Create a Second Healthie Provider Account

There may be an instance where a provider would like to maintain multiple Healthie provider accounts. A common use case for this, is when a provider works for an organization that uses Healthie, but they also have their own practice/business. 

Create a Second Healthie Provider Account

When you create a Healthie account, you gain access to a secure provider portal. Portal log in is tied to the email address that you used to create your account. It is not possible to create multiple provider accounts with the same email address in Healthie. 

If you'd like to create a second/other Healthie provider account: 

• Log out of your Healthie provider account
• Sign up for Healthie using a different email address
• Complete the sign up process to create a new password
• Sign out & sign back in as needed with your other login credentials 

Use the Same Email for a New Account

You'll need to create your new account with a different email address first (you can't have two accounts with the same email). 

However, once created, you can go back and change the email address for your old Healthie account (ie. to an email address you no longer use) and then update the new account with your preferred email address. 

From there, your original account can be made inactive/cancelled. Please note: if your original account was part of an organization, and your account was made inactive, you will not be able to access your account to make changes, or access client data. 

Migrate to a New Provider Account 

Healthie makes it easy for you to transfer data from one Healthie account to another. However, we cannot provide a simple data transfer of all account information to your new account. You'll need to export or download important account data and manually import it to your new provider account. Learn more about exporting account data. 

Follow the steps below to help migrate your account data to your new Healthie account. Please note, if your previous/original Healthie account is made inactive, 

1. Import Client List data

You can generate a report of your current client list, and easily import the list into your new provider account. Export your Client List following the steps outlined here, and then request a data Import through your new provider account. 

2. Upload client charting notes & documents

You can download existing documents or charting notes from your current account and then upload to your new account following the steps in the following: Creating PDF of Intake/Charting notes

3. Create your intake forms & charting notes

Have a form you'd like to move to your new account? Share your form with your new provider account email address. Once shared, the forms will be visible to you in your forms library. Editing these forms in your new account will not affect the original form from your first account. 

Alternatively, you can add intake or charting forms to your new account using the Form Builder tool and then creating Intake Forms: Creating PDF of Intake/Charting notes

If you have a form that needs a custom build out, you can send us the form in a PDF file to build out hello@gethealthie.com. If you were the original provider to request a form buildout for your current organization in the past, we might be able to look up the form ID used to add that form into that account for you but this isn't a guarantee.

The custom form build-out process can currently take up to two weeks to complete. The length of time it takes our team to complete a custom forms request will depend both on a) the number of forms that you request, b) the complexity of the specific forms you share, and c) how many form requests we have received in the queue prior to yours.

Additional Notes 

In the case that you are leaving a Healthie account (ie. you're part of a group practice and want to create a new account/business), here are some things to note: 

• You'll need to create your new account with a different email address first (you can't have two accounts with the same email). However, once created, you can go back and change the email address for your old Healthie account (ie. to an email address you no longer use) and then update the new account with your preferred email address. 
• We do not migrate client data across different Healthie accounts. You (or your organization admin) would need to request an export of data to then import into your new account. 
• Additional information on exporting/transferring account data.  

Questions? Email us hello@gethealthie.com