Tracking client progress in a program

Through Healthie's Program feature, you have the ability to keep tabs on each client's progress throughout your program. This will allow you to provide motivation/support to any clients that need, view client responses to forms/surveys/quizzes, and overall assess the performance of your program.

Program overview and client details

Navigate to the Programs feature from your Healthie provider account (Dashboard > Programs). You'll see a list of all of your created programs, and can quickly gauge the length of time of the program, and how many clients are enrolled.

By clicking the "view" button, you'll be able to see more details about your program. The "Clients" tab will allow you to sort by:

All clients who have ever been enrolled
Clients who have completed the program
Clients who are in-progress with the program
Clients who have not yet started the program

By clicking on a particular client within the program, you'll be able to see their individual progress on a "progress tracker bar" as well as their actual start-date.

Use this feature to engage with clients during their program, encourage them to continue moving forward, and support those who may need more assistance or accountability.

Download Form Responses from a Program

Forms are often added into a program to gauge enrolled clients' progress, ask for feedback, or engage with participants. Save time in viewing responses by uploading all form responses at once.

Go to "Programs" and select the "view" button on your program

Within the "Program Information" section, you'll see the option to "Download All Form Responses"

This will initiate a single download for all responses.

Program progress and notifications

Launching a program allows you to help educate, and work with, several clients at once. Staying informed on your clients' progress is important, so Healthie has built-in tools to help you.

Client Progress:

Navigate to a client's profile. By scrolling down, you'll see a "Programs" section. This will tell you which programs your client is (or has) been enrolled in, as well as their current progress. Click the three dots to see actions you can take, including

1. View Details: see a comprehensive report of your client's progress through a program

2. Nudge Client: send them an email notification reminding them to complete their next module.

Program completion tracking:

E-mail Modules

Here is some information of how Program modules that are EMAILS are marked as completed:

Program modules that are e-mails are marked as completed if either of the two conditions are met:

The email is 'delivered' to the client (but not necessarily opened, as it's not possible to reliably track the opening of an e-mail)
The client views the email module's content page in their Healthie account, then the email module's status is set to "Delivered" (and completed)

Since the entire program module is the email, if it gets into a client's email account, then it's considered completed.

Note: This is different than the email notification that gets sent to a client when a new module (other than an 'email' type of module) becomes available, which does not count toward program or module completion.

Program notifications:

Want to receive more real-time notifications? Navigate to the Settings gear icon in Healthie > Notifications.

From here you'll be able to adjust email and push notifications you receive on behalf of your clients. For Programs, you have the option of receiving updates when a client has completed a program module or an entire program. Simply check the box next to these notification settings if you'd like to receive an email.

Additional resources

Sign up for our Deep Dive Program Webinar to learn more on how to create a program and how to advertise your program to your clients -- Deep Dive Program Webinar