June 2026: Release Notes

Platform Release Notes: June 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.

AI Scribe: Usage Dashboard in Visualize

Admins and Org Owners at organizations with an active AI Scribe subscription can now view their Scribe minutes usage directly in the Visualize section of Healthie.

The new Scribe Usage dashboard displays minutes used month to date and is refreshed daily. This gives your team a clear, convenient view of consumption without needing to contact support.

Learn More: Deep-Dive AI Scribe Usage Dashboard

Claim.MD clearinghouse rejections now automatically update claim status in Healthie

CMS-1500 claims submitted through Claim.MD now automatically update to "Rejected by Clearinghouse" status on the CMS-1500 page when a rejection is received from the clearinghouse. The rejection reason is also populated directly on the claim, giving your team full visibility into why a claim was rejected - all without leaving Healthie.

Mental Health Carve-Out Plan Designation

Providers can now designate a client's insurance policy as a Mental Health Carve-Out plan type. When enabled for your organization, this option appears in the Plan Type dropdown on a client's insurance policy and carries through automatically to CMS 1500 claims.

This feature is available on request. To enable it for your organization, contact us at hello@gethealthie.com.

Multiple Payout Accounts

For Enterprise organizations with multi-entity or multi-state billing needs, Healthie supports connecting multiple Stripe Connected Accounts within a single organization via Payout Accounts.

Account management — including creating accounts, completing Stripe onboarding, and renaming or listing accounts — is available in the UI.

Routing payments to a specific account at the point of transaction is currently available via API using payout_account_uuid             

Contact your CSM to learn more about enablement.

Update: Insurance Form Updates for Self-Pay Clients

The Insurance Form has been updated to improve the experience for self-pay clients. A new radio button at the top of the insurance section asks clients whether they have insurance. If a client selects "I don't use insurance," all insurance-specific fields (Member ID, Group Number, Relationship to Policyholder, and card uploads) are automatically hidden, and the form can be submitted without them. This prevents self-pay clients from being blocked or confused by fields that don't apply to them.

Learn More: Insurance Form

New: Per-Client Program Pause & Resume

Providers can now pause and resume programs on a per-client basis — giving care teams the flexibility to handle real-life interruptions without disrupting a client's program enrollment or progress.

• Pause at the client level: Use the new pause action in the program's client list to pause any individual client's program.
• Auto-release and notifications stop: Module auto-release halts and program notifications are suppressed for the paused client.
• Progress is preserved: Clients retain access to all modules they've already completed while their program is paused.
• Resume where they left off: When providers resume the program, auto-release picks up from where it stopped — no manual reconfiguration needed.
• Clear paused status: The paused state is visible directly in the client list for easy tracking.

This update eliminates the need to remove and re-enroll clients as a workaround, saving time and protecting the client experience.

New: Task Commenting Now Available on iOS and Android

You can now view and add comments on tasks directly from the Healthie mobile app — the same commenting experience available on web, now on iOS and Android. This update closes a key platform gap, giving providers and clients a consistent way to communicate around tasks no matter where they're working.

• Comment on the go: Add and view task comments directly from your phone.
• Cross-platform sync: Comments added on mobile are immediately visible on web, and vice versa.
• Consistent behavior: Formatting and functionality match the web experience exactly.
• Works on both platforms: Available on native iOS and Android apps.

Task communication now follows you wherever you work — no desktop required.

👉 Learn more in our Help Guide

Don’t Send Emails to Archived Clients

With a new setting, archived clients will no longer receive automated emails or notifications from Healthie.

When a client is archived, providers can select Settings > Journal entries > Lock archived clients out of login and stop sending them automated emails. This stops all automated outbound communications — including appointment reminders, message blasts, program notifications, and chat email notifications — and prevents the provider’s clients from logging in. Unarchiving a client restores normal communication behavior.

Note: Manual emails sent directly by providers are not affected by this change.

Updated: members of a group chat can send messages, even if their group level actions setting is disabled.

We've corrected how Healthie enforces group conversation permissions, ensuring users who are members of a group conversation can always send messages - even when their allow_group_level_actions       setting is disabled. This aligns platform behavior with the original intent of the permission: controlling who can create group conversations or add members, not who can reply in ones they already belong to.

• Reply access restored: Users added to a group conversation can now send messages, regardless of their group-level action permissions.
• Scoped correctly: The allow_group_level_actions       permission now applies only to creating conversations and adding members - not to replying.
• No admin action needed: Existing permission settings remain unchanged; behavior is automatically corrected.

This update removes unintended friction for care teams that rely on group messaging while maintaining appropriate controls over who can initiate group-level actions.

Centralized Password & Security Settings for Providers

Providers now have a dedicated Password & Security page (Settings > Account > Password & Security) to manage account security in one place.

What's included:

• Change Password: Update your password at any time.
• Passkeys: Register and manage phishing-resistant passkeys (Face ID, Touch ID, hardware keys). Note: passkeys don't replace MFA; that challenge still applies if required by your org.
• MFA Methods: Add or remove authentication methods without waiting for your next login. Keep more than one active as a backup. At least one method must remain active if MFA is required.
• Recovery Codes: Generated at MFA setup. Store yours somewhere safe in case your primary method is unavailable.
• Login Sessions: See all active sessions with device, location, and IP details. Log out of individual sessions or revoke all others at once.

Form-Level Scribe Instructions

Providers can now add form-level AI Scribe instructions directly in the form builder for charting forms, giving you persistent, note-wide control over how Scribe documents every encounter on that form.

Use form-level instructions to tailor output to your specialty and documentation style, including:

• Tone and voice — e.g., formal clinical language vs. plain-language summaries for patient-facing notes
• Level of detail — e.g., concise SOAP notes for follow-ups vs. comprehensive new patient workups
• Section structure — e.g., preferred HPI format, how ROS should be captured, or whether to include a differential
• Diagnosis and plan phrasing — e.g., always lead with primary diagnosis, use ICD-10 language, or include clinical reasoning statements
• Specialty-specific defaults — e.g., always document foot exam findings on diabetes visits, or add attestation language for teaching physicians

Once set, these instructions apply automatically every time Scribe generates a note from that form, no need to re-enter preferences visit after visit.

Learn More: AI Scribe Configuration Guide

New: Image Module for Form Builder

You can now add images directly to your form templates using a new, dedicated Image module in the Form Builder Default Question Bank. Simply drag and drop the module onto your form, upload your image, and choose your preferred alignment and size.

• Drag and drop: Find the Image module in the Default Question Bank and drag it onto any form template
• Upload your image: Click "Edit" on the module to open the control panel and upload your file
• Set alignment: Choose Left, Center, or Right
• Choose a size: Small, Medium, Large, or Original
• Staged changes: All edits are applied when you click "Save Image"

Learn more: Add a Logo or Image to Forms

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.

• The "Should see option to use Fullscript within Healthie" permission now correctly controls Fullscript tab visibility. When disabled, the tab will no longer appear on client profiles.
• The provider calendar in both day view and week view now displays a red line marking the current time. This gives providers an instant visual anchor for where they are in the day.

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.