Getting Started: Documents

The Documents feature within Healthie enables providers to store and share educational resources, recipes, meal plans, and industry handouts. Healthie Documents replace the need for you to keep a local folder on a computer, and can acts as a "Google Drive" or "Dropbox" for you, as you build the repository of materials needed in your business. 

For group practices and organizations, documents become a powerful tool for cross-collaboration, as providers can share resources with each other to save time and streamline operations. 

You can import documents from your computer, Dropbox, Google Drive, and even take a picture from your phone on the Healthie Mobile app and store these in your Documents platform. 

You are also able to share documents that you have uploaded as part of a Program. 

File types supported in Healthie Documents

• Documents (.doc, .docx)
• PDFs (including any E-books you have created and may want to share with clients)
• Excel (.xls, xlsx, .csv)
• .mp3 files (for sharing audio with clients, and tying Audio to Programs)
• .mpeg files (for sharing audio with clients, and tying Audio to Programs) 
• .mp4 files (for sharing videos with clients) up to 50mb

Clients and providers can  easily sort through their Documents library with a sort filter for "Type." A drop-down will display allowing you to sort by any files you have, including: 

• Images (GIF, JPG, PDF, PNG)
• PDF's
• Text (DOC, RTF, TXT
• Video (MP4, MPG)
• Presentations (PPS, PPT)
• Spreadsheets (CSV, XLS)
• Other

How to add a new resource 

• Locate the "Documents" tab on your provider dashboard. 
• Upload the document you would like to share by clicking the "Upload Document" icon.
• Select the file from your computer. 
• Click on "Upload"

Note: Clients will receive an e-mail notification that you have shared a document with them, and they will also receive a link to view the document. 

More information on sharing a document with client(s) can be found here.

Bulk File Upload: If you have a large amount of files to upload to Healthie, we can assist you with a bulk import & upload of these documents. Please send a zip file with your documents to hello@gethealthie.com. Our team will verify when the import is complete. This service is available at no cost to members on any paid subscription plan. 

Sharing resources with clients 

You can easily share a resource with a client(s) and even have certain resources automatically share with client(s).  Within Healthie, you can manually or automatically share resources with active or new clients. Learn more about how to share resources with clients here.

Sharing resources within your organization 

If you are using Healthie as part of an organization with multiple providers/administrators, you can leverage the Documents platform to share documents internally within your organization. Learn more about sharing resources within your organization here.

Actions available for resources 

When logged into your Healthie provider account from the web browser, you can click the actions tab (three dots) next to a resource or folder to find additional action items.

Preview: clicking the preview item will allow you to view your resource. This can be helpful if you need to recall what information the resource contains. You are not able to make any edits to the document in this view. 

Download: if you'd like to download the resource to your device, click the download button. If you'd like to edit your resource, we suggest you download a copy, make your edits, and re-upload the resource to your library. 

Share: you can share a resource or folder with a client, group of clients, and/or other members of your organization. 

Rename: change the name of your resource. Clients will be able to see the name of your document, so we recommend using a name that is relevant to the resource (ie. Tips for Managing Diabetes) 

Move: rearrange your documents and organize them into folders so that you can easily find and share resources. 

Add Note: create an internal note for your resource, such as what information is contained, or how other members of your organization can utilize this resource with clients. Clients will not see notes. 

Convert to Private Document: remove your resource from your general Documents library, and instead add it to a client's chart as a private document. Clients will not see private documents. For example, if you've created a personalized meal plan for a client, or have a resource that contains private health information for a client -- prevent this document from being shared with other clients or organization members by converting it to a private document. 

Delete: permanently delete a resource from your library. 

Additionally, for documents uploaded directly to a client's profile, you have the ability to include them within the chart notes. To do so, navigate to the client's profile > Charting > View Documents. From here, you can see all of the documents within this client's profile, and select any PDF to include in the charting section of a client's profile. 

E-Fax a resource

You can securely fax a resource directly through your Healthie provider account. All Healthie membership plans include free outbound fax, however inbound faxing requires you to setup a fax line at an additional cost. Learn more about E-Fax here. 

To e-fax a resource: 

• Click the Send Fax button on the top-right of your Documents library 
• Click Add Document and locate the desired resource
• Complete the remaining e-fax form details 
• Send your fax. 

Using Documents on the Healthie mobile app 

Designed to allow you to have access to your office, and work with clients on-the-go, Healthie's mobile app allows you to access your Documents library from your mobile app. From the app, providers are able to: 

• Upload images and documents from your phone directly into your Documents library
• Create folders 
• View and share entire Documents library 
• Open documents in the web browser on your phone
• Use your mobile phone sharing options (ie. print, send, etc)
• Download a document 

Learn more about using Documents on the Healthie mobile app here. 

Additional resources 

This brief overview video walks through the core features of Healthie Goals, including your client's experience with goal setting -- both from the web browser and the Healthie mobile app. 

Prefer to learn live? 

Learn more about setting up your account and making the most of the Healthie platform by joining us in a Healthie Live Class.