April 2025: Release Notes

Platform Release Notes: April 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.

Delete Locations & Linked Availability Update

We're excited to announce the launch of our latest update. Now, when you delete locations from your Organization Calendar, any linked availability will be removed automatically. This change helps keep your Locations list current by ensuring outdated time slots are eliminated.

Please note that while availability will be removed, existing appointments remain unaffected. Be sure to review your upcoming availability before deleting a location to reassign any scheduled time slots if needed.

View Rejection Reasons Directly Within Healthie Claims

Managing rejected claims just got easier. Healthie now displays detailed claim rejection and denial reasons for customers using our Claim.MD integration, helping you take faster, informed action.

• Real-time claim status updates — See clear statuses like “Rejected by Clearinghouse” or “Denied by Insurance” right within your CMS 1500 claim view.
• Understand why a claim was rejected — Click into any rejected claim to view remark codes and payer messages (e.g., OA 109 - “not covered by payer”), giving you full visibility into what needs to be corrected.
• Quickly make corrections and resubmit — With greater clarity on rejection reasons, you can correct and resubmit claims faster, minimizing delays in reimbursement.

This update supports a smoother revenue cycle and reduces the guesswork in billing. Learn more about our ClaimMD integration here.

Updates to the Provider Self-Signup Workflow for E-Rx

Healthie offers a E-Rx integration with Dosespot which enables clinical providers to prescribe medications electronically on behalf of their clients. For accounts that are setup with the integration, your providers can more easily set themselves up with E-Rx.

Within a client profile the provider will see the option to Connect E-Rx if the following criteria are met:

• The organization has been set up with DoseSpot self sign-up by the Healthie team
• The current user has DoseSpot Self Sign up permission enabled for their user (by an admin within their account)
• The user does not have an active DoseSpot login

Providers will be prompted to complete the required information to configure their E-Rx profile, and for validation purposes by Dosespot.

If you have questions about the self-signup experience for your providers, or want to enable E-Rx for your account, please reach out to hello@gethealthie.com

Archived Clients Won’t Receive “New Forms to Complete” Emails

We’ve updated our email logic to prevent archived clients from receiving “New Forms to Complete” emails if their client group is changed and a new intake flow is assigned.

Previously, archived clients could receive form reminder emails if their group was updated post-archiving. This no longer happens for the "New Forms to Complete" email.

This update only applies to this specific email type. Archived clients may still receive other types of notifications from Healthie at this time.

Updated: A Cleaner, More Intuitive Calendar Experience

We’ve refreshed the look and feel of your calendar to make it easier to navigate and use every day. While the core functionality remains the same, you'll notice the following visual changes:

• You’ll notice a new, modern header across both Organization and Provider calendars, along with simplified Week, Month, and Day views.
• Filtering is now more intuitive with a redesigned multiselect experience and consistent buttons throughout.
• We’ve also improved tooltip readability—making it quicker to get the information you need at a glance when you hover over an appointment on the calendar.

Enhanced Branding for Full White-Label Accounts

Full web white-label customers can now take their branding even further with Enhanced Branding. In addition to setting primary and secondary brand colors, you can now customize 12 additional color values—covering buttons, hover states, input fields, and more. This update enables full control over the look and feel of your Healthie experience, including the ability to update the signature “Blue Button” seen across the platform.

Read more and view branding examples here – or you can watch our quick tutorial video!

Charting: Quickly Navigate to Errors with New "Jump to Issue" Button

We've enhanced the charting experience to help providers move more efficiently through their notes. A new "Jump to Issue" button now appears in a sticky notification banner when validation issues—like required fields left blank—are detected. This update makes it faster to identify and resolve charting errors without manually scanning the entire note.

Applied Filters Now Persist on Charting Notes Page

Previously, when an organization member applied filters on the client's Charting Notes page, those filters would not persist when closing a note tab from the Edit view (ie. by locking the note or clicking the X button).

With this update, filters applied on the Charting Notes page will now persist when the provider returns to the View page after editing a chart note (ie. after signing, locking, or clicking Save & Close) — for more streamlined charting workflows.

Charting Notes filters include:

• Note Type (Charting, Intake, or Program)
• Charting Statuses (Signed, Unsigned, Locked, Unlocked)

Configure Contracted Payer Rates by CPT Code

Set payer-specific pricing (Allowed Amount) for each CPT code based on your contracted fee schedules — so you can better track what insurance will pay. Take a quick tour of this new insurance billing setting & functionality below, and read more here.

