Client Profile Overview

The Client Profile is your centralized hub for managing client information and actions. It consolidates all stored details and tools you need to deliver personalized care efficiently—all in one place.

What’s Included in the Client Profile?

Client profile is your go-to place to find information and complete tasks or actions.

• Basic Information: Contact details and demographic data
• Appointment Details: View past and upcoming sessions.
• Financial Information: Payments, invoices, cards on file (last 4 digits will show) and balances.
• Insurance Billing Information: Claims, benefits, and eligibility.
• Medications and Prescriptions: Track and manage client medications.
• Program Enrollments: Monitor programs your client is participating in.
• Documents, Forms, and Notes: Access uploaded files, completed forms, and charting notes.
• Care Plans and Goals: Create and track care plans and set measurable goals.
• Metrics and Journals: Monitor health metrics and review client-submitted journal entries.

[Coming Soon] Manage Client Information Using Three-Dot Menus

Within the Actions Tab of the Client Profile, you’ll find a streamlined menu interface for managing key client details. Nearly every section uses a three-dot menu, making it easy to add, edit, or remove information—without needing to open the full section or navigate away from the page.

When you choose an action, an aside panel opens so you can make changes without losing context.

This consistent menu experience helps providers stay organized, reduce delays, and manage client data more efficiently.

What You Can Do?

From the three-dot menus, you can take quick action across the following sections:

• Allergies & Sensitivities

  Add, edit, or remove allergies from an aside panel. A confirmation step appears when deleting an allergy.

• Diagnosis

  Manage diagnoses directly from the menu.

• Referring Providers

  Add, edit, or remove referring provider details without expanding the section.

• Family History & Family Contacts

  Use the menu to open modals for adding or updating details. Edits and deletions can also be done directly from the menu.

• Insurance
  • Add multiple policies
  • Upload and view insurance cards
  • Delete policies with a confirmation step
• Personal Information
  • Client details are now organized into three clearer categories:
  • Personal, Demographic, and Health Information — making it easier to find and update what you need
  • Edit client specific information directly from menu
  • Change password or reset password and send invite from menu
• Client Addresses
  • Manage addresses directly from the menu
  • With this view, it will be easier to see multiple addresses at once
• Appointment Pricing
  • Add, edit or remove specific pricing for a client by appointment type 
• Implantable Devices
  • Add, edit or remove implantable device name and unique device identification(UDI) for a client

Each section follows the same interaction pattern—making the profile easier to navigate and updates more consistent across clients.

What Can Providers Do Within the Client Profile?

The Client Profile not only keeps client information organized but also empowers you to take actionable steps to deliver tailored and effective care.

• View and update client information.
• Manage appointments, billing, and insurance claims.
• Create and edit care plans, goals, and metrics.
• Engage clients through journaling or messaging.
• Access and complete charting notes or review submitted documents.

Here are some other helpful actions you can take within the profile:

• See Client Notifications history
• Find your client unique ID — this ID # is helpful when communicating with Healthie support, and you want to reference a client (without sharing their name or other PHI)
• Ability to reset password for a client
• Ability to resend welcome / invite email to a client
• See when a client first joined Healthie and their last login date
• Document Quick Notes
• See (and complete) tasks associated with a client

"Client Info" Section of Client Profile

Within the Actions tab of the Client Profile, you'll find all personal and demographic information for a Client, including:

Personal Information:

• Name, Legal Name, Preferred Name
• Phone number
• Address
• Timezone
• Race
• Ethnicity
• Sexual orientation, Gender, Pronouns
• Date of birth
• Assigned client group
• Assigned Provider (or Care Team members)
• Client Source

Insurance Policies:

• Primary insurance
• Secondary insurance

Family & Contacts:

• Add contacts (designate emergency contacts)
• Link client accounts

Referring Physician

Diagnoses

Allergies & Sensitivities

• Allergies
• Food sensitivities & intolerances
• Food preferences

Family History

"Client Settings" Section of Client Profile

Healthie is designed to allow clients and providers to work together, and for clients to easily share data about their health, food intake, lifestyle, and more. Providers are able to customize the settings for a client account, including the option to disable settings that are not relevant to the client's care (or to the provider's care approach and specialty). 

Learn more about configuring settings for a client here.

Client Profile on the Healthie Mobile App

Healthie's mobile app is available on both iOS and Android with the app name "Healthie." The app serves as a companion tool for both providers and clients for on-the-go communication, food logging, appointment scheduling, and more. 

From the mobile app > Clients > Select your client to access their Client Profile. From here, you can quickly view and manage:

• Journal entries
• Chat messages
• Documents
• Goals
• Metrics
• Quick Notes

If you tap further into the Client Name section, you'll unlock the ability to adjust core demographic information for the client.

• First Name
• Legal Name
• Last Name
• Date of Birth
• Phone Number
• Address
• User ID - this ID # is helpful when communicating with Healthie support, and you want to reference a client (without sharing their name or other PHI)

You can also leverage client tags within the mobile app to: 

• Add tags to categorize clients.
• Create custom tags to fit your workflow.
• Easily remove or update tags.

Below the client DOB tap the + Add Tag symbol, or directly tap a specific tag to make modifications.

Additionally, you can save time with a dedicated section to view and add quick notes on a client instantly.

Customize the Client Profile

To better support different workflows, Healthie is introducing a new setting that allows Organization Owners to customize which components appear—and in what order—within this page. This update helps streamline the Client Profile view so teams can focus on the most relevant client information.

Note: Only Organization Owners can configure these settings. Changes will apply to all users in the organization. 

Customizing the Client Overview lets you tailor the layout of the profile to fit your team’s workflow.

To update your layout as Org Owner:

1. Navigate to Settings > Client Profile > Client Overview
2. Use the checkboxes to add or remove components from the profile
3. Drag and drop to reorder the sections

Click Save to apply the layout changes across your organization

Once the new Client Profile configuration is saved:

• The new layout will be reflected immediately for all team members
• Everyone on your team will see the same set of components, in the same order
• Users can still perform key actions (e.g., Add Diagnosis) from each visible section

No client data is deleted—hidden components are simply removed from view

Components You Can Customize

You can choose to include, remove, or reorder any of the following sections:

• Appointments
• Packages
• Financials
• Credits
• Labs
• Insurance Eligibility
• Patient Reported Medications
• E-Prescriptions
• Meal Plan
• Outside Records
• Programs
• Personal Information
• Appointment Pricing
• Insurance
• Client Address
• Diagnoses
• Referring Providers
• Family History
• Family and Contacts
• Allergies & Sensitivities
• Implantable Devices

This flexibility allows you to highlight the most important details for your team—and reduce visual clutter by removing unused sections.

Collapse Client Profile Components 

As part of this update, all Client Profile components are now collapsible. This allows team members to hide sections they don’t need in the moment and more easily navigate long client profiles.

• Each user can collapse or expand sections individually
• Collapsed sections stay that way until manually toggled