Setting Up Your Account as an Organization
Creating your account as an Organization within Healthie makes it easier than ever to add team members and collaborate seamlessly within Healthie. Once created, you’ll notice some exciting changes within your account, although your workflows and subscription will stay just as you like them.
Even though your account will transform into an Organization, complete with team collaboration capabilities, your subscription will remain on a solo provider plan until you decide to add team members.
How to create or edit an Organization
Setting up an Organization can be easily done within your account settings, and only takes a minute.
Navigate to Gear icon > Organization
On the Organization Page, you’ll be prompted to add in your information. Required fields include:
- Organization Name
- Tax ID Type (Select SSN or EIN) - note, you won’t need to populate an actual EIN number or SSN but you will need to select the field type.
- Address
Address is a required field but is not visible to patients directly. If you download a charting note as a PDF file, your business letterhead is automatically populated which will include address.
New Capabilities: What changes you’ll see in your account
Organization tab in the main navigation
Within the Organization tab you’ll now see the option to view:
- Organization Calendar
- Team Members
- Organization Settings
When you’re ready to add support staff or additional providers to your account, you can add them in the Members section, and manage permissions and scheduling for your team.
Collaboration with Tasks
As an organization, you’ll now see the option to assign tasks to team members. For solo provider accounts, you’ll only be able to select yourself as the assignee.
Add Care Team members to a client’s profile.
When additional team members are added (standard seats) you’ll have the option to add those members as Care Team providers to a client’s profile.
