October 2020: Release Notes

Platform release notes: October 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!

Advanced Beneficiary Notice Form

A new form has been added to Healthie's internal form library: Advanced Beneficiary Notice (ABN). Also known as a waiver of liability, an ABN is a notice provider should give to clients before they receive a service if, based on Medicare coverage rules, you believe Medicare will not pay for the service.

This form is accessible to all providers by navigating to Forms > Form Builder. Add this form to your intake flow or share with any clients prior to an in-person visit for screening purposes.

Client Groups

When a new client is added into a group, they will now automatically be added into any community chat conversations affiliated with the group. New clients will not be able to see historical messages, but they will receive any messages moving forward.
Within client packages, you'll now see the settings option to move any new clients or clients with NO group to a specific group. Learn more about how clients move between groups when purchasing a package, and the settings you can select to control this flow.

Covid-19 Screening Form

A new form has been added to Healthie's internal form library: COVID-19 Screening Form. This form is accessible to all providers by navigating to Forms > Form Builder. Add this form to your intake flow or share with any clients prior to an in-person visit for screening purposes.

Healthie Goal Favorites

When setting a new goal for a client, you have the option to select a goal from your library of "Favorites." To make goal setting even more convenient, we've added "Healthie Favorites" to your library. Browse through Healthie's Favorite Goals, select one, and modify it as needed for your client.

Learn more about Goals and Goal Favorites.

Merge Clients

When a new client is added to Healthie, a unique account is created for them, using the email address that they've provided. It's possible that a duplicate account may be created for a client. As a best practice to consolidate these accounts so that your client has only one profile/account -- this will eliminate any confusing around booking appointments, billing, and charting. Learn how you can merge client accounts.

Metrics Improvements

As part of a larger redesign, Healthie's Metrics feature continues to see improvements, including:

Improved display of metrics entries in journaling/metrics feed for provider accounts
Clicking on a data point within a metrics graph will bring you to the metric entry. A side drawer-panel will display for your metric entry, which you can then directly: view, edit, delete, or comment/react. Learn more about managing client metrics.
Clearer X and Y axis in metrics graphs
Hover over a data point in metric graph will now clearly display the metric details, including the date and time the data point was logged.

Addition of standard metrics for:

Oxygen Saturation levels
Body Temperature
Hemoglobin a1C levels
Blood Pressure
Blood Sugar Levels

Note: By default, these new standard metrics may be off. To turn on tracking, please go to your settings. Check the boxes next to the metrics you'd like to display, and click "Save" at the bottom of the settings page. Learn how to adjust your settings globally, per group, or per client here.

Take a walk through the metrics feature to see what's new, and to help streamline how you manage client's metrics. Getting Started: Metrics.

Packages

Clearer indicator on which client packages are visible to clients, and which are hidden
Ability to archive client packages
New "Client Visibility" sorter in the Client Packages page, allowing you to select and view all visible, or all hidden packages

Telehealth

Zoom recently made it required for hosts to admit participants from waiting room during group calls. This was a change made in Zoom's requirements, however an update is planned within Healthie that will allow hosts to bypass this requirement. We will update our Release Notes when our update is implemented.
New prompts for clients and providers prior to a telehealth call on the importance of giving access/permission to camera and microphone. Since being implemented, improving telehealth experience.
New screen sizes for video call when launching Healthie Telehealth sessions from the web browser. You'll now be able to adjust the video screen to mini, full screen, or stacked video, based on your preferences during the call. These new screen sizes allow for better workflows when charting during a video session.
Client's Quick Profile can now toggle open/closed while on a telehealth call. From the Quick Profile, you're able to navigate through General Client Information (including date of birth, appointments, financials, and more), Tasks, Forms, and Client Goals.
Increase in the size of the video images, across the three new video layouts.
Ability to mute microphone or turn off camera during a video call on mobile.
When someone denies access to their camera/microphone for a video call, instructions now appear directly on their screen for how to resolve the issue

New Mobile Release

An updated version of the mobile app has gone live, including:

Changes to the "Client Documents" structure on mobile (Clients > Select Client > Documents). Both private and shared documents for a client are consolidated into a single screen, with clear indicators as to what the status of the document is. Read more about the status icons for resources, as well as the action items you can take on a client document here.
Ability to mute microphone or turn off camera during a video call on mobile.
Ability for clients to view "email" modules as content within a Healthie Program on mobile. They can now view email modules both directly in their email inbox, and within Healthie. Learn more about the client experience with Programs.
Faster loading group chat messages.

Support for Families

Within your clients profile, you now have the ability to add family members and contacts. Find more support and capabilities when working with families, partners, or children within Healthie, including:

Ability to document name, email, phone number for an associated contact
Indicate relationship to client
Dictate if the associated contact is an adult or a minor
Set a contact as an emergency contact
Send contact email notifications related to the client (contact will receive a copy of every email notification that the client receives)

Learn more.

Additional Updates

Minor bug fixes.
Ability to now remove a client from a program if their group is enrolled in the program.
Addition of useful links in client accounts (available on their home page when logged into their client portal).
Improved performance of batch CMS 1500 downloads.
Ability to set availability by contact type (in-person, phone, or telehealth). Learn more
Documents within a Program module are now automatically stored in your client's profile documents, with a sub-folder for each Program they enroll in. This will allow clients to easily access and/or download a document outside of the Program feature. Learn more
Redesign of e-Fax. You can now more intuitively create and send faxes. Learn more.

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.