October 2025: Release Notes

Platform Release Notes: October 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.

Auto-Billing for Copays, Deductibles, and Coinsurance [Coming Soon]

Let Healthie handle patient responsibility — automatically.

You can now configure Healthie to automatically charge or invoice clients for patient responsibility amounts (copays, deductibles, and coinsurance) tied to insurance-based appointments.

How it works:

• Set the Patient Responsibility Billing Method in a client’s insurance policy (copay, deductible, or % coinsurance).
• Enable Auto-Charge or Auto-Invoice in the appointment.
• Once the appointment is marked Occurred, Healthie will trigger the charge or generate an invoice.

This update reduces manual follow-up, improves cash flow predictability, and enhances the patient billing experience.

👉 Learn how to configure auto-charging in your account

Seamless Note Creation + Appointment Updates

We’ve enhanced appointment workflows so that providers can now create notes and save appointment details in one seamless step — no need to return to the calendar.

Key improvements:

• Update appointment status, duration, or price directly within appointment details
• Click Create Note and your changes save automatically
• Navigate straight into the client’s record to complete documentation

This enhancement streamlines charting by reducing duplicate steps and clicks, helping providers stay focused on care instead of navigation.

A Clearer Way to See Every Session: Appointment Details [Coming Soon]

We’re rolling out a new Appointment Details Page that brings everything about a session into one, read-only view — eliminating the need to toggle between workflows.

From Workflows > Appointments > View Details, you’ll soon find:

• Session info: appointment type, client, provider, date/time, and contact method
• Billing details: self-pay vs insurance, CPT codes, CMS-1500 claims, invoices
• Documentation: chart notes linked directly to the appointment

This update gives providers more clarity while creating a structured foundation for billing and reporting.

👉 Learn more in the help doc

Under the Hood: Encounters & Episodes of Care

To support longitudinal, patient-centered care, we’ve also introduced two new backend concepts:

• Encounters (live today):

  Every time an appointment is marked as occurred, Healthie now automatically generates an Encounter object in the backend. This ensures every billable interaction is consistently captured and reportable.

• Episodes of Care (via API):

  Through the API, you’ll soon be able to bundle multiple encounters into an Episode of Care — adding a title, start date, and end date to represent a structured patient journey (e.g., a 3-month PT program or 6-month chronic care plan).

Why It Matters

• UI: Providers get a clear, consolidated view of every appointment.
• API/Backend: Organizations and developers gain a framework for interoperability, value-based care models, and longitudinal reporting.
• Future-proofing: These are the first steps toward supporting asynchronous care and more advanced care workflows.

👉 Learn more in the help doc

🌱 Care Plans Just Got More Flexible

You can now add custom recommendation types to Care Plans — like Therapy, Breathwork, or Mindfulness — to reflect your unique care model. This enhancement gives care teams the flexibility to personalize treatment plans, improve client engagement, and scale programs with structure that truly fits their approach.

From the new Care Plans Settings tab, you can:

• Add, edit, or archive custom recommendation types
• Use them seamlessly in templates and client-facing views

Tailor care delivery to your team’s language and treatment style, all within Healthie.

👉 Learn more in the help doc

Recurring Charge Reminder Emails

Clients on recurring packages will now have the option to receive an automated email 24 hours before their next scheduled payment, including package name, billing frequency, and charge date.

This helps clients stay informed, avoid surprise charges, and update payment details if needed — while reducing failed payments and billing support for providers.

Clients can enable this email in their Settings > Notifications > Recurring charge reminder.

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.

• New users will now see a default free text form, and organizations will only receive a global free text form if one doesn't already exist for them. Providers will have their own Free Text form in their forms list.
• We’ve improved how custom module forms are managed across organizations by moving ADIME and Free Text forms from a shared, global setup to organization-specific versions. This update ensures your forms are consistent, reliable, and easier to maintain, while preserving existing data and preventing duplication. By giving each org its own version, you gain greater stability and flexibility in customizing forms for your workflows—without the risk of conflicts from global changes.

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.

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.