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