June 2025: Release Notes

Platform Release Notes: June 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.

Reports is Now Visualize

You’ll notice that the Reports tab in your sidebar navigation is now called Visualize. This update reflects a refreshed layout that makes it easier to explore your data and identify meaningful trends.

The first changes are live on the Appointments dashboard, where you’ll see:

• A cleaner layout that improves readability
• Easier filtering to explore your data
• A more visual experience to help you spot patterns

All of your existing reports, filters, and workflows remain the same — now with a smoother, more intuitive design. Learn more about this update here.

This lays the foundation for Visualize+, our upcoming no-code tool for building custom dashboards across your business.

Improved Design in Client Actions Tab Sections

We've improved the design of the Allergies and Diagnoses sections on the Client Actions Tab to help you quickly scan and review critical client health information. There is no functionality change as part of this update.

What's New

Status Indicators: Both sections now use status chips to clearly display active vs. inactive items, making it easier to identify relevant information at a glance.

Responsive Layout: Improved design adapts when you adjust your browser window size for optimal viewing.

Allergies and Sensitivities Section:

• Allergy severity and reaction details are now combined in one column, reducing the time needed to assess allergy risks.

Diagnoses Section:

• Primary diagnoses now display with a special icon, helping you quickly focus on the most important health conditions.

These design improvements help you access critical health information more efficiently during care delivery.

Refreshed Sub-Org Creation Form (Design Update Only)

We’ve given the Create Sub-Organization form a visual refresh! While functionality remains the same, you’ll notice a cleaner, more consistent design that improves usability. Longer tool tips have been replaced with streamlined text and helpful links to documentation—making the form easier to scan and complete. Learn more about sub-organizations.

Updated Appointment Details Experience (In Progress)

We’re rolling out an updated Appointment Details experience that’s cleaner, more intuitive, and built for what’s next. While the interface will feel familiar, you’ll notice a more organized layout—and a rename from Session Details to Appointment Details.

What’s Improved:

• Faster Navigation: Improved load time and responsiveness
• Streamlined Layout: Key info is easier to review and edit
• Future-Ready: Built on modern code for performance, scalability, and upcoming enhancements

What’s Changed:

• “Session Details” has been renamed to “Appointment Details”
• Applies to individual appointments, group sessions, and calendar blocks
• No major UI overhaul—the familiar feel is intentional to reduce friction
• Fully refactored codebase for improved performance and long-term maintainability

New Stripe Fee for Countering Disputes

Stripe will now charge a $15.00 fee when you counter disputes, initiated 6/17/2025. If you win, this fee will be returned. The existing $15.00 dispute fee, charged each time you receive a dispute, is not changing. Per Stripe documentation, this newly introduced fee is due to increased fees from card networks for handling disputes. You can read more here.

Additionally, you can learn more about how to view and track any disputes directly within Healthie.

Updated label from “Note Type” to “Chart note template”

To reduce confusion, the Create Charting Note modal now uses clearer language— “Note Type” has been updated to “Chart note template” to better reflect what template providers are selecting.

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.

Scheduling:

• We've resolved an issue where location and room info weren't properly cleared when switching an appointment or availability from in-person to virtual. Now, virtual appointments and video call availability blocks will no longer retain or display outdated in-person location details. No changes to workflows or settings—just a more accurate experience.
• Fixed an issue to ensure that client groups remain correctly assigned when saving updates to a group appointment.

EHR:

• Update to Video Call Options for Group Appointments — we’ve refined the video call setup experience for group appointments! Now, only the video call methods configured for your account—Zoom and/or External URL—will display. This helps ensure the correct option is selected and avoids confusion from seeing unavailable choices.
• We’ve fixed an issue in the Form Builder where long question labels hid the delete button—labels are now truncated so the button stays visible.
• We've resolved issue where 'intake flow complete' emails were not sent when only one form was attached; emails now send regardless of the number of forms.
• Improved Photo ID Form Behavior in Intake — we've updated the Photo ID form to better guide clients through the intake process. If a photo ID is required, the option to indicate "I don't have a photo ID" will no longer appear, and clients must upload a valid ID to move forward. If a photo ID is not required, clients can now proceed without uploading one. This ensures a smoother and more accurate intake experience.
• Removed the Insert/Edit Media option from the Open Answer (long) field in Form Builder—use the dedicated Video field to add videos to your form.
• Field order changes in templates no longer affect existing client forms. Updating field positions in a form template will no longer reorder fields on existing client forms or chart notes. This ensures form layouts remain consistent, even if the template is edited later.
• We’ve improved how PDF documents are processed when sending faxes—no more manual flattening required! PDFs are now automatically converted behind the scenes for smoother, error-free faxing.
• Updated fax delivery timing so received faxes now arrive every 15 minutes instead of only on the hour.
• We’ve refreshed the “Add Organization Member” modal to match Healthie’s latest design standards. No functionality changes—just a cleaner look, more consistent layout, and a shortened tooltip.

Engagement:

• To improve security, iFrame HTML is now restricted in chat messages (e.g. via API and via the UI), unless they are from specific whitelisted websites (YouTube, Vimeo, and Loom).
• Improved chat behavior so new conversations now appear instantly in the sidebar and are auto-selected without needing a refresh.
• Updated Smart Phrase behavior to ensure selected phrases are inserted without adding an extra paragraph break, whether clicked or selected with "Enter."
• To reduce confusion, the Create Charting Note modal now uses clearer language— “Note Type” has been updated to “Chart note template” to better reflect what template providers are selecting

Billing:

• We’ve updated CMS1500 behavior to ensure that CPT codes don’t prefill on a client’s first form unless explicitly added. This helps prevent unintended codes from being submitted on claims.

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.

• Additional webhooks for Zoom — send a webhook with a Zoom recording starts or stops.
• API Support for Multiple Clinic Locations in e-Rx Order - Organizations interacting with Healthie exclusively through the API may require that prescriptions be routed through a specific clinic location — especially when proximity to a pharmacy is a key factor. This feature is available upon request for Enterprise customers only. It was developed as a custom enhancement for a specific partner and is not part of our general platform offering.

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.