May 2019: Charting, Billing, and programs

Platform release notes: May 2019

Note: this will be updated throughout the month of May, as we release updates to our platform several times each week.

We have released the next phase of our Client Packages update. This update in particular includes expanded functionality for creating a free package
Promo codes can now have an expiration date and max number of redemptions; useful if you'd like to have "Summer-specials" or limit a coupon to a maximum number of clients for revenue predictability.
Recurring payments: On the Payments tab, you'll see the name of the package that client has paid for, even in the case of Recurring Payments & Packages

You can download intake forms, charting forms, program forms directly from your Healthie account for analysis. Learn more
Healthie's payments report reconciles payments in accordance with Stripe's rounding procedures Learn more

Within an existing conversation with a client, you can add another provider / assistant / organization member to the chat, to streamline communication within a topic. This turns a conversation into a community chat Learn more
Updated how notifications load within the Chat platform, such that it automatically marks a conversation as read once viewed.

Created an Insurance authorization section on the client profile
Added a "Policy Name" column within the main CMS 1500 screen, which can be sorted

You can now copy and paste an entire Program to re-use what you have built. Used most commonly to re-offer a timed program, make seasonal modifications, or adjust an existing program rather than starting from scratch.
Programs have been added to the iOS and Android apps, for content delivery on the go. Clients can view courses within the Healthie app.