July 2021: Release Notes

Platform release notes: July 2021. 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! 

New Integrations Settings Page

Save time and streamline business operations by linking Healthie with your favorite tools. Review which integrations are already available & connected through your membership, and find other integrations to connect. We have a lot more integrations planned on the Roadmap, so be sure to check the Integrations page frequently. You can also review our Integrations section on the help guide to find more details on existing or planned integrations. 

To access your Integrations page within Healthie: Gear icon (top-right) > Settings > Scroll to "Integrations" in the settings menu

Have an integration you'd like to see included? Add your integration request, or vote for your favorites here. 

Water Intake Tracking (release on web & mobile) 

Water Intake Tracking is an optional setting in Healthie that enables clients to log their daily water intake. Providers can set a target water goal, and review logged water intake entries. 

Note: By default this setting is turned OFF for all of your clients, but can be manually enabled. When turned "on" as a Default Setting, this will only enable the new journaling setting for NEW clients added to the platform. To enable this setting for existing clients, you will need to go to Client Profile > Actions > Settings > Select "Track Water Intake" > SAVE

If a client does not see "Water" tracking within their account when logged into the Healthie mobile app, please ask them to check that they have updated the app to the latest version. 

Stool "Poop" Tracking (release on web & mobile)

Poop Tracking is an optional setting in Healthie that enables clients to log their stools, and for providers to review these entries. 

Note: By default this setting is turned OFF for all of your clients, but can be manually enabled. When turned "on" as a Default Setting, this will only enable the new journaling setting for NEW clients added to the platform. To enable this setting for existing clients, you will need to go to Client Profile > Actions > Settings > Select "Track Poop" > SAVE

If a client does not see "Water" tracking within their account when logged into the Healthie mobile app, please ask them to check that they have updated the app to the latest version. 

Ability to Pause Recurring Payments

Subscription services within Healthie enable payments to automatically charge to a client's credit card on file, at a cadence determined by their provider.

In lieu of cancelling a subscription service, providers now can "pause" recurring payments, leaving the option to continue in the future.

To pause a recurring payment:

Navigate to your Payments tab > locate the recurring payment (recurring payments are indicated by a recurring symbol) > click the "..." menu icon >  Pause Automatic Payments

Payments can be manually resumed at any time, by revisiting the Payments tab and locating the payment > Restart Automatic Payments

Share a Booking Link for a Specific Location 

Healthie makes it easy for providers to share a link to an appointment, and to customize that sharing link or embed code. If your business has more than one location, you are now able to specify which location(s) are included within the link. 

When customized to include location, clients will only see the option to book at the specific location(s) & the availability will be updated to reflect those locales. 

To get started, we suggest: 

1. Review/update your office locations (Learn how to set up locations & rooms here) 

2. Make sure you have availability on the calendar for these location(s) 

3. Grab your sharing link by going to Calendar > More > Share & Embed. 

Deselect "All Locations" and from the drop-down, choose which locations you want to be associated with your booking link. You can further customize this link by choosing specific providers in your practice, and which appointments. Tab over to "Sharing Link" for a sharing URL to be use in an email, newsletter, button, or social media pages. 

Redesigned Superbills Page 

Complete a Superbill in minutes with the Healthie platform, for client's to submit to their insurance payers for possible reimbursement. With our latest update, we've expanded on our Superbill form to include: 

• Option to add a modifier code 
• Ability to add a line item ie. for taxes
• Clarification on units & fees
• Clarification on diagnostic pointers
• Easy ability to quick-share the Superbill with a client
• Improved "Preview" of a created Superbill
• Pre-fill of information pulled from the Client Profile, for quicker completion & improved accuracy of a Superbill (ie. date of service, patient date of birth client 
• Easier navigation back while creating a Superbill 

Switch Between Accounts with the Same Email Address

If you've created a provider account and client account with the SAME email address within Healthie, you can now easily toggle between these account. 

When logged into Healthie, you'll see on the TOP that you are "Logged in As..." with a SWITCH button. Click "Connect" to the account that you would like to switch to. If you have a " test client" within Healthie, this will make it easier for you to toggle between your provider/client accounts. 

Symptom Tracking (released on web)

Symptom Tracking is an optional setting in Healthie that enables clients to log their bodily symptoms, and for providers to review these entries. 

Note: By default this setting is turned OFF for all of your clients, but can be manually enabled. When turned "on" as a Default Setting, this will only enable the new journaling setting for NEW clients added to the platform. To enable this setting for existing clients, you will need to go to Client Profile > Actions > Settings > Select "Track Symptom" > SAVE

This journaling feature is not currently available on the mobile app, but we will update this article once it has gone live. 

Option to turn Care Plans Feature Off

If you do not use the Care Plans feature within your practice, you now have the ability to turn the entire Care Plans feature off so you do not have to view it within your provider account. 

To do so, click on the Settings wheel and navigate to the "Care Plans" settings tab under "Features." A switch should appear near the top of the "Care Plans" settings page; by default, this switch will be marked "ON." Click on the switch to turn it off.

When the Care Plans feature is turned off:

• All of the your "Active" status care plans will automatically become "Inactive’ status
• A "Care Plans" tab will not appear in client profiles within the provider's account
• The "Care Plans" settings page will look like the following:

Nutrient Tracking Disabled for Eating Disorder Clients

Healthie's newest Nutrient Tracking feature will now be disabled when the "Eating Disorder" setting is enabled for a client.  

When you turn ON the Eating Disorder setting, the Nutrient Tracking box will become disabled, i.e. the check box will become greyed out and you will be unable to click on the check box. This will occur automatically, even if Nutrient Tracking was previously enabled. 

When the Eating Disorder setting is turned OFF, the check box will no longer be greyed out, the setting will be reverted back to its original selection, and you can select/de-select the box as you please. 

This will apply to all four levels of the settings hierarchy:

• Global
• Client group
• Individual client
• Care Plan

New Date Picker for Appointment Reports Dashboards

The date filter for the Appointment Reports dashboard is now easier than ever to use.

When you open up the dashboard, by default, the dashboard will show data from the last 30 days. 

To adjust the date filter, click on that button and you can select a set date range or set a custom date range. To assist, next to each range of time you can see the exact calendar dates it will display data for. 

When you click on the "Custom" option, you can select the date range using a calendar, or choose from any of the set date ranges listed on the left side.

When you log back in, the most recent date selection will automatically apply to the reports dashboard. 

E-Fax a Chart Note

You can now E-Fax a chart note for a client directly from their profile. To do so, navigate to the client's profile and select the "Charting" tab. Click on the blue "View Charting Notes" button. Select the chart note you would like to fax, and click on "Share." 

Click on the blue "Share All Fields" button, and select "Fax." From there, you can add the recipient's information and fax the chart note over. 

Additional Updates

• Minor bug fixes
• Providers can mark tasks as "Not Complete" 
• More characters and rich text editing in package description
• Updated library of forms for physical therapy practice. These forms will be made widely available within provider accounts, but please email hello@gethealthie.com if you'd any of these forms specifically shared with your account today. 
• New Care Plan templates viewing page
• Providers can long press an open spot on the calendar to initiate the scheduling process (mobile app update) 
• Pressing a phone number on the “Session Details” screen will initiate a phone call (mobile app update) 
• Added organization member setting controlling ability to "add, edit, and delete products" 
• Ability to change the "contact" type when editing a scheduled appointment
• Reduction in notifications that appear in the "bell icon" of your provider account, by removing irrelevant notifications

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.