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Client Onboarding

Find resources for onboarding and working with your clients in Healthie.

  • Overview: Inviting a client to Healthie
  • Onboard clients paying with insurance
  • Adding a test client to Healthie
  • What happens when you invite a client to Healthie
  • Resources for your clients
  • Adding a client without an email address
  • Resend a Client's Welcome Email or Reset their Password
  • Storing and modifying client information in Healthie
  • Introduce Healthie to clients with a video
  • Client Unique ID / External Record Identifier
  • Searching for clients by birthdate
  • Clients Having Multiple Accounts with Providers
  • Use Healthie as a CRM Tool for Prospective Clients
  • Client Onboarding FAQs
  • Clients Checking in for their Appointment

Categories

  • Enterprise Guides
  • Getting Started
  • Membership Plans
  • Member Resources
  • Client Onboarding
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