Account Settings Overview

Within Healthie, the Account Settings section of an account enables account admins to customize both the provider and client experience within Healthie. Learn how to add your branding, set your preferences for notifications, and tailor Healthie features to best fit both your business, and clients' needs. You can review these settings as you first set up your Healthie account, and return to them frequently. 

To access your Settings:

  • Log into your Healthie provider account 
  • Click the settings wheel (gear icon) on the top-right
  • From the drop-down, select "Settings" 

Settings are broken down into the following categories: 

  1. Personal
  2. Business
  3. Features
  4. Organization

A note for organizations: 

By default, settings are for the entire organization, and apply to all team members. 

Team members can (optionally) be able to adjust settings that will impact the entire organization - this can be determined by the admin, within the team member's profile settings (account settings are separate from team member settings). 

If you'd like individual team members to have their own settings (ie. different calendar/scheduling settings from other team members) you can send a request to hello@gethealthie.com. Please include the provider(s) name(s) and list which settings you'd like them to have separate from the organization. Our team will enable this request for your account. 

Personal Settings 

Account Settings  

Under "Account Settings," you'll be able to adjust some basic information about your account/business, including: 

  • Name 
  • Email address 
  • Phone number 
  • Credentials 
  • Timezone 
  • Password (with ability to change password) 

Notifications Settings 

The Healthie platform automatically sends you and your clients' emails and push notifications to keep you updated on client activity, account activity, and business needs. E-mail notifications are sent to your e-mail address on file, and push notifications are sent through the mobile apps to notify you of updates and actions. 

These notification preferences can be customized to meet your specific business preferences. Learn more. 

Profile Picture 

A profile picture can be added to a provider's account, and will be visible for clients. Learn More: Account Profile Picture

Note: If you are part of a group organization, you can only update the profile picture for yourself. If you need to update another provider's profile picture, please ask them to log into their personal Healthie account and do so from Settings. 

Business Settings

Financial Settings 

Within the "Financial" tab, you'll find the option to link (or link a different) bank account to your Healthie account. This will allow clients to purchase services through Healthie, which will then be directly deposited into your account. These transactions are done automatically through Healthie's direct integration with Stripe. If you prefer to use outside payment processor, you can choose to leave your Healthie account unlinked to a bank account. 

Learn more about linking your bank account. 

Insurance Settings

Enable or disable key insurance settings for your account, including: 

You'll also have the option to add " Accepted Policies" to your settings. When creating an insurance claim, when selecting the client's insurance from the drop-down list, at the top, you'll see the payers that you're currently in network with and have added to your "Accepted Policies" list 

Additionally, you can add and manage Billing Providers for your account. 

Note: if you disable insurance settings AFTER creating a claim or Superbill, no client data will be lost. You'll have the ability to enable these settings once again, and can review past created forms. 

Brand Settings 

As a business on Healthie, you are able to customize the platform to reflect your company's brand, color scheme, and incorporate other business information. Specifically, your logo, company name, social media accounts, and brand colors will automatically appear throughout the Healthie platform, for a semi-white-labeled, custom look that is reflective of your business. Navigate to Settings: Brand to set up your account. 

Learn more about branding and color schemes. 

Referring Providers 

Healthie makes it easy for providers and organizations to keep track of the healthcare professionals that they are in communication with. Diligently keeping track of your referral network will allow you to maintain important client communication, as well as continue to nurture your network to receive ongoing referrals.

Learn how to manage referrals. 

Calendar Settings 

Appointment Settings 

You can configure over 25 settings to meet the needs of your specific scheduling workflows, including your locations, whether you'd like to allow for same-day appointments, a buffer time, e-mail and text reminders, and more. You'll also find valuable video call settings in this section, for virtual-first care. 

Learn more: Appointments Settings

Appointment Types 

Set and configure different appointment type offerings for your business. Once created, these appointments can be selected and booked by either providers (or optionally) clients. 

Appointment Location 

Add locations for in-person appointments. 

Weekly Availabilities 

Set your availability, enabling clients to self-book sessions. 

Color Schemes (for Calendaring) 

Configure your calendar with color schemes to gave value scheduling insights at a glance. 

External Sync 

Sync your Healthie calendar to 3rd party calendars including Google, Outlook, and iCal. 

Feature Settings

Journal Entries 

Within Healthie, you can customize DEFAULT settings, as well as turn features off if they are not relevant to your type of care:

  • Food journal settings: control which features of Healthie's photo food journal are visible for clients and required for them when completing a journal entry 
  • Metrics settings: control which metrics clients can view and/or track 
  • Fitness settings: enable (or disable) clients from tracking workouts or uploading "selfies" 
  • Chat settings: enable (or disable) clients from sending messages via Healthie chat 
  • Goals notifications settings: customize how a client will receive notifications (email and/or in the Healthie app) to complete their goals, and how often notifications are sent (never, daily, weekly, monthly) These default notifications can be set at the: 

Learn more about customizing your default client settings, tailoring your clients' experience on Healthie.

Charting 

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 Charting > "Default Chart Note" and you will see a drop down of all possible charting templates that you are able to set as default. 

If you are a part of a group practice / organization, each member is able to set their own default charting template, that applies to their account only. 

Learn more about charting settings. 

Chat 

You'll find that some Chat Settings, such as the ability to enable/disable chat, can be found in the "Journal Entries" Settings section. It is on the Healthie product roadmap to relocate these settings, so all chat-related settings lives intuitively under "Chat" 

Currently in Chat, you'll see the option to enable two very useful automatic chat messages: 

Email Templates 

Within Healthie, you have the ability to edit the email content that your clients will receive. This allows you to ensure that each email your client receives reflects your brand and business. Share important business information, provide additional resources, and help clients feel supported through your personalized email messages. 

Learn more on how to customize your automatic emails to clients.

Organization Settings 

Basic Information 

Healthie's multi-provider capabilities enable group practices and organizations to share resources, collaborate across clients, and maintain custom permissions surrounding core business needs to streamline operations, promote cross-collaboration, and offer coordinated care to clients. 

In the "Basic Information" section, you'll be asked to provide relevant information for your organization, including: 

  • Organization Name 
  • NPI number 
  • Tax ID number 
  • Address

Portions of this information will be used to help streamline workflows within Healthie, such as auto-filling your organization information within CMS 1500 claims (if you utilize insurance) on cover-pages for Faxes, and more.

Members 

Within Healthie, you have the ability to customize the experience/capabilities for each of your organization members. 

Find a detailed review of member settings that admins can customize. 

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