February 2025: Release Notes

Platform Release Notes: February 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.

Update to Automatic Charge Settings in Client Financials

We've updated how the "Automatically charge the client’s payment method" checkbox appears in the Financials section of a client’s profile. Previously, this checkbox was always visible, even if automatic charging was turned off at the global settings level. Now, it will only appear if “Automatically charge for appointments” is enabled in global settings.

To manage this setting, go to Settings > Appointments > Payments & Credits to toggle “Automatically charge for appointments” on or off.

This update ensures a clearer and more consistent experience when managing client payments.

Update to Provider Inactivation Settings: Clients Can Only Be Reassigned Within Sub-Organization

Healthie makes it easy for you to update the status of active providers in the case of a personnel change or a member of your team leaving by allowing you to mark a standard or support account as "Inactive". To complete this, you must reassign the Inactive provider's clients to a new provider. We've released an update that ensures users can only reassign an inactive provider's clients to other providers within their sub-organization, helping maintain continuity of care.

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.

Learn more about how to use smart phrase hotkeys here.