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Automations & Workflows

Set up workflows to streamline business operations

  • Cancel Your Healthie Subscription
  • Managing Referring Providers
  • Automations & Workflows in Healthie
  • Best Practices for Using Client Groups in Healthie
  • Using Healthie as a CRM Tool
  • Set Up Your Healthie Account to Take Insurance
  • Building Community Programs within Healthie
  • Ways to Save Time Charting in Healthie
  • Best Practices for Using Healthie Care Plans
  • Using Healthie to Build Your Referral Network
  • Sharing Post Session Notes with Clients
  • Sending Assessments to Doctors Outside of Healthie
  • Collect & Store Client Billing Details
  • Managing Client Memberships in Programs
  • Using Healthie for Client Engagement
  • Create a Free Package in Healthie
  • Charge a Copay
  • Using Healthie Alongside an Existing EHR
  • Dictation in Healthie

Categories

  • API
  • About Healthie
  • Marketing
  • Healthie Release Notes
  • General Information
  • Privacy and Security
  • Account Management
  • Branding & White-Label
  • Automations & Workflows
  • Reporting
  • Specialty Populations
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