September 2025 Release notes

Platform Release Notes: September 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.

Charting Refresh [Coming Soon!]

We’ve refreshed the Charting Edit view to make everyday charting clearer, cleaner, and easier to use. This update modernizes the Edit view’s design while keeping workflows the same. Providers will notice a more organized layout, more intuitive controls, and refinements that add up to a smoother charting experience.

What’s Changing

• Refreshed layout — cleaner spacing and alignment, with each form answer in its own row.
• Addendums, organized — add via a clear button; addendums now display in their own section, while the audit trail still records the action.
• Share in Edit — the Share button has moved under the ⋯ (More) menu for consistency. It remains unchanged in View mode.
• Responsive design — improved readability across laptops and mobile browsers.
• Behind the scenes — modernized architecture for more reliable saves and proactive monitoring to catch issues earlier.

Benefits

• Easier to scan notes with clearer separation of form answers and sections.
• Fewer misclicks thanks to more intuitive buttons and controls.
• Better organization for compliance and collaboration with improved addendum handling.
• A stronger foundation for future quality-of-life enhancements to charting.

[Claim.MD] Upcoming Pricing Update — Effective October 1, 2025

Claim.MD is implementing its first pricing adjustment in over 15 years. Updated plan rates and fees will be reflected on your Healthie invoice starting with the October billing cycle.

• No action is required on your part. If you’d like to review your current plan or discuss which option best fits your practice, our team is happy to help. 

You can review Claim.MD’s plans and offerings at any time here: https://www.claim.md/pricing

New: A More Customizable, Streamlined Client Profile

Healthie is introducing major enhancements to the Client Overview, giving your team more control and clarity in how client information is displayed.

1. Customize Your Client Profile

Organization Owners can now decide exactly which components appear — and in what order. This means you can:

• Highlight the information most relevant to your team
• Hide unused sections to reduce clutter
• Ensure every team member sees a consistent, streamlined Client Profile

Organization Owners configure changes once and instantly apply them across your organization. No data is lost — hidden components are simply removed from view.

Learn how to customize your Client Profile here.

2. All Medications in One View

We’ve combined E-Rx prescriptions and self-reported medications into a single Medications component. This unified view makes it easier to:

• See a client’s full medication history at a glance
• Filter and search by medication name, status, or source
• Improve visibility across care teams, not just prescribing providers

Medication entries now include clear source labels (E-prescribed or Self-reported) and status tags (Active, Inactive, Pending, etc.), helping teams quickly interpret a client’s current regimen.

Learn how to add the medication component to your Client Profile.

These updates work hand-in-hand: customize the layout to suit your workflow and give your team a clearer picture of each client’s health data. Together, they reduce clicks, declutter the profile, and make it easier for care teams to stay aligned.

NEW: AR Aging Report [Coming Soon!]

We’ve introduced the AR (Accounts Receivable) Aging Report to give your organization a clearer view of outstanding invoices and overdue balances. This comprehensive report combines insights from Payments and Invoices reports—plus new fields like payment history and aging ranges (0–30, 31–60, 61–90, 90+ days)—to help you:

• Monitor unpaid balances across clients
• Understand how long payments have been overdue
• Identify at-risk or long-overdue accounts for follow-up
• Improve cash flow forecasting and collection strategies

Delivered as a .csv, this report makes it easy to review and take action in your preferred spreadsheet tool.

👉 Read the full help doc to learn more

Changes to Adding Participants in Chat [Coming Soon]

We’re making a small but impactful update to improve visibility and keep Chat conversations clutter-free. The Add participants button will now live in the existing More actions (⋯) menu, alongside Archive and Close. This helps free up space while keeping all actions easy to access.

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.

