Healthie Workflows Feature

Healthie Workflows feature enables providers, billers, and administrators to streamline the operational tasks that follow a client appointment—charting, billing, and claims submission—by centralizing them into a single, actionable dashboard. Rather than navigating between multiple clients and appointments, Workflows brings critical documentation and follow-up steps into one view, so your team can stay organized, work efficiently, and ensure no task is left incomplete.

Accessible from the main navigation, the Workflows page includes purpose-built tabs for tracking:

• Appointments that may require charting or billing documentation
• Chart Notes that need to be signed, locked, or reviewed

Whether you’re a solo provider or part of a large enterprise team, Healthie Workflows helps reduce manual oversight, accelerate revenue collection, and improve the quality of client care.

Appointments Tab in Workflows [Coming Soon]

To help providers and administrators efficiently track Appointments across clients and team members, Healthie has introduced a new Appointments tab within the Workflows section. This functionality makes it easy to identify which appointments need action—such as creating a charting note, invoicing, or submitting a CMS 1500. 

View a filterable list of appointments across your organization, making it easier to:

• Quickly identify appointments that are missing required documentation
• Filter by provider, client, date range, or documentation type (e.g., chart note, CMS-1500, invoice)
• Take direct action—such as creating or reviewing associated documentation—all from one centralized location
• Navigate easily to related chart notes, invoices, or claims with built-in hyperlinks
• Monitor appointments to ensure timely follow-up, complete billing workflows, and reduce lost revenue

To access, navigate to the Workflows section in your Healthie account > Appointments tab.

Each item in the Appointments tab includes the following: 

• Client Name (Preferred Name, Last Name) – from here you can click through to the client’s profile if needed
• Appointment Details (Date, Time, Provider) 
• Chart note status 
• Invoice status 
• CMS 1500 status

You can filter appointments by: 

• Start date 
• End date
• Provider(s) 
• Chart note status (Created, Signed, Locked, Signed & Locked) 
• Invoice status (Not yet paid, Paid, Partial) 
• CMS 1500 status (Scheduled, Not sent, Sent, Partially paid, Batched, Closed, Fully paid, Client deductible applies) 

As part of your workflows, several actions can be taken on behalf of an appointment, right within the Workflows page, including: 

• Create a chart note 
• Create an invoice
• Create a CMS 1500 claim

Chart Notes Tab in Workflows [Coming Soon]

To help providers and administrators efficiently track documentation across clients and team members, Healthie has introduced a new Chart Notes tab within the Workflows section. This functionality makes it easy to identify which notes need action—such as signing or locking—streamlining your charting and billing workflows.

View a filterable list of chart notes across your organization, making it easier to:

• Ensure notes are completed and signed before billing
• Confirm locked notes are ready for CMS-1500 or invoice generation
• Quickly locate a specific client’s charting history

To access, navigate to the Workflows section in your Healthie account > Chart Notes tab

Each row in the Chart Notes list displays the following details:

• Client Name (Preferred Name, Last Name) – from here you can click through to the client’s profile if needed
• Provider who created the note
• Date of Service
• Link to Chart Note
• Chart Note Status (Created, Signed, Co-signed, Locked, Signed and Locked, Co-signed and Locked)  

Charting note can be filtered by:

• Start date 
• End date 
• Provider
• Chart note status