Multiple providers working with the same client
In Healthie, you can have multiple providers in the same organization be associated with the same client. This feature works well for organizations where multiple providers need to interact with a client or need access to client information.
Once a client's account is created, you can navigate to clients>client name>action>Other Care Team Members
Once you associate an additional provider to a client's account:
- All associated providers will have access to client information including intake forms, shared documents, and charting notes
- Note: If you have a single intake flow created for your organization, your client will not be triggered to complete the same flow/paperwork when they begin working with a second provider.
- When a client posts a journal entry or metric these will appear on all provider's home feed
- A client will be able to message both the provider and other care team members on the app or browser
- A new chat thread is created for each associated provider
- Clients can select which provider they would like to schedule an appointment with on both the browser and the Healthie mobile app. They can also select no preference if the client wants to see all provider openings.
Client booking an appointment from the web browser:
Client booking an appointment from the mobile app:
