March 2019: Client Invite Links, Reports Details, Calendar & Chat updates

Platform release notes: March 2019

We have completed the first phase of our "Inviting a client" update: 

  • You can give clients a link to sign up to work with you (this has replaced the concept of an "invite code")
  • Coming soon: Clients will no longer be able to sign up for Healthie without being paired with a provider

We added columns to the Downloadable Reports

  • Added client group to "Appointment Report"
  • Add "Contact Type" column to Appointment Reports
  • Added "Scheduled by" to Appointment Reports for Group Practices & Organizations

Other updates & fixes

  • Programs: 
    • If multiple modules are on the same day of a program, only 1 e-mail is sent
    • Auto-save content in Programs builder even if Program is not formally saved
  • Groups: Formatting updates to make it easier to understand Group that Client is in, Manage Groups
  • Packages: Update to make client packages sortable
  • CMS 1500s: 
    • Updates to pre-fill / advanced needs for group practices and multi-provider organizations.
    • CMS 1500 Service Facility updates in real-time. 
    • Other ID & Other ID qualifier --> notification that information has been saved
  • Eating Disorder settings: Checkmark notification for clients who require eating disorder settings more visible
  • E-mails: Updated Formatting & Display in Outlook
  • Updated ICD-10/CPT code directory with new diagnosis codes
  • Intake forms:
    • When previewing a Welcome Form, Provider name is shown in brackets, for clarity
  • Documents: 
    • Attachments that are sent via chat can be opened up in mobile devices, .
    • xls files can be uploaded (previously, only .xlsx and .csv files were allowed)
  • Other UI/UX updates
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.