December 2025: Release Notes

Platform Release Notes: December 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.

Tags Manager Page Improvements

We’ve made updates to the Tags Manager page to ensure a smoother, faster experience — especially for organizations using a large number of tags. To improve reliability and performance, we’ve introduced several enhancements:

What’s New

• Faster load times with pagination: The page now loads quickly and reliably, regardless of how many tags your organization uses.
• Clear separation of tag counts:
  • Total Clients — number of clients across the entire organization assigned this tag
  • My Clients — number of clients assigned to you that have this tag
• Sorting improvements:
  • You can continue to sort by Total Clients, Org Members, and Created By
  • Sorting by My Clients is not available, but the column is visible for context
• Fully preserved functionality: Renaming, deleting, and reviewing tag usage all remain available with the same simple actions.

These updates ensure that even the largest organizations can manage tags effortlessly and without disruptions.

Learn more about the Tags Manager in Healthie.

Account Owner Security Enhancements

We’re strengthening protections around account owner profile information to improve security and prevent unauthorized updates.

What’s changing:

• Only the account owner can update their name, email, phone number, profile picture, or permissions.
• Admins will now see these fields as read-only when viewing an account owner’s profile.
• Stricter backend authorization ensures these updates cannot be modified through the UI or API unless completed by the authenticated account owner.

These safeguards protect critical identity, billing, and recovery information and ensure data accuracy across your organization. Account owners can continue updating their own profiles as usual.

A note for accounts with sub-orgs:

Parent-organization admins will retain the ability to edit a sub-organization’s account owner only when accessing that sub-org through the Sub-Org tab in their parent-org account. If a parent-org admin switches into the sub-org directly, they will not be able to edit the parent organization’s account owner details.

Learn more about Admin and Owner roles in Healthie.

Simplified Chat Header

The “Add Participants” button has been moved into the actions menu with Archive and Close. This makes the header cleaner and ensures more space for client information, while keeping all actions easy to access.

Workflows: New Context Column

The Workflows queue now shows Client Tags directly in the Chart Notes view. This new data points provide faster context for prioritizing and routing work — reducing the need to open individual client records while keeping existing queue behavior intact.

Healthie AI Scribe Updates

We continue to invest in small, high-impact improvements that make Healthie AI Scribe more accurate, reliable, and better aligned with real-world provider workflows.

New Permission: Control Who Can View & Delete Session Recordings and Transcripts

We’ve expanded admin controls to give organizations more flexibility in how they manage Zoom recordings and AI Scribe transcription data.

Why it matters:

Many teams want clear governance around who can view or remove recorded or transcribed session content. This enhancement helps practices align access with their privacy policies, supervision models, and internal workflows.

What’s new:

A new member-level permission — “Can delete recordings and transcripts” — is now available in the Appointments permissions section.

• Allows designated team members to delete Zoom recordings or AI Scribe transcripts when appropriate.
• Automatically appears when “Can view recordings and transcripts” is enabled.
• Supports cleaner record management and stronger role-based access control.

This update empowers admins to tailor access to their organization’s needs, promote responsible data handling, and maintain a more intentional, compliant documentation environment.

Update to Date / Time for Scribe Generated Notes

When converting an AI-generated Scribe note to a chart note, Healthie will use the calendar-scheduled appointment time as the date and time of service.

The appointment's scheduled start time is the source of truth for:

• date_of_service        
• time_of_service        

This logic also applies when a provider creates a chart note directly from an appointment (which already uses the appointment start time).

More Scribe Updates

• Clear AI Scribe status indicators in Session Details: The Session Details page now visually shows when AI Scribe is enabled for upcoming appointments and when it was enabled for past sessions, while omitting indicators when Scribe is not enabled for the selected appointment type.
• Expanded support for larger context windows for larger conversations and chart notes.
• Expanded support for copied fields in AI Scribe notes: AI Scribe now preserves copied values from additional non-Scribe field types—including complex interactive, date/time, billing, and identity fields—so prefilled data remains intact when generating chart notes.
• View Instant Transcripts in-app: Instant Transcripts now open in a human-readable format directly within Healthie—no need to download a .vtt          file. Transcripts load securely in a modal for quick review during or after a visit.
• Architecture upgrades to improve Scribe output quality and reduce errors. 
• AI Scribe notes now generate only when at least two participants are present, preventing note creation for no-show sessions.
• When converting an AI Scribe note to a chart note, Healthie now uses the scheduled appointment date and time as the date of service for improved documentation accuracy.
• Matrix fields are now visible and editable in generated notes.

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.

• Edit Chart from Workflows: Quickly jump into editing draft or unsigned chart notes directly from the Chart Notes list within Workflows, no need to open the note first.
• Sex on file field no longer appears on provider settings page.
• [Programs] – Clearer completed client lists: The Clients Completed view now supports full pagination and clearer separation between individual clients and client groups, making it easier to see everyone who has completed a program module.

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.

• Starting 12/9, all webhook payloads will include a new resource_organization_id               field to give you clear visibility into which organization triggered each event. This improves routing for multi-org setups and is fully backward-compatible—no changes needed on your end.

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.