Physical Therapists: Healthie Set Up Checklist

Healthie is used by Physical Therapists who seek to: 

  • Build long-term relationships with their clients, incorporating broader principles of preventive health into care with wellness-based groups and programs
  • Leverage technology to communicate with clients remotely by messaging, scheduling and requesting invoices 
  • Have a true "all in one" practice management and client engagement portal which includes webinars, free or paid courses, telehealth visits, documents, custom emails and so much more
  • Seamlessly process insurance claims 
  • Store records in a HIPAA-compliant platform

Healthie makes it easy for physical therapists to run their businesses and build close relationships with clients. Our technology platform gives PTs the modern tools needed to succeed in business and client/patient care. 

7 ways to configure Healthie as a PT:

1. Customize your Calendar

  1. Set appointment types to indicate the sessions/services that you offer (e.g., Initial Consultation, 90 minutes, available in-person and virtual) enable/disable a client/patient to book this session, and indicate whether it's an individual/group session Learn more
  2. Establish appointment settings to add locations, text/e-mail appointment confirmations and reminders, a color scheme for your calendar, add a buffer in between appointments, etc. Learn more
  3. Set up your default availability to enable clients/patients to book (or request to book) sessions with you (which can be shown on your website) Learn more
  4. Sync Healthie with iCal, Google, and Outlook Calendars to pull/push events from other calendars that you use Learn more

2. Customize E-mail Templates

Your practice and clients are unique, which is why we want your workflow to reflect your business from your very first interaction with your clients/patients. You can customize various emails such as Appointment Confirmation, Appointment Reminder emails, and more. Learn more

3. Set up your Intake Forms and Charting Templates

Healthie allows you to build intake forms and charting templates that help you gather the information necessary to treat clients. Your clients are able to electronically complete and e-sign your forms, and you are able to chart on clients within Healthie.

Healthie's platform contains a library of PT-specific intake and charting forms that you can leverage. You are able to use these forms "as is" or pull specific questions from these question banks to create your own forms.

In particular, please review our charting field that will enable you to mark up an image of the human body, which may be useful as you identify key areas of pain, or prioritizing work with a client. 

If you would like to access the PT-specific forms, or have our team assist with building out your business's forms, please email us:  

4. Share Educational Resources with Clients

The Documents feature within Healthie enables you to store educational resources including PowerPoint slides, images, and exercise videos to share with your clients. 

Documents replace the need to keep a local folder of sharable materials on your computer, and acts as a built-in Google Drive / Dropbox 

5. Prepare Invoices 

Invoicing allows you to send invoices to clients for specific one-time payment instances, outside of Client Packages. Request payment from a client in a professional and branded way.

6. Track Client Workouts & Metrics

Healthie enables you to customize what you'd like clients to track, including workouts, metrics, selfies, and nutrition, and you are able to view client records in real-time for ongoing, virtual accountability and support.

Healthie also syncs with wearables and devices like Fitbit and Apple Health for a comprehensive outlook at your client's wellbeing. 

We are working on adding an exercise / workout library, and will update this article when this becomes available later this year.

7. Telehealth

Healthie's HIPAA-compliant telehealth solution enables you to conduct both one-on-one and group virtual sessions. 

This can be useful for:

  • Hosting video call sessions
  • Conducting webinars
  • Hosting classes
  • Recording meetings (via Zoom)
  • Conducting meetings with multiple clients/providers 

If you have any feedback on Healthie as a PT to email us at and we will continue making updates to support our PT community!

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