Sample Provider Training Schedule

With any new technology, it will take some training & resources for new team members to setup their accounts and become familiar with the platform. Healthie is here to support your organization as you add new members, 

You may also find our Overview of Onboarding helpful, for more resources on how you can make the most of Healthie. 

Part 1: Back-Office Features

Videos to watch:

• Getting Started with Healthie. 
• Set Up Your Calendar & Appointments
• Client Packages and Invoices

Materials to Review:

• Create Appointment Types
• Adjust Appointment settings 
• Email Templates
• Decide what clients can track

Part 2 : Client Onboarding

Videos to watch: 

• Creating client groups
• Creating intake flows
• Charting 

Materials to Review:

• Client groups
• Intake flows 
• Sharing documents
• Charting

Part 3: Client Engagement

Videos to watch:

• Client Engagement 
• Client’s Experience
• Chat
• Telehealth

Materials to Review: 

• Chat
• Journal entries 

• Add self as test client
• Download Healthie App
• Run through app/browser as test client following this checklist
• From provider account respond/react to client engagement
• Zoom & telehealth

Part 4: Client Accountability

Videos to Watch:

• Programs
• Goal Setting 
• Making the most of Healthie

Materials to Review:

• Programs: Create an example program with 4 modules and enroll client 
• Goal setting for clients

Contact Us 

Want to help you make the most of Healthie. If you want to discuss ways to leverage Healthie to further grow your business, email hello@gethealthie.com