Healthie Software Support - Healthie Platform Information | Healthie
  • Setup
  • Healthie Platform
  • EHR / Back-office
  • Client Engagement
  • Organizations
  • Special configurations
  • Contact
  • Contact

Client Management (Groups & Tags)

  • Getting started: Client groups
  • Active and Archived Clients
  • Merge clients
  • Client Tags
  • Change a Client's Group
  • Delete a Client Account
  • Add a Contact to a Client's Account to Receive Notifications
  • Link Client Accounts to Indicate Relationship
  • Client Legal and Preferred Names
  • Difference Between Linking Accounts & Adding Contacts
  • Change a Client's Email Address

Categories

  • Calendar and Scheduling
  • Client Management (Groups & Tags)
  • Charting & Client Profile
  • Electronic Forms
  • Payments
  • Client Packages
  • Insurance
  • Superbills
  • Tasks
  • E-Fax
  • E-Rx
  • E-Labs
  • Inventory Management
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