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
- Client groups
- Storing and modifying client information in Healthie
- Introduce Healthie to clients with a video
- Client Unique ID / External Record Identifier
- Archiving and unarchiving clients
- Searching for clients by birthdate
- Clients having multiple accounts with Healthie providers
- Use Healthie as a CRM tool for prospective clients
- Merge clients
- Transferring Clients across Healthie Accounts
- Client Onboarding FAQs