Visualize+: Getting Started

Visualize+ is a self-service analytics tool that enables you to easily access and analyze your Healthie data, eliminating the need for manual exports and a technical team.

Visualize+ is available as an add-on for Group and Enterprise customers. Reach out to hello@gethealthie.com for early access.

Access Visualize+ from Healthie

When you subscribe to Visualize+, it will appear in the left-hand navigation of your Healthie account. Click Visualize+ to access data analytics directly within the platform.

Understanding the Home Dashboard

The home screen is your central hub for data exploration. It features on-click access to AI copilot Vizzy, a top search bar for quick queries, a main content area displaying links to core dashboards and reference documentation, and a comprehensive left sidebar for navigation.

Finding What You Need

Using Search

Locate specific insights by using the search bar to find a dashboard or question quickly. Simply type in keywords related to the metrics you need, and Visualize+ will instantly filter the results.

Using AI

AI Exploration and Vizzy, an AI assistant, can help you visualize and manage your data. You can ask questions in plain language to get answers from your data.

To access Vizzy, click the smiley face icon in the top right.

To access AI Exploration, click the + New button in the top right > AI Exploration.

Building from Scratch

To build a new question, dashboard or document, click + New in the top right and then make your selection. This option is best for users with experience using Business Intelligence (BI) tools.

Using the Left Sidebar

The left sidebar is your primary navigation tool within Visualize+. It provides quick access to your data collections, saved questions, and dashboards directly in the context of your workflow.

The Healthie Folder Structure

Visualize+ uses a specific folder structure to keep your insights organized. You will find the following sections:

• Healthie Dashboards: Pre-built, ready-to-use dashboards offering high-level insights.
• Healthie Documentation: A guide of where to find support for and information about Visualize+.
• Healthie Starter Questions: Templates and common queries to help you start exploring your data.
• Our data: Your organizations shared folders that all provisioned users can view.
• Your personal collection: Your personal area to save custom questions, drafts, and unique dashboards.