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.

New: AI Scribe — Chart Notes Powered by AI 🎉

AI Scribe by Healthie transforms your telehealth conversations into structured, editable chart notes, which are automatically drafted within Healthie. This built-in AI documentation tool helps providers save time, reduce burnout, and maintain compliance, all without leaving Healthie.

• Automatic charting: Generate notes instantly using your preferred template — whether industry-standard or custom.
• Instant review: Receive draft notes within seconds and maintain full control over edits and approvals.
• Secure by design: Built on Healthie’s HIPAA, HITRUST, and ONC-certified infrastructure.
• Seamless integration: Works with Zoom and Healthie Calendar for 1:1 telehealth sessions.
• Tailored for care: Designed to meet the unique documentation needs of behavioral health, nutrition, and primary care providers.

AI Scribe helps you spend less time on paperwork, and more time delivering care. AI Scribe is available on the Plus Plan and above, starting at $35/month for 40 hours of scribing time.

Get started:

1. Go to Integrations → AI Scribe → Connect
2. Complete the AI Scribe Request form

Auto-Billing for Copays, Deductibles, and Coinsurance

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

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.

Organization Calendar Enhancements

We’ve modernized the Organization Calendar to make scheduling smoother, faster, and more intuitive for administrators and providers.

Key updates:

• Type-ahead search in the top bar quickly opens any provider’s calendar
• The calendar’s date range is now more prominent for clearer context
• Provider names in Day view are clickable to open provider view
• Location and room details are cleaner and easier to scan
• Calendar and Availability controls have moved from the left panel to the right
• A thin red line now indicates the current time directly on the calendar
• A new zoom setting displays the calendar with 20-minute increments.

Coming soon:

• Wider calendar display and relocated saved filters in the top bar

These updates reduce clicks, improve visibility, and make daily scheduling workflows more efficient for teams.

Enhancements to Appointment Request Status Tracking

Appointment Requests now include status tracking to make it easier to manage incoming requests from start to finish.

How it works:

When a client doesn’t find a suitable time while self-scheduling, they can submit an Appointment Request for an alternative. Staff can schedule directly from the request and now choose whether to close it or leave it open after scheduling.

Key updates:

• Appointment Requests remain open until manually closed (scheduling no longer auto-closes)
• Selecting a proposed time pre-fills the scheduler for faster entry
• The Appointment Requests list now includes client phone numbers and expandable request details
• Requests can be filtered by open or closed status
• All requests are retained for future analysis

Coming soon:

• Appointment Requests Dashboard with metrics such as time from client join to first appointment and time to request closure

Insurance: Easier Navigation and Organization

Insurance workflows now have a dedicated home in your main navigation — making it easier to manage claims and related tools.

Key updates:

• CMS-1500s will be moved from Billing to the new Insurance section.
• Filters have been updated to match Healthie’s design system.
• A provider filter is now available for CMS-1500s.

Coming soon:

• Insurance Payments tab for tracking payments and future insurance management tools

These updates simplify navigation and prepare the platform for expanded insurance capabilities.

Tasks Redesign & Ability to Assign Tasks to Multiple Providers

We’ve redesigned Tasks to make team collaboration, organization, and accountability easier than ever.

Key updates:

• Assign multiple team members to a single task for shared accountability
• Edit, delete, and complete tasks inline wherever they appear (My Tasks, Client Overview, Quick Profile, etc.)
• The My Tasks badge now matches your true task count
• New card layout on the Tasks page with quick sort and advanced filters (status, assignee, creator, client, due date)
• Completed tasks can be archived and viewed later with “Show Archived”
• Bulk complete multiple tasks at once (for users with full task permissions)
• Task reminders now send reliably, even when no client is associated

These improvements create a more collaborative, efficient workflow — helping teams stay organized and focused on delivering great care.

Review the new experience for Creating a Task.

Walk-through the updates Tasks Dashboard as well:

Redesigned Quick Profile

We’ve redesigned the Quick Profile to make charting, reviewing details, and managing clients faster — without changing how you access it.

Key updates:

• Redesigned header displays Client ID and tags for quick identification
• Default-on Vitals section (height, weight, blood pressure, temperature, oxygen saturation) is collapsible for quick scanning
• Insurance policies can be added, edited, and verified directly from Quick Profile
• Appointments can be toggled between upcoming, past, and didn’t occur; tasks are editable inline
• Pediatric profiles now display exact age (weeks/days up to 2 months, then months), plus parent/guardian links

Organization Owners can fully customize which components appear and in what order under Settings → Client Profile → Quick Profile

Improvement: Org Membership Tag Filters

Tag filters on the Org Membership page will now use AND logic, returning only users who match all selected tags. 

Production rollout for this update begins next week.

Learn more about Member Tags here. If you have any questions about how this release will impact your current workflows, please contact us at hello@gethealthie.com.

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.
• Fixed an issue where creating a new CMS 1500 automatically prefilled Box 22 with information from a previously resubmitted claim. Now, Box 22 will be blank when a new CMS 1500 is created, preventing incorrect resubmission data from carrying over.

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.