July 2025: Release Notes

Platform Release Notes: July 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.

Refreshed In-Product Integrations Experience (Phase 1)

We’ve completely reimagined the Integrations page in your Healthie account — making it easier than ever to discover, understand, and connect the tools that power your business and care delivery.

This is Phase 1 of our larger initiative to help you extend the capabilities of Healthie, streamline operations, and unify your workflows with Harbor partners and other essential platforms.

✅ What’s New:

• Redesigned UI: A cleaner, more intuitive interface makes browsing and enabling integrations a breeze.
• Better Search & Discovery: Find relevant integrations faster with improved search and categorization.
• Clear Integration Status: Instantly see which integrations are enabled for your account.
• Simplified Descriptions: Get the information you need, with clearer explanations of what each integration does.
• Improved Enablement: Connecting tools is now more seamless, with easier access to setup and support resources.
• New Integrations Added: Including Claim.MD, a streamlined solution for end-to-end insurance billing.

🚀 What’s Coming in Phase 2:

Get ready for deeper functionality — including integration-specific workflows, in-platform setup flows, and even more Harbor partners. This is just the beginning of how Healthie is making it easier to build a connected, scalable practice.

Review the Integrations page today: Settings > Integrations

📍 Filter Appointment Requests by Location

We’ve added the ability to filter appointment requests by location — giving your team more control and clarity when managing incoming client requests.

If your organization operates across multiple locations, support staff and admins can now easily view and work only the requests relevant to their site. This enhancement helps streamline scheduling workflows and ensures no request gets missed.

✅ This update is now live and available to all accounts.

You’ll find location filters within the Clients > Appointment Requests tab.

Learn more about managing appointment requests here.

Your CPT Codes, Smarter. Everywhere You Need Them.

Simplify billing by managing your CPT codes in one place — and automatically use them across claims, superbills, and appointment types.

Starting next week, we’ll begin rolling out a major improvement to how CPT codes are managed and used in Healthie:

✅ What’s New:

• The CPT Codes you add to your Services page will now drive your experience across Healthie. Once added, these codes will appear in:
  • Appointment Types
  • Superbills
  • CMS 1500 Claims
• The legacy CPT Code Favorites experience will be deprecated.
  • Previously, CPT Code Favorites were limited to CMS 1500 claims only. With this change:
  • You’ll no longer see the full CPT code drop-down or your old favorites
  • You’ll only see CPT codes that you’ve added to your Services page

🚀 Updated Experience

Once you've added your CPT Codes and Rates to your Services page, you'll be able to:

• Assign CPT Codes to Appointment Types → auto-populates your rate
• Use them in auto-generated CMS 1500 claims → if auto-claim creation is enabled
• Populate Superbills and Claims faster → no manual search required

Visit your Services Page to add your CPT codes and rates now.

New: Instantly View ERA Details in Healthie (Claim.MD Integration)

We’ve launched in-platform ERA viewing for Claim.MD-connected accounts — giving you fast, seamless access to remittance details right within Healthie.

From the new Claim Details (ERA) page, you can:

• View ERA summaries without logging into external portals
• See a complete breakdown of billed, paid, and adjusted amounts per service line
• Understand the full claim processing history — including CARC and RARC codes — in a single view

No setup required. This functionality will be rolling out to all Claim.MD customers in the upcoming weeks, and will be automatically enabled for Claim.MD-connected accounts.

New: Quick Access to Integrations

Your favorite tools, now just one click away.

Easily connect Healthie with the platforms you already use — to power your business, billing, and care delivery.

✨ With integrations, you can:

• Sync your calendar to avoid scheduling conflicts
• Automate client engagement with CRM & marketing tools
• Streamline insurance billing with your existing software
• Enable E-Rx & e-labs for a seamless clinical workflow
• Connect nutrition tools for planning, tracking & supplements
• Pull activity data from wearables & lifestyle devices

Explore what's possible — now easier to find with our new shortcut icon.

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.

• Gestational Age form field is now supported from the mobile app

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.

• Update to API Folder Permissions We’ve made an important update to how document upload permissions are enforced for API users. Going forward, API users will only be able to upload documents into shared folders if they have the “can modify folders and documents shared within your org” permission enabled.
  • If you notice that uploads are no longer working as expected, we recommend checking this permission setting by navigating to: Organization > Member Permissions > Shared Organization Resources.
  • This update helps ensure more secure and intentional access management across shared folders.
• Improved folder permissions for API users: Organization members without edit access can no longer upload documents via the API into folders shared with them — ensuring stricter permission enforcement and data integrity.
• We’ve added a short delay to the appointment.updated webhook to ensure updated Zoom links are included when an appointment is converted to a recurring series. This prevents stale data from being sent.
• You can now pass an argument to bulkUpdateClients to disable patient.updated webhooks. This is useful for large migrations where webhooks may cause performance issues. By default, webhooks are still sent unless explicitly suppressed.

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.