February 2026: Release Notes

Platform Release Notes: February 2026. 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.

🔐 Authentication Platform Update

Healthie has transitioned to a new authentication platform for all production accounts. This update strengthens login security, improves reliability, and lays the foundation for expanded multi-factor authentication (MFA) enforcement later this quarter.

What’s changed

• A new provider sign-in experience is now live
• Enhanced login security protections are enabled in production and staging
• Additional verification prompts may occur if a login appears unusual
• Passkeys available as a sign-in method (secure alternative to passwords)

Enhanced Security Protections

Our authentication system includes multiple layers of monitoring and enforcement, which may include:

• Bot detection
• Recognition of unknown devices
• Repeated failed password attempts
• Breached password detection
• Impossible travel detection
• Suspicious IP analysis
• Stale account management
• Email credibility checks

These controls may prompt additional verification, temporarily restrict access, or flag activity for review. A verification prompt does not indicate an issue with your account, it is a normal security safeguard.

Shared logins are not supported. Each team member must have their own account.

White-Label Customers

We will reach out directly with migration details for white-label customers ahead of the planned white-label transition in March 2026.

To access your current login experience, please use your organization’s dedicated white-label URL (e.g., https://yourorg.gethealthie.com/users/sign_in). Logging in via secure.gethealthie.com will route users to the new authentication experience.

MFA Requirement (Coming this Spring)

If MFA is already enabled on your account, it remains enabled. Providers may see expanded verification options during login. MFA will be required for all provider accounts later this quarter. We will communicate in advance before enforcement begins.

Supported authentication methods include:

• Text message (SMS)
• Authenticator apps
• Trusted devices
• Backup access methods

Need Support?

If you are using a VPN and experience login issues, or have questions about MFA rollout planning, please contact hello@gethealthie.com.

For more information, review Account Protection & Multi-Factor Authentication (MFA)

Candid Integration — V2 Now Available

A new version of the Candid integration is now available for Healthie’s Enterprise customers. This update automates claim creation and provides real-time claim status visibility - less manual work and faster resolution from submission to payment.

When providers lock chart notes in Healthie, claims generate and submit to Candid automatically. As claims are processed, status updates sync back to Healthie, giving billing and operations teams full visibility without switching between systems.

What's new:

• Automatic claim generation: Claims generate and submit to Candid when providers lock chart notes. No manual CMS-1500 creation required.
• Real-time status tracking: Claim status updates (submitted, rejected, denied, paid) sync from Candid to Healthie automatically.
• Automatic data sync: Patient demographic and insurance information stays current across both platforms, with weekly rolling sync for upcoming appointments.
• Self-service setup: Configure the integration directly in Candid's UI using your Healthie API key and chart note form ID.
• Group appointment support: Individual claims generate automatically for each participant in a group session.

Learn more in our Help Doc

Payments Dashboard in Visualize

We've launched an interactive Payments Report in Visualize that gives you instant, self-service access to all your payment data - eliminating the need for manual exports and support requests. You can now explore payment information dynamically, perform reconciliation faster, and generate reports on demand.

What you can do:

• Filter flexibly: Narrow down payments by date range, status, payment type, and invoice type to find exactly what you need.
• See comprehensive details: Access all payment information including amounts, dates, client data, invoice details, and transaction statuses in one clean table.
• Analyze trends: View pre-built visualizations showing payment totals, success rates, and method distribution.
• Download instantly: Export filtered data for reconciliation, accounting workflows, or external reporting without waiting.
• Work independently: Query real-time data from Healthie's data warehouse without impacting system performance or requiring support intervention.

This self-service dashboard makes financial operations smoother, month-end closing faster, and payment analytics accessible whenever you need them.

Learn more about the Payments Dashboard here.

Community Chat Member Limits for Improved Performance

We've implemented standardized member limits for community chats to ensure your group conversations remain fast, reliable, and responsive as your community grows. This proactive optimization prevents the performance issues that can occur in very large group chats, keeping your messaging experience smooth and consistent.

What's changing:

• Industry-standard limits: Community chats now have a default limit of 256 members
• Prevents slowdowns: Protects against performance issues including slow loading times, conversation timeouts, and failed updates that can occur in oversized groups.
• Proactive optimization: Maintains fast, dependable messaging experiences even during peak engagement periods.

This update ensures your community chats remain a reliable tool for engagement, education, and support; no matter how active your groups become.

Learn more about Community Chats.

Centralized Insurance Settings for Complete Billing Control

We've consolidated all insurance billing configurations into a single, intuitive hub—giving you complete control over which features appear across your platform. Whether you run a full insurance-based practice or focus exclusively on cash-pay, you can now customize Healthie to match your exact billing model.

