Provider Implementation Guide: Healthie
This guide is intended for Providers working alongside our organizations to successfully utilize Healthie. This guide outlines best practices to help you get started, learn Healthie, and optimize your use of the platform to build relationships with your clients and improve the efficiency of your day to day workflow.
We recommend reading through this guide, watching our getting started videos, and joining our live classes (small group sessions) to meet with colleagues and learn the details of the system. Bookmark this overview, as you will continue to reference this overview as you learn Healthie.
We also recommend joining our weekly New Provider Class!
IN THIS ARTICLE:
About Healthie and Logging in
Healthie is a cloud-based, web and mobile platform for health and wellness professionals and the organizations they work with.
If you have received an invite from your account administrator, you will be asked to set a password. Your username is your e-mail address. You will then automatically have access to core Healthie features: Calendaring, Documents, Intake Forms, Client Profiles, Chat (including internal chats for your organization), and more.
We recommend viewing Healthie University videos to get familiar with the platform.
Healthie Privacy and Security
Healthie is HIPAA, PIPEDA, and GDPR Compliant. Healthie Security and Privacy Overview here.
Importing data into Healthie
If you are interested in importing data from your existing platform to Healthie, please review this guide: Import data from another platform
- Use Healthie's calendar to manage your schedule
- Build intake forms and charting templates
- Manage billing alongside your account administrator
Engaging with clients
- Enable clients to log meals, workouts, and other metrics
- Chat with clients
- Share documents
- Build and distribute programs
- Conduct virtual sessions
- Set goals
Healthie sends out dozens of e-mail notifications on your organization's behalf. Learn more.
Depending on your organization's specific workflow, it is often helpful to create a generic email@example.com for notification centralization. If you have a generic e-mail, please reach out, so we can attach this to your Healthie e-mail account.
Adding Healthie to your company website
Healthie Calendar & Packages can be added to a company website. Details below:
- Add Client Portal Button
- Integrate Healthie with website
- Group practices and organizations: Integrate website with Healthie
Please review our Browser compatibility guide for recommendations and best practices