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.
In this article:
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.
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
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.
