November 2025: Release Notes

Platform Release Notes: November 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.

Add Provider Bios to Booking Links 🎉

Clients can now learn more about providers before booking. Healthie’s new Provider Bios feature lets each provider add a personal bio that appears during the Select Provider step, helping clients select the best match for their needs.

• Add bios from the Organization > Members setting
• Use formatting tools for bold, italic, underline, or hyperlinks
• Preview bios through the provider’s scheduling link
• Expand or collapse bios during booking for a clean view
• Access via GraphQL for read and write functionality

This update helps healthcare organizations build trust, personalize their booking experience, and improve client conversions.

Bios will only display to clients when booking within organizations that have multiple providers (i.e., when clients are prompted to select a provider during scheduling). If there is only one provider on the account, the provider selection step will be skipped, and the bio will not appear during the booking process.

Charting Refresh (Full Release)

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. This release was partially deployed in September, but will now be fully live in November for all accounts.

What’s New:

• 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.

Enhancements to Forms Behavior (Charting & Intake)

• The “Require Client to Agree” field will now always show the standard text (“I hereby agree to the document above.”) to ensure consistency across all client forms. While custom edits were previously allowed, they never appeared to clients — so there will be no impact to your existing forms or workflows.
• You can now add and view images more seamlessly within charting notes and forms. Uploaded images will appear below the text field for a cleaner, more consistent viewing experience across both provider and client accounts. Coming soon, we’ll extend this functionality to form templates. We'll introduce a dedicated image field that allows you to include and resize visuals like logos, reference images, or educational graphics directly within your forms.
• You can now successfully submit or sign a form even when a required Open answer (long) field contains only image attachments (no text). This update removes the “Can’t be blank” error and ensures smoother submission for forms and charting notes that rely on visual uploads. Providers can now include reference images, documents, or client visuals in place of written text — no unnecessary errors or workflow interruptions.

Insurance: Navigation and Filtering Updates (Full Release)

Insurance workflows now have a dedicated home in your main navigation — making it easier to manage claims and related tools. This update will be made to all customer accounts in November.

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.

New: Data Exports with Bridge by Healthie

Unlock dependable access to your Healthie data — no queries required. Bridge by Healthie continuously delivers structured datasets to AWS S3 or via Snowflake Direct Share, refreshing every 15 minutes so your dashboards and models stay current.

• Automate delivery: Receive 40+ core tables across clients, appointments, billing, and notes.
• Model faster: Land analysis-ready structures for BI, cohorting, and forecasting.
• Reduce breakage: Healthie manages schema evolution so your pipelines stay stable.
• Connect anywhere: Use with Power BI, Tableau, Looker, Metabase, or custom ML stacks.

These exports help your teams move from "pulling data” to "using data" — speeding data insights, data-informed decisions, and improving care operations.

Bridge is now available as an add-on to our Enterprise Plan.

Get Started

If you're interested in adding Bridge to your Healthie account, please fill out our interest form or email hello@gethealthie.com. We'll provide pricing information, circulate an addendum, and enable Bridge on your account.

Update to Office Ally Integration Settings

We’ve made a small update to where you’ll manage your Office Ally integration within Healthie. This is a UI-only change designed to make settings easier to find and maintain. There is no impact to your current workflow if you already use Office Ally.

What’s changing

• You’ll now enable Office Ally directly from the Integrations page.
• The former “Submit claims to Office Ally” setting has been removed from Insurance Settings to reduce duplication.
• User permissions for sending claims remain exactly the same. Admins can continue to manage which team members can submit claims to Office Ally.

What’s not changing

• No changes to the way claims are sent or processed.
• No action required from your team.

This update simply streamlines where these settings live in the platform and ensures a more intuitive integration experience.

Clearer Product Roadmap: New Status Labels

We're making a small but meaningful update to how we communicate our product roadmap to you.

What's changing?

We're simplifying our roadmap status labels to make it easier to understand where features are in our development process:

• Under Consideration → "Exploring" (No timeline) – Items being researched and validated. We're gathering feedback and assessing feasibility.
• Long Term → "Later" (6+ months) – Planned for future development but not yet scheduled. We're committed to building this, but it's not in our immediate pipeline.
• Up Next → "Next" (3-6 months) – On our roadmap with a near-term timeline. These will move to "Now" soon.
• In Development → "Now" (0-3 months) – Actively being built by our engineering team. Expected to release soon.
• Released → "Released" (no change) – Features that have shipped and are available to customers.

Why?

We heard your feedback that our current labels could be confusing. The new structure creates a clearer timeline and better sets expectations about our commitment level at each stage.

As we finalize our 2026 roadmap, we're also using this opportunity to refresh the roadmap to ensure accurate statuses and timelines. You may notice some changes as we align features with our current priorities and development capacity.

What you need to do:

Nothing! All your subscribed items will automatically transfer to the new system. You'll continue to receive notifications when features you care about move forward.

Learn more: Healthie Product Roadmap

Questions? Please write into hello@gethealthie.com and our team would be happy to answer.

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.

• Improved handling of recurring appointments and time blocks for Healthie Calendar.
• Office Ally integration must be enabled from the Integrations page, activation is no longer supported from Insurance Billing settings.
• Insurance Policy Filtering for Client Self-scheduling When clients use a self-scheduling link and select an insurance policy and choose “No Preference” for a provider, the time slots display for only those providers who accept that insurance policy. Previously when selecting "No Preference", the time slots displayed for all providers in the link, even those who don't accept the selected insurance. As a result, clients could erroneously book with providers outside their coverage.
• The red "current time" indicator on the organization calendar now reflects the timezone you've selected, rather than your computer's local timezone. This enhancement ensures you can accurately view the current time across timezone - making it easier to schedule appointments and coordinate care.

• Appointment Request Email Notifications

  Providers with notifications enabled will now receive a “New Appointment Request” email whenever a client submits a request — ensuring timely visibility without needing to manually check the Appointment Request list.

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.

• [API] 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 November 3, 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.