November 2026: Release Notes

Platform Release Notes: November 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.

Authorized Representative and Guarantor Support for E-Labs Direct

You can now store authorized representative and guarantor details within a client's contacts, so E-Labs Direct lab orders for minors and non-policyholders can be submitted successfully. Designated contacts automatically pull into the lab order and providers can select a guarantor mid-order without leaving their workflow.

• Designate an "Authorized E-Labs Direct contact" for clients under 18, and a "Guarantor" when the insurance policyholder is not the patient.
• Capture first name, last name, phone number, and address in Family/Contacts.
• Add or select a guarantor directly from the lab ordering flow.

Client Profile Overview and Quick Profile Customization Permissions

Organization owners can now give other team members permission to view and edit the Client Overview and Quick Profile customization pages. Permissions are set per member or per permission template, in the new Shared Organization Settings section.

Rolling out in phases.

What's included:

• View and edit: Set view and edit separately for the Client Overview and the Quick Profile customization pages. View is required for edit.
• Per member or per template: Configure the permissions for one member or include them in a permission template.
• Owners keep access: Owners have access by default, and other roles and new templates start with it off.
• Focused access: Members without view permission do not see these pages in the settings menu.

💳 Line-Level Reimbursement Tracking & Invoicing 

Healthie now supports line-level reimbursement tracking for new insurance claims, so your team can see what was paid for every service on a claim, not just the claim total. This applies to claims submitted manually or through Healthie's Claim.MD integration.

What's included:

• Line-by-line clarity: See payments, adjustments, and write-offs on each claim line.
• Automatic ERA posting: With Healthie's direct ClaimMD integration, ERAs post to each line for you.
• Manual posting when you need it: Post payments, adjustments, and write-offs to a specific line on the Reimbursement Details page.
• Clearer client balances: Invoices show clients the claim lines behind their balance.
• Existing claims stay as they are: New claims use line-level tracking. If a claim is submitted through another clearinghouse integration, it moves back to claim-level tracking.

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.

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.