What's included:

• One central location: Manage all insurance settings—CMS-1500 claims, ERA tracking, appointment payment types—from Settings > Insurance.
• Master visibility toggle: Enable or disable insurance billing features across your entire account with one switch.
• Smarter configuration: Settings follow logical dependencies, guiding you through setup in the right order.
• Cleaner workspace: Cash-pay practices can hide all insurance options completely, removing unnecessary clutter.

How this helps your team: Administrators gain clear visibility and control over billing configurations, while providers navigate a more focused workspace tailored to how your practice actually operates.

Learn more about Insurance Settings

Updated: CMS 1500 Filtering in Client Profiles

We've enhanced the Client Profile billing experience to give you the same powerful claim management tools available on the main Insurance page. Previously, you could only filter CMS 1500s by provider when working within a Client Profile—now you have access to the full range of status filters and a cleaner, more intuitive interface.

What's improved:

• Filter by claim status: View CMS 1500s by Scheduled, Not sent, Sent, Denied/Rejected, Fully paid, Partially paid, or Closed - right from the Client Profile.
• Consistent experience: Access the same header, filters, and table layout whether you're working from the Insurance page or a Client Profile.
• Cleaner interface: A streamlined view designed specifically for managing one client's claims, with real-time filter counts and no unnecessary search bar.
• Faster workflows: Find and manage claims without leaving the client record or navigating back to the main Insurance page.

These enhancements help billing teams work more efficiently, maintain consistency across the platform, and spend less time clicking between pages to manage claims.

Learn more in our Help Guide

More Control Over Appointment Email Notifications

Healthie now gives administrators granular control over which appointment-related emails clients receive. With new toggle switches in both Appointment Settings and Appointment Type Settings, you can enable or disable notifications to match your practice's communication preferences — no more all-or-nothing.

• Choose which emails clients receive for scheduled, booked, updated, and canceled appointments — all independently toggleable.
• Customize at the appointment type level to tailor notifications for different visit types or workflows.
• Clearer naming conventions: "Initial appointment confirmations" is now "Appointment scheduled/confirmed" for easier identification.
• Two new notification types: Get dedicated toggles for "Appointment booked by client" and "Appointment updated" emails.

These controls make it easier to reduce unnecessary emails for clients while ensuring the right messages reach them at the right time.

Learn more in our Help Guide

Charting Edit View Refresh

We've completed the release for all customer accounts. To learn more about the refresh, click here.

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.

• When viewing Metrics within a client's profile, your last selected date range will remain when you return to the Metrics page so that you don't need to reapply filters when navigating away and back.
• We've ensured attendance visibility for Group Charting Notes by consistently displaying "Attended" next to a client's name when they have checked in or have been marked as attended by the provider.
• We resolved an issue where the Drug Allergy field could extend beyond the form layout, ensuring it now displays consistently with other allergy selections.
• Provider signatures on chart notes are now immutable. Previously signed notes retain the original provider name, while new signatures reflect any updated profile information.
• Live auto-scoring now correctly calculates matrix field totals, aligning the real-time score with the final submitted form score.
• Draft AI-generated notes will no longer display Download PDF, Send Fax, or Create Superbill actions; these options are now available only after the note is converted to a finalized chart note.
• We’ve refined the styling of labels and sublabels to make forms easier to read and understand. Labels are now clearly emphasized, while sublabels appear in a lighter, secondary style.
• We’ve updated how chart note previews are displayed so they more closely match what you see when editing or viewing a chart note. Labels now appear bold with clearer hierarchy, and sub-labels are styled appropriately, making previews easier to scan and more representative of the final note.
• For auto-score forms, live auto-scoring now correctly calculates matrix field totals and aligns the real-time score with the final submitted form score.

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.

• Date Validation Update: We’ve rolled out an improvement to how Healthie validates date fields submitted through the platform and API. New or updated records will be required to use valid dates. Invalid dates (such as years outside the supported range: 1900-2099) will return an error rather than being accepted.
  • This update applies only to new or updated data, existing records will not be impacted.
  • There is no change to the accepted date formats.
• Complexity Based Rate Limiting: We’ve released an update to Healthie’s API rate limiting. Rate limits will now be based on query complexity, not just request volume, an industry best practice that helps ensure consistent performance and reliability across the platform.
  • We employ an algorithm for managing rate limiting which computes points based on the complexity of the operation being performed and stops processing new traffic for a given organization once they hit the maximum number of points allowed.  Traffic is allowed again once some of the previous queries have been completed freeing up available points.
  • The number of points an operation consumes (especially queries) can be reduced by pulling back only the necessary fields for your operation from our API, rather than requesting all available data.
  • This is primarily targeted at managing traffic spikes, not normal traffic scenarios.

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.