Your Provider Dashboard
Welcome to your Healthie Dashboard! Your Provider Dashboard is the main (Home) screen that you see when logged into your Healthie account. Your dashboard contains important information about your business and your clients. Healthie helps you keep your day organized, and high priority tasks visible, to keep business operations efficient.
Your Provider Dashboard can be accessed from the web browser or from the Healthie mobile app.
Dashboard from the Web Browser
On your dashboard, you'll see three important tabs which you can navigate between, including:
1. Overview tab
This tab displays by default and will show you important appointment and task details.
In the "Appointments" section of your dashboard, you will see the options to view:
- Today's appointments (upcoming and completed)
- This week's appointments (all statuses)
- All unconfirmed appointments -- review any appointments that need to be confirmed by you, or by your client.
In the "Tasks" section of your dashboard, you are able to view:
- Your tasks
- Tasks assigned to others
- Completed tasks
Learn more about utilizing Healthie's Task feature to keep you business organized.
You can also quickly add a new appointment or task right from your home dashboard.
2. Journal Entries tab
Here you'll see a "newsfeed" of your clients' latest entries, from food logs, to metrics, and workouts. You can scroll through your feed and provide a quick reaction or a comment to better support your clients. Learn more about client engagement here.
3. Dashboard tab
This is your business analytics board, available for members on Practice Plus plans and above. View data to gain insights for:
- Breakdown of appointments booked
- Billing (gross payments per month received and payments received after fees)
- Packages purchases
- Organization-wide analytics for those on an organization plan.
Dashboard from the Mobile App
The Healthie mobile app is a convenient way to access your account and engage with clients. If you have not done so already, you can download the mobile app by following instructions here.
From the mobile app, your dashboard has the same functionality as from the web browser. Scroll down to see your appointment and task details, as well as quickly add new appointments and tasks.
You'll also see three tabs on the top of your dashboard, so you may navigate between your "Overview," "Journal Entries," and your "Analytics Dashboard."