Improved Logic for Assigning Intake Flows

We’ve updated how Intake Flows are assigned when clients are moved between providers or groups, ensuring they receive the correct onboarding experience. When a client is assigned to a new provider or client group with a different default Intake Flow, they’ll now automatically receive that Intake Flow—even if they’ve already completed a different one.

 Examples of updated behavior:

• If a client completes Intake Flow A and is then assigned to Provider B (whose default is Intake Flow B), the client will now receive Intake Flow B.
• If a client completes Intake Flow A and is then assigned to a Client Group with Intake Flow B, they will now (correctly) receive Intake Flow B as well.

This fixes previous inconsistencies where clients did not receive updated intake forms after being reassigned.

Required Conditional Fields No Longer Block Submissions When Re-Hidden

We’ve addressed an issue affecting both charting notes and forms, where users were unable to submit if a required field—revealed by conditional logic and then re-hidden—was still holding a value. Now, when a required conditional field is re-hidden, its value is automatically cleared (set to nil). 

This allows users to:

• Save, Sign, Sign & Lock, or Lock a charting note
• Submit a form even if a required field was temporarily exposed and then hidden again.

Previously, the hidden field’s value was retained, which caused submission to fail.

Add Addendums to Signed (But Unlocked) Notes

You can now add an addendum to any chart note that has been signed, regardless of whether it’s locked. This enhancement gives providers the flexibility to append important updates, clarifications, or corrections—without needing to remove a signature or modify the original signed content. The original note remains unchanged, and all addendums are tracked in the note’s history for full transparency.

Coming Soon: Workflows Feature!

We’re launching a new section in Healthie called Workflows—built to give providers and administrators a clearer, more actionable way to manage the clinical and billing follow-up process.

Rather than switching between Calendar, Charting, and Billing tabs, you’ll now have a centralized place to view appointment activity, monitor documentation status, and complete follow-up—all in one streamlined interface.

From missing chart notes to unsubmitted claims, Workflows helps you stay organized, reduce delays, and ensure nothing gets overlooked.

This feature is currently live with select customers for early testing — in the interim you'll notice the new Workflows tab added to your navigation. To be notified when this feature is available for all Healthie customers, please subscribe here:

• Appointments Tab in Workflows
• Charting Tab in Workflows

Coming Soon: Client Invite Links will Expire

Client invite links will soon expire after 4 Days to enhance security.

• Users will notice a message in the client invite flow that says: “Expires in 4 days.” While this text is now visible, the expiration logic behind it hasn’t been turned on yet—so links will continue to work as usual for now.

• We’ll notify you once the expiration behavior is fully live. When it rolls out, invite links will automatically expire after 4 days to help your team manage access and keep your account secure.

  

Additional Updates

• Improvements to adding & editing a URL when using an iFrame module within forms.
• Improvements to ERA handling within Healthie, including the frequency of data syncing and look-back window timeframe.
• Improvements to payer mapping for Claim.MD integration users.
• Added mapping for Facility Atypical ID (Box 32b) and ensured taxonomy codes are successfully transmitted with claims, including support for ClaimMD integration.
• In Video Call Settings, the external URLs list will now display only active providers, making the list more relevant and easier to navigate. Inactive providers have been removed.
• Clients with the "View and complete programs" setting disabled will no longer receive program-related notification emails. This ensures that communication aligns with each client’s access settings.
• The default PTSD Checklist for DSM-5 (PCL-5) form now uses the correct 0–4 scoring scale, in alignment with official guidelines. This change applies to the PTSD form being added into new provider Forms Library only, and does not impact existing forms or past responses.
• We've resolved an issue where previewing an individual chart note (via the Share Note > Preview flow) would incorrectly display all of a client's notes. With this update, the preview will now correctly show only the specific note selected for sharing. This change improves clarity and ensures that shared content reflects the intended chart note only.

API Updates

• API customers can now update send_appointment_update_email on Appointment Type specific Appointment Settings
• Documents made from chart notes are now associated with said chart notes - this info can be pulled from the API via form_answer_groups  https://docs.gethealthie.com/reference/2024-06-01/objects/document
• Family history conditions webhooks now includes patient id
• Added hide_calendar_tab to update / create OrganizationMembership mutations
• Added hide_calendar_tab to permission template
• Added webhooks for AcceptedInsurancePlan
• we add a boolean argument to two mutations createAppointment and updateAppointment ;
  • Now enforce_availability to run an is_at_free_slot prior to creating appointment (in createAppointment ) or moving appt (in updateAppointment ).
  • Boolean argument should default to false.
  • You can see usage of is_at_free_slot in appointment.rb and checkout_completer.rb
• API customers can now query for corresponding appointment_setting on an appointment_location via the API
• Added webhooks for stripe_customer_detail