Q4 2019: Programs, Client Profile, and Intake Forms
Platform release notes: Winter 2019
Note: this will be updated throughout the Quarter, as we release updates to our platform several times each week.
Integrations:
- Our V1 Integration with Fullscript is now live
Share forms with colleagues
- You are now able to share forms with other colleagues that use Healthie, that are not part of your organization
Journal updates:
- You can now add a "Quick reaction" to a client's journal entry to acknowledge that you've reviewed an entry.
Preferred name:
- Within client profiles, in the “Personal Information” section, you’ll now see the option to include a “Legal Name,” indicating it separately from your client’s preferred name, which should go in the regular “First Name” field. For any emails sent through Healthie, or places where your client will see their name in their Healthie account, their preferred name will appear. For insurance billing purposes, a client’s legal name will be used.
Password reset for clients:
- There may be instances in which you'd like to change the clients password on their behalf. You are now able to do so. Learn more
Programs updates:
- You can now re-order Program modules
- You can now view the status of a client's completion of a program
Intake form reminders:
- If a client has been asked to complete any intake paperwork, and if the client has not yet completed that, you can send them a reminder to complete an intake form
Other UI/UX updates
- Dozens of bug fixes and other design updates