August 2026: Release Notes

Platform Release Notes: August 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.

Appointments and Provider Utilization Dashboard Enhancements

We're continuously improving our dashboards to give you better data and visibility. Here's what's new:

• Appointments Dashboard: Expanded visibility into all-provider data, including an updated chart showing your top 20 providers by appointment volume (previously top 10) and a new Full Provider Breakdown table with total appointments by appointment type. Additionally, Appointments Per Day are now rounded to the nearest whole number for easier readability.
• Provider Utilization Dashboard: Total Availability and Appointment Hours are now rounded to the nearest whole number for easier readability. The raw data table continues to display two decimal points for comprehensive data.

Assign Multiple Appointment Types to a Single Availability Block

Availability setup now supports selecting multiple appointment types within a single record, giving providers and administrators more flexibility when defining scheduling windows.

• More flexibility, fewer records: Assign two or more appointment types to one availability block instead of creating separate records for each.
• Cleaner calendar management: Fewer records means less complexity when building, editing, or reviewing a provider's schedule.
• Improved at-a-glance visibility: Updated tile and hover content on the availability calendar shows what appointment types are covered within each block.
• Works across calendars: Applies to both provider and organization availability calendars.

⚙️ Before you start: This feature requires Availability by Appointment Type to be enabled. If you don't currently have it enabled, turning it on will prompt a one-time reset of all provider availability, a good opportunity to review and streamline your setup while you're in there.

💡 Also using Availability by Contact Type? We're releasing multi-contact-type availability soon. If you plan to use both appointment type and contact type settings, we'd recommend waiting for that release so you can configure both together and only need to re-add provider availability once. Subscribe here to get notified the moment it's live.

🧑‍💻 Building on the API? Pass multiple values through the appointment_types           field to take advantage of this in your integration. We recommend testing before rolling out any code changes — see the API Docs for details.

Granular Permissions for Availability & Calendar Blocks

Healthie now includes separate permission controls for managing availability and calendar blocks. Administrators can configure the following permissions independently per user role:

• Manage own availability: Add, edit, manage, and delete your own availability windows
• Manage own blocks: Add, edit, manage, and delete blocks on your own calendar
• Manage other org members' availability: Add, edit, and delete availability on behalf of other organization members
• Manage other org members' blocks: Add, edit, and delete blocks on other org members' calendars

These settings are configurable in Settings > Organization Settings > Member > Permissions.

Sex on File with Insurance Now Syncs to E-Rx and E-Lab Integrations

Healthie now automatically sends a patient's Sex on File with Insurance as the primary demographic input to DoseSpot, Change Healthcare, and E-Labs Direct. If this field is not populated in the client's profile, Healthie falls back to Gender.

• Sex on File with Insurance is now the primary input across all three integrations — no changes to your workflow required
• Gender as fallback: if Sex on File with Insurance is empty, Healthie uses Gender (male/female values only; other gender identities are passed as unknown)
• Recommended: add the Sex module in Form Builder to ensure this field is consistently collected for all clients

This update reduces identity-matching errors and helps prevent claim rejections and lab fulfillment issues tied to sex-based criteria.

Care Alerts Surface Critical Patient Flags at the Point of Care

Healthie now supports Care Alerts, a new feature that lets providers and care coordinators pin important patient-specific flags directly on a client's record. Alerts appear prominently on the Client Overview and Quick Profile so the right information is always visible when it's needed most.

• Create and manage alerts on any patient record with free-text entry, a high-priority flag, and an optional expiration date
• Require acknowledgment via a pop-up modal each time a profile with active alerts is opened (configurable at the org level)
• Full audit trail logs every create, edit, and delete event with timestamp and actor
• Surfaces everywhere providers work. Alerts appear on both Client Overview and Quick Profile

This release gives care teams a reliable, structured way to share critical patient context. No more relying on verbal handoffs or buried notes.

Add Availability Side Sheet Enhancements

We've updated the Add Availability side sheet with a cleaner layout and clearer language to make scheduling recurring availability faster and more intuitive.

• Helpful context, right upfront: New instructional text explains how availability connects to patient self-scheduling.
• Consistent terminology: "Frequency" is now labeled "Repeats," matching the language used across appointments.
• Smarter date layout: Start and End Date fields are now displayed side by side for easier configuration.
• More breathing room: The side sheet is now wider, improving readability across the form.
• Cleaner actions: A Cancel button has been added and the primary CTA now reads "Add availability" consistently.

These updates make it easier for your team to set provider schedules accurately.

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.

• Fixed an issue where Zoom cloud recordings were not always fully captured in Healthie. Recordings will now be captured completely and consistently, even when a Zoom session is stopped and restarted.
• Update to the Add Availability side sheet, including renaming labels and buttons for more intuitive availability configuration.
• Display Name for Auth Apps when MFA enabled. When MFA is enabled for accounts, the app name will display as "Healthie" by default in all authenticator apps. For all white-label customers (semi and full), the default will be your branded company name. For white-label organizations with sub-orgs, the Parent Org name will display by default unless the sub-org(s) are independently white-labeled.
• Transcription Retention Policy. AI Scribe customers can now configure how long transcripts are retained for. Learn more.
• New footnote on the login page. You may notice a "This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply." notice at the bottom of the login screen. This is a required disclosure under Google's ToS and is standard across all sites using reCAPTCHA, it does not indicate any change to how user data is handled.
• Session Timeout Notification. We're making some improvements to our timeout logic. Healthie will automatically sign you out after 60 minutes of inactivity. Before that happens, you'll see a "Still there?" prompt with a 1-minute countdown. Just click Stay signed in to keep going, or do nothing and you'll be signed out automatically.
  • If you're a white-label customer with a custom timeout configured, your existing setting will be respected. 
  • Signing out in one tab will close all open Healthie tabs
  • If you're on a video call, in the mobile app, or using an embedded widget, the timer won't apply

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: Dynamic Complexity Scaling for Appointment Search Queries

Starting September 1, 2026, Healthie is introducing dynamic complexity scaling for appointment search queries. Queries that include Zoom-related fields and span longer date ranges will carry a higher complexity score, and requests that exceed the threshold will return a complexity-limit error.

The six Zoom fields affected are: zoom_cloud_recording_urls     , zoom_cloud_recording_files     , zoom_appointment     , zoom_dial_in_info     , zoom_dial_in_info_html     , and zoom_dial_in_numbers_json     . Appointment queries that do not include these fields are unlikely to be affected.

The threshold rolls out in phases:

• September 1, 2026: Queries spanning 24+ months, or any single query requesting 6+ months of data
• October 1, 2026: Queries spanning 12+ months
• November 1, 2026: Queries spanning 6+ months (final threshold)

Best practices:

• Check whether your integration requests any of the six Zoom fields above.
• If so, break those queries into smaller date windows (monthly or quarterly) and paginate as needed.
• For future appointment queries, omit zoom_cloud_recording_urls      and zoom_cloud_recording_files     , as these fields do not return data for future appointments.
• As a general rule, breaking long-range date searches into smaller windows and paginating is recommended regardless of which fields are requested.

For full details, see the Rate Limits documentation.

Questions? Reach out to hello@gethealthie.com.

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.