• Clients are now automatically added and removed from appointments as expected when their user group client list is changed. Previously, clients were not automatically removed from recurring group appointments that had been edited.
• Our PDF generation now efficiently handles larger documents by processing up to 5 notes synchronously before transitioning to asynchronous generation for larger batches. This ensures that users can generate extensive PDFs in a single instance without experiencing timeouts, eliminating the need to create and fax multiple documents.
• Users can now successfully set up calendar sync on both their whitelabel and non-whitelabel accounts, resolving an issue where only one account could connect to an external calendar.
• Healthcare providers can now add information to client profiles with one-click access to "Add" functions across all CAT components, minimizing navigation and clicking and streamlining patient documentation workflows.
• Providers can now easily access and copy full Zoom meeting details, including dial-in numbers, directly from the appointment details page. Previously, only the Zoom meeting URL could be copied. Now, a new "(joining instructions)" hyperlink provides a side sheet with comprehensive meeting information, such as your link, client link, one-tap mobile, dial-by-location, meeting ID, and passcode.
• Now, when filtering the Organization Calendar by provider, group appointments where that provider is listed as an "Organization Member" are included in the filter results. Previously, these appointments were not displayed.
• Users with disabled "Can modify folders and documents shared within your organization" permission will no longer be able to upload documents into shared folders. This prevents unauthorized users from adding documents to folders, ensuring greater control over shared content.
• AddendumContainer component has been redesigned to be a collapsible section. Behavior change: Users now click "Add Addendum" to reveal the textarea for content. Existing addendums display above the button and text area. The "Save Addendum" button includes a loading state and new addendums populate instantly upon saving. Users can add addendums from both Edit and View states of the note.
• The Quick Profile no longer automatically opens after creating a new chart note from a client's charting notes page, which will revert to automatically opening for a consistent experience.
• For existing users invited to multiple organizations, email notifications now provide clearer, personalized details about each organization they've been added to, making account setup easier. This updates the welcome email subject line and body copy to reflect multiple organization invitations, including a bulleted list of organizations.

• [Mailer] Fixed provider email delivery when patient emails are disabled

  For non–white label customers, disabling patient emails previously blocked provider emails as well. This has been corrected—provider emails now send as expected, even if patient emails are turned off.

• Receipts for Late Cancellations & No-Shows

  Client payment receipts will now clearly display the reason for charges related to late cancellations or no-shows (e.g., “Fee for Late Cancellation on [Date]”). This enhancement improves transparency for clients and reduces confusion or disputes for providers.

• To maintain data integrity and prevent duplicate forms, new organization-specific custom module groups will be created, with some automatically marked as deleted to ensure users only see relevant ADIME and Free Text forms. This change helps streamline form management and reduces potential confusion from multiple similar forms.

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.

• [Google Calendar] Improved calendar sync reliability

  Updating webhook subscriptions now runs in the background, rather than during the Google authentication flow. This prevents timeouts when syncing a large number of external calendars, ensuring smoother and more reliable connections.

• [Documentation] Clarified API usage for availableSlotsForRange

  Updated documentation to better explain when to use availableSlotsForRange  vs. daysAvailableForRange  . Guidance now clarifies that availableSlotsForRange  should be used for shorter ranges, while daysAvailableForRange  is recommended for periods over one day—reducing common mis-use and support questions.

• [API] Clearer error messaging for invalid provider IDs

  When calling the createAppointment  mutation with an invalid other_party_id  , the API now returns a specific “provider not found” error. This replaces the previous generic internal server error, making it easier for developers to debug queries without contacting support.

• [Settings] Support users can now update provider timezones

  Support users are now able to edit a provider’s timezone directly in the Healthie UI, eliminating the need for engineering updates via API.

• [Documentation] Clarified date_to_show   in RequestedFormCompletion

  Updated API documentation to better define the date_to_show  parameter in RequestedFormCompletion  , helping developers understand its value and reducing support questions.

• [API] Webhook updates for appointment participant changes

  Webhooks are now triggered when a patient is added to or removed from an appointment, ensuring external systems stay up to date with participant changes.

• [Documentation] Clarified IDs in Availability Type

  Updated documentation to explain the differences between id  and repeating_availability_id  in Availability objects. Guidance now clarifies when to use one_time  vs. is_repeating  , helping developers avoid confusion when querying availabilities.

• [API] Improved error handling for sentFax   mutation

  The createSentFax  mutation now correctly parses both string and integer document_id  values. Previously, passing a string caused an internal server error—this now returns as expected without disrupting API calls.

• [API] New Zoom webhook for participant leave events

  Added a zoom::meeting.participant_left  webhook, complementing the existing join event. The payload now includes Zoom’s event_ts  timestamp for both join and leave events, giving customers better visibility into participant activity.

• [API] Improved failed webhook notifications

  Failed webhook notifications now include the environment and org ID, making it easier to identify and troubleshoot issues without contacting support. Additional logging improvements also capture the webhook ID for faster lookups.

• [API] UPCOMING RELEASE — Safeguard when archiving users with API keys

  Archiving a user already revokes their API keys. With this upcoming update, the API will raise an error if the user being archived has active keys. To proceed intentionally, add the new parameter bypass_api_key_warning: true  to your API call. Please update your workflows before enforcement begins on October 31, 2025 to avoid disruptions.

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.