September 2020: Release Notes

Platform release notes: September 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! 

Billing 

Redesign of the "Billing Transfers" page for improved clarity. Billing > Payments > Transfers. This page details include: 

• Date the bank transfer was initiated 
• Amount included in the transfer 
• Number of included transactions 
• Status of the transfer
• Date the transfer is expected to be completed

Note: Within Healthie, bank transfers happen automatically, each day. All transactions from the day are included in this transfer. 

Learn more about linking your bank account and receiving bank transfers. 

Bulk-archive clients

If you are no longer working with a client, Healthie enables you to "Archive" them within your account. Learn what happens when you archive a client here (don't worry, their information is kept secure, and you can unarchive them at any time!). In Healthie, you can now select several clients at once to archive, saving you time as you manage your client base. Lear how to bulk archive

We'll continue to update our community on other bulk-editing options as they become available within Healthie. 

Calendar

Ongoing updates to the client booking flows and experience, including:

• Updates to the date/time step in the client booking process, for a cleaner and more modern booking experience 
• If an appointment type has no availability, it will be displayed clearly from the onset of booking to the client. 
• Ongoing updates to enable clients to add their Healthie appointment directly to their personal calendar (iCal, Google Calendar, Outlook) from the appointment confirmation screen or confirmation email. 

Other update(s) to Calendar include: 

• Ability to more easily view client attendance status for group sessions, directly within the session details. Select your group appointment from your Calendar > Click "Track Attendance." Check off any clients who attended the session. Once saved, you'll now see the list of "Attended" and "Not Attended" clients on the main session details page. Learn more about group scheduling. 
• Addition of appointment attendance to the Appointments Report. 
• If a chart note has been written for a client in association with an appointment, you can now click the "Chart Note Written" button within the appointment details to display the chat note. 

 Care Plans 

• Option to notify a client about a new active Care Plan via email. Once you set a Care Plan to "Active" a green success banner will appear, with a button "Notify Client via Email." Learn more about Care Plans. 

Chat

• A new setting has been added for Organizations, that when enabled will allow org members to respond to chat messages that they are not participants in. 
• Sending a Loom video link in Healthie chat will now embed the video within the chat message.
• Ability to mark a conversation as "unread" -- simply click the actions tab (three dots) next to a chat message and select "Mark as Unread" 

Documents

E-Labs

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Healthie's e-Labs feature enables providers to offer, and clients to purchase, labs directly within the Healthie platform, and fully electronically, to save providers time and the need to navigate to external platforms. 

Last month, e-Labs became available to all Healthie members on Practice Plus plans and above, and this month we're providing ongoing resources and support for our community, to help you make the most of this powerful new feature. 

• Help Guide: e-Labs and Healthie
• Help Guide: Client experience with e-Labs
• Live Class recording: Getting Started with e-Labs (be sure to watch through to the Q+A at the end) 
• Help Guide: e-Labs FAQs
• Client help article: Lab Testing (share this article with your clients to help them understand the lab testing process) 

Journal Entries 

• More clarity in the source of journal entries and metrics. On each journal entry posted, you'll now see where it came from (ie. Healthie, Apple Health, Fitbit, Google Fit, client, or a specific provider).
• For clients, "Reflection" option on a journal entry has been renamed "Thoughts after eating" for more clarity. 
• You can now filter journal entries by client group. From your home screen when logged into Healthie, select the Journal Entries tab. A drop-down menu on the left-hand side will automatically show "All Groups" > Select a specific group from the menu to filter. This will allow you to quickly keep tabs on specific groups, and provide personalized feedback to those clients. 

Metrics 

• Ongoing improvements to the display of metrics graphs. 
• Addition of an "All Time" button to the date picker when viewing metrics on a graph. 
• The date-range that you select from the date-picker will be remembered the next time you visit your client's metrics (ie. if the last selection you made was "All Time," then the next time you go to any client's Metrics tab, the graphs will display with All Time data). Learn more
• Expansion of metrics graphs for a wider view, making data points clearer to read.  

Mobile App Updates

A series of updates to the Healthie mobile app have gone live, improving the client experience with booking appointments, completing programs, and more.

