June 2020: Care Plans, Referring Providers, and Quick Profile
Platform release notes: June 2020. Learn what new changes to the Healthie platform and mobile app that both providers and clients can expect to see. With new releases each week, make the most of Healthie's new features by bookmarking this help article and checking back frequently!
Care plans
- Healthie's Care Plans feature is now live! Apply common protocols and methods of care to clients, while still facilitating the customization/personalization that may happen on a per-client basis. Within a Care Plan, you can add nutrition or activity recommendations, upload documents for clients to access, automatically set goals, and more.
CMS 1500s
- "Include Referrer information" is now by default enabled when creating a CMS 1500 form
- Added status filtering to the CMS 1500 page. You can now quickly sort through your CMS 1500 claims based on the status of the claim including:
- Not Sent
- Sent
- Denied/Rejected
- Fully Paid
- Partially Paid
- Ignored
- You'll also be able to see the number of claims for each status, allowing you to more efficiently keep track of claims.
Calendar
- Now possible to remove one-time availability while using Safari as browser
- Updates to how Appointment Types are created and configured
- Updates to the visual display of Healthie's calendar, to make it easy to understand appointment status and view details, both on the web platform and the Healthie mobile app. Learn more about viewing and filtering your Calendar here.
Client Profile
- Providers can now remove a client's credit card on file without messaging Healthie support
- Providers can now view a Client's Quick profile while charting on a client during a session
Documents
- The first update, in a series of updates, makes it more intuitive to rename or delete a document (or folder) within Healthie.
Emails to Clients
- Design changes made for the default emails that send to clients on behalf of your provider accounts, such as Client Invite email, Appointment reminders, and Package Purchased confirmations. The text will now align to the left (instead of center) and the Healthie mobile app download links will appear at the bottom of the email to make it convenient for clients to locate the app. As well as some additional smaller color changes to the email designs. Learn more about customizing your emails to clients, and how to preview your emails here.
Payments and Billing
- Displaying client date of birth when charging for a package. Use this indicator to help differentiate between clients who may have similar (or the same) name to correctly identify the client you'd like to charge for services.
- Failed Payment Details: When a transaction has failed for any reason, you will be emailed with the error from our payment processor. Your payment dashboard will now show an indicator for the failed payment, with details on why the payment failed. Hover over the "status icon" to see the details. Learn more about managing failed payments and how to update (or invoice) a client for a failed payment.
Programs
- If you have created a module that contains a document, you can now easily modify your module by replacing the document. Either upload a new document from your local drive, or select another document that lives in your Documents Library. Learn how to modify your module here.
Tasks
- Additional capabilities of Tasks on mobile, including the ability to edit or delete a task
Video Call
- Updated Video Call UI to make it clearer to exit an existing session
Organizations
- Organizations can now have multiple brands / logos within one umbrella. To set this up, enable "can set up own brand" within Organization Permissions
- Organization administrators can now view Chat logs of other providers.
Other Updates
- Fixed bug in which packages set to GBP (Pounds) were showing as $ in some instances
- Fixed bug in which when provider removes group from a group appointment, all clients are now being removed, as intended, from that group appointment.
- Dozens of bug fixes and other design updates