical Document Architecture (CCDA) format, which makes Healthie interoperable in a standard way with other sources of healthcare data (e.g., EHRs).

The HL7 Consolidated Clinical Document Architecture (CCDA) is an XML-based markup standard which provides a library of Clinical Document Architecture (CDA) formatted documents. Clinical documents using the CCDA standards are exchanged billions of times annually in the United States. All certified EHRs in the United States are required to export medical data using the CCDA standard.

Learn more about CCDA here.

Note: CCDA Import and Export is only available to Healthie Enterprise level customers at this time. Customers can reach out to hello@gethealthie.com to enable this functionality for their accounts.

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.

• We have a misspelling in our API. We are changing the pharmacy GraphQL query spelling, but will continue to support the misspelled pharamcy query until Thursday, September 14, 2024. Subscribe to our ProductBoard portal link here for more updates.
• *Updates to our Webhooks API in early April 2024*.
  • Improved retry logic: If your service returns an error when we send a webhook to you, we will retry sending the webhook for up 3 days based on an exponential backoff. After retrying for up to 3 days, we will disable the webhook.
  • Email on failure: If your service continues to return an error, we will send an email notification to let you know after approximately 24 hours. Currently these failure emails will be sent to whoever created the webhook within your Organization.
  • Email on disable: If your service continues to return an error, we will disable the webhook after approximately 3 days. Currently these disable emails will be sent to whoever created the webhook within your Organization.
  • Better URL validation: We have better validations around the URL of the service that you specify. You will be notified sooner if your URL does not validate.
  • Signed payloads: We will send an HTTP header with an encoded signature that you can decode and inspect to know that the webhook that you received came from Healthie.
  • Thin payloads: When webhooks are sent for updates, we will include a 'changed_fields' property to the payload we send. This property will contain a list of fields that changed during the update.

[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 250 RPS (requests per second)*

*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 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.

Billing and Invoicing:

• Resolved an issue around invoices being automatically marked as "Paid" with an outside payment.
• Resolved an issue with Invoice Previews. Users are now able to create an Invoice Preview, leave the preview, and then create a new invoice for the same Appointment.
• Made an update to the search functionality for Billing items to ensure that the items returned in a search meet the criteria.
• Made an update to ensure that if there are no scheduled future client Payments for Packages, there will not be a Next Payment date displayed.

Document Management:

• Resolved an issue to ensure that a document can be deleted regardless of how many document "shares" there are.
• Made an update to the Document Mailer so it only shows sender's First Name and Last Initial (instead of Full Name).
• Made a minor update to ensure that when a provider moves a Document created in a Client Profile into a folder created in the provider's "Documents" tab, the provider will receive a warning message asking if the provider actually wants to move this private document into a public folder.

CMS 1500s and Insurance Billing:

• Resolved an issue with auto-created CMS 1500s (with Auto-submit setting ON) not having their statuses change to "Scheduled" after clicking on the "Save and Submit to clearinghouse." When the Auto-submit setting is not ON, the default status of these auto-created CMS 1500s will remain "Not Sent."
• Resolved an issue with CMS 1500 creation related to Rendering Provider "Other ID" fields.
• Made updates related to multi-policy CMS 1500s and "Other" client Address information.
• Made an update to ensure that when a provider with Insurance Billing Authorization/auto-CMS 1500 creation enabled marks an appointment as "Occurred," we no longer display a success banner reflecting that the CMS 1500 has been created, even if it has not been.
• Made an update to ensure that the most recent "Service Facility" selected will populate the next time a CMS 1500 is created.
• Updated an Org Member Permission to ensure that org member that do not have access to Org Billing cannot access the CMS 1500 Provider dropdown.
• Made an update to ensure that the diagnosis code does not reappear on the client's Chart Note or the CMS 1500 after deletion.
• Updated the CMS 1500 list so that when provider sorts from most recent to oldest "Service Date," all CMS 1500s are returned, in the correct order.
• Made an update to ensure that searching by Keyword and Status filters will only show the CMS 1500 claims in said Keyword search and Status filters.

Appointment Management:

• Made an update to ensure that when patients/clients are archived, the corresponding future appointments are canceled and removed from the Calendar.
• Made an update to ensure that when a user changes the Time or Timezone of a recurring appointment series and also increases the number of recurrences, all appointments in the series are updated to the correct time.
• Made an update to ensure that Appointment Types where the provider has specifically disabled "Clients can book this appointment type" are not bookable even for clients with no Client Groups.

User Interface (UI) and Performance Improvements:

• Made performance improvements so that when staff members at larger Organizations try to view past appointments, the page does not time out.
• Made a minor update to prevent creation of Notes for closed conversations.
• Made an update to the "Completed" field in Forms (left navigation sidebar) so it reflects the actual date the form was completed, not the date the form was requested.
• Made updates related to the Setting page and Supported Contact Types.

Miscellaneous Technical Improvements and Fixes:

• Made an update to add a "Results Reviewed" status to customers with the Rupa Health integration enabled.
• Made an update to ensure that the Permission Template settings match the Org Member Settings when toggling to the Account Type "Support."
• Resolved an issue with coupon usage for packages.  Coupon codes can now be used when the initial discounted price is greater than the monthly discounted price.
• For organizations that have enabled Healthie's Fullscript integration, we now account for Treatment Plans with no recommendations.
• Resolved an issue to ensure that the "Newer Version Available" pop-up modal only appears when another provider has saved an update to a Charting Note, NOT when the provider that is currently working on the Charting Note has made an update.
• Made performance improvements to Appointments query to improve your loading speed for Home and Client Profile pages.

Past and Planned Updates

View all updates from last month here.