January 2025: Release Notes

Platform Release Notes: January 2025. 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.

Smart Phrase Hotkeys

Healthie currently supports the use of Smart Phrases, your go-to phrases, recommendations, and responses that you can save, and quickly apply while charting.

We've introduced hotkeys you can use to access your smart phrases.

To utilize this feature:

  • Type "." in a charting note to open a dropdown of smart phrases.
  • To find a specific phrase, type "." followed by keywords from the phrase.

Write-offs for Invoices

Healthie's Invoicing feature allows providers and administrators to send invoices to clients for specific one-time payments – like copays, client owed amounts, and specific services. . This new feature will allow you to further customize invoicing, helping you offer sliding scale, discounts, and account for financial hardship and uncollectible debt.

When creating or editing an invoice (Billing > Payments > Invoices), you will notice a new Write-offs section with a drop-down to select the Write-off reason and a field to add in the write-off amount. 

Collect Client-Side Cancellation Report

We’ve introduced a new feature to help you track and understand why clients cancel their appointments. You can now view client-provided cancellation reasons directly within the session details of an appointment, as well as in a dedicated Cancellation Report. This report is available under the Reports tab in the Appointments section.

This update provides your organization with actionable insights to identify trends and take steps to reduce future client cancellations.

Learn more about the Cancellations Report here.

Update: BAC Metric Enhancements in Journals

We’ve made several updates to improve the display and functionality of the BAC metric in the journal section:

  • BAC values less than 0.015 now display as 0 in the UI, while the actual value continues to be stored on the backend.
  • Graph entries for BAC are now truncated to display up to three decimal places (e.g., 0.076).
  • The graph’s Y-axis dynamically adjusts to range from 0 to the maximum BAC value + 0.01.

These updates ensure a cleaner, more accurate display of BAC data in both the journal and its corresponding graphs.

Update: Permissions and Notifications


This update will ensure that “Parent” permissions, which control access to other related permissions, follow the intended behavior when disabled. If you disable a parent permission, any permissions that depend on it will be automatically deselected and disabled. 

Specific parent permissions that will now follow this intended behavior include:

  • Can View Organization Tab - disabling this permission will also deselect the following: 
    • Can view the organization calendar that includes all org members' schedules
    • Can edit and delete appts on behalf of other members
    • Is notified when a client for any other team member books an appointment or purchases a package
    • Is notified via email and notification bell if an appointment is canceled by a client with any other org member.
    • Can add members to the organization
    • Can edit and remove members in the organization

Update: Referring Provider Client Management


We’ve updated the Clients Referred section within the Referring Provider form to improve performance and usability for large organizations.

  • The "Clients Referred" section now displays a read-only view, eliminating dropdowns that could cause timeouts.
  • You can no longer delete clients associated with a Referring Provider directly from this section. To delete these clients, navigate to the Main Settings area.

This update ensures smoother navigation and better performance for organizations managing large client lists.

Update: Change in Access to Sub-org Appointments for Parent Orgs


We implemented an update that impacts Parent Organizations with Sub-Organization accounts. To streamline workflows, certain actions now need to be performed directly within the sub-org. Specifically, Parent Organization members can no longer edit appointments created by a sub-org unless logged into the sub-organization account.

Parent Org members still have the ability to view appointments created by sub-org members. If you need to change the owner of an appointment in the sub-org, please reach out to Healthie support at hello@gethealthie.com.

We understand this may have required some adjustments to your workflow, but we believe it will improve data management and efficiency across the platform.

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.


Scheduling

  • Released update to allow providers to save filters on the organization calendar.
  • Resolved an issue where archived providers would have any upcoming blocks marked as "Cancelled" instead of being deleted.
  • Fixed issue to ensure clients (or org members booking for clients) booking a group appointment receive attached forms regardless of if the primary provider on the group appointment has access to the client profile.
  • Resolved an issue where providers from a parent organization could edit appointments for sub-organizations, which caused appointment cards to malfunction. Providers from the parent organization can no longer edit sub-org appointments.
  • Resolved formatting issue causing the rescheduling fields to render incorrectly.
  • Fixed an issue to ensure 1:1 appointments that were canceled and later reactivated now appear correctly on the client's profile.

Charting

  • Released update to allow providers to search chat setting history.
  • When a user copies an Autoscored form (e.g. when viewing form template edit page, click Options > Copy), the copied form will now retain the Autoscoring functionality of the form that it was copied from.
  • Fixed issue that prevented saving of the insurance policies field.
  • Resolved issue to ensure parent org forms can be added to programs.
  • Resolved issue to ensure there is a success message when updating to a new payment method.
  • Fixed issue so that Metrics are plotted across a graph.
  • Fixed an issue where medications added through forms appeared as duplicates in the Client's Profile; they now display as entered.
  • Resolved an issue where completed intake forms are requested again when not present in a client's most recent intake flow.
  • Fixed an issue to ensure non-billable ICD codes are hidden in the diagnosis section of the client's profile.
  • Included a new informational confirmation screen when users archive forms.
  • Resolved issue to allow providers to complete the goals on behalf of patients.
  • Chart notes that were unlinked from an appointment will now automatically relink if they match an existing appointment, preventing errors and ensuring smooth note saving.

Billing

  • Resolved an issue to ensure the provider associated with a Superbill shows on Superbill reporting.
  • Resolved an issue to ensure more accurate package history.
  • Fixed an issue where sending a receipt for an outside payment on an invoice incorrectly granted package credits again. Clients will no longer receive duplicate credits.
  • Fixed an issue to ensure invoice templates can be created without errors.

EHR

  • Blood pressure smart field will no longer be pre-populated and will remain blank until updated.
  • Resolved issue to ensure that the "Download PDF" button the top-right of the Lab Results page header is displaying correctly.
  • Resolved an issue to ensure Healthie correctly assign forms to clients when user group is changed from the client list page.
  • Updated sent faxes to sort by date in descending order by default, ensuring the most recent faxes appear at the top.
  • Resolved issue to ensure self-reported medications and drug allergies sync to Dosespot
  • Fixed an issue where users with archived status could log in if certain general settings permissions were updated; archived users can no longer log in.
  • When a client profile is merged into another, org members can now edit, sign, and lock the merged client's forms.
  • Fixed an issue to ensure the first entry in the 'Food Intolerance/Sensitivity' and 'Food Preferences' modules can be successfully deleted without affecting other entries.

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.

  • Fixed an issue where the Entries API query did not honor page_size values over 100 when using the after argument; it now supports up to the documented maximum of 500.

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. 
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