December 2024: Release Notes

Platform Release Notes: December 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.

New! Access E-Rx Directly from the Client Quick Profile

If you're using the DoseSpot integration, you can now create prescriptions directly from the Client Quick Profile while charting. This update streamlines the prescribing process, allowing you to manage prescriptions without leaving the charting screen, making your workflow more efficient and seamless. Learn more about how to use this new functionality here.

E-Rx is currently available for members on Healthie's Plus Plan and above. To learn more about upgrading to access E-Rx functionality, visit your Subscription page in the Healthie app.

New! Update to Client Actions Tab

The Actions tab within the Client Profile has been redesigned to enhance visibility, improve flexibility, and ensure consistency across the platform. Key updates include:

• Refreshed Design: A modern, color-coded layout improves visibility and streamlines the user experience.
• Flexible Section Saving: Individual sections can now be saved independently, allowing for more precise and efficient updates.
• Referring Provider Workflow Update: When adding a referring provider, the list will now display options specific to the client, creating a more focused workflow. To view a list of all referring providers for all clients, you can head to Settings>Referring Providers

This redesign supports Healthie’s modular platform approach and lays the groundwork for future customization capabilities within the Client Profile.

New! Filtered Calendar Views – Save and Share with Your Team

Managing your organization's calendar is easier than ever with our new save-and-share filtered views. You can now filter by multiple providers, appointment types, or statuses at once, and easily save and share those custom views with your team. This update will help you:

• Simplify scheduling: Save and access custom views to streamline appointment management.
• Save time: No need to reapply filters—your saved views are ready to use and share.
• Ensure team alignment: Share saved views for consistent, up-to-date information across your team.

To learn more about this update, visit our help doc and watch a video tutorial of the feature in-product.

Update to Product Colors and Borders

We have made updates to streamline color management within Healthie, focusing on backgrounds, text, borders, and shadows. You will now notice a higher contrast between elements and new colors and shadows used in borders. These updates are in line with Healthie's dedication to increasing visual consistency and improving visibility and accessibility through out the application.

This design quality of life work is foundational to ensure consistent color and design elements across the platform as we continue to introduce new features and platform updates.

Update to Chat Permissions

We've added a new setting that will determine if a chat is automatically created when a client is assigned a primary provider.

• Create chat conversation automatically when assigned to a client

This setting by default is enabled for all providers on your team, and can be disabled.

To disable this setting navigate to Organization Members > Select the Member > Edit Settings > Permissions > Chat Permissions

Learn more about adjusting member permissions here.

Organization "Support" Email Address

Healthie empowers you to maintain seamless communication with your clients, even when messaging is disabled for their client account. The Get in Touch feature within the client portal ensures that clients always know how to reach out for help, whether they have questions about billing, scheduling, or accessing their account.

With this feature, clients can easily find the support they need without confusion, enhancing their overall experience with your practice.

Learn more here.

Now Live! Chart Note ID in the Note URL

Easily share the link to a specific charting note with other team members in Healthie. This update makes it easier for tram members to refer to specific charting notes, e.g. when you need to have other members sign and/or lock those notes.

When viewing a charting note for a client, display the form_id  (the charting note ID / Form Answer ID) in the page URL.

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.

EHR / Platform

• Enabled independent scroll through content using the sidebar when navigating through the EHR
• Organization page performance improvements.
  • The Organization page (including the calendar) is the center point of a lot of users days on Healthie.
  • We have done work behind the scenes that won't be visibly noticeable — but will provide meaningful improvements for the experience with the Organization pages (ie. loading time)
• Improved forms viewing from the mobile app.
• Removed the "Card Issues" tab from the Patient Portal so patient's will no longer view an "Unauthorized" error. Patients will no longer see this tab moving forward.
• When users reassign clients to another provider in a Sub-org from a Parent Org, the dropdown now indicates which Sub-org the provider belongs to to prevent this confusion. This change will allow for less confusion and less mistakes when reassigning clients, ultimately leading to smoother org management.

Scheduling

• The calendar zoom setting has been changed from an organizational to a personalized user setting. Users can now customize their calendar views (Week and Day) for a more tailored and flexible experience.
• Appointments should immediately update to reflect the color scheme when a charting note is added to them.
• We are now preventing providers from scheduling appointments with Archived Clients. They will need to unarchive the client before booking again.
• Updated the behavior of /organization/calendar to redirect to /organization/ . This resolves issues with organization calendars displaying personal calendar data and ensures users no longer see a filtered personal view when expecting the unfiltered organization calendar.
• We’ve fixed an issue where forms attached to group appointments weren’t sent to clients if the primary provider didn’t have access to their profile at the time of booking. Forms will now always be delivered, ensuring a seamless experience for clients and organizations alike.
• Unarchiving a client when booking a session with them now saves the provider time and reduces confusion if they have to take other actions like sending them intake flows.
• Organization Calendar should show the appointments and availability for all providers selected to be displayed on that page regardless of how you navigate to it.

Chat

• Addressed an issue where patients added to a Group Appointment would be added to any associated Community Chats twice.

Journaling

• Nutrients using our Edamam Nutrient Database food logging option should be calculated the same in all views where these food entries can be viewed or edited.

API & SDK Updates

All features added this month are also available directly via the API. In addition, we are laser focused on building a best-in-class customer experience, which includes continuously investing in, and iterating on, our developer experience. This will include updates to documentation, SDKs, Webhooks and more, throughout the upcoming months.

• Updated error messages for Dosespot API communication issues, providing more detailed information to assist with troubleshooting.
• Updates to allow Harbor Partners to create CRUD webhooks.
• Addition of accessed.account boolean.
• Addition of medication.deleted webhook.
• Addition of requested_payment.deleted webhook.
• Org admins can now access, create, update, and remove calendar syncs for other org members via the API.
• Addition of extra_data in webhook payloads and is being used on the applied_tag  webhooks. The updated body of a webhook will now look like:

{
  "resource_id": 1,
  "resource_id_type": "AppliedTag",
  "event_type": "applied_tag.deleted",
  "changed_fields": [],
  "extra_data": {
    user_id: "1",
    tag_id: "1"
  }
}

Past and Planned Updates

• View all updates from last month here. 
• See planned product updates on our Product Roadmap. Subscribe to roadmap items to get notified when they go-live.
• Learn how to add comments and submit feedback to our Roadmap here.