• Redesign of the client booking flow process from the mobile app, for a smoother and easier booking experience. 
• If an appointment type is set as bookable by clients but there's no availability for it, the client will see "no availability" from the beginning of the booking process. 
• If there is no availability for the day that a client has selected to book an appointment, Healthie will automatically suggest an alternate date/time for easier booking. 
• Ability for clients to see how many credits they have available during the client booking flow process, if their wellness provider requires credits for booking.  
• Option for clients to add an appointment to their personal calendar, from the booking confirmation page. 
• If booking a phone session, clients will be required to provide a phone number to complete the booking process.
• For clients who have purchased a program, they will now see their program status from the mobile app (Not Started, In Progress, Complete) as well as the option to tab between "Program Information" and "Modules." They'll see more details on their progress through each module, including upcoming modules that they do not yet have access to. Review the client experience with completing a program. 
• Option for clients to disable email and/or push notifications for goals reminders -- both from the web browser and the mobile app. Find step-by-step instructions on disabling goals notifications you can share with your clients (or refer them to this ClientHelp article) 
• Appointments that are unconfirmed but have a status of Cancelled, No Show, or Rescheduled will no longer display in the "Unconfirmed Sessions" section of the mobile app. 
• Faster loading of the "Home" tab for clients

Settings 

• Addition of a settings section for "Charting." Currently, this section contains the option to set a default charting note for your business. Your default charting template is the one you will see by default when you create a new chart note on a client. We recommend setting your default charting template as the template you use most frequently during your sessions. You can select your default chart note in your account settings -- navigate to Settings > Charting > "Default Chart Note" and you will see a drop down of all possible charting templates that you are able to set as default. Walk through all Account Settings. 

• Redesign of "Organization Settings." Within Healthie, you have the ability to customize the experience/capabilities for each of your organization members. These settings can now more conveniently be accessed by navigating to the settings wheel (gear icon) > Settings > Organization Settings. Now you'll see all of your organization members, and can "EDIT" each one to customize their settings (or add a new member) 
• You'll also notice there are now three tabs at the top of the Organization page. Navigate between these tabs to quickly access important organization information. This can be accessed by going to Settings > Organization or by clicking the "Organization tab in your main Healthie menu. 
  • Calendar 
  • Members 
  • Settings

Telehealth 

• To reduce the issue of clients joining video calls without allowing access to their camera/microphone -- Healthie will now automatically prompt any users who have not allowed access (permission) to do so. 

Additional Updates

• Minor bug fixes
• Update to the mobile app that fixes an issue where some clients using Healthie app for Android phones were unable to add a photo to their journal entry. 
• Clicking the side menu tabs during a telehealth video call will now trigger a confirmation screen, asking if you're sure you want to navigate from the page and end your video session. Click "Cancel" to continue with your video session. 
• More clarity around diagnosis codes and CPT codes when creating a Superbill, and the ability to enter decimal points in the code search field. 
• Ongoing improvements to the display of metrics graphs. 
• Ensuring there's a client phone number added to every call booked as a "Phone session." 
• Any documents already shared with a Group will automatically be shared with any clients newly assigned to the group. 
• Automatically sync metrics for Google Fit including: Bed time, wake time and sleep time. 
• Ability to delete a received Fax. Learn more about Healthie's e-Faxing feature. 
• Addition of a "Remove Occurrence" option for recurring forms that do not have an end-date set. Learn how to create a recurring form. 
• In automated emails to clients, by default, the email subject will send from your "Provider Name" as opposed to the brand name for more personalization. The sender will still list the brand/organization name. 
• A mobile app update has gone live to as a bug fix for those providers/clients experiencing an issue with Chat.
• Links shared within a Care Plan will appear as a clickable hyperlink for your client. 
• Improved "Search" functionality within a documents folder. 

Past and Planned Updates

View all updates from last month here. 

See planned product updates on our Product Roadmap. 

Have a feature request for our team? You can share your requests by emailing us at hello@gethealthie.com or by adding/voting for your requests on Feature Upvote.