Share programs with colleagues

If you've built a Program, you can easily share it with colleagues for their use in their own Healthie accounts.  

  • If you are in the same Healthie account as this colleague, e.g., within the same Organization, please navigate to Organization permissions > Other Permissions > Enable provider to see Programs in the organization
  • If you and this colleague have separate Healthie accounts, follow the instructions below to share Programs.
  • When you share a program with a colleague not in your Organization, the system will create a copy of it (at that point in time) and add it directly to their account. Any modifications that this colleague makes will  not affect your version of the Program. Moreover, your colleague will not be able to re-share the Program directly with other providers.

    How to share a program

    To share a Program with a colleague not in your organization, please do the following: 

    • Navigate to Programs
    • Find the Program you want to share.
    • Click on the drop down menu next to "Edit."
    • Click on "Share with colleague." 

    • Enter the email address that is associated with the provider's account. 
    • Click Share to send your program. 
    • When you click "Share", the receiving provider will get an e-mail indicating that you've shared a Program with them, and the form will appear in their Program section of their Healthie account. 

    Notes:

    • Please make sure you use the e-mail address that the colleague uses to sign into Healthie, otherwise they will not receive the Program
    • To protect provider privacy, if you enter an invalid e-mail address (e.g., an email address that is not that of a provider), you will not receive any error message indicating a failure to share a Program

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