May 2025: Release Notes

Platform Release Notes: May 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.

Faster Entry for Custom Medications

We’ve streamlined the workflow for adding custom medications. Now, if a medication isn’t found in our database, you can enter it directly—no need to retype or use the “Add Custom Medication” option. This update reduces repetitive typing and makes it quicker to document medications that aren’t in the system.

Improved Visibility in the Personal Information Tab for Sub-Orgs

We’ve made updates to the Personal Information tab to improve clarity when managing clients across sub-organizations.

What’s new:

• Selected values now always display, even if the assigned Provider, Care Team Member, Group, or Referring Provider belongs to a different organization than the current user.
• The Provider field continues to show options from the user’s org, making it easy to reassign clients across orgs.
• Fields like Care Team Members, Groups, and Referring Provider now show options based on the client’s org, ensuring the correct information is always visible.

More Granular Permissions for Group Form Sending

We’ve updated permissions to give teams more control over who receives group form requests.

Now, if a team member has the permission “Can do group-level actions” enabled but not “Can search across all clients in the organization,” any forms they send to a group will only be delivered to clients they are directly assigned to—either as a provider or care team member.

Previously, forms sent to a group would go to all clients in the group, regardless of provider assignment.

This change ensures tighter data access and improved client privacy.

More on member permissions here.

Notification Bell Behavior Update: Clearer Seen vs. Read Distinction

We’ve updated how notifications behave within the bell icon for a more intuitive experience. 

What’s changed:

• Clicking the notification bell now marks all notifications as seen, which clears the red badge counter—but does not change the background color of notifications.

  Notifications will only be marked as read (background changes from blue to white) when:

  • You click on an individual notification
  • You click the new “Mark All as Read” button (renamed from “Mark All as Seen”)
• For multiple notifications related to the same source (e.g. a single chat), clicking one will mark all related notifications as read.
• The “Mark All as Read” option will only appear when there are unread notifications.

Reminder on terminology:

• Seen = Notification tab opened (no background change, clears red badge)
• Read = Notification clicked or explicitly marked as read (background changes from blue to white)

This update ensures clearer distinction between seen vs. read notifications and creates a more intuitive experience for users.

Clients Can Self-Cancel Recurring Packages

In alignment with the FTC’s new “Click-to-Cancel” requirement, Healthie is enhancing recurring package functionality to help providers stay compliant with evolving consumer protection standards.

Effective May 12, 2025, clients will be able to cancel future automatic payments for recurring packages directly from their client portal.

Clients can now:

• Stop future automatic payments for recurring packages at any time via their portal (on web, not from the mobile app).
• Receive confirmation via email and in-app notification

Additionally:

• Organization owners will receive a notification when a client stops recurring payments

Here are some best practices to ensure your business continues to run smoothly with this change:

• Review and update your financial policies – Be clear on your package purchase terms (ie. minimum notice, refund policy) and include them in:
  • Your recurring package descriptions
  • Your intake paperwork or signed agreements
• Review your client packages – Review how you’ve structured your package and the renewing items (if included). You’ll find an overview of the packages feature here. 
• Communicate clearly with clients – Set expectations on what happens when a subscription ends (ie. loss of access, final session use, billing end date).
• Quickly address cancellations – Since account owners will receive a notification when a client stops future automatic payments, you can quickly follow up, offer alternatives, or gather feedback.

Improved Access to Signed Chart Notes Across Parent & Sub-Organizations

We’ve resolved an issue that previously prevented sub-organization providers from viewing signed chart notes created by parent organization members. Now, if a provider in the parent org signs a note for a client in a sub-org, sub-org members will be able to view that note—provided they have access to the client’s profile.

Please note: Sub-org members will not be able to remove signatures from notes signed by parent org providers. If edits are needed, we recommend reaching out to the signing provider to request changes or to remove their signature to restore the note to an editable state. 

New: Balance Due Column in Invoices Tab

You can now quickly see what’s still owed on an invoice with our new Balance Due column. This column factors in the total billed amount, any payments received, and write-offs—giving you a clear view of the remaining balance at a glance.

New Billing Tab: Keep Track of Client Disputed Charges

It’s now easier to stay on top of client-initiated charge-backs with the newly launched Disputes tab in your Billing dashboard. This update gives you more visibility when a client initiates a charge-back (a dispute of services or charges).

Here’s what you’ll see:

• A centralized view of all charge-backs associated with your account
• Status updates and next steps clearly outlined
• Notifications to alert you when action is required

Since Healthie integrates with Stripe on the back end, you won’t submit your evidence directly through Stripe—but we guide you through what’s needed and handle the submission on your behalf. By acting quickly when a dispute is opened, you can help ensure valid charges are protected and funds are retained.

Learn more about charge-backs here.

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 them for those affected. If any of these issues persist, please let us know by contacting us at hello@gethealthie.com.

Billing

• Failed payments will no longer generate receipts, preventing confusion and ensuring only completed transactions are documented.
• We've resolved an issue that could result in duplicate charges when a client's recurring payment date was updated. With this fix, clients will now be charged and invoiced accurately—on the same adjusted date—ensuring a smooth and consistent billing experience.

Charting

• You can now easily view nutrition details directly in the journal entry summary—making it simpler to track key information at a glance.
• We’ve resolved an issue where invalid dates in the Medication field caused chart notes to become inaccessible. Now, if an invalid date is entered, the field will simply appear blank—ensuring you can always view and edit chart notes without disruption.
• Healthie now displays a clear message when you try to share a Program that was originally shared with you: “Cannot reshare a course that was shared with you.” This update helps clarify why the action isn’t permitted and ensures Programs can only be shared by their original creators.
• Users are now redirected to the client charting note page from the client search bar even if they are on already on a different chart note page.

• To make it easier to differentiate between similar email addresses, we’ve added hover-to-view functionality when merging client accounts. Now, if an email address is too long and gets truncated, providers can simply hover over it to see the full address—helping prevent errors and ensuring the correct contact is selected.

  
  

Scheduling

• Appointments that were changed from Cancelled to Late Cancellation now appear correctly in the Appointment Report. The report will reflect each appointment’s current status, ensuring more accurate tracking.
• Dates across the platform now consistently reflect your account’s set timezone, rather than the timezone of the user’s device—ensuring greater accuracy and consistency.

Other

• We’ve fixed an issue where Weekly Goal reminder push notifications were incorrectly appearing as emails in the client’s notification history. Now, these reminders will correctly display as push notifications, ensuring consistency between the type of notification sent and what’s shown in the client’s history. This change improves clarity and aligns notification records with actual delivery methods.

API 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.

• Add webhook subscription ID to Appointments table
• Added a webhook for when a NotificationsContact is created or updated
• Added a webhook to MergeClients mutation
• Added appointment webhooks when a patient is archived for cancel_future_appts_for_archived_client

Past & 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.