Automations & workflows
Set up workflows to streamline business operations
- Managing Referring Providers
- Automations & Workflows in Healthie
- Best Practices if You Need to Cancel Your Healthie Subscription
- Best Practices for Using Client Groups in Healthie
- Changing Client Package Payments
- Building Community Programs within Healthie
- Best Practices for Setting Up a Freemium Package in Healthie
- Ways to Save Time Charting in Healthie
- Managing Client Memberships in Programs
- Using Healthie as a CRM Tool
- Set Up Your Healthie Account to Take Insurance
- Best Practices for Using Healthie Care Plans
- Using Healthie to Build Your Referral Network
- Sending Assessments to Doctors Outside of Healthie
- Automated Ways to Collect & Store Client Credit Card Details
- Charge a Copay
- Sharing Post Session Notes with Clients
- Using Healthie for Client Engagement
- Using Healthie Alongside an Existing EHR
- Dictation in